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Competition between fund providers continues to result in lower fees on exchange traded funds (ETFs).

A very good thing if you are a proponent of cost minimization when investing.

I read a short article that discusses this subject and makes a couple of useful side points. 

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Invest Better Than the Pros?

On 02/13/2013, in Investment Concepts, by Jordan Wilson

In “Want to Invest Like a Pro?” we looked at attributes of successful professional investors.

I definitely believe one can learn a lot by watching how the pros invest. Nevertheless, I stated that following the professionals was “maybe a good plan, maybe not.”

This example nicely sums up that statement.

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In the U.S., the Standard & Poor’s 500 stock index (S&P 500) is up 12.6% year to date 2012.

That is the good news. The bad?

Your mutual fund is likely not meeting or exceeding this benchmark.

Why the underperformance against investment benchmarks? 

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Many readers are a long ways away from retirement.

Messing up on retirement is not yet on one’s radar.

But it should be.

And the sooner you realize how people mess up retirement, the easier it is to avoid problems. 

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Fund Fees Barely Budge

On 10/31/2011, in Investment Strategies, by Jordan Wilson

I am a proponent of passive investing.

That means investing in passively managed index funds that track a specific market sector. Primarily, exchange traded (ETF) or open ended mutual index funds.

Research indicates that actively managed portfolios tend not to perform better than passive portfolios. And actively run portfolios cost investors more money in fees and expenses than passive.

So why take an active approach? 

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Money Making Mistakes

On 06/01/2011, in Investment Strategies, by Jordan Wilson

Some interesting examples of money making mistakes courtesy of CNNMoney.

Superficially, they each provide decent advice for individuals.

But they also provide deeper lessons for investors.

And an overall moral that applies to all examples. 

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Diamond Buying Tips

On 02/04/2011, in Alternative Investments, by Jordan Wilson

We have not really discussed alternative asset classes yet.

I did mention that investors with specialized knowledge may be able to excel in market segments relating to their expertise. Conversely, investors with little to no knowledge, will have difficulty investing in these segments.

Some examples are fine art, stamps, coins, and gems.

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Fund of Funds

On 12/18/2010, in Exchange Traded Funds, Mutual Funds, by Jordan Wilson

We will end our look at exchange traded funds (ETFs) with a few words on fund of funds.

Fund of funds are also available with mutual funds, so my comments equally apply to them.

I am not keen on fund of funds, so I shall keep this brief.  

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Actively Managed ETFs

On 12/06/2010, in Exchange Traded Funds, by Jordan Wilson

To date, we have focussed on passively managed exchange traded funds (ETFs).

But ETFs may also be actively managed.

Quite a new development, but some investors consider them a sexy investment.

You can decide by the end of this post how attractive they are for your portfolio.

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Why does active investing not outperform a passive approach in most investment scenarios?

I have a few thoughts on that.

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