5 Value Funds That Yield Up to 18%

In Warren Buffett's most recent letter to shareholders, he updated a data point that never gets old: Just how much Berkshire Hathaway (BRK.A, BRK.B) shares have outperformed the Standard & Poor's 500-stock index. Between 1965 and the end of 2017, the S&P 500 has put up a plenty-respectable 15,508% ... but Berkshire shares have delivered an overall gain of 2,404,748%!

Yes, Buffett's clout means he can swing some deals that regular investors can't get, but those returns are still a resounding seal of approval for the value investing principles that the Oracle of Omaha espouses. And those principles should drive even higher returns in the future - especially if higher interest rates put heavily indebted firms at risk.

"The economic environment continues to favor corporate earnings," says Jim Barnes, Director of Fixed Income at financial services company Bryn Mawr Trust. If earnings are threatened by higher borrowing costs, however, that could make the companies

Вы читаете отрывок, зарегистрируйтесь, чтобы читать полное издание.

Другое от: Kiplinger

Kiplinger1 мин. чтения
3 Reasons Not to Fear the Biden Tax Hikes
President Biden's American Families Plan offers a long list of "social infrastructure" programs that will benefit a lot of people. Just as a sampling, the plan would provide free preschool and community college, more Pell Grants, scholarships for fut
Kiplinger2 мин. чтенияInvestments & Securities
10 Super-Safe Dividend Stocks to Buy Now
Safe dividend stocks are like the equity investment world's version of having your cake and eating it, too: Not only do investors get a nice dividend payout every quarter, but they also participate in the stock's gains. If the stock price slides, the
Kiplinger3 мин. чтенияCrime & Violence
What Happens to Your Digital Assets When You Die?
Not very long ago, owning a personal computer was a novelty. Today we all interact personally and professionally using desktop or laptop computers and access the internet by way of cellphones. The constant presence of digital information in our lives