Individual Investors: Portfolio Size/Transactions
2007 Print Primary Reader Study

Barron's primary readers are the ultra-affluents, representing an average value of nearly $3.2 million in their household investments. Plus, they are active in the market, averaging 42 investment transactions per year. And, with the help of Barron's, they are smart investors. For example, in the period between 2005 and 2007, when the Dow Jones Industrial Average rose 30.5%, and the S&P 500 and the NASDAQ rose 26.2% and 26.6%, respectively, Barron's primary readers' average portfolio value grew by 43.0%

Portfolio Size (Value of Household Investments)

Household Investments:

• $3,194,000 Average
• $ 1,146,000 Median

Base: Total respondents answering.

Number of Annual Investment Transactions

Number of Transactions:

  42 Average
  21 Median

Base: Total respondents answering.

Barron's Primary Reader Portfolio Trend

Compared to Market Averages Percent Change
2007 vs. 2005

Source: Based on average portfolio value from Barron's 2007 and 2005 Primary Reader Studies, $3,194,000 and $2,234,000, respectively, and 2007 and 2005 half-year closing prices of the DJIA, NASDAQ Composite and S&P 500 Composite.