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Chart of the Day: More Professional, Less Individual

Crews Bank & Trust Wealth Management Services Aug 29, 2024
Chart dated from 1945 to 2020 measuring equities, corporate bonds, and treasuries

Contents

Today’s Chart of the Day from S&P Global shows the overall market share owned by individuals. For equities, it started at nearly 95% in 1945 and has dropped to only 40% as of today. The data suggests the other 60% of the investments are made through market professionals through things like mutual funds and exchange traded funds (ETFs). The level also decreased for corporate bonds and treasuries, from 30% for both in 1945 to only 3% and 10%, respectively.

What does this mean? The theory is that as more and more of the market is traded by market professionals, who have more resources and complex systems at their disposal, it is increasingly difficult for individuals to compete and outperform.
Chart of the Day

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Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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