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As an Ohio State University study shows, only about 20 percent of individual investors outperform the market return. Indeed, many professional investment advisers and brokers perform at or below market levels, often due to a heavy reliance on mutual funds and a focus on short term market movement.
Since Niehaus Liberty opened in 2006, Niehaus Liberty clients have outpaced the S&P
500 by a significant margin. The majority of client portfolios hold diversified stocks
in long positions, but there are also significant holdings in bonds, and some cash
equivalents. The following table measures the time-
Client return is calculated for the life of Niehaus Liberty: from February 27, 2006,
to the most recent quarter. Long-
Numbers are updated quarterly. The performance as of December 30, 2011:
|
|
Total |
Annualized |
|
Niehaus Clients |
73.8% |
9.9% |
|
S&P 500 |
- |
- |
Past performance does not guarantee future success.
If you would like to see Niehaus Liberty’s historical performance, click here.
| December 30, 2011 |
| September 30, 2011 |
| June 30, 2011 |
| March 31, 2011 |
| December 31, 2010 |
| September 30, 2010 |
| June 30, 2011 |
| Compound Interest |