Most investors reference the returns of popular indexes frequently. But most also do not understand the details of how those indexes are constructed. In this episode, we take a deep…
Tag: Indexing
Index Funds Will Be Fine
A recent Bloomberg article by columnist Barry Ritholtz argues that, despite the maturation in index investing and a slowdown in inflows to passive funds, “indexing is still giving active funds…
Sears' Troubles Make Indexing More Attractive
It’s harder than ever for stock investors to beat an index fund because of what has become a “Winner Take All” economy in which relatively few large players are dominating…
Jack Bogle Talks Indexing
A recent Barron’s profile of Vanguard founder and indexing pioneer Jack Bogle offers an overview of the industry legend’s career as well as the contributions—and controversy—surrounding his market views. The…
Small College Endowment Outperforms Harvard by Indexing
Bill Abt, who oversees the $120 million endowment of Carthage College in Kenosha, Wisconsin, “has returns that beat Harvard’s $37 billion endowment and most others,” according to a recent article…
The Danger of Index Funds Heavily Weighted in Tech
Index investors now own more tech stocks than they may realize, according to a recent article in The Wall Street Journal. The weighting of technology stocks in the S&P 500…
Study Finds that Stock Picking Probably Won't Make Investors Rich
While some stock pickers can successful, investors should keep in mind that the odds are against them, according to a recent article inThe New York Times. “It’s not just that…
Jack Bogle on Indexing: "Math is Math"
Back in 1976 when John “Jack” Bogle started the first index fund, his goal was to “capture the overall market’s return at much lower costs than the stock picking fund…
Active Managers Face Tough Climb, But Some Worry About Growth of Index Funds
Financial Times reports on the challenges facing active managers, as well as the underperformance. The article notes that “in the first quarter of 2016 most failed to beat whatever market…