The Motley Fool

MAY 10, 2024

The S&P 500 (SNPINDEX: ^GSPC) hit a record high earlier this year, certifying the bull market that began when the index bottomed out in October 2022. But it's currently in the midst of a modest sell-off, which started at the end of March, as investors navigate headwinds relating to inflation and interest rates.

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Stock Market Stock Market Exchange-Traded Funds Passive Investors 245

The Motley Fool

SEPTEMBER 9, 2023

Consider this: fully 95% of all large-cap stock mutual funds underperformed the S&P 500 index over the 20 years through 2022, per data from S&P Global. The S&P 500 reflects large-cap stocks, though. How about small-cap stocks? Real estate funds? What about over shorter periods?

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The Motley Fool

APRIL 28, 2024

Many investors are familiar with the three major U.S. stock market indexes. Those three indexes cover different facets of the domestic stock market, but they all measure the performance of large-cap U.S. As a result, the Russell 2000 has advanced just 5% since April 2022, but the S&P 500 has returned 22%.

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Funds Passive Investors Debt Capital 246

The Motley Fool

JUNE 28, 2024

Bill Mann: I would like to speak on behalf of the passive investors out there and just remind people that if you do own an S&P 500 index fund, you already have a very, very large stake in Nvidia, Apple, and Microsoft, so congratulations on participating. It is the burgeoning. it is the Internet back in the year 2000.

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Consultants Consulting Banks Companies 100

The Big Picture

MARCH 14, 2023

BERNSTEIN: I think — RITHOLTZ: Well, 2022, clearly, was a macro investors paradise — BERNSTEIN: Yes. We’re not momentum investors at all. But then 2022, when the momentum faded, as the Fed was tightening and monetary conditions changed, and profits began to slow, we did very, very well. RITHOLTZ: Yeah.

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Banks Assets Portfolios Investment Banks 65