Skip to main content
No. of Recommendations: 1
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.
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.