EPISODE · Jun 13, 2019 · 3 MIN
The Asset Allocator: How To Beat An Index Fund, And Why For Most It’s Better Not To
from SA For FAs · host Seeking Alpha
To beat an index fund, a sufficiently wealthy person could copy its components exactly, and harvest short-term losses against his tax bill. But this podcast (4:36) argues that for those with more ordinary portfolio sizes, it’s better not to try to beat the index fund. Fund fees have come way down over the years, and it is now possible to create a custom-tailored portfolio at a very low cost.Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
To beat an index fund, a sufficiently wealthy person could copy its components exactly, and harvest short-term losses against his tax bill. But this podcast (4:36) argues that for those with more ordinary portfolio sizes, it’s better not to try to beat the index fund. Fund fees have come way down over the years, and it is now possible to create a custom-tailored portfolio at a very low cost.Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Asset Allocator: How To Beat An Index Fund, And Why For Most It’s Better Not To
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