Have you ever heard of the “Russell 3000”? https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤔" title="Denkendes Gesicht" aria-label="Emoji: Denkendes Gesicht">

This index MAY be the best benchmark of the US stock markethttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">

Can you buy it?https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack">

Let’s find out https://abs.twimg.com/emoji/v2/... draggable="false" alt="📝" title="Memo" aria-label="Emoji: Memo">

(thread)

The Russell 3000 is an index that measures the performance of the 3,000 largest publicly held companies in Americahttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">

This index represents approximately 98% of the American public equity market

WOWhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="‼️" title="Doppeltes Ausrufezeichen" aria-label="Emoji: Doppeltes Ausrufezeichen">

This index aims to be THE benchmark of the entire US markethttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen">

A list of 3,000 companies would take quite some time https://abs.twimg.com/emoji/v2/... draggable="false" alt="⏰" title="Wecker" aria-label="Emoji: Wecker">

So I am going to list the TOP 10 holdings https://abs.twimg.com/emoji/v2/... draggable="false" alt="👀" title="Augen" aria-label="Emoji: Augen"> (as of Dec 2019)

I’m sure these won’t surprise you, as these are VERY popular companieshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🔥" title="Feuer" aria-label="Emoji: Feuer">

$AAPL https://abs.twimg.com/emoji/v2/... draggable="false" alt="🍏" title="Grüner Apfel" aria-label="Emoji: Grüner Apfel">
$MSFT https://abs.twimg.com/emoji/v2/... draggable="false" alt="💻" title="Computer" aria-label="Emoji: Computer">
$AMZN https://abs.twimg.com/emoji/v2/... draggable="false" alt="📚" title="Bücher" aria-label="Emoji: Bücher">
$FB https://abs.twimg.com/emoji/v2/... draggable="false" alt="📲" title="Mobiltelefon mit nach rechts zeigendem Pfeil auf der linken Seite" aria-label="Emoji: Mobiltelefon mit nach rechts zeigendem Pfeil auf der linken Seite">
$BRK.B https://abs.twimg.com/emoji/v2/... draggable="false" alt="💰" title="Geldsack" aria-label="Emoji: Geldsack">
$JPM https://abs.twimg.com/emoji/v2/... draggable="false" alt="🏦" title="Bank" aria-label="Emoji: Bank">
$GOOGL https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔎" title="Nach rechts zeigende Lupe" aria-label="Emoji: Nach rechts zeigende Lupe">
$GOOG https://abs.twimg.com/emoji/v2/... draggable="false" alt="🔍" title="Nach links zeigende Lupe" aria-label="Emoji: Nach links zeigende Lupe">
$JNJ https://abs.twimg.com/emoji/v2/... draggable="false" alt="💊" title="Tablette" aria-label="Emoji: Tablette">
$V https://abs.twimg.com/emoji/v2/... draggable="false" alt="💳" title="Kreditkarte" aria-label="Emoji: Kreditkarte">

How many of these do you own?

I own 8 of these

Some in my dividend portfolio!

Others in my index funds!

What about index funds that mimic the Russell 3000?

Here are a couple:

$IWV
$VTHR
$VRTTX

Having diversification among 3000 companies isn’t a bad ideahttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤩" title="Vom Star geblendet" aria-label="Emoji: Vom Star geblendet">

I’ll show you why....

Take a look at these historical returnshttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">

10 year average return: 14.94%

5 year average return: 13.86%

3 year average return: 13.95%

1 year average return: 21.44%

1 month average return: 7.24%

(as of 8/31/2020, from Vanguard’s website)

Remember, past performance does not predict or project future performance!

BUT

That is a strong 10 year return chart for the Russell 3000 indexhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤩" title="Vom Star geblendet" aria-label="Emoji: Vom Star geblendet">

As the possible benchmark of the entire US stock market, the Russell 3000 is a great index to look at the gauge how the overall market is doing!

Remember, it measures 3000 companies who represent approximately 98% of the American public equity markethttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤯" title="Explodierender Kopf" aria-label="Emoji: Explodierender Kopf">

Lastly, always make sure to do your research when investing

None of this thread is investing advice!

Just a quick lesson on yet ANOTHER indexhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="‼️" title="Doppeltes Ausrufezeichen" aria-label="Emoji: Doppeltes Ausrufezeichen">

I hope you enjoyed and learned something new today! https://abs.twimg.com/emoji/v2/... draggable="false" alt="🎓" title="Doktorhut" aria-label="Emoji: Doktorhut">

Much love, as always!

@DecadeInvestor