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Investing - Theory, News & General • Vanguard: Reasons for caution about U.S. equity valuations

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Over the years I've occasionally glanced at Vanguard's cyclically adjusted price/earnings ratio graph. The first half of 2020 was probably the last time I looked. It appears the recent model dip amounts to the largest move down for their estimate of fair value across my experience. I suppose current opinions may vary depending on net buying and selling of U.S. stocks, thoughts about the model, or bullishness and bearishness. I suppose one way to justify my current buying plan might amount to reversal of the model towards where it stood leading into 2020.
...Vanguard’s own internal models show that stocks are about 30% overvalued at the moment, [Roger Aliaga-Diaz] says a measure called dispersion shows that individual stocks aren’t more out of whack than they have been historically.
viewtopic.php?p=7748257#p7748257
U.S. equity prices have climbed to new highs even as the transition to a higher-interest-rate environment has depressed our estimate of where fair value lies. The widening gap between equity prices and our assessment leaves the U.S. equity valuation about 30% above our estimated range of its fair value.

For context, U.S. stock valuations have rarely been this high. Their valuation today is at the 99th percentile, a level paralleled since 1950 only by the dot-com bubble and the post-COVID reopening
A declining fair-value CAPE suggests that higher equity-risk premium (ERP) compensation is required,
...we would not encourage investors to make drastic changes to their asset allocation.
https://corporate.vanguard.com/content/ ... tions.html

Statistics: Posted by alluringreality — Tue Mar 05, 2024 3:06 am — Replies 3 — Views 417



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