Calls
4
Roger Ibbotson
Finance Professor, Yale; Founder, Ibbotson Associates; Chairman, Zebra Capital
Win Rate
100.0%
return
+0.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 18
$158.03
+0.6%
Long-run US equity returns look upward-biased by survivorship because the US was nearly the best-performing market; using the global average lowers the forward forecast by about 1.5%, so investors should not assume US dominance and should consider a global equity return of roughly 7% nominal and 5.6% real.
Equity Indexes
Long
Sep 18
$48.36
+0.2%
Investors pay up for popularity—low risk, liquidity and good reputations—so less liquid or poorly regarded 'sinner' stocks trade at lower prices and can offer higher expected returns, much as higher yields compensate for less desirable bonds.
Other
Long
Sep 18
$282.81
+0.5%
Small caps have beaten large caps by nearly 1% per year over the full history, though much of that came from 1974 to the early 1980s; after lagging in the recent cycle, small caps are showing some 'mojo' again in 2026.
Equity Indexes
Showing 3 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Roger Ibbotson has 4 trade ideas tracked on Buzzberg across 4 tickers since September 2026. Most covered: VT, SPY, IWM.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
