Stock Index Funds - Should I Buy Growth Stocks or Value Stocks?

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Growth stocks have been the dominant performers for ten plus years. If we are holding an index such as the s and p 500 or total stock market for a very long time, then it seems plausible we could see a reversal where value stocks out perform their growth counterparts. The matrix book is put out by dimensional fund advisers every year and is up dated. It has all this data going back t 19 26, for all of these different factors. So there's data for small cap value back to 19 26, or any other thing you want to look at.

In this episode we answer emails from Gen, Greg and Nathan. We discuss how to find funds using a fund screener and why you should not be using the investment account equivalents of blackberries and flip-phones any more, individual REIT selections, and value and growth data sources. I forgot to mention that the other individual REIT we hold is WY, which invests in timber (and thereby missed another opportunity to play the lumberjack song.)

And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional Links:

Fund Screener: Fund Screener (portfoliovisualizer.com)

Rob Berger Video About Vanguard's New Fees: Vanguard Fees Are Going Up -- Here's Why and How to Avoid Them - YouTube

Investopedia Article - Value vs. Growth in the S&P 500: Value or Growth Stocks: Which Is Better? (investopedia.com)

Value vs. Growth Over Time: Canterbury Investment Management - Value versus Growth: A Brief Historical View (canterburygroup.com)

DFA Matrix Book: Matrix+Book+2020.pdf (squarespace.com)

Walk For McKenna: Walk4McKenna - Father McKenna Center