r/BogleheadsETFConsensus Moyen
Global Equities future returns positioning relative to SP500 looks favourable
39 votes·30 commentaires·il y a 3mois
Resume IA
Resume IA
Le post analyse les rendements futurs des actions mondiales par rapport au SP500 et suggère que les actions mondiales pourraient offrir de meilleurs rendements malgré leur caractère encore coûteux.
Conseil cle
Considérer une allocation dans des ETF comme VXUS pour bénéficier de rendements potentiels plus élevés à l'échelle mondiale
Contenu original
SP500 (i.e. US) equities approach unprecedented prices relative to earnings (40x). Global market data shows this often is taken as a bad sign for future returns. Of course, in truth, nobody knows nothing when it comes to future returns, but global equities do show a better expected return on this basis (although arguable still expensive as well)!
Meilleur commentaire
“R^2 is .22, the trend you are fitting does not explain the data very well. Anyways, I agree that equities are overpriced and I’ve been trying to grow my VXUS position.”