Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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Index Funds & Exchange-Traded Funds (ETFs)

Current Holdings
 

While we have successfully recommended actively-managed mutual funds that have beaten the market, some investors still want to have a portion of their portfolio in low-cost index funds. We will occasionally recommend index funds and exchange-traded funds (ETFs) that we believe are good low-cost investment vehicles.

Index funds are designed for investors who want to mirror the performance of a particular index (such as the S&P 500) instead of investing in an actively-managed mutual fund in which a mutual fund manager (or a team of managers) tries to out-perform the index. Many mutual funds fail to beat broad indexes while charging higher fees than most index funds. In theory, index funds will perform better than most actively-managed mutual funds while charging lower fees.

Exchange-traded funds (ETFs) track an index, a basket of assets, a commodity, a sector, or an industry. Like index funds, ETFs provide diversification and expense ratios lower than most mutual funds. Unlike mutual funds, ETFs trade like a stock and can be sold short and purchased on margin.

Performance Since Inception1

Total Return
Index Funds & ETFs Portfolio:
147.8%
S&P 500:
69.4%

Average Annual Return
 
Index Funds & ETFs Portfolio:
10.3%
 
S&P 500:
5.2%
 

1Inception: September 23, 2005. Data last updatedJanuary 1, 2015.

 

 

 

Current Holdings
 

 

 





 

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