Sentences with phrase «outperform simple index»

Since most managed mutual funds fail to outperform simple index funds, and many money managers and advisors aren't going to deliver results that beat them, either, it can make good sense to just park your hard - earned dollars in inexpensive index funds, such as the SPDR S&P 500 ETF (NYSEMKT: SPY).

It outlines how individual investors can vastly outperform simple index strategies.

Academic research now suggests there may be ways to outperform a simple index fund by investing in stocks with certain characteristics (we'll describe these in a moment).

Not exact matches

That's all I've got to say about that portfolio — I find it interesting that such a simple portfolio is capable of outperforming the index both on a nominal and risk - adjusted basis.

He made a famous bet that over the course of 10 years, a simple, cheap index fund would outperform a group of the most prestigious hedge funds.

On the basis of the Sharpe ratio, which is the simplest form of risk adjustment, the fund underperformed the MSCI EAFE index in the three - and five - year periods but outperformed it over the ten - and fifteen - year periods through January 2014 (see figures from Morningstar).

Figure 1 reports backtesting results for both the MAGNET Simple and MAGNET Complex screens, both of which have outperformed the various S&P market cap indexes by a wide margin since the start of 1998.

The S&P Access Hong Kong Low Volatility High Dividend Index and the simple high dividend yield portfolio outperformed the HSCI in seven and six out of ten of these market cycle phases, respectively.

Simple reason, smallcap index itself is filled with poor quality junk stocks... So, the point of the article is if you have the ability to select quality small cap or mid cap stocks then it will outperform the best quality large cap stocks like TCS, Sun Pharma, ITC etc across any market situation...

How, you should ask, can a simple, index - based portfolio outperform so many professional investors while taking less risk?

[92] In 2007, Buffett made a bet with numerous managers that a simple S&P 500 index fund will outperform hedge funds that charge exorbitant fees.

From 2009 to 2012, a simple, low - fee mix of 60 percent stocks and 40 percent bonds far outperformed hedge fund indexes.