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Archive for the Index Funds Category

Dividend Stocks Could Be Dangerous in 2015, Ketterer Says – Bloomberg 12-31-15

Salient to Investors: Sarah Ketterer at at Causeway Capital Mgmt said: Buying energy stocks very incrementally as oil prices eventually reach a floor and rise again but no idea when. Looks for companies with tremendous financial strength that can continue to pay dividends. Smart companies will use  their balance sheet strength to buy

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Bill Gross and the Dying Breed of Mutual Fund Superstars – Bloomberg 09-26-14

Salient to Investors: Hedge fund stars and private equity CEOs get huge headlines, but few mutual fund managers of the sort that average Americans can invest with do. Neil Pardasani at Boston Consulting said advisers like to invest in fund brands that their clients know. Investors often stick with star

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The Dumb Money Is Getting Smarter Every Day – Bloomberg 09-17-14

Salient to Investors: Amateur investors are giving up on trying to beat the market, while even the most sophisticated investors are rejecting strategies that require advanced math and managers with million-dollar salaries. ICI reports the average expense ratio on an equity mutual fund is down 25% in 10 years. Boston Consulting

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Morningstar shocker: Active funds lose heat – MarketWatch 08-14-14

Salient to Investors: John Rekenthaler at Morningstar said: Over the trailing 12 months, 68% of net sales to mutual funds ended up in passive investing vehicles versus 32% active. Of $134 billion going into active funds, $30 billion is being placed in target-date funds. Low-cost, passive funds keep more of

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Bogle’s legacy: Returns that trounce active investing – MarketWatch 08-07-14

Salient to Investors: Mitch Tuchman at Rebalance IRA writes: The best strategy for a retirement investor with a 5 to 25 year time horizon in a tax-deferred account uses low-cost index funds allocated across multiple asset classes and re-balanced at least annually. Re-balancing – the discipline to sell assets that

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Did you miss this foreign stocks boom? – MarketWatch 07-31-2104

Salient to Investors: Pundits calling for a huge decline in equities are either the absolutely certain types, who have stuck to their prediction for years, and the less media-savvy academics and heads of research at big investment firms who see a decline but after the market goes higher. The last

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Why Do Investors Make Bad Choices? – Bloomberg 04-09-14

Salient to Investors: Cass Sunstein at Harvard said: Economists know that if you invest in stocks, it makes sense to invest in a passively managed diversified portfolio of largely low-cost index funds, weighted toward equities, and add money as you get it – diversifying it as well – and keep

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Hedge Funds Are Not Necessarily for Suckers – Bloomberg 07-12-13

Salient to Investors: Matthew C. Klein writes: Hedge Fund Research says the S&P 500 index with dividends reinvested beat the average hedge fund over the past decade. There are always periods when certain asset classes did better than others. E.g., gold from the middle of 2001 increased by more than 600

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ETF Simplicity Betrayed by Volatility in Market Selloff – Bloomberg 07-11-13

Salient to Investors: Share prices for the 10 largest diversified emerging-market ETFs on average were 42.6 percent more volatile than their underlying indexes from May 22 to June 24, when Bernanke triggered the sell-off that sent emerging-market stocks to a 1-year low, while the 5 biggest emerging-market index mutual funds were

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Hedge Funds Ads Will Only Harm the Greedy – Bloomberg 07-11-13

Salient to Investors: Matthew C. Klein writes: Hedge funds et al can now solicit the public for capital by advertising, a welcome development. It is easy to avoid scoundrels by sticking to index funds. Only the greedy get fleeced by offers that are too good to be true. Most finance

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