Harry’s Account

How would a portfolio of indexes – with 40% in bonds – have fared from: August 15, 2008 when 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 comparison to actively managed mutual funds:

Go to the right menu and look for “Harry’s Account,” or

 go to the most recent post


1 Response

  1. Carol says:

    I need help. I'd like to put my sons investments into indexed funds but he only has $1700. All the funds I see have a minimum of 3K. I'm not ready to give him $4300 to get to these limits. Where do I go to find investments that have smaller minimum entry points?

  2. worlds best value financial advisor

Leave a Reply

By commenting you confirm you have read and that you agree to the conditions on the Legal Page; including the Privacy Policy, the Cookie Policy, and the Comments PolicyFor your privacy we strongly recommend you do not use your real name. While your email address will not be published, your email may reveal your photo or a recognizable image if it is associated with gravatar.com . It is strongly suggest you do not use a corporate or ISP email address. We reserve the right not to publish comments that do not meet guidelines. Published comments will not be deleted.

wealthbar special deal for andrew hallam readers