$850, 000 portfolio, hates fees, now what?
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more managers are beating their large benchmarks than are small funds beating small benchmarks
I’ve always loved how Bale emphasized the DOOOO in that line. My wife and I crack up everytime…can’t wait 'till the sequel.
JJ, you indicated that large cap mgrs had clobbered the index. Gad’s graph indicates a completely different story…care to address that?
also his only includes large cap blend funds. does not include growth and value.
For example non of these would be in his figures
Growth Fund of America
ICA
Wash mutual
<?: prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" />01-29-08
YTD
3 year
5 year
Fund
-5.24
8.49
14.00
+/- Cat
0.60
1.34
1.74
+/- S&P 500 TR
1.89
1.34
2.45
Vanguard Growth Index Trailing Returns % 01-29-08 YTD 3 year 5 year Fund -8.97 6.86 9.99 +/- Cat 0.87 -0.08 -0.63 +/- S&P 500 TR -1.84 -0.29 -1.56 Vanguard 500 Index VFINX Trailing Returns % 01-29-08 YTD 3 year 5 year Fund -7.14 7.02 11.40 +/- Cat 0.15 -0.06 0.05 +/- S&P 500 TR -0.01 -0.13 -0.15 There you go JJ, 5 years #'s on all three categories, care to explain it now?Different timeframes!!! It’s obvious from this exercise that we can all dredge up statistics to support what we believe to be true. You’ll obviously believe what you want to…I’m moving on…TSFTF.
just go to your bloomberg terminal, type in the ticker, equity…it will show performance versus peers.
On that Bloomberg terminal of yours, what do you to show future performance? I'm assuming that you can do this since you are able to put together portfolios without knowing anything about the person.
On that Bloomberg terminal of yours, what do you to show future performance? I’m assuming that you can do this since you are able to put together portfolios without knowing anything about the person.
Of this portfolio that I put together, what is the mix of equity vs fixed?
90% equity?
40% ?
10% ?
ok now two of us have tried and failed to get jones to see the obvious. this thread should end now!
[quote=josephjones107]I’m talking about mid cap and small not large.
What the %$@!
Read the tape! You just got done saying how smart AMF are because it’s easier to beat the large indexes, and showing us stats and everything. [/quote]
Since the begining of 1990 AGTHX has out performed S&P by 243.76 %
Since the begining of 1990 AWSHX has out performed S&P by 39.07 %
Since the begining of 1990 ANCFX has out performed S&P by 235.85 %
(total returns, obviously)