Section
passive investing
89 posts
The End of Stock Picking
by Cullen Roche, Pragmatic Capitalism Jason Zweig has a nice piece in yesterday’s Wall Street Journal on the end…
We Are All Active Investors – Part 2
by Cullen Roche, Pragmatic Capitalism Early last year I wrote a post describing the illusion of “passive investing”.…
Betting on 'Dumb Volatility' with 'Smart Beta'
by Claude Erb, via SSRN It is possible that some investors make the "dumb mistake" of "buying high…
The Myth of the Passive Investor
by Patrick Rudden, AllianceBernstein Some investors have such little faith in the merits of active management that they prefer…
Three Lessons Learned from Vanguard Investors
by Ben Carlson, A Wealth of Common Sense “This is one of the most important rules of investing.…
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
The High Cost of Equal Weighting
by Max Moroz and Engin Kose, Research Affiliates Equal-weight indices have two clear advantages: They are easy to…
3-to-1 Odds Favor Index Investors
by Rick Ferri What do 25%, 25%, 25% and 25% have in common? Besides adding up to 100%,…
Rick Ferri: Beat the S&P 500 with the S&P 500
It’s easy to beat the S&P 500. Just hold all stocks in the S&P 500 in an equal…
What Was John Bogle Thinking?
by Rick Ferri John C. Bogle was hired by Wellington Management Company in 1951 immediately following his graduation…
ETF No Longer Means Index Fund
by Rick Ferri Exchange-traded funds (ETFs) started out linked at the hip to low-cost, market-tracking index funds. The…
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
Passive Management ≠ Passive Investing
Passive Management ≠ Passive Investing by Ashwin Alankar, Michael DePalma and Guoan Du, AllianceBernstein Passive investments are often…
Daniel Wallick & Gregg Fisher: The Case For and Against Active Investing
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds. In…