Can you beat the S&P500 index in the long run?

Discussion in 'Trading' started by Trade Prophet, Apr 1, 2021.

  1. never2old

    never2old

    a comparison last 10 years

    $10,000 investment buy & hold, ride the wave

    SPY zero stock splits
    https://www.splithistory.com/spy/

    Start date: 04/08/2011
    End date: 04/07/2021
    Dividends reinvested/share: $43.55
    Total return: 273.24%
    Average Annual Total Return: 14.07%
    Starting investment: $10,000.00
    Ending investment: $37,327.40
    Years: 10.01

    UPRO 4 stock splits
    https://www.splithistory.com/upro/

    Start date: 04/08/2011
    End date: 04/07/2021
    Dividends reinvested/share: $0.79
    Total return: 1,389.84%
    Average Annual Total Return: 30.99%
    Starting investment: $10,000.00
    Ending investment: $148,944.28
    Years: 10.01
     
    Last edited: Apr 8, 2021
    #41     Apr 8, 2021
  2. never2old

    never2old

    ^^^ yes it does, well at least for me the 74 year old retired senior.

    taking SPY, before the shit hit the fan when it bottomed at ~$69 on 2 March 2009, on 8 Oct 2007 it was ~$156.33.

    from the low $69 March 2009 it took 4 years to recover back to its Oct 2007 $156.33 price.

    it wasn't till 18 Nov 2019 before it doubled from $156.33 to $312.66, a time lapse of 12 yrs, 1 mth 10 days - is that approx 8.3%/yr average return/growth rate?

    still holding & continuing to hold, on the double, at that point you'd want to be selling OTM weekly call options.

    ignoring DRIP's

    passive income investing or wealth building.

    no, I haven't figured out what the real return would be doing this
     
    Last edited: Apr 8, 2021
    #42     Apr 8, 2021