Mar 3, 2025
Our “Get Invested” series is a simple yet powerful resource designed to help anyone understand why investing in stocks for the long term is one of the best financial decisions they can make. The slide below from our Get Invested piece is titled “Be Greedy When Others Are Fearful.”
One of Warren Buffett’s most famous quotes is to “be greedy when others are fearful.” Unfortunately, many anxious investors can’t stomach losses in the stock market, causing them to go to “all cash” at exactly the wrong times. Take large declines, for example. Since WW2, the S&P 500 has fallen more than 15% in nine different quarters. Following every single instance, the index was higher a year later with an average one-year gain of 25.1%. Similarly, the S&P 500 has had two-quarter drops of 20%+ just eight times, and over the next year, the index was up by at least 17% with gains every single time.
If you have any questions about our Get Invested resource, please email us or give us a call at 914-315-1248. You can view the full piece by becoming a Bespoke client.
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Mar 1, 2025
Our “Get Invested” series is a simple yet powerful resource designed to help anyone understand why investing in stocks for the long term is one of the best financial decisions they can make. The slide below from our Get Invested piece is titled “Ignore the Noise.”
It’s hard to avoid monitoring the day-to-day action of the market when your hard-earned money is at stake, but for money that’s invested for the long-term, it’s best to try and ignore the noise.
The left chart below shows daily closing prices for the S&P 500 since the start of 2023. The right chart shows the S&P 500’s average daily closing price over the prior 200 trading days over the same time frame. Ignoring the daily ups and downs of the market and focusing on the longer-term trend is a helpful way to reduce unforced anxiety and potential disruptions to a buy and hold strategy.
If you have any questions about our Get Invested resource, please email us or give us a call at 914-315-1248. You can view the full piece by becoming a Bespoke client.
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Feb 28, 2025
Our “Get Invested” series is a simple yet powerful resource designed to help anyone understand why investing in stocks for the long term is one of the best financial decisions they can make. The slide below from our Get Invested piece is titled “Don’t Sleep on Dividends.”
Owning the “market” through a “buy and hold” strategy of an ETF like SPY (that tracks the S&P 500) means you’ll capture the dividend yield of the market as well. Over time, those dividends really add up. Since 1993 when the first S&P 500 ETF (SPY) began trading, nearly half of the index’s 2,390% total return has come from capturing and reinvesting quarterly dividend payouts.
If you have any questions about our Get Invested resource, please email us or give us a call at 914-315-1248. You can view the full piece by becoming a Bespoke client.
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Feb 27, 2025
The “Bespoke 50” is a basket of noteworthy growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s analysis. There were 17 changes to the list this week.
The Bespoke 50 is available with a Bespoke Premium subscription or a Bespoke Institutional subscription. With Bespoke Premium, you’ll receive a number of daily market updates from us along with our weekly newsletter and a portion of our investor tools. With Bespoke Institutional, you’ll receive everything that’s included with Premium plus additional daily macro analysis and more stock-specific research.
To see all 50 stocks that currently make up the Bespoke 50, simply start a two-week trial to Bespoke Premium or Bespoke Institutional.
The Bespoke 50 performance chart shown does not represent actual investment results. The Bespoke 50 is updated monthly on Thursdays unless otherwise noted. Performance is based on equally weighting each of the 50 stocks (2% each) and is calculated using each stock’s opening price as of Friday morning after publication. Entry prices and exit prices used for stocks that are added or removed from the Bespoke 50 are based on Friday’s opening price. Any potential commissions, brokerage fees, or dividends are not included in the Bespoke 50 performance calculation, but the performance shown is net of a hypothetical annual advisory fee of 0.85%. Performance tracking for the Bespoke 50 and the Russell 3,000 total return index begins on March 5th, 2012 when the Bespoke 50 was first published. Past performance is not a guarantee of future results. The Bespoke 50 is meant to be an idea generator for investors and not a recommendation to buy or sell any specific securities. It is not personalized advice because it in no way takes into account an investor’s individual needs. As always, investors should conduct their own research when buying or selling individual securities. Click here to read our full disclosure on hypothetical performance tracking. Bespoke representatives or wealth management clients may have positions in securities discussed or mentioned in its published content.
Feb 26, 2025
Our “Get Invested” series is a simple yet powerful resource designed to help anyone understand why investing in stocks for the long term is one of the best financial decisions they can make. The slide below from our Get Invested piece is titled “Time Heals.”
The stock market can be very forgiving if you give it time. The four worst times to buy equities over the last forty years were in September 1987 (before the 1987 crash), March 2000 (before the dot-com peak), October 2007 (before the Financial Crisis peak), and February 2020 (before the COVID crash). Since each of those four ill-fated buy points, US stocks have still returned at least 7.7% on an annualized basis and have outperformed bonds over all four spans.
If you have any questions about our Get Invested resource, please email us or give us a call at 914-315-1248. You can view the full piece by becoming a Bespoke client.
Click here to learn more about Bespoke’s wealth management services.
