Houston Chapter Future Meetings
Tuesday, November, 11, 2014
Mark Your Calendar!
Julie Jason, Grant Investment Advisers, Inc.
Managing Retirement Wealth
Saturday, January 10, 2015
The AAII Houston Chapter presents...
"A Case for Index Fund Portfolios"
The success of index investing in individual asset class categories has been widely documented, but surprisingly little research is available that compares the performance of diversified portfolios of index funds with portfolios of actively managed funds. A prudent mutual fund selection strategy is important to an investor’s wealth accumulation. Rick Ferri’s research is unique in comparing two distinct strategies: one that selects low-cost market-tracking index funds exclusively and a second that selects from actively managed funds that attempt to outperform the markets. He found overwhelming evidence in support of an all-index-fund strategy. The probability of outperformance using the simplest index fund portfolio starts in the 80th percentile and increases from there.
Richard A. Ferri, CFA
Founder, Portfolio Solutions
|Attend This Meeting and Learn...|
|| About portfolio design using index funds
|| How a portfolio of index funds outperforms active funds even more than on a single fund comparison basis
|| Why there is an extremely low chance of picking a portfolio of active funds that outperforms a portfolio of index funds
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