All posts tagged "index funds"

  • Misery
    Going Off the Rails

    Today I made wholesale changes to the SMA Portfolio; now being operated in a completely different manner than originally intended.

    • Posted March 23, 2020
    • 1
  • Hedge Fund Performance 2012
    A Familiar Story: Hedge Funds Lag Again

    For the privilege of paying exorbitant fees, investors in hedge funds have suffered the indignity of underperforming a simple indexed stock/bond portfolio yet again. ETFReplay reports that year-to-date, hedge funds as a whole are showing a gain...

    • Posted July 4, 2012
    • 1
  • Warren Buffett - Chairman BRKB
    Warren Buffett’s Past Performance Makes Strong Case for Indexing

    David Loeper, contributor to Forbes Magazine has written a compelling article highlighting the power of indexing; even compared to the “magic” of investing superstar Warren Buffett. In “Has Warren Buffett Lost His Magical Touch?,” Loeper examines the...

    • Posted May 8, 2012
    • 0
  • DALBAR Analysis Shows Poor Performance by Mutual Fund Investors

    Simon Constable, writing for the Wall Street Journal, has written about the challenges facing mutual funds in their quest to keep up with, or beat the market. The headwinds the managers of these funds are severe which...

    • Posted April 9, 2012
    • 0
  • Charles Ellis - Winning the Loser's Game
    Charles Ellis and Peter Bernstein in Classic Interview

    Consuelo Mack, in a recent edition of Wealthtrack, re-broadcast a classic interview from 2006 featuring the late Peter Bernstein and Charles Ellis. Bernstein was an economist, an expert on risk, and the author of several books including...

    • Posted March 25, 2012
    • 0
  • Larry Swedroe - BAM Advisor Services
    Larry Swedroe Bemoans Investor’s “Magical Thinking”

    Larry Swedroe, author of Investment Mistakes Even Smart Investors Make and How to Avoid Them, has written an enlightening and in-depth article entitled, “On Magical Thinking and Investing,” at Swedroe is an advocate of investing in...

    • Posted March 1, 2012
    • 0
  • Bill Miller - Legg Mason
    Actively Managed Mutual Fund Holders are Getting the Shaft

    The Street reports that, on average, actively managed large-cap funds are having an extremely poor year. According to Goldman Sachs, 72% of 261 large-cap core funds are underperforming their indices. Only 16% of large-cap growth funds are...

    • Posted December 16, 2011
    • 2
  • Charles Ellis - Winning the Loser's Game
    Charles Ellis Talks About Investor’s Blunders

    Consuelo Mack recently interviewed index fund devotee and consultant Charles Ellis, author of “Winning the Loser’s Game.” Ellis also advises the Yale endowment which had 20 years of positive returns and returned 16% per year from 1998...

    • Posted December 14, 2011
    • 2
  • Mutual Funds Are Sucking Wind

    JPMorgan Chase revealed data showing a significant percentage of mutual funds are substantially behind their benchmarks.  It’s the worst performance relative to the indexes since 1998. JPM looked at 2,806 funds and found that 47 percent are...

    • Posted September 7, 2011
    • 1
  • Value Weighted Indexes Have Outperformed the Market

    This week’s Barron’s magazine features an interview with Joel Greenblatt, the author of several investing books. The most interesting takeaway from this interview is Greenblatt’s research into value-weighted indexes. Greenblatt states an index focused on the cheapest...

    • Posted May 16, 2011
    • 0