By Dr. Jim Dahle, WCI Founder

2024, like 2023, was a pretty good year to be an investor. Just about anything you invested in made at least a little money, and if you invested in the “right” things, you made a lot of money. It’s been decades (the late ’90s) since the S&P 500 had 23%+ returns two years in a row like it did in 2023 and 2024.

Each year, I try to discuss the investment returns our portfolio saw for both transparency and educational purposes. Note that any links to actual investments discussed are links to WCI advertisers.

 

Our Portfolio

As a reminder, our portfolio (asset allocation) is 60% stocks, 20% bonds, and 20% real estate, broken down as follows:

60% Stocks:

25% Total US Stock Market 15% Small Value Stocks 15% Total International Stock Market 5% International Small/Small Value Stocks (more on this

Keep reading this article on The White Coat Investor.

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