Sentences with phrase «typical index strategy»

Investors and advisors alike are becoming intrigued with an approach that combines elements of passive and active investing and can potentially outperform a typical index strategy.

Investors and advisors alike are becoming intrigued with an approach that combines elements of passive and active investing and can potentially outperform a typical index strategy.

Not exact matches

Charts comparing the performance of the Robo I Strategy against a typical 60/40 stock / bond portfolio allocation and the i3, an index that represents the average returns of the do - it - yourself investor.

A typical strategy might involve investing half of the portfolio in a dividend - paying, growth fund such as the T. Rowe Price Equity Index 500 fund, which holds average risk and has returned 7.19 % annually on average through the 10 years ending July 1, 2016.

As you'll later learn, these strategies use a rules based method of investing in a way that might outperform your typical index fund.