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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" 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 / Index Investing
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Author: BenSolar ✶  😊 😞
Number: of 293 
Subject: Re: Small caps vs large caps
Date: 03/18/25 9:41 AM
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Over in METAR, Odzar posted about this site: interactive.researchaffiliates.com: Asset Allocation which appears to offer a nice collection of data and analysis, not precisely the US small cap valuation info I was asking Manlobbi about, but something in the ballpark.

Here's Odzar's post: Odzar replies on Is it time to buy stocks yet?

Copied here for your convenience:
"
Research Affiliates has a very nice free tool (with registration; they haven't spammed me much so far) that estimates expected returns for various asset classes. Lots of cool data, such as CAPE ratios for individual countries. As of 2/28/25 they estimate 0.9% real annualized 10-year return for US large cap stocks, and 5.0% for US small caps. We're down maybe 5% from then, so add about half a percent to those numbers. No S&P 500 cap-weighted index for me yet, thanks.

interactive.researchaffiliates.com: Asset Allocation
"

I don't know anything about the site, the publishers, or how reliable their data and analysis is, but I did sign up and at first glance it looks impressive, though it does not seem to offer the quite the granularity I'd love to see, it's enough to be useful, if we can trust the data/analysis. It does confirm the gross overvaluation of US large cap, duh, and solid expected returns from US small cap of 5% real.
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This community has written 289 posts about Index Investing. The article-length ones it recommended most:
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