Nixon Capital Site

The Power of Compounding

Number of times your wealth compounds based on rate and time

Disclaimer: The above example is for illustrative purposes and not indicative of any investment. Data calculated by Nixon Capital.

Benefit of Long-Term Investing

% of time investors would have lost money for various investment horizons

(Analysis based on inflation-adjusted rolling periods for S&P 500 Index from January 1871-March 2020)

Source: Robert Schiller and Schroeders.

Disclaimer: Past performance is not a guide to future results and may not be repeated. For illustrative purposes only. S&P 500 data prior to Sep. 11, 1989 is back-tested and based on index methodology in effect on the launch date.

Investors Must Embrace Volatility

S&P 500 intra-year declines vs calendar year returns

as of: 12/31/2022

Despite average intra-year drops of -14.3%, annual returns positive in 32 of 43 years.

Source: FactSet, Standard & Poor’s, J.P. Morgan Asset Management. Note: Returns are based on price index only.

Disclaimer: Past performance is no guarantee of future results. For illustrative purposes only.

Market Timing is a Flawed Strategy

Annualized total returns of S&P 500 (1990 – 2021)

as of: 12/31/2021

*If each of these three investors indexed $1mln to the S&P 500 in 1990, they would be worth the following:

Investor I
Investor II
Investor III

Source: Data provided by Bloomberg through 2019. Updated by Nixon Capital through 2021.

Disclaimer: Past performance is no guarantee of future results. These examples are hypothetical and provided for illustrative purposes only.

“If you don’t like change, then you will like irrelevance even less.”

~US General Eric Shinseki