Post #163 by rnam on the Index Investing board

If someone appears to be repeatedly personal, lean towards patience as they might not mean offense. If you are sure, however, then do not deepen the problem by being negative; instead, simply place them on ignore by clicking the unhappy yellow face to the right of their name.

- Manlobbi

Investment Strategies / Index Investing

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The question investors should ask themselves is: if the S&P 500 was a single company, would I find it an attractive place to deploy capital? If so, how much of my capital?

Does a “company” that earns a 14% return on equity, pays out most of its earnings, could reasonably grow in the mid-single-digits, and is priced at 22x forward earnings offer a compelling or risky investment? I’d guess the answer is somewhere in between. To me, it’s not an obviously good investment, contains more risk and downside asymmetry than most times in recent memory, but also is unlikely, though not impossible, to be a train wreck over the next decade.

https://eaglepointcapital.substack.com/p/what-are-...

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