Can you beat the S&P500 index in the long run?

[never2old]

a comparison last 10 years

$10,000 investment buy & hold, ride the wave

SPY zero stock splits
https://www.splithistory.com/spy/

Start date: 04/08/2011
End date: 04/07/2021
Dividends reinvested/share: $43.55
Total return: 273.24%
Average Annual Total Return: 14.07%
Starting investment: $10,000.00
Ending investment: $37,327.40
Years: 10.01

UPRO 4 stock splits
https://www.splithistory.com/upro/

Start date: 04/08/2011
End date: 04/07/2021
Dividends reinvested/share: $0.79
Total return: 1,389.84%
Average Annual Total Return: 30.99%
Starting investment: $10,000.00
Ending investment: $148,944.28
Years: 10.01

 

[never2old]

Passively investing in the stock market has its advantages – it takes very little effort, no homework required, in fact, no knowledge is required, just pick your favorite S&P500 ETF (SPY, IVV,…) invest all your money in the one ETF and track the market. This strategy is known as “buy and hold”, the question is: Does buy and hold work?
Buy and hold is Warren Buffett’s way of investing, a system that made billions for this very intelligent investor.
But, does it work for us mortals?

^^^ yes it does, well at least for me the 74 year old retired senior.

taking SPY, before the shit hit the fan when it bottomed at ~$69 on 2 March 2009, on 8 Oct 2007 it was ~$156.33.

from the low $69 March 2009 it took 4 years to recover back to its Oct 2007 $156.33 price.

it wasn't till 18 Nov 2019 before it doubled from $156.33 to $312.66, a time lapse of 12 yrs, 1 mth 10 days - is that approx 8.3%/yr average return/growth rate?

still holding & continuing to hold, on the double, at that point you'd want to be selling OTM weekly call options.

ignoring DRIP's

passive income investing or wealth building.

no, I haven't figured out what the real return would be doing this