The Hidden Cost of a Stock Joining the S&P 500
Between the day Tesla was announced for the S&P 500 and the day it was actually added, its split-adjusted price rose about 59 percent, and the index funds
Articles / Index Investing
Index Investing
7 articles
Emerging Markets Promised Higher Returns for Thirty Years
Emerging economies grew several times faster than the rich world for two decades. The people who bought their stocks did not collect several times the
Value Against Growth, a Hundred-Year Contest
One dollar in cheap value stocks in July 1926 became about 219,000 dollars by 2026. The same dollar in expensive growth stocks became about 17,000
International Stocks Lagged the US for Over a Decade, and Why That Is the Argument for Owning Them
A dollar put in the S&P 500 in August 2001 grew to about ten dollars. The same dollar in developed markets outside America grew to under five. Most
Savings Account vs. Investing: Where Compound Interest Actually Shows Up
A high-yield savings account and a diversified index fund both compound. Feed each the same $500 a month for 35 years and one ends at $251k and the other at $901k. The gap is the whole argument.
The S&P 500 Is Less Diversified Than Its Name Suggests
The number 500 in the S&P 500 promises a wide net. The weighting rule underneath it quietly hands most of your money to ten companies. By year-end 2025
The Fee Math That Explains Why Index Funds Win
A 1 percent annual fund fee sounds like a rounding error. On 100,000 dollars invested for 30 years at a 7 percent gross return, it quietly removes about