Everyone is always like

“jUsT iNvEsT iN tHe S&P500 aNd cHiLl”

Yes, the S&P500 (the U.S. stock market) has done well, but how confident are you that it’s going to perform best of ALL THE POSSIBLE INVESTMENTS OUT THERE for the next year? Five years? Decade?

You need to look forwards, not backwards.

We pulled research from BlackRock breaking down what they believe different types of investments will do in the years to come.

Why should you believe them? They’re the largest asset manager in the world with $12.5 Trillion under management and almost every major institution build their investment portfolios based off their research. THAT’S WHY.

Spoiler alert, U.S. stocks were way down the list with an expected return over the next five years of just 4.4% per year.

Here are the top 10 investments BlackRock thinks will do well over the next five years.

What they are: Investments in bonds or loans with higher risk.

Five-year annualized return estimate: 6.0%

Volatility: 14.3%

Investment options: iShares Broad USD High Yield Corporate Bond ETF

What they are: Shares in European-based public companies.

Five-year annualized return estimate: 6.9%

Volatility: 19.0%

Investment options: Vanguard FTSE Europe Index Fund ETF

What they are: Publicly-traded real estate investment trusts.

Five-year annualized return estimate: 7.0%

Volatility: 18.3%

Investment options: Vanguard Real Estate Index Fund ETF

What they are: Shares in developing countries’ public companies.

Five-year annualized return estimate: 7.1%

Volatility: 20.6%

Investment options: Vanguard FTSE Emerging Markets Index Fund ETF

What they are: Loans issued by American banks to businesses.

Five-year annualized return estimate: 7.1%

Volatility: 8.0%

Investment options: Franklin Liberty Senior Loan ETF

What they are: Shares in companies outside United States markets.

Five-year annualized return estimate: 7.3%

Volatility: 17.2%

Investment options: Vanguard FTSE All-World ex-US Index Fund ETF

What they are: Pooled investments using diverse, often complex strategies.

Five-year annualized return estimate: 9.0%

Volatility: 7.4%

Investment options: QAI Hedge Multi-Strategy Tracker ETF

What it is: Loans directly to companies, not through banks.

Five-year annualized return estimate: 11.0%

Volatility: 12.0%

Investment options: BondBloxx Private Credit ETF

What it is: Owning shares in roads, bridges, utilities projects.

Five-year annualized return estimate: 11.5%

Volatility: 19.8%

Investment options: iShares Global Infrastructure ETF

What it is: Investing in private, non-public companies.

Five-year annualized return estimate: 12.5%

Volatility: 32.1%

Investment options: Invesco Global Listed Private Equity ETF

Investing is about the future, not the past.

Just because one investment has done well in the past, does NOT mean it will do well in the future.

Still not sure what you should be investing in for your goals?

Respond “GUIDE” and I’ll personally help set you up with some tailored investment guidance 😇.