$510.49 0.00 (0%)
9/28/2009 4:59 PM

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

CAPS Rating: 5 out of 5

Results 1 - 3 of 3

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Member Avatar TheHarm (28.70) Submitted: 2/22/2008 1:33:28 PM : Outperform Start Price: $703.90 IVX Score: -33.41

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

Recs

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Member Avatar abacusdude (95.18) Submitted: 1/10/2008 12:36:40 PM : Outperform Start Price: $728.86 IVX Score: -29.96

Why not?

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Member Avatar Jacksoon (< 20) Submitted: 10/19/2007 11:29:20 AM : Outperform Start Price: $799.70 IVX Score: -29.57

Judging from limited data gathered so far, all I see is a beta around 1. Out/Under is a crapshoot. I'll think positive...

Results 1 - 3 of 3

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