Tuesday, January 13, 2015

Being smart with $$ -- Passive beats active


Last year Passively Managed Mutual Funds (aka Index Funds) returned 1.2% more than Actively Managed Funds according to Money Magazine (through 11/2014). Makes sense.  That's about the amount of the fees Actively Managed Funds take out to pay the managers.  Individual investors did even worse, trailing Index Funds by 2%.  Individuals have a knack for panicking and selling low or jumping into a winner after a stock has already risen all it's going to.  The most boring choice wins again.
- Larry Pike, CFA
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www.clientpriority.com

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