Does anyone else think 3% return isn’t that spectacular?
But that’s not the percentage return on investible assets. That’s the increase in his net worth in a year.
Think about the typical upper middle class retiree who might have a 401(k) worth $1 million and a paid off house worth $500,000. If they get a 10% return on their portfolio, their house price appreciates by 5%, and they get $10,000 in social security income while their spending rate is $100,000/year, their net worth would go up by $100k + $25k + $10k - $100k for a total of $35k, which is only 2.3% of their total net worth. Even though their investments did pretty well that year.
Bezos is getting more than 3% return. He’s just spending a lot of it. Like on a $55 million wedding.
60B over 9 months is about 80B over the year which is about 3% of 2.5T
Does anyone else think 3% return isn’t that spectacular? Reminder, Inflation alone in 2025 was 2.7%. They only slightly did better than breaking even.
Not going to comment on his riches, we all know Billionaires are bad for the world. Just thought those numbers were kinda bad.
But that’s not the percentage return on investible assets. That’s the increase in his net worth in a year.
Think about the typical upper middle class retiree who might have a 401(k) worth $1 million and a paid off house worth $500,000. If they get a 10% return on their portfolio, their house price appreciates by 5%, and they get $10,000 in social security income while their spending rate is $100,000/year, their net worth would go up by $100k + $25k + $10k - $100k for a total of $35k, which is only 2.3% of their total net worth. Even though their investments did pretty well that year.
Bezos is getting more than 3% return. He’s just spending a lot of it. Like on a $55 million wedding.
True, but I was talking about the bottom section of the screen shot that starts with “The company is valued at 2.5T”