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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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Halls of Shrewd'm / US Policy
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Author: Aussi   😊 😞
Number: of 84350 
Subject: Re: OT: Fair Value for RSP, QQQE
Date: 01/06/24 5:17 PM
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No. of Recommendations: 5
Using GTR1 and SIpro data, dividend does not seem to have much impact on stock selection among S&P 500.

Following is based on holding stocks within S&P 500 for 253 days, starting from 19970902, averaged over all start days.

Hold all stocks yield > 1%, CAGR 9.9, SAWR 7.6 300 stocks average hold

Hold all stocks yield < 1%, CAGR 9.9, SAWR 7.1 200 stocks average hold

Hold 250 stocks with highest yield CAGR 9.8, SAWR 7.6. 250 stocks held

Hold 250 stocks with lowest yield CAGR 9.6, SAWR 7.0. 250 stocks held

Hold stocks with no dividend CAGR 10.2, SAWR 6.8. 100 stocks on average

Hold top 100 yield stocks. CAGR 9.7, SAWR 7.4. 100 stocks held.

Hold all stocks equally, CAGR 9.9, SAWR 7.6. 500 stocks held

gtr1.net: GTR1 Backtester

Craig
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Members reply directly to Aussi here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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