EPISODE · Mar 12, 2021 · 25 MIN
#009 | Index VS Active Funds
from The Moki Finance Show · host Moki Finance
Index Funds vs Active Management, todays episode will cover the M1 Finance Portfolio Update. I will talk about the Boglehead/Factor index fund portfolio that I created. I will also share my views on growth and value investing, why I stopped buying large cap growth and now buy small cap value instead. Lastly I will go over a Forbes article that has really rubbed me the wrong way. It talks about whether evidence based investing is actually valid at all. The article makes a case for actively management funds over index funds, so naturally I will unpack all that and a bunch more. Article I was referring to in the video: https://www.forbes.com/sites/forbesfinancecouncil/2020/11/03/always-looking-back-evidence-based-investing-tells-you-whats-behind-not-whats-ahead/?sh=2db0a2c4634f BECOME A PRIVATE MEMBER ► https://www.youtube.com/channel/UC23tIWBGB9XnWqtR1CtIL7g/join M1 FINANCE ACCOUNT SIGN UP (GET $10 FOR A LIMITED TIME ONLY) ► https://m1.finance/-cboKBQaTUCh WEBULL ACCOUNT SIGN UP (GET TWO FREE STOCKS LIMITED TIME ONLY) ► https://act.webull.com/k/dsPH9AJFJLEi MY M1 FINANCE PIE ► https://m1.finance/YmcRiVHTjjXo THE MOKI FINANCE SHOW PODCAST ► https://anchor.fm/mokifinance CONTACT ME ► [email protected] Tags: #m1finance #indexfunds #investing Sources: https://www.fidelity.com https://www.portfoliovisualizer.com https://www.morningstar.com *Official Disclaimer* I am not a financial advisor, these videos are not financial advice. The purpose of these videos is to document my personal investing journey and hopefully entertain you in the process. Please do not take any of this as financial advice and always consider the risks before investing. Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
What this episode covers
Index Funds vs Active Management, todays episode will cover the M1 Finance Portfolio Update. I will talk about the Boglehead/Factor index fund portfolio that I created. I will also share my views on growth and value investing, why I stopped buying large cap growth and now buy small cap value instead. Lastly I will go over a Forbes article that has really rubbed me the wrong way. It talks about whether evidence based investing is actually valid at all. The article makes a case for actively management funds over index funds, so naturally I will unpack all that and a bunch more. Article I was referring to in the video: https://www.forbes.com/sites/forbesfinancecouncil/2020/11/03/always-looking-back-evidence-based-investing-tells-you-whats-behind-not-whats-ahead/?sh=2db0a2c4634f BECOME A PRIVATE MEMBER ► https://www.youtube.com/channel/UC23tIWBGB9XnWqtR1CtIL7g/join M1 FINANCE ACCOUNT SIGN UP (GET $10 FOR A LIMITED TIME ONLY) ► https://m1.finance/-cboKBQaTUCh WEBULL ACCOUNT SIGN UP (GET TWO FREE STOCKS LIMITED TIME ONLY) ► https://act.webull.com/k/dsPH9AJFJLEi MY M1 FINANCE PIE ► https://m1.finance/YmcRiVHTjjXo THE MOKI FINANCE SHOW PODCAST ► https://anchor.fm/mokifinance CONTACT ME ► [email protected] Tags: #m1finance #indexfunds #investing Sources: https://www.fidelity.com https://www.portfoliovisualizer.com https://www.morningstar.com *Official Disclaimer* I am not a financial advisor, these videos are not financial advice. The purpose of these videos is to document my personal investing journey and hopefully entertain you in the process. Please do not take any of this as financial advice and always consider the risks before investing. Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
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#009 | Index VS Active Funds
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