Post #126 by rayvt on the Index Investing board

If someone appears to be repeatedly personal, lean towards patience as they might not mean offense. If you are sure, however, then do not deepen the problem by being negative; instead, simply place them on ignore by clicking the unhappy yellow face to the right of their name.

- Manlobbi

Investment Strategies / Index Investing

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No. of Recommendations: 1

the main observation is that you find that the IJR and IJS (S&P600) are extremely correlated (over multi year periods) and there is nothing between them over a long stretch of time, one might do better one decade; the other slightly better another decade

Easily taken care of by buying both, in equal amounts.

but both very different to the large cap indexes such as S&P500.

Indeed.
Backtest: https://testfol.io/?d=eJy1jzFPw0AMhf%2BL5xvCUIbMiB...

Results (2000-07-28 - 2024-10-01)
Name    CAGR    Volatility      Sortino
IJR     9.61%   23.21%          0.46
IJS     9.48%   23.94%          0.44
50/50   9.54%   23.43%          0.45
SPY     7.86%   19.28%          0.43

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