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FAIR SHARE MARKET MODELSM ANALYSIS

Complimentary Basic Return, Expense, and Risk

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

Important Notes:
1. The Annual Expected Return Rate is 6.5% by default.  This is a basic consensus long-term forecast for a global 50% stock/50% bond allocation as of January 1, 2024.
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.

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 global 50/50 balanced estimate was 6.5% as of January 1, 2024.  Various sources and methods were used to calculate the consensus return.  They are for educational purposes only to help investors set reasonable expectations.  For example, due to a lack of clear data, ten-year estimates were used for the forty-year forecasts.  Also, as a reference, from 1926 to 2023 the 50/50 balanced return and inflation estimates were 8.1% and 2.9%.

It should also be noted that global equity and fixed forecasts as of January 1, 2024 were 7.0% and 6.0%.

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 0.6%, 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 – 2023 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.
8383 Greenway Blvd., Suite 600
Middleton, WI  53562  USA

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