What are the arguments against index investing?

Discussion in 'ETFs' started by Sotnis, Feb 4, 2016.

  1. qxr1011

    qxr1011

    oh yea?
     
    #61     Oct 3, 2017
    murray t turtle likes this.
  2. Indices can go to 0 (or somewhere close to that), especially if you think about things in real terms.
     
    #62     Oct 3, 2017
  3. Put it this way
    5000 ES is guaranteed at some point.
    Will never go much below 1500
    It is literally designed to go up over time. I was trying to tell people this at 1000 ES in the old ES journal, lol.
    Even had a bet with, I think 'startraitor'? back when everyone was telling me were were 'over bought' lol
     
    #63     Oct 3, 2017
  4. One of the problems which "may" result has to do with risk adjusted returns.

    According to a research report I read within the past several years, which makes sense, is from a portfolio management perspective if one commingles multiple index funds and/or ETFs within their overall personal portfolio it can actually lower one's risk adjusted rate of return.

    If I recall what was discussed in the research report, it was due to market-cap weightings it could make it so one "may" have more shares of a specific stock within their personal portfolio than wanted due to companies whose shares account for the largest market value having a larger weighting in the index. Remember in a market-cap weighted index fund or ETF, companies whose shares account for the largest market value would have a larger weighting in the index. (Not sure where I read the research type report since it was several years ago but think it was at the http://www.iijournals.com/toc/jpm/current, http://www.iijournals.com/toc/jii/current, or "Financial Analysts Journal" should anyone want to search for the report.) Know it was a published research report showing quantitatively from a portfolio management standpoint the impact on the risk adjusted rate of return on portfolios when an individual uses multiple types of index funds and/or ETFs all commingled within a single personal portfolio and how it "may" reduce one's risk adjusted rate of return.

    Remember the goal of portfolio management from a theoretical context is to maximize the rate of return of one's overall portfolio for a given level of risk.
     
    #64     Oct 3, 2017
  5. Arnie

    Arnie

    Can you give me an example of a blue chip index going to zero?
     
    #65     Oct 3, 2017
    comagnum likes this.
  6. I suppose we have to agree on the definition of "blue chip" first. If a country has a main index, where only its largest, most sound-looking companies are listed, is that "blue chip"?
     
    #66     Oct 3, 2017
  7. comagnum

    comagnum

    Blue chip ---> Dow Jones Industrial 30.

    May not be the exact definition - but this will give you an idea of what is blue chip.
     
    #67     Oct 3, 2017
  8. I know this... Is it only DJI that you think can be described as "blue chip"?
     
    #68     Oct 3, 2017
  9. Visaria

    Visaria

    I'm sure at the time of the Russian Revolution (1911??), their share index if they had one, went to zero.
     
    #69     Oct 4, 2017
  10. Visaria

    Visaria

    Not quite zero...but close....FT30 (UK share index), in the 1970's, was down 80%.....Dow in the 1930s was down 90%...nasdaq in 2000(?) down 80%, all from their record highs.
     
    #70     Oct 4, 2017
    murray t turtle likes this.