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//// Financial · Investing Basics

Stock Market Basics

The stock market isn’t a casino. See the actual math behind share prices, P/E ratios, and why dollar-cost averaging works.

401(k) Limit 2024$23,000
Roth IRA Limit$7,000
S&P 500 Avg Return~10%/yr

The stock market isn't a casino — here's the actual math behind it. A share represents partial ownership of a real business with real earnings. Understanding P/E ratios, earnings yield, and compounding is the foundation of every sound investing decision.

P/E Ratio Simulator

How expensive is a share relative to its earnings?

P/E Ratio

25.0x

S&P 500 Avg

25x

Long-run historical average

Earnings Yield

4.00%

Return per $ invested

Valuation signal:Fair

P/E vs S&P 500 Average (25x)

0x25x (S&P avg)50x+

Earnings yield is the inverse of P/E. A P/E of 25.0x means you earn approximately 4.00% in earnings for every dollar you invest. Compare this to bond yields to judge relative value.

Historical Examples

What $1,000 became — illustrative approximate returns

AppleAAPL

Since 2014

Invested$1,000
Current value$9,200
Implied annual~20%/yr
S&P 500 Index FundSPY

Since 2014

Invested$1,000
Current value$3,800
Implied annual~14%/yr
AmazonAMZN

Since 2014

Invested$1,000
Current value$7,100
Implied annual~19%/yr

Illustrative examples based on approximate historical returns. Past performance does not guarantee future results.

Index Funds vs. Active Management

The math of fees compounds against you

85% of actively managed funds underperform the S&P 500 over 10 years (SPIVA data). The math of fees compounds against you — even a 2% annual expense ratio quietly erodes a significant portion of your wealth over decades.

Index Fund (10%/yr)

0.03% expense ratio — S&P 500 ETF

$67,275

$10,000 over 20 years

Active Fund (8%/yr net)

2% expense ratio drag applied

$46,610

$10,000 over 20 years

Difference: $20,665 lost to fees over 20 years on a $10,000 investment.

Dollar-Cost Averaging Simulator

DCA vs. investing a lump sum upfront

Dollar-Cost Averaging

Final Balance$20,655
Total Contributed$12,000
Investment Gain+$8,655

DCA Running Balance — First 12 Months

123456789101112
Mo 1$1,257

Lump Sum Upfront

Final Balance$3,112
Total Contributed$1,200
Investment Gain+$1,912

Full capital works for all 10 years from day one, maximizing compound time.

DCA reduces the risk of investing at a peak — you buy more shares when prices are low. Lump sum statistically wins more often when markets trend upward, but requires more conviction and timing tolerance.