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Buying high and selling low meant investors earned 2.4% a year while total returns were 7.3% a year
Exotic strategies . . . in real life confound investors into costly mistakes
Hope springs eternal
Morningstar data for the year to June 30 shows superior returns in all but one category
Growth comes despite wider downturn in demand for trend-based investing
The portfolio-shielding models had a strong start when they were approved in 2019, but have failed to gain traction
If you haven’t reviewed your holdings for a few years, you may be shocked by the fees
Really really really hard
The 20% of cheapest US funds had inflows of $394bn vs outflows of $734bn for the rest, data shows
The two ETFs from 2nd Vote Funds have ceased trading on Cboe and will liquidate soon
The fund will alternate between allocating to bitcoin futures and the manager’s Treasury bill ETF
Research demonstrates that backtesting is a poor indicator of future returns, Morningstar finds
First half fund flows into fixed income vehicles demonstrate investor expectations about interest rates, analysts say
Also in today’s newsletter, the debate over divesting from fossil fuel stocks
Average charges for European passive funds have declined faster than their active counterparts
Morningstar data shows sales peaked in the third quarter of 2022
Providers argue they are useful, but critics say they are being used for short-term gambling
Short-term performance could improve, but dwindle later
The idea sounds good but the reality is complicated and unclear
Move highlights an issue where some savers are forced to crystallise capital gains — and so incur a tax liability
Data providers are improving their no-cost online measurement tools
Without the $6.5bn outflows from a single iShares ETF, the funds would have attracted net inflows
Five of the nine funds beat their relevant benchmarks last year
Solvency theatre; lying ChatGPT; the mirage of active success; and the “inane, moronic, irrational, exploding human appendix ****show that is the debt ceiling”
The online data sources you need — and many are free
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