Goldman Sachs seems to have faired extraordinarily well through its proprietary trading activities over the past year as the S&P index has risen 73 percent.

Meanwhile, a Bloomberg National Poll conducted in March indicates that only three in ten respondents (that's right, 30 percent) say the value of their portolio has risen at all during the past year.

This is a hugely informative data point that is revealing of the lag that most retail investors experience relative to indexes.

Source: Bloomberg

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