Talk of The Villages Florida - View Single Post - WealthTrack - Actively Managed Funds versus Passive Index Funds
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Old 09-06-2013, 12:23 PM
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Actually for every year since 1968 a passive approach has provided better returns then 85% of all active funds. And so far 2013 is no exception. Through August 31 2013 my passive approach had returned 11.68%. Was much higher, but August was a down month. I use a global approach and use all markets, a small cap value tilt to US and international, and maintain an asset allocation + or - 2%. The only change I made in early 2013 was to take the bond allocation to short term and international.

Every fund is a very low cost index fund. Perhaps you did better, but only if you had much more risk exposure.

I have found that a low cost passive index approach is the most profitable way to gain market returns.
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