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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (51415)	4/24/2013 5:20:09 PM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) of 78659

I think I mentioned this already, but I think part of this discussion is due to the strong performance of S&P in last year and year-to-date. It was easy to outperform indexes/market during lost decade and market crashes. If we gonna get a market bull run, it's gonna be hard to outperform indexes whether you buy large caps or small cap value. Buffett says this: his outperformance was mostly better in weak-index years. Prem Watsa says this. Pretty much most of value investors know this. So yeah, if we knew that S&P is gonna run, we should just go to indexes. Unless you believe that you can outperform 10-15% index runup with whatever value leftovers are available. :) I'm not sure I can, but others might be better at it. :) (The reason I don't go to index is that I am not convinced that S&P is going to perform well for coming years. And I am probably a bit overconfident that I can outperform haha)

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