Annual Returns on Stock, T.Bonds and T.Bills: 1928

Re:Annual Returns on Stock, T.Bonds and T.Bills: 1928 – Current by baot on Wednesday December 18, 2019 @02:50PM (#21828606)

I think it's worth noting that S&P 500 index funds didn't exist until the 70s. You'd be spending a lot of time and money to approximate it before that.

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Re:Annual Returns on Stock, T.Bonds and T.Bills: 1928 – Current by sdinsn on Wednesday December 18, 2019 @06:01PM (#21830374)

The S&P 500 just tracks the largest 500 publicly traded companies. So no, it's not difficult to approximate.

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Re:Annual Returns on Stock, T.Bonds and T.Bills: 1928 – Current by baot on Saturday December 21, 2019 @11:29AM (#21851932)

You need to pay commission and spread every time you rebalance your portfolio (daily, if you copy the frequency of modern funds)

So at the £5ish/trade of my current broker, that's a cool £912500/year on just commission.

For some reason the massively reduced ease of entry to a trading strategy like this is never considered when lauding its historical performance.

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Re:Annual Returns on Stock, T.Bonds and T.Bills: 1928 – Current by sdinsn on Saturday December 21, 2019 @06:43PM (#21854026)

> daily, if you copy the frequency of modern funds

Modern S&P500 funds like SPY or VOO rebalance quarterly FYI

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