How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performance. Topics covered include: Show Notes Global Fund Flows Dominated by Fixed-Income and ETFs—Morningstar It’s Official: Passive Funds Overtake Active Funds by Adam Sabban—Morningstar ETF Issuer League Tables—VettaFi Global ETF Market Facts: three things to know from Q3 2023 by Samara Cohen—iShares Rise of Passive … [Read more...]
234: Index But Don’t Herd
How and when to use passive indexing strategies without following the crowd. In this episode you’ll learn: How big is indexing and why has it taken so long to catch on.What areas has active management done well.What are ways we can index without following the crowd. Show Notes Jeffrey Gundlach says passive investing has reached a 'mania' – investors should avoid index funds - CNBC Passive investing continues to captivate global audience - Pension & … [Read more...]
163: Is There An Indexing Bubble?
How an indexing bubble is manifest, why most active managers underperform and how individuals can structure their own quasi index fund that outperforms the market. In this episode you’ll learn: Show Notes The 25 Largest Mutual Funds and ETFs - MarketWatch The Makeup of the S&P 500 Is Constantly Changing - Business Insider article with quote by Adam Parker of Morgan Stanley Fund managers rarely outperform the market for long - The Economist - Manager study by Dow … [Read more...]
70: Rule #1 and the Investor’s Journey
Should you invest like Warren Buffet? How your temperament, experiences, interests and skills influence how you invest. Plus why most passive index investors unknowingly make active investment decisions. In this episode you'll learn: How investing is like being on a hero's journey.How to invest like Warren Buffet and Phil TownWhy most active managers don't beat the market.What is the efficient market hypothesis.What assets and weights comprise the global market portfolio.What … [Read more...]
Use of Active Mutual Funds versus Passive Index Funds and ETFs
I use both active bond and equity funds and passive bond and equity index funds and ETFs in my portfolio. I generally prefer passive index vehicles because the fees are lower and they are more tax efficient. … [Read more...]
