Andrew Hallam

How would a portfolio of indexes–with 40% in bonds–have fared from: August 15, 2008 to May 22, 2009, compared to a portfolio of actively managed mutual funds?

The starting date wasn’t chosen randomly. 

A friend of mine (we’ll call “Harry”) switched his account from actively managed funds to indexes last August–and I’m revealing his account here.

Compared to actively managed mutual funds that have a minimum of 40% in bonds and 60% in stocks, this diversified portfolio of indexes has performed spectacularly. 

And it would also be far more tax efficient than any of the actively managed funds.

To see how his investment account has fared in its first 12 months, and how it continues in comparison to actively managed mutual funds, go to indexes Win! in the top menu and look for the ongoing articles.

How To Find Indexes Win!.

To read all about this real investment  the ongoing updates, go to Indexes Win!

(This is found in the top menu. To access the updates hold your mouse over the Indexes Win! link for a few moments and wait for the drop down menu to appear.)