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Subject:  Re: MF as basis for IRA investments Date:  2/27/2014  4:26 PM
Author:  Hawkwin Number:  74307 of 88435

Which, if I recall correctly, beats something like 80% of the financial advisers out there.


I think what you might be trying to quote is the performance of the S&P vs actively managed mutual funds.

And even that stat is rather suspect when when considers diversified alternatives. From 2002 - 2012, the best performing asset class to buy would have been MSCI EME with an average return of nearly 17%. REITs were second at almost 12%. The S&P was further down the list below R2000, and EAFE.

Perhaps more imporantly, the S&P was BELOW a diversified mix of:

25% S&P
10% Russell 2000
15% EAFE
5% EME
30% Barc Agg
5% Market Neutral
5% Commodity Index

With annual rebalancing.
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