Performance of US Profitable Value vs Growth (With Low Profits), 1963-2020

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Not a month has passed in the past three years when I haven’t had at least some conversational debate on the value vs growth styles of investing. I often emphasise the importance of not seeing value as the opposite of growth (it is just as possible to buy growth at a reasonable valuations as it […]

An easier way to find “the next Microsoft”

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I’ve never considered myself the type of investor that tries to look for “the Next Microsoft”, but by that, I mean I don’t try and look for seed stage start-ups thinking they will be the one that can beat the odds and grow from zero to billions with seemingly little resistance. Over the past 10 […]

Vanguard Growth Underperformed the S&P 500 Over 40 Years

Posted Leave a commentPosted in Charts

Following the last post’s chart showing how 75% of the returns investing in the S&P 500 came from dividends, this chart by how much Vanguard Growth Underperformed the S&P 500 over the past 40 years. Not only did the growth fund provide turn an investor’s 1980 $100 into a significantly lower sum ($2,222 vs $5,280 […]