The equal-weighted VIS Portfolio (US stocks) gained 11.5% in 2023 (no M7, details inside). Over the same period, DCA-ing into the S&P 500 gained 10.0% (ex-M7: 6.3%). VIS Portfolio 2022 updated too.
What I love about value investing is how it will just sort of fly under the radar for a while, kind of treading water vs benchmarks for a few years, and then (in a bear market) just beating the bricks off of a momentum-based or even market-neutral portfolio. Nearly every decade has been like this.
You can tag your tickers in the article. I recently learned about this and am trying to share the info.
Tagging the tickers will improve Substack’s ability to find the article for people who are searching for that ticker.
For instance: “Apple (AAPL) $AAPL needs to…”
The Substack app, last I knew, didn’t recognize these $ ticker links yet. However, they work on web and e-mail.
I’m encouraging all stock analysis authors to begin using this system more. If we use it as authors, it creates a bigger incentive for Substack to develop it. The more Substack develops their stock searching features, the better it will be for all stock analysis publications on Substack.
What I love about value investing is how it will just sort of fly under the radar for a while, kind of treading water vs benchmarks for a few years, and then (in a bear market) just beating the bricks off of a momentum-based or even market-neutral portfolio. Nearly every decade has been like this.
You can tag your tickers in the article. I recently learned about this and am trying to share the info.
Tagging the tickers will improve Substack’s ability to find the article for people who are searching for that ticker.
For instance: “Apple (AAPL) $AAPL needs to…”
The Substack app, last I knew, didn’t recognize these $ ticker links yet. However, they work on web and e-mail.
I’m encouraging all stock analysis authors to begin using this system more. If we use it as authors, it creates a bigger incentive for Substack to develop it. The more Substack develops their stock searching features, the better it will be for all stock analysis publications on Substack.