What are the Best 12 Months in the History of the Stock Market?

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What are the

Best 12 months in the history of the stock market?

The US Stock market made history last week. From March 23 to March 23, the markets rose fast and reached new highs. Learn about why we give thanks to Tina—and what I mean by that.

“We want to maintain our lifestyle and live with dignity and independence. We don’t want to worry about the day-to-day movements of the stock market.”

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How We Invest

We believe the right way to invest is to diversify by strategy.

The size of equity markets is staggering. $94 trillion worldwide, 56% of that money is outside the USA. There are over 120 thousand mutual funds and ETFs around the world! To take advantage of all this opportunity, we have to diversify. And the right way to do that, is to choose different strategies.

To learn more, click here.

Stocks are recovering

Thanks to TINA!

If you had asked me a year ago what I thought about the stock market, I would have told you to be patient. I was wrong—things recovered much faster than I ever thought possible!

Stocks Emerge from Covid Crash with Historic 12-Month Run

Equity markets have incredible resilience. And, thanks to TINA, we are confident in them. Tina stands for “THERE IS NO ALTERNATIVE.” Interest rates are low. Bond prices are lower year to date. The commercial real estate market is hurt. Residential real estate prices are so high, it makes it hard to buy.

Perhaps we should temper our enthusiasm about equity markets. The odds of a repeat are slim. This quick of a gain has not happened before during our investment lifetimes. We may not see it again.

So let us relax and enjoy these good times!

Source: Statista

 

These past 12 months are not even the

Best 12 Months in History

These are not even the best 12 months of US equity returns in history, but close. Here are the top 10 best 12 month returns since 1926. Number in percentage points:

Source: Dr. Tom Howard, Athena Invest, April, 2021.

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About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.