A Small Cap Primer
…the company. The implication is obvious: small companies have outperformed large companies. The largest (and most familiar) stocks have the worst performance and the smallest companies are heads and shoulders…
…the company. The implication is obvious: small companies have outperformed large companies. The largest (and most familiar) stocks have the worst performance and the smallest companies are heads and shoulders…
…2014, large cap value stocks earned 11.3 percent per year, versus 10.0 percent for the S&P 500. That’s a big win, a 1.3 percent of excess return per year, compounded….
…2014, large cap value stocks earned 11.3 percent per year, versus 9.95 percent for the S&P 500. That’s a big win – 1.35 percent of excess return per year, compounded….
…detailed explanation from Morningstar can be found here. The quick explanation is that funds are ranked by category (large cap growth, corporate bonds, etc.) on their risk/return numbers and then…
…Here’s one example: Back when AB InBev bought Budweiser, they offered $100 per share (I don’t remember the price, so I’m making these numbers to make the math easy). Upon…
…year, compared to the positive 8.34 percent return for the S&P 500 over the same time period. At that moment, I had a Eureka! moment – he’s a small cap…
…didn’t impact us. However, we do use Vanguard ETFs for our non-US holdings in both developed and emerging markets. In the past, Vanguard’s non-US funds had tracked MSCI indexes and…
…401k plan (plans vary widely). If you don’t think you’ll need the money before you turn 59.5, then ask yourself whether you can save more than the $6,000-$7,000 that’s allowed…
…and, if those things happened, the Shiller PE would jump to new records in 2024. As I said above, I don’t think this is how stocks will play out, but…
…slowdown at all without missing interest payments. This hasn’t gone unnoticed by investors. For US dollar-based investors, Chinese stocks are down -7.0 to -8.0 percent so far this year, while…