 Quote:
Originally Posted by DblDoc
Just to clarify LOL! and Nords points. I have a fairly standard slice and diced diversified portfolio of index funds created after determining my AA. It contains MF/ETF's that correspond to the following indices:
FTSE All-World ex-US Index
MSCI US Small Cap Value index
WisdomTree International SmallCap Dividend index
Morgan Stanley REIT index
MSCI US Prime Market Value index
MSCI US Broad Market index
MSCI Emerging Markets index
no S&P 500 index anywhere...
Having said that, however if my 401k/b had a 500 index fund and all my other domestic LC choices were loaded, expensive actively managed MF's  I'd take the index fund and "fix" my AA in my IRA or taxable account.
DD |
I pretty much agree with the indexing crowd, but what if I wanted an emerging markets fund and there was one with a 40 year track record of beating the Emerging markets index? Im not talking about switching to whichever fund beats the emerging market index the past year. im talking about one that has beaten it last year, the last 3 years, the last 5 years..10 years....20 years...ect.
You would still have a problem picking that fund instead of the index fund?
PS..I doubt there is an emerging market index or a fund thats 40 years old. This is just an example.
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