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Passive investing wins again
Financial Times ^ | Mar 22 2025 | Burton Malkiel

Posted on 03/24/2025 8:43:28 AM PDT by JSM_Liberty

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1 posted on 03/24/2025 8:43:28 AM PDT by JSM_Liberty
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To: JSM_Liberty

They also tend to have lower expenses.


2 posted on 03/24/2025 9:08:54 AM PDT by pas
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To: JSM_Liberty

The stock market is a vehicle by which money is transferred from those without patience to those with patience.


3 posted on 03/24/2025 9:11:15 AM PDT by Blood of Tyrants (Time to dump out the Treasury drawer and throw out all the junk that is wasting our money.)
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To: pas
Buffett's investment advice to his wife when he passes: 10% short term govt bonds; 90% S&P 500 fund.

Sound advice for anyone at any time - IMHO.

4 posted on 03/24/2025 9:17:01 AM PDT by JesusIsLord
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To: Blood of Tyrants
The stock market is a vehicle by which money is transferred from those without patience to those with patience.

I would add that patience plus diversification are needed ingredients for success in the market.

5 posted on 03/24/2025 9:21:53 AM PDT by JesusIsLord
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To: Blood of Tyrants

“The stock market is a vehicle by which money is transferred from those without patience to those with patience.”

Truth, and the temptation to trade never goes away.


6 posted on 03/24/2025 9:24:24 AM PDT by SaxxonWoods (The road is a dangerous place man, you can die out here...or worse. -Johnny Paycheck, 1980, Reno, NV)
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To: JSM_Liberty

My portfolio has outperformed the market over the past 25 years by a substantial amount. I own 15 stocks, all of them household names (Coke, PG, Morgan Stanley, Aflac) that pay dividends and increase their dividends every year. When I have $$ to invest, I look at the 2 or 3 stocks in the portfolio that are getting hammered, and I invest in those stocks. Unlike actively managed funds, I don’t have to worry about a Morningstar rating. That’s why these funds underperform the average, i.e., b/c fund managers need short term results, so they join the investment pack, resulting in average returns, which become below average when their 2% cut is taken out. By contrast, I put my $$ in beaten down stocks (which have decades-long track records of delivering returns), and I can patiently wait for them to recover and prosper. Or, more simply, buy low and don’t sell.


7 posted on 03/24/2025 9:45:34 AM PDT by bort
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To: bort

Avoid expensive fees and you are far ahead no matter what your strategy:

https://www.reddit.com/r/Bogleheads/comments/pjxu6t/pay_attention_to_fees/


8 posted on 03/24/2025 9:51:26 AM PDT by cgbg (It was not us. It was them--all along.)
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To: JesusIsLord

Buffett’s investment advice to his wife when he passes: 10% short term govt bonds; 90% S&P 500 fund.
Sound advice for anyone at any time - IMHO.
___________________________________________________
The best investment advice is to not buy mutual funds, unless you are absolutely uninterested in managing your own money. These funds take almost 2% off the top, which makes it virtually impossible to outperform the market over time. I own 15 stocks through DRIPs(Dividend Reinvestment Plans), all of which are blue chip. Mutual fund managers, in order to keep up their ratings, have to join the pack, so they buy what everyone else is buying. By contrast, I dump $$ into the 2 or 3 of my worst performing blue chip stocks and can wait for the turn around. My portfolio is simple and, over time, has significantly outperformed the S & P and DJIA. Buy, never sell, and reinvest the dividends.


9 posted on 03/24/2025 9:51:44 AM PDT by bort
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To: cgbg

Avoid expensive fees and you are far ahead no matter what your strategy.
_______________________________________________
Agreed. However, even unsophisticated investors (like me) can make a lot more money by owning their own stocks. The key is to buy stocks that have raised their dividends for decades. If a stock always raises its dividend, its value must go up, b/c investors will buy the stock for the higher dividend payment and also b/c the company must be fairly consistently raising its profits. I bought Exxon at around $30/share (with a 10% yield) during COVID, when everybody was telling us it was the end of Big Oil. I’ve made an annual 10% return for 3 plus years in the form of dividend checks, and the stock is sitting around $115/share now. A mutual fund manager would not have taken this risk, b/c they need short-term gains.


10 posted on 03/24/2025 10:00:05 AM PDT by bort
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To: bort

“These funds take almost 2% off the top,”

Index funds expense ratios are about a tenth of that


11 posted on 03/24/2025 10:04:06 AM PDT by JSM_Liberty
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To: bort
These funds take almost 2% off the top.

Vanguard VOO (S&P500 etf) expense ratio: 0.03%

I see you enjoy managing stocks. Many like myself, appreciate the instant diversification an S&P 500 fund offers. It's not sexy, but for those who prefer not managing individual stocks, it's a easy choice.

12 posted on 03/24/2025 10:13:44 AM PDT by JesusIsLord
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To: JesusIsLord

Both are right. Many 401k offerings don’t include the dividend champions, so a general index may suffice.

No matter how nice your company it seems wise to also try and have a separate fund esp with how many low-cost brokers are around. A bort strategy or just a low-load fund of dividend payers (e.g. VYM) is not exciting but adds up if you “DRIP” it into itself.

(disclosure: I don’t own VYM. I picked it as an example because it’s not one I own. Do your own homework please.)


13 posted on 03/24/2025 10:23:37 AM PDT by No.6
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To: JSM_Liberty

Managed funds are a waste of good money. This report proves it again. The managers are not worth what they are paid.


14 posted on 03/24/2025 10:35:35 AM PDT by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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To: pas

Lower? Closer to NOer expenses by comparison. MF managers don’t earn their keep.


15 posted on 03/24/2025 10:36:18 AM PDT by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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To: JesusIsLord

You don’t get much more diverse than a market ETF.


16 posted on 03/24/2025 10:37:02 AM PDT by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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To: bort

Dividend Aristocrats.

There are no brokers or advisors that do not have a conflict of interest. NONE.


17 posted on 03/24/2025 10:38:45 AM PDT by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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To: Sequoyah101

Agreed—the entire “investment advisor/management industry” is a total joke.

The only exception I would make is that high net worth/income individuals with major tax issues probably should hire an advisor on tax strategy—and pay them by the hour for a periodic review.


18 posted on 03/24/2025 10:44:12 AM PDT by cgbg (It was not us. It was them--all along.)
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To: JSM_Liberty

“many active managers argue that the future will be different”

And how long have they been saying this? About as long as there have been index funds from what I have seen.


19 posted on 03/24/2025 10:44:50 AM PDT by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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bfl


20 posted on 03/24/2025 10:45:37 AM PDT by Faith65 (Isaiah 40:31 )
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