Tom’s Blog

How many Fidelity actively managed funds have outperformed their peer index fund?

I count 46 actively managed, general stock funds at Fidelity, and I conclude that you can buy two that have outperformed their peer index fund over the last decade. Four of the 46 are closed to new investors (four of the best performing funds). So

Now that you’re retired, is Investing Cost your top monthly expense?

Oh, I hope not. If you are a Nest Egger, the answer clearly is NO. If you are not a Next Egger, you may find that that your Investing Cost is your top monthly expense. It is for a couple of friends of mine.

How do your returns compare to those of bland index funds?

I’m a bit surprised that so few folks I know compare the performance of their investments to a very simple portfolio of index funds – what the market basically gives all investors. We Nest Eggers own just a few index funds, and we know we

Why Does Life Speed Up As You Get Older?

Of course time does not speed up as we get older, but the illusion in our brain is that it indeed speeds up. Years can fly by. Once we are past 40 or 50, a year seems to last a fraction it did when we

Is Equal Weighting a means to easily beat the market?

Well, this article says it’s a slam-dunk. Investment Strategies To Improve on Passive US Indexing states Equal Weighting is the way to go for retirees. The purpose of this post is to discuss the article and give you evidence from performance of several Equal Weight

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