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View Poll Results: Do you invest in index funds?
Yes, I own index funds in my portfolio 169 93.89%
No, I do not own index funds 10 5.56%
I'm pleading the 5th but I want to participate in the poll 1 0.56%
Voters: 180. You may not vote on this poll

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Old 08-03-2015, 07:56 PM   #21
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I index in the US stock markets (small, mid and large cap) and hold active funds in other asset classes.
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Old 08-03-2015, 11:55 PM   #22
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Quote:
Originally Posted by MichaelB View Post
There's nary a poll that doesn't have some critical feedback regarding wording or questions; we can do so in a way that is polite and friendly.
Are you sure that we can?
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Old 08-03-2015, 11:58 PM   #23
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I currently do not own any index funds, only actively managed ones. I have nothing against them but just never bought any in my taxable accounts and there are currently not any available in my 401K (which is where I would most likely purchase them if they were).
Er....I just realized this isn't a true statement, as I do actually own Vanguard REIT Index Fund Institutional Shares (VGSNX) in my 401K and there are 4 other indexes available (3 stock and 1 bond) but i just don't buy them.
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Old 08-04-2015, 03:38 AM   #24
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2/3 index and 1/3 managed . so far my managed funds have beaten index's for many years now .
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Old 08-04-2015, 04:17 AM   #25
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so far my managed funds have beaten index's for many years now .
+1
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Old 08-04-2015, 06:41 AM   #26
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3/4 indexed funds
1/4 a potpourri of managed funds and individual stocks
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Old 08-04-2015, 10:36 AM   #27
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I just jumped on the S&P Index Fund wagon yesterday with a 2.5% holding. My plan is to slowly add to that during dips.
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Old 08-04-2015, 11:17 AM   #28
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really a vague poll. would you call a 2x or 3x bull or bear S&P ETF an index fund? How about just straight S&P indexes... but how are they weighted? Capitalization, equal, fundamental?
How about value index like PWV, set to track "Dynamic Large Cap Value IntellidexSM Index (Index)"
How about sector or industry ETFs? Commodity index GSCI in small % is suppose to be a good diversifier (Roger Gibson -- Asset Allocation-- and others).
So, having an "index fund" is really a pretty wide net. While some people would look only at TSM or S&P funds and assume one make up of these indexes.... likely by capitalization I would guess, there are many ways to index.
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Old 08-05-2015, 03:59 PM   #29
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So...95% of those responding use index funds, but there is a wide variance as to "how much of an indexer" individual investors are: Early Retirement & Financial Independence Community - View Poll Results
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Old 08-05-2015, 04:51 PM   #30
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Yes, a little less than 40% in Index funds. Then there's Wellesley, CDs, cash, u.s. bonds and a couple of managed funds.


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Old 08-05-2015, 06:38 PM   #31
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We are about half and half indexed/active.
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Old 09-03-2015, 11:46 AM   #32
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About 70% index, 30% active managed, but my active managed are more sector plays so .4-.75% fee, my index VTI, BND .05-.07%
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Old 09-03-2015, 04:00 PM   #33
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I am shocked that the favorable vote in the survey is less than 95% at this time.

I'm all in at close to 100%.
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Old 09-04-2015, 04:28 AM   #34
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it has been a stock pickers market . my managed funds have been doing better than my index funds the last few years . last year was the only exception when nothing but the s&p 500 was doing well .
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Old 09-04-2015, 06:56 AM   #35
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Originally Posted by mathjak107 View Post
last year was the only exception when nothing but the s&p 500 was doing well.
Doesn't that imply a stock picker could have picked the best stocks of the S&P 500 and beat the S&P?...

I am almost 100% index funds, and my rentals. I have 100 shares of GLD and 100 shares of PFG. Otherwise, it's IVV, IVW, DVY, QQQ, IWM, and FHLC.

I would like to think my investment performance has been better than most, but Fidelity says I have only averaged a 5.42% return since 2003, while the S&P (or even blended return) has done better.

I had a large cash position which hurt, and it does not count my 401K which has consistently beat the S&P (because I do not monkey with it). It also does not count my rental real estate portfolio, which has smoked the market.

The Fidelity returns are a sobering fact that I cannot change. Since I went to mostly indexes, I have beat the S&P, mostly due to timing luck.

Here is a study that is interesting.

In fact, a recent study by Richard Bernstein showed that the average investor generated a measly 2.1% return over the period from 1993-2013:

Beat the Average Investor by not Trying to “Beat the Market” | Pragmatic Capitalism

It means that even if you had left your money invested with a high fee asset manager over this period you very likely beat the returns generated by most of your peers even though most high fee asset managers fail to beat “the market” or index funds.

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Old 09-04-2015, 07:21 AM   #36
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most funds are more diversified than just large caps so they will typically be more spread out . unless it is only a large cap fund by design . last year was a weird year and every time the s&p 500 has been the only game in town it has lagged the next 5 years as it unwinds from that .

looking at returns on my fidelity blue chip growth and contra they are still positive for the ytd . the s&p 500 is not .

reuters had an interesting article


http://www.reuters.com/article/2014/...0L23P520140128
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Old 09-04-2015, 08:31 AM   #37
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3 of my 4 funds are indexed.
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Old 09-04-2015, 08:45 AM   #38
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100% index, unless asset class had no index funds when I purchased it.
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Old 09-05-2015, 02:44 PM   #39
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Quote:
It means that even if you had left your money invested with a high fee asset
manager over this period you very likely beat the returns generated by most of
your peers even though most high fee asset managers fail to beat “the market” or
index funds.
Didn't notice that the bar graph had a section labeled "E-R investor" but if it did it would probably be on the far left of the field.
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Old 09-06-2015, 10:45 AM   #40
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Quote:
Originally Posted by MichaelB View Post
We have index funds in our portfolio. We also have actively managed investments.
+1
Our index funds cover sectors in which we are too lazy to make stock selections.
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