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Non-Tech : S&P Midcap 400 Portfolio (^MID, MDY)
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To: Londo who started this subject7/13/2002 1:16:55 AM
From: Londo   of 181
 
Subtle change to the title post:

A $1000 investment in the S&P 400 index from January 1992 to January 2001 would have yielded $3525, or 15.0% compounded annually. The same investment in the S&P 500 index would have yielded $3165, or 13.7% compounded annually.

A $1000 investment in the S&P 400 index from January 1992 to January 2002 would have yielded $3468, or 13.2% compounded annually. The same investment in the S&P 500 index would have yielded $2752, or 10.7% compounded annually.

Compare 13.7% and 10.7% for the S&P 500 between 2000 and 2001. Incredible.

The fact that you could have turned a flat performance (1% down) compared to the S&P 500 or Nasdaq 100 for the year 2001 is interesting. The S&P 400 got hammered pretty badly in the year 2002 so far, but the S&P 500 got hammered even worse. And we all know about the Nasdaq.

I still think this index is the best one to invest in, providing that somebody held a gun up to your head and forced you to index invest. I still believe that the concept gets diluted if too many people do it (which is obviously why the S&P 500 is not going to yield anything more than 10% a year for the next 10 years.. too much money into it!)

One derivation of this is that anybody investing in companies shouldn't invest in S&P 500 components.
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