The S&P 500 has shown strong performance over the last 8 years, returning 14% annually, driven by valuation expansion and earnings growth.
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S&P 500 vs. Sven's Active Value Investing - is it worth it?
Value Investing with Sven Carlin, Ph.D.Apr 17, 2026
The creator discusses his investment performance over the last 8 years, achieving 15.4% annually compared to the S&P 500's 14%. He attributes the market's strong performance to valuation expansion and earnings growth, while highlighting his focus on fundamentals and a different investment strategy. He contrasts his portfolio's low P/E ratios and high return on equity with the broader market, suggesting his approach is more sustainable long-term.
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