How To Beat The S&P 500 Index

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A few years ago, I became friends with a guy named Michael O’Higgins.

Twenty five years ago, he wrote a fascinating book.

In it, he said that disciplined investors could beat an index fund by spending just 10 minutes a year on their portfolio. 

It has now been 25 years since he published that book.

And he was right. His strategy did beat the market.

Image by Pixabay

I hope you like this story.





Andrew Hallam

I’m a financial columnist for Canada’s national paper, The Globe and Mail, as well as for AssetBuilder, a financial service firm based in Texas. I’m also the author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School (2nd Ed. Wiley 2017) and The Global Expatriate’s Guide To Investing: From Millionaire Teacher to Millionaire Expat (Wiley 2015). My mission is to educate, motivate and inspire people on basic retirement planning and best practices for investing, using evidence-based strategies. I’m happy to comment on your questions. However, please read the Terms of Use, Privacy Policy and the Comments Policy.

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7 Responses

  1. Mark Eichenlaub says:

    I’ll have to check that out Andrew though I still love relying on VFINX. You still teach during the day, right?

    • Hi Mark,

      Going with the S&P 500 is an excellent bet. My wife and I are back to vagabonding. We don’t really live anywhere, so no, we aren’t currently teaching.

      Cheers!

      Andrew

  2. Mark Eichenlaub says:

    Thanks. I had to update a post I am working on where you are mentioned!

  3. CM says:

    Hi Andrew,

    If a British expat is going to remain abroad for 20 years until retirement and wants to self manage their own portfolio, what brokerage market would you recommend to them so they can get up and running?

    Your books have been both formative and inspiring.

    Thanks.

    • Hi CM,

      You have asked two question in one, I think.

      If you are British, I would buy ETFs off the UK market. My favorite brokerage is TD Direct International.

      Cheers,
      Andrew

    • CM

      If you live in Singapore, you could also use Standard Chartered’s brokerage. To see how to make ETF purchases, check out my book, The Global Expatriate’s Guide To Investing. The questions you have asked are answered in that book, as are an array of others that you might have, as you go through this process. http://bit.ly/globalexpat

      Cheers,
      Andrew

  4. Daniel T says:

    Surprised nobody commented on this. Very interesting approach to investing. Definitely more involved than index investing. . but you can’t argue with those great backtested returns! If I was to choose some individual stocks for investing I’d take those 5 “Dogs of the Dow”.

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