S&P 500 Barra Value Index (AMEX:IVX)

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Player Avatar TheHarm (< 20) Submitted: 2/22/2008 1:33:28 PM : Outperform Start Price: $703.90 IVX Score: -30.86

I think holding any form of the S&P is an essential anchor for anyone's portfolio, especially if you are involved in some sort of retirement account. On average the S&P index has risen something like 10.2% since the 1920's. Out of all the S&P indexes I like this one the best. I looked at the average return from 00-06 and it has returned roughly 21-22% vs. the S&P's return of -0.5% for that same period. Clearly a value-oriented strategy produces good returns and I trust you can expect better than S&P average returns over the long haul with this index in your portfolio.

I'd also encourage you to read my blog regarding the S&P and elections:

http://caps.fool.com/Blogs/ViewPost.aspx?bpid=35871&t=01001664020471485901

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Member Avatar TheHarm (< 20) Submitted: 2/22/2008 1:44:53 PM
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The S&P information was obtained from this site:http://etf-investing.indicart.com.ar/research/SP500_historical_real_returns.shtmlI obtained my information on IVX from Barret's website: http://www.barra.com/Research/DownloadMonthlyReturns.aspx

Member Avatar TheHarm (< 20) Submitted: 2/22/2008 1:48:29 PM
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One thing I didn't notice originally was that the S&P was an annual average whereas my calculation for the Barra index was not an average. Adjust accordingly. Sorry for the mistake... and the mistake in spelling. I hate how you can't fix errors on this site.

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