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Special Report on

Index Fund Investing

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The other day, I was trying to explain to a friend why I invest in index funds. I came up with this example, which I’m not sure is perfect but I thought I’d share it. Background: Market Cap Indexes When you hear “index funds”, it traditionally means mutual funds that follow an index which holds companies proportionally to their market capitalization. If a company has 1,000,000 shares and each share is trading at $25, then its total market capitalization is $25 million. Let’s take the S&P 500 Index. The market cap of Starbucks ( SBUX ) is $14 billion dollars, while Exxon Mobil ( XOM ) ...
in which stocks are weighted by one of many economic fundamental factors, especially accounting figures which are commonly used when performing corporate valuation, or by a composite of several fundamental factors. A potential benefit with composite fundamental indices is that they might average out specific sector biases which may be the case when only using one fundamental factor. A key belief behind the fundamental index methodology is that underlying corporate accounting/valuation figures are more accurate estimators of a company's intrinsic value, rather than the listed market value of the company, i.e. that one should ...
InTrust Advisors – Using Index Fund Investing To Meet Retirement ...
How to save for a comfortable retirement is a challenging question for all to answer. What industries or companies present reasonable opportunities for investors, their investment grow? What financial instruments that best suits a person’s personal savings goals? How one rationally balance risks and growth potential to maximize returns? Without a sensible strategy for long term investment, one risks an unsustainable future. Especially in a global economy that has recently reminded of their own fallibility, a common sense strategy for retirement saving is of utmost importance for a stable future. Such a common sense ... market research, surveys and trends
Retirement Stock Index Fund Investing And Savings Rates
Understand just how your existing personal savings rate determines your future personal finance goals. In addition to your efforts to increase your earned income, your personal savings rate mostly dictates your lifetime financial security by continually feeding your net worth. You always should consume as you live at a pace that is highly likely to assure a sustainable life-long personal finance plan. The attempt to be clever at picking certain superior bond and stock investments is a completely unreliable, less important, and more often negative factor in your lifetime personal finance success. Worthwhile investment assets and ... market research, surveys and trends


The Inefficient Markets Argument for Passive Investing ...
Index fund proponents often argue in favor of passive investing because they believe that the modern U.S. equity market is informationally efficient. Market efficiency is the assertion that stock prices already reflect the best possible estimate of fair value, so there is no reason to actively buy and sell individual securities. However, for most investors, the assumption that the stock market is not efficient makes the argument for passive investing through indexing even stronger. Even if prices routinely deviate from fair value, about two-thirds of all active investors will underperform index funds every year. Further, if ... industry trends, business articles and survey research
Green America: Real Green: Investing in Green Energy
Help support businesses working to increase renewable energy generation and energy efficiency as the US works to curb climate change. FEATURE ARTICLE - WINTER 2010 Investing in Green Energy You can invest in green businesses working to increase US renewable energy generation and energy efficiency. During World War II, millions of Americans— a staggering 65 percent of all households—bought Victory Bonds to support the US role in the war. The ten-year bonds raised roughly $185 billion for the war effort (about $2 trillion in today’s dollars), and everyone who bought one received a return on ... industry trends, business articles and survey research
Preparing for the Next 'Black Swan'
Dow Jones Reprints: This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, use the Order Reprints tool at the bottom of any article or visit WEEKEND INVESTOR AUGUST 21, 2010 Getty Images Traders worked the floor of the New York Stock Exchange on Sept. 17, 2008, a day the Dow Jones Industrial Average closed down 449 points. After a decade-long bear market and two years of turmoil that saw the stock market plunge by 57%, investors are betting on still more financial pain in the months ahead. Bond yields are near ... market trends, news research and surveys resources
Claymore Launches Micro-Cap ETF Based on Wilshire Index
LISLE, Ill., Aug 20, 2010 (BUSINESS WIRE) -- Claymore Securities, Inc., an innovator of investment product solutions and a wholly-owned subsidiary of Guggenheim Partners, LLC, today announced the launch of the Wilshire Micro-Cap ETF (NYSE Arca: WMCR), based on the Wilshire US Micro-Cap Index(SM)--the marketplace's Pure and Complete(SM) micro-cap index. The introduction of WMCR marks the fourth fund in Claymore's suite of Wilshire-focused ETFs, which also includes the Wilshire 5000 Total Market ETF (NYSE Arca: WFVK), Wilshire 4500 Completion ETF (NYSE Arca: WXSP), ... market trends, news research and surveys resources


Free for a Fee: The Hidden Cost of Index Fund Investing
The Hidden Cost of Index Fund Investing. Alexi Savov. University of Chicago Booth School of Business. Owen School, January 19, 2010 ... technology research, surveys study and trend statistics
Invest Wisely: Mutual Funds
Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. And fees and taxes will diminish a fund's returns. It pays to understand both the upsides and the downsides of mutual fund investing and how to choose products that match your goals and tolerance for risk. This brochure explains the basics of mutual fund investing — how mutual funds work, what factors to consider before ... technology research, surveys study and trend statistics
  1. profile image investmentsinfo Why don't more mutual fund companies offer index funds like Vanguard?: Why does Vanguard seem to have the monopoly...
  2. profile image in_Vestor Quotations that Support Index Funds Investing -
  3. profile image hyiptweet Corpusfund - im not admin FUND is a private investing club which ...
Is an index fund really a pot of gold at the end of the rainbow ...
I recently opened up a Roth IRA, and have invested in an S&P 500 Index Fund. I'll also be investing in a bond index soon. I've been reading articles online and books such as 'The Lazy Person's Guide To Investing' by Paul Farrell. These books make it seem that investing in anything but index funds sets you up for a loss long term. In my opinion, I'm a passive investor. I don't have the inclination to try and pick hot stocks. I'm fine getting a market average return. Farrell's book and some other sources such David Swenson make it seem that investing in anything but an index fund is ...
Beginner Investing: Dr Steve Sjuggerud, mark skousen, dr steve ...
My elderly parent has recieved and invitation to receive Dr Sjuggerrud's newletter "True Wealth".  The claims seem fantastical - too good to be true.  Is Dr. Sjuggerud for real? Answer I would not purchase this material. I would go to the local library and read through Valueline and Morningstar books. This would be for free. I would look over the book by Warren Buffet and read over the history of his Berkshire "fund". Most people should not be investors except in mutual funds. Warren has beaten the markets since 1952, and this is a fact in the front page of his annual report, so I tend to ...