πŸ“ˆ TKer by Sam Ro

πŸ“ˆ TKer by Sam Ro

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πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
'Past performance is no guarantee of future results,' charted πŸ“Š
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'Past performance is no guarantee of future results,' charted πŸ“Š

Winning fund managers rarely keep winning πŸ“‰

Sam Ro, CFA's avatar
Sam Ro, CFA
Apr 27, 2022
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πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
'Past performance is no guarantee of future results,' charted πŸ“Š
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It’s incredibly difficult to construct a portfolio of stocks in a way that beats the benchmark.

Last month, I reported on S&P Dow Jones Indices (SPDJI) data that showed more than half of U.S. large-cap equity funds underperformed the S&P 500 during each of the last 12 consecutive years.

On Wednesday, SPDJI published their latest Persistence Scorecard, whi…

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