Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to johnstevens77,Bhoddhisatva,scotia,Anonymous,Cornytiv34, for Donating to support the site

Income vs Growth IT Performance

Closed-end funds and OEICs
OhNoNotimAgain
Lemon Slice
Posts: 767
Joined: November 4th, 2016, 11:51 am
Has thanked: 71 times
Been thanked: 147 times

Re: Income vs Growth IT Performance

#187700

Postby OhNoNotimAgain » December 18th, 2018, 1:31 pm

This might help the debate along

http://www.indexologyblog.com/2018/12/1 ... rspective/

One of the most persistent trends over the last decade has been the underperformance of value compared to growth. The S&P 500 Growth beat its Value counterpart in eight of the last ten full calendar years,

everhopeful
2 Lemon pips
Posts: 211
Joined: November 9th, 2016, 12:18 pm
Has thanked: 9 times
Been thanked: 87 times

Re: Income vs Growth IT Performance

#187717

Postby everhopeful » December 18th, 2018, 2:22 pm

OhNoNotimAgain wrote:One of the most persistent trends over the last decade has been the underperformance of value compared to growth. The S&P 500 Growth beat its Value counterpart in eight of the last ten full calendar years,


But then this has been during a long bull market. What I wonder will happen when the bear comes back?

Lootman
The full Lemon
Posts: 18674
Joined: November 4th, 2016, 3:58 pm
Has thanked: 628 times
Been thanked: 6559 times

Re: Income vs Growth IT Performance

#187727

Postby Lootman » December 18th, 2018, 2:43 pm

everhopeful wrote:
OhNoNotimAgain wrote:One of the most persistent trends over the last decade has been the underperformance of value compared to growth. The S&P 500 Growth beat its Value counterpart in eight of the last ten full calendar years,

But then this has been during a long bull market. What I wonder will happen when the bear comes back?

The Bear is back on Wall Street and, in yesterday's 500 point loss on the Dow, it was the so-called "value" shares that did the worst - utilities, healthcare and consumer staples.

everhopeful
2 Lemon pips
Posts: 211
Joined: November 9th, 2016, 12:18 pm
Has thanked: 9 times
Been thanked: 87 times

Re: Income vs Growth IT Performance

#187746

Postby everhopeful » December 18th, 2018, 3:52 pm

There is always difficulty defining value but the top ten stocks in the S & P 500 value index only contain one healthcare and one consumer staples. Financials dominate.


Return to “Investment Trusts and Unit Trusts”

Who is online

Users browsing this forum: No registered users and 9 guests