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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: FlyingCircus   😊 😞
Number: of 6131 
Subject: Re: ROE_Cash & YEY Blend
Date: 01/09/24 9:01 PM
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No. of Recommendations: 5
To Ray's point... pre-2014 (the halcyon period for YEY - yes, cherrypicked end date)
	     Avg CAGR	Min	Max	SD
19971231 5.6 0.7 9.5 2.2
19981231 34.3 21.0 45.0 7.9
19991231 0.6 -7.1 8.7 4.4
20001229 34.4 19.9 48.5 8.0
20011231 29.0 23.3 36.2 3.4
20021231 12.7 7.3 20.1 3.7
20031231 61.3 54.6 71.1 4.5
20041231 28.2 21.5 38.5 4.7
20051230 13.6 7.5 18.0 2.7
20061229 26.7 22.4 30.4 2.4
20071231 56.1 46.7 68.6 5.0
20081231 -24.5 -32.2 -13.2 4.7
20091231 35.5 22.8 46.4 5.3
20101231 28.6 23.6 32.4 2.2
20111230 11.4 6.1 17.9 3.3
20121231 29.0 22.8 35.2 3.5
20131231 48.3 39.9 55.2 4.4

And since:
20141231	8.2	4.6	11.9	2.2
20151231 2.4 -1.2 7.1 2.1
20161230 8.5 1.3 17.3 4.3
20171229 16.5 11.0 21.4 3.2
20181231 -3.5 -10.1 1.4 2.7
20191231 23.0 19.9 29.9 2.5
20201231 14.0 5.2 21.4 4.6
20211231 37.2 27.8 48.7 5.3
20221230 -3.1 -12.7 4.2 4.4
20231229 15.9 9.6 21.1 3.8


There was much speculation about "what happened to YEY". One of the impacts was when it started to include MLPs.
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