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bucolic_frolic

(53,701 posts)
1. I would argue they're more mechanistic than diversified
Wed Dec 10, 2025, 08:41 AM
Wednesday

They are one strategy. There could be many others, just not in a 401k. I want a basket of strategies, not just a basket of prominent names.

I want to know if 35% of every index fund is invested in the MAG 7 or the same 30 global tech names.

Who are the managers, what is their track record? Is it basically a closet index fund? "We select undervalued stocks with growth potential for capital gains." Oh, really? Is that a strategy?

I'm finding funds with vague objectives managed by multiple fund advisory companies who have no real claim to fame. Average is being hitched to growth in the overall economy. I want a discernible path to returns that beat the market averages.

Advisory fees are leeching investors every bit as much as insurance agents are doing to Medicare. IMHO

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I would argue they're more mechanistic than diversified bucolic_frolic Wednesday #1
VTSAX and chill. NT Happy Hoosier Wednesday #2
Latest Discussions»Culture Forums»Personal Finance and Investing»Do You Really Know What's...»Reply #1