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Old 08-08-2015, 10:54 PM   #41
Give me a museum and I'll fill it. (Picasso)
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Join Date: May 2005
Posts: 11,465
Somehow missed this after I had not read the steak dinner thread for awhile... was going back in that and saw this one...

One glaring miss I see in Happy's analysis is risk adjusted return... IOW, a MF can have a better return during a time when you are looking at it and comparing it.... but if you do not look at the risk involved you can get burned...

As an example... my brother had invested in a internet company MF back before the 2000 crash... one year it was up over 100%.... yes, not a typo... my mom asked me why her fund only returned 20% (ish... I do not actually remember the number... but it was pretty good)....

As I told her, diversification works going up just like it works going down.... you are taking less risk.... and she was rewarded when the market tanked... still lost money, but not near as much...

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