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Your comparison of his investing style to the broad market is incredibly far off. If you want to make calculations at least do it off a more accurate benchmark and not the S&P 500. Something like ARKK or at least QQQ.



ARKK? You want to use an actively managed fund as a benchmark? No one does this. You could use QQQ, with pretty much the same results.


Depends what he is investing in. "Innovative" growth companies? Then ARKK isn't a bad benchmark. QQQ is a lot more conservative compared to what he was investing in.




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