4 Investment Analysts And Managers To Watch

 “It is impossible to produce superior performance unless you do something different from the majority.” – John Templeton

  • Best investment analysts who think outside the box.
  • Indexing is popular, but not the only path to wealth.
  • Active investing approaches may pay off at this stage in the bull market.
  • Whether an active investor is lucky or skillful is only determined after decades of hindsite.

Finding a smart investment analyst or financial manager to follow, with reasonable fees and a sound record is no easy feat. There are a multitude of investment strategies all attempting to either beat the market, or match the market, but with less volatility. In my work as a regular commentator on the Money Tree Investing Podcast with Kirk Chisolm, columnist for US News and World Report’s investing vertical, and InvestorPlace, along with my role running Robo-Advisor Pros, I encounter a lot of investing strategies and managers.

In fact, nearly every week I’m tempted to invest in a real estate crowdfunding offer, a fund managers smart ETF, an investment advisor’s strategy portfolio or a specific robo-advisor (or two or three). There are a lot of great investing opportunities today representing a variety of investment styles.

Despite learning in my MBA program and reaffirmed in countless scholarly articles that attempting to beat the market is a loser’s game, market-based passive investing isn’t fool proof. If it were, there wouldn’t be so many alternatives.

Why Not Invest in an S&P 500 Index Fund Like Buffett Advised His Estate Executor?

Warren Buffett’s advice to his heirs might not be correct. One of the best investors of this generation, Buffett instructed the executor of his estate, to invest 90% of his assets in a Vanguard S&P 500 index fund and !0% in short-term government bonds.

If passive index fund investing is good enough for Buffett’s heirs, shouldn’t it be appropriate for the rest of us?

Yet, passive index fund investing is not as easy as it seems. There are many ways to invest in index funds.  Deciding how to set up a passive index fund portfolio can be a challenge with the ample varieties of index funds, weighted distinctly, and covering broad swaths of the investment markets.

The varieties of index funds are vast, from the market weight S&P 500 to the equal weight S&P 500 fund to strategy and sector funds of all shapes and sizes. For example, there are smart beta funds galore designed to capitalize on factors shown to outperform such as dividends, small cap, equal sector weight, and value-based.

The index fund aficionado can choose a few low fee funds, in line with one’s risk tolerance, and go on about life.

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Disclosure: I have no money invested with any of these investment analysts. I previously consulted for Elm Partners but have no current fiduciary relationship with the firm. I use the free Personal ...

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