I'm no tax specialist, but I would add that if the two
index funds in question have different fees it can not be said that «a prospective buyer would not have a preference for one as opposed to another.»
Not exact matches
However, his sarcasm does raise a
question worth exploring: What should active mutual -
fund companies do
in response to the current outflows from them and into low - cost
indexing and exchange - traded
funds?
Quick
question: presumably if one chooses the managed
fund (lifestrategy / target retirement) route, you could still choose to invest further
in individual
index funds of your own choosing?
But now that we understand what
index funds are, we'll turn our attention
in the third installment to the final
questions: Where do you find
index funds, and how do you choose among them?
There is no quick answer to this
question — personally I think low cost
index funds are the best choice for most investors and I will illustrate why
in the rest of the post.
@nsandersen actually I am looking to invest
in pension myself using SIPP and cavendishonline (not sure if you have heard of them, but a lot of people recommend them) and using
index funds to invest my pension money
in, but this is probably a topic for a separate
question
But the
question remains: now that foreign content rules are long gone, why don't these
funds just move to a traditional structure and buy all the stocks
in the
index?
My
question is about dividends
in mutual
funds (ETF or
index funds) that are outside an RRSP.
The
question posed this way isn't helpful to investors
in index funds, but for others it may help to determine whether there are stock selection opportunities within the market, especially when compared with previous market declines.
Over on Quora, I was asked to answer the following
question: Is there ever a bad time to invest
in an
index fund, such as the Vanguard 500?
I was asked on Quora to answer a
question about hedging against losses... How can one hedge against a significant loss
in Vanguard's Total Stock market
Index Fund?
Question: Rather than investing
in a portfolio of
index funds, would I not be better off by simply assembling a collection of well - known individual stocks that have a history of increasing their... Read More
In this case, we'll go back to the
index fund question and evaluate whether this passive investing approach can still beat the market.
I'm not sure such expertise exists at all — and given that the
fund in question under - performed a vanilla bond
index when managed by the so - called professionals, I'm highly skeptical that if such expertise does exist that a small firm like WS will suddenly possess it
in - house... and Eric Kirzner has been there since the beginning, which I should stop ranting about
in the footnote.
It's kind of a newbie
question but I was preparing to invest
in index funds (low - cost
index funds) for a while now and I am just thinking what should my strategy look like.
So for example, if you're considering using an S&P 500
index fund in your 401 (k), rather than wondering whether or not that would count as stock picking, you can instead try to directly address the important
questions:
Also, comment # 5's
question about alternative energy
funds makes a good point about how even
index funds can result
in poor diversification.
Asking whether or not
index funds are better is the wrong
question in my opinion.
... or you can just do what Warren Buffett suggested at his most recent Annual General Meeting
in Omaha (
in response to a
question by Tim Ferris of «4 hour workweek» fame): «Invest your money
in a low - cost
index fund... then «forget about it» and get back to work!»
There is a lot built into your
question of pay off mortgage vs. invest
in index funds.
Index mutual
funds trounced actively managed mutual
funds last year by the widest margin
in 15 years, once again raising the confounding
question: Why do so many individuals gravitate to actively managed
funds when they are a proven loser?
My
question for Ramit and the rest of you is what other
index funds would you recommend for someone
in my shoes?
This weekend my mother asked me the same
question, as I'm finally getting around to helping her get her finances
in order, suggesting that she move everything to a few
index funds at Vanguard.
It would appear the answer to your
question «Can you Really earn 13 % Annual Returns These Days!?!» is a resounding NO!?! Unless you invested
in a low cost
index fund during this period of time.
That leads to a more practical
question, considering that MoneySense has recommended cap - weighted
index funds in our Couch Potato portfolios for over a decade.
If the stock
in question has done well and outperformed the average of the total U.S. market, the next thing I'll do is compare it to a low - cost
index fund in its respective sector.
There are two parts to your
question: (1) Should I put the money
in an
index fund?
Whether I would invest
in a tweaked
index fund that considered a factor like momentum is a different
question.
VWO, which is
in the midst of changing its holdings to an
index designed by FTSE, now has an expense ratio of 0.18 percent, or $ 18 for each $ 10,000 invested, a 10 percent drop from 0.20 percent previously, according to a mandatory regulatory filing that must be submitted to the SEC no more than 120 days after the Oct. 31, 2012 fiscal year - end for the
funds in question.
Recently, we received a
question from a client that we will paraphrase as follows: «While I know that the returns I have gotten from
index funds have beaten the majority of active managers, would I not have been better off
in funds like the Fairholme
Fund (FAIRX) or the... Read More
«This appeal raises a narrow and highly specific
question — whether an options exchange, by creating, listing, and facilitating the trading of options on shares
in an exchange traded
fund («ETF») designed to track a proprietary market
index, misappropriates intellectual - property rights of the creator of the
index.»
The
question may arise: why invest
in an
Index or basket of
funds instead of individual stocks?