2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
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2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
139 - The S&P Was Up In 2025… So Why Didn’t Most Investors Win?
Roaming Returns
56 minutes
4 days ago
139 - The S&P Was Up In 2025… So Why Didn’t Most Investors Win?
2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
Roaming Returns
2025 looked like a great year on paper — but most investors didn’t experience those returns. In this episode, we break down what really happened beneath the indexes, why passive investing masked widespread underperformance, and how a dividend-first, total-return strategy quietly outperformed the market. We walk through: Why the S&P 500’s gains were driven by ~7 stocksWhich unexpected sectors crushed it (utilities, REITs, commodities)Why many “obvious” AI and tech plays underperformedThe b...
