“History has shown that equities are the best way to build long-term wealth.”
Shelby M.C. Davis,
Legendary Investor
1970 | 2022 | |
---|---|---|
$26,600 | $540,000 | |
$7,837 | $153,360 | |
$3,450 | $49,507 |
1 Performance is from 12/1/1926 to 12/31/2022. Stocks are represented by the S&P 500® Index. Bonds are represented by the 20-year U.S. Government bond. Cash is represented by the 30-day U.S. Treasury bill. Past performance is not a guarantee of future results.
“As stewards of our shareholders’ savings, it is important to share the wisdom we have acquired over more than half a century of investing.”
Chris Davis
Portfolio Manager and Chairman