image_pdfimage_print

A goal of passive investing is to match the market return as closely as possible.

However, it is not a given that a passively structured investment will match the market. In fact, there may be material variations between different investments and the benchmark index.

Index funds (both mutual and exchange traded) are typical passive investments. Here is why they do not normally match their benchmarks.

Continue reading »

Passive and Active Investing

On 10/22/2010, in Investment Strategies, Mutual Funds, by Jordan Wilson

We will look at the active versus passive management debate.

Today we shall differentiate the two strategies.

Then we shall shall see if one strategy is preferable when investing.  

Continue reading »

© 2009-2017 Personal Wealth Management All Rights Reserved -- Copyright notice by Blog Copyright