Archive for September, 2017

PASSIVE INDEX FUNDS ARE ALL THE RAGE, BUT WHAT ABOUT ACTIVE FUNDS THAT BUCK THE TREND? TOP PERFORMING MONEY MANAGERS RESPOND

September 1, 2017

Top performing money managers respond to the popularity of passive index investing.
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USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

September 1, 2017

USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

    NO INTEREST IN INVESTING:

  • Choose index funds
  • Diversify globally & by asset class
  • Include safe haven investments
    e.g. Treasury bonds & Gold
    COMFORT LEVEL COMBINATION:

  • Core position in broad global stock index fund or ETF
  • Satellite positions in actively managed mutual funds
  • Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts
    TRADITIONAL CHOICE:

  • Actively managed funds
  • Global & asset class diversification

Watch the related WEALTHTRACK episode.

Active Response

September 1, 2017

This page is here for technical reasons. Please click here for the episode page.

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