Index Funds vs. Stock Picking

Поділитися
Вставка
  • Опубліковано 17 жов 2024
  • Full episode show notes here: thefishow.com/...
    In this episode, Cody and Justin discuss one of the most heated investing arguments.
    Should you hand-select the "best" companies, or invest in the total stock market?
    Some topics include:
    Individual stocks are often investors' first exposure to the stock market
    The mental drag of stress from volatility
    How individual stocks can scratch the itch
    Setting non-negotiable limits
    More certain path to FI vs the potential for a home run
    Bad bets we've made on individual stocks
    As part of this discussion, we compared several individual stocks against VTSAX.
    VTSAX is an index fund Vanguard offers and tracks the total stock market.
    List of stocks including present-day value and annualized return if you invested $1,000 on Aug 9, 2004, and reinvested dividends:
    VTSAX
    $5,807
    9.19% average annual return
    Intel
    $1,623
    2.45% average annual return
    7th Market Cap
    Abercrombie and Fitch
    $4,679
    8.02% average annual return
    Couple of years after Hollister's launch
    Apple
    $396,562
    34.85% average annual return
    Released iPod Mini
    If you bought on July 6, 1994 (Forrest Gump release date) - $1.1M (26%)
    Coca Cola
    $6,007
    9.37% average annual return
    Released C2
    General Electric
    $1,243
    1.09% average annual return
    5th Market Cap
    Wells Fargo
    $2,627
    4.95%
    15th largest market cap
    TI
    $11,496
    12.98% average annual return
    Year TI-89 was released
    Sony
    $2,691
    5.07% average annual return
    PSP release date
    Nokia
    $730
    -1.56% average annual return
    9 phone releases
    We cover all of this and more.
    We hope you found value in the episode, if you did, subscribe, leave a review, and share with a friend!

КОМЕНТАРІ • 2

  • @maxcohn3228
    @maxcohn3228 2 місяці тому +1

    The CFA/CPA spam bots have got to the FI Show comment section now :(
    On the bright side, great episode guys!

    • @TheFIShow
      @TheFIShow  Місяць тому

      Haha appreciate it! Just deleted those comments.