Talk of The Villages Florida - Rentals, Entertainment & More
Talk of The Villages Florida - Rentals, Entertainment & More
#1
|
||
|
||
WealthTrack - Actively Managed Funds versus Passive Index Funds
Good discussion about the issues.
Quote:
|
|
#2
|
||
|
||
|
#3
|
||
|
||
Quote:
MV |
#4
|
||
|
||
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.
__________________
Life is to short to drink cheap wine. |
Closed Thread |
|
|