Small Cap Value vs Mega Cap Growth

似乎自从2018年以来,Mega Cap Growth(以MAGAF为代表)就大幅跑赢 Small Cap Value 了… 自从发生疫情,这个差距短时间内又扩大了不少。接下来这个趋势会持续扩大下去,还是这两个会回归均衡?记录一下过些年回来看…

https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=0&absoluteDeviation=5.0&relativeDeviation=25.0&showYield=false&reinvestDividends=true&portfolioNames=true&portfolioName1=Small+Cap+Value&portfolioName2=Mega+Cap+Growth&portfolioName3=Portfolio+3&symbol1=VISVX&allocation1_1=100&symbol2=VMGAX&allocation2_2=100

疫情导致很多small biz破产离场,短期差距会进一步拉大

短期内(几年)会扩大或者保持差距吧,长期还是会回归的,只是长期那得比较长了

我觉得再来个tech bubble(希望别…)就快速持平了