Outperforming The S&P 500 Index & The Dangers Of Long-Term Compounding | Guy Spier

[@Donnald.]

My strategy combines ETFs for dividends and growth, including JEPI, DIVO, QYLD, SCHD, and JEPQ. Last year, my dividends totaled $102K. but not sure how to mitigate risk thus far for this year.

[@Countstep0099]

Remember that investing in the index funds carries risks, and it’s important to do your own research and consult with a financial advisor if you are not satisfied with your decisions.

[@wealthychronicle-i1u]

I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

[@Petroguest-i4g]

I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?

[@wealthychronicle-i1u]

Melissa Elise Robinson is the licensed advisor I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@Ragtosina]

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

[@maxt1617]

Really enjoyed this. Mauboussin had an interesting article on 'good process, poor outcome' 2x2 matrix too, extending from Russo and Shoemaker's book Winning Decisions. Focus on risk first and foremost is everything in ensuring survivability, as you say. By ensuring the probability x payoff of loss is at a minimum, then even a modest upside across- a whole portfolio- will do fine. I fear investors only focus on the return, when business risk (not beta!) can be so deceptive and damaging. 1% point outperformance is a super fine performance, Guy!

[@Kornheiser10]

Sadly there are so many scammers weighing in here. Educate yourselves so you don't get conned by these "special" financial advisors and get rich quick scemes. Listen and read people like Guy, William, Housel, Vogel and many otgers who invest, not trade. The turtle beat the hare.

[@ptm007]

17:20. Agree on the point of surviving the wilderness and sharks infested seas. A balanced, even keeled portfolio will be hitting the region of sub-ten returns.

[@joeindo9174]

What is the book he keeps referring to ? ... lannan ?

[@Duncan94]

I've seen quite a few clips/interviews with Guy and I think he's one of the good ones, but I admit I wasn't aware of his fund's performance so was a tad surprised by the annualised return being 'only' 9%. When factoring in the fee the fund will no doubt charge I imagine the reality is that most of it's investors would just have been better off investing in the S&P 500.

[@mattinterweb]

Right. What other industry do you get rewarded for underperformance? 9 out of 10 of these guys consistently do worse than the market. It's all smoke and mirrors. People want an 'expert' to take control for them, only to pay for underperformance and have their returns whittled away by fees.

[@maxt1617]

Well.... based on my experience, Aquamarine having $350m AUM and delivering 9.5% average annual return is a very solid performance. Certainly in the top 5% of midcap/ large cap investment funds and more likely higher still (I started investing in 2001).

[@tung1095]

I havent looked but have you adjusted for the risk?

[@DarkoFitCoach]

​@@maxt1617can you pls explain how 9% performance (before fees, but even if it was after fees) is good when at same time sp500 index has given greater return? I am very curious to hear your logic

[@MitchellVasovski]

Telling the truth is challenging but essential in every facet of life, especially considering our biases and stereotypes. In personal relationships, honesty fosters trust and deepens connections. In the workplace, transparency leads to better collaboration and innovation. In social interactions, being truthful helps break down harmful prejudices and promotes understanding. In politics and leadership, integrity is crucial for building public trust and ensuring fair governance. No matter the context, embracing honesty, despite its difficulties, is vital for personal growth and societal progress. Thanks Guy

[@braydeny]

I feel like I'm getting a lesson on the english language.

[@andypicken7848]

Thank you for your honesty Guy, there are many take aways from this post most are grounding

[@malkov0001]

Beating the S&P 500 after fees and taxes is very difficult. You can take on too much risk, not enough risk, too diversified or not enough. Trading a lot will cause high taxes - which is NOT disclosed in most funds because these taxes are paid by the investor (and not the fund).

[@thomashuntsman9566]

You may not like this, many people don’t, but bitcoin has improved my purchasing power beyond the sp500, and all I do is DCA long term

[@billwalton4571]

It can be done if you know how to time trades you can put 50% of your portfolio into single trades of s&p companies. You might say that’s crazy risky but you have a stop loss, you’re not risking it all so to speak, unless the company goes bust overnight which is rare for mammoth companies, I’m willing to take that risk.

[@DarkoFitCoach]

​@@billwalton4571so u are timing the market and every single person that has done that has lost money overtime and underperformed sp500

[@vids290]

Tortoise and the hare

[@christopherfairhurst978]

Make. More. Content. PLEASE!!!!

[@anderson6379]

Thanks for your insights 🙏

[@KimberlyCarl-rw5yj]

I'm favored financially with Bitcoin ETFs approval, Thank you anna . $32,000 weekly profit regardless of how bad it gets on the economy.

[@RobertKulusix]

Thank so much for the advice been seeking means of being successful in the digital market,do you recommend any professional ?

[@RobertKulusix]

Hey everyone! 👋 Just starting my investment journey in crypto and stocks. 🚀 how do I reach Anna Dorris Arthur? Let’s grow together.

[@annelove3626]

I highly recommend Anna Dorris Arthur for the exceptional services, which not only secured my retirement but also advanced my career significantly

[@ElsieWilliams-kk1le]

I just checked her up on google, she’s verified and licensed broker.

[@lindatrey1301]

That's reassuring to know working with a licensed..like Anna Dorris Arthur ,it can provide added confidence and security, I’m sure this will help the public

[@waynes4369]

How does this trading stuff work? I'm really interested but I just don't know how it go about it. I heard people really make it huge trading.

[@BulentKizilaslan]

Get yourself someone like Stacey Macken who understands the market very well and is also a professional in placing trades. That's the key .

[@LindaHarmel]

I am surprised that this name is being mentioned here, I stumbled upon some of her clients testimonies on CNBC news last week.

[@domenez]

Sincerely speaking. I will continue to trade and stick to Stacey Macken daily signals and guides as long as it works well for me.

[@robertgreg6009]

Stacey Macken expertise is truly commendable. She has this skill of making complex crypto concepts easy to understand

[@benjaminocampo3359]

I subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your adviser