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The Ultimate Buy and Hold Portfolio 2023 Update

Sound Investing

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The S&P 500 and Value Companies

Historically value has produced in the end a higher return than growth, not one day at a time, but over decades. With the addition of that little tiny piece of large cap value, the return goes up to about 10.6. But here's what we know. The combination of the S&P 500, compounding at 10.4, and these numbers are rounded, produced 18.18 million, almost 19 million.

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