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What investment will perform best over the next 10 years?

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Scrooge_McDuck88
Scrooge_McDuck88
1 month ago

For me that’s easy… private companies with great management teams and reasonable valuations. I’ve made more money investing in early stage companies the last 5 years than I could have ver dreamed of.

Bob Wilmes
Bob Wilmes
1 month ago

VAW – the Vanguard Materials Index ETF.

Given the enormous size of the US federal debt and entitlement costs, the Federal Reserve will have a very difficult time reigning in inflation which is now raising it’s ugly head. I don’t think there is another Paul Volker waiting in the wings with double digit interest rates.

Mike Zaccardi
Mike Zaccardi
1 month ago

Small cap Japanese banks.

Just kidding. Well, maybe.

I think ex-US value & small stocks will do well. That group may seem small, but the universe contains thousands of stocks. Many of which have missed out on the massive gains seen in the big cap tech space.

I’ve positioned my portfolio somewhat significantly in VSS (the Vanguard Ex-US Small Cap Fund). It avoids the US market obviously but also has no exposure to big foreign firms like Tencent, Alibaba, and Taiwan Semi.

I anticipate some reversion to the mean with respect to returns in foreign markets and US markets.

Just my 2 cents.

Thomas
Thomas
1 month ago
Reply to  Mike Zaccardi

What are your thoughts on the Avantis International Small Cap ETF (AVDV)? Do you prefer VSS because it is passive?

Last edited 1 month ago by Thomas

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