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Investing is Boring
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind Making Margin:
- Nick
- Allie
- Jeff
- Drew
Today’s topic is why investing should be boring. We take a broad look at what we believe investing should look like and why.
Discussion Topics:
- How we design a portfolio for our clients
- How we use decades of historical data to guide our investment process
- A 2016 study by S&P Dow Jones Indices showed that about 90 percent of active stock managers failed to beat their index targets over the previous one-year, five-year and 10-year periods; fees explain a significant part of that under performance.
- What exactly is an ETF, stock, bond, mutual fund, etc.?
- What’s the most important predictor of a relative investment return?
- Morningstar: https://www.morningstar.com/articles/347327/article
- What other types of fees should people be looking for?
- A lot of people now have target dated funds in their 401k. Positives and negatives?
- Investing is like amateur tennis
Take Away: If investing seems boring to you, you’re probably doing something right.
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By Greenway Wealth Advisors
5
1111 ratings
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind Making Margin:
- Nick
- Allie
- Jeff
- Drew
Today’s topic is why investing should be boring. We take a broad look at what we believe investing should look like and why.
Discussion Topics:
- How we design a portfolio for our clients
- How we use decades of historical data to guide our investment process
- A 2016 study by S&P Dow Jones Indices showed that about 90 percent of active stock managers failed to beat their index targets over the previous one-year, five-year and 10-year periods; fees explain a significant part of that under performance.
- What exactly is an ETF, stock, bond, mutual fund, etc.?
- What’s the most important predictor of a relative investment return?
- Morningstar: https://www.morningstar.com/articles/347327/article
- What other types of fees should people be looking for?
- A lot of people now have target dated funds in their 401k. Positives and negatives?
- Investing is like amateur tennis
Take Away: If investing seems boring to you, you’re probably doing something right.