Objective investing

Fair fees

Simplified process

FAIR SHARE MARKET MODELSM ANALYSIS

Complimentary Basic Return, Expense, and Risk

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This clearly shows the benefits that fair fees and consistent compounding can offer.

Click here for a comprehensive, complimentary analysis for portfolios with a minimum $200,000.

Important Notes:
1. The preliminary Annual Expected Return Rate is 5.6% by default.  This is a basic consensus ten-year global 50% stock/50% bond allocation as of January 1, 2025.  For lack of clear data the same rate is used for long-term estimates.  Update forthcoming, and please contact us for details.
2. Neither possible tax expenses nor potential inflation are included in this analysis.
3. Midwest Asset assumes no liability or responsibility regarding the default rate or any other changes readers make regarding their interpretation.
4. This proprietary Model was designed by Midwest Asset Management, Inc. solely to teach investors about the lower returns and higher risks that egregious expenses can cause significant opportunity losses over the long-term.  Any reproduction or commercial use by others is explicitly prohibited.
5. The historical U.S. balanced annual return from 1926 to 2024 was 8.2%. International estimated returns are not provided.
Additional Helpful and Important Information

The basic FAIR SHARE MARKET MODELSM ANALYSIS allows long-term investors to estimate cumulative dollar returns, egregious expenses, and associated risks by inserting the following items:

Amount invested ($1,000 to $10,000,000,000).

Expected annual return (1.0% to 15.0%).  The basic consensus ten-year global 50% stock/50% bond return as of January 1, 2025 was 5.6%.  For lack of clear data the same rate is used for long-term estimates.  Update forthcoming, and please contact us for details.  Also, as a reference, from 1926 to 2024 the U.S. 50/50 balanced return and inflation estimates were 8.3% and 2.9%.

Estimated total fees (generally 1.0% to 3.0%).  Aggregate expenses can include:
Financial planning, registered investment adviser, and mutual and exchange traded fund fees;
Transaction (commissions, markups/markdowns, payments-for-order-flow, etc.) fees;
Custodial and other administration fees.

Midwest total fees.  Combined internal and external portfolio management expenses should be 0.2% to 0.7%, depending on account size.

Time horizon in years. Forty years is used to help investors realize the cumulative negative effect that egregious charges have on their economic well-being – see The Wisdom of John Bogle – 2025 research.  For large accounts, customized maturities, cash flows, and other factors can be provided.

NOTE: This chart is for illustrative purposes and does not represent actual or guaranteed results.  For further information, please contact us.

Midwest Asset Management, Inc.
3933 Marco Polo Street
Verona, WI  53593  USA

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