Carnival of Passive Investing #27

Carnival of Passive Investing

Welcome to the 27th edition of the Carnival of Passive Investing. The Carnival is about investing with the market as opposed to trying to beat the market. There are many investing philosophies that can be utilized, but the purpose of the Carnival of Passive Investing is to showcase posts that point to using things such as index mutual funds or ETFs that are able to beat the large majority of investment professionals. While not considered “sexy” by many, passive investing can be a good way to stay with the market as opposed to chasing gains and stock picking. Passive investing is not seeking to create passive income through things such as dividends, but using a strategy that uses things such asset allocation, rebalancing and index investing in order to establish a sound investment plan. If you would like to submit a post for next month’s Carnival, you can do so here.


Editor’s Picks

Darwin at Darwin’s Money presents These Mutual Funds Actually Beat the Index and “The Market”. Mutual funds rarely beat their index, but in this niche, managers returned over 20% in 2012 while besting their index as well – is it worth switching back from ETFs to mutual funds?

John at The Novel Investor presents The Evolution of Index Investing. What once was a simple comparison tool, the market index has evolved into the complex index investing strategy we have today.

Chris at I Retire Early presents Top 3 Advantages and Disadvantages of Investing in Mutual Funds. Mutual funds have been longstanding staples of the finance industry, but is mutual fund investing the right move for you and your financial goals? Check out the top 3 advantages and disadvantages of mutual funds.


The Best of the Rest

PK at Don’t Quit Your Day Job presents What Stock Market Returns Can You Expect? Take an idealized made-up mutual fund (one that invests in the S&P 500, doesn’t pay taxes or charge fees) and calculate how it would have performed over every 40, 20, 10, 5, and 1 year period in our database?  No problem!  Here’s the results of that work.

MMD at My Money Design presents How to Invest a Million Dollars and Why You’ll Need to Know How Someday. If you think you know how to invest a million dollars by putting it in stocks and bonds, you could be doing yourself a big disservice. Here’s another way..

MMD at IraVs401kCentral presents Taking Full Advantage of Your 401k Employer Match and Getting Free Money. Not participating enough to get the full 401k employer match is like leaving money on the table. And why would you want to pass up FREE money?

Glen Craig at Free From Broke presents Signs You Have a Bad 401k Plan and What to do About it. A 401(k) plan is generally a good thing to have at work. But not all plans are created equal. You may have a bad 401(k). See how to spot a bad 401(k).

Gary at Gajizmo presents Vanguard vs. Fidelity. Fidelity and Vanguard are the two largest mutual fund companies, and each has its own investment focus, history, management team, pricing, and pros and cons. Decide which mutual fund family is best for your financial needs and goals before opening an account.

John at The Novel Investor presents Intro to Stock Index Weighting Methods. Index based ETFs and index funds are a popular choice for investors these days. But do you know how that underlying index works? Is it built to be a good investment strategy?

Michael at Financial Ramblings presents Dividends: Distribution Yield vs. SEC Yield.  Ever wonder why you’ll find different dividend yield for the same bonds funds when checking different websites? More often than not, one is reporting the distribution yield and the other is reporting the SEC yield. This article explains the difference, as well as which one you should pay attention to.

Neal Frankle at Wealth Pilgrim presents What is a Proprietary Fund? If you are an investor you may own a proprietary fund and not even be aware of it. That’s bad news because these funds are expensive and typically perform very poorly. Worse, they belie the relationship between you and your financial advisor.


Photo courtesy of: Tax Credits


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I'm the founder of Frugal Rules, a Dad, husband and veteran of the financial services industry. I'm passionate about helping people learn from my mistakes so that they can enjoy the freedom that comes from living frugally. I'm also a freelance writer, and regularly contribute to GoBankingRates, Investopedia, Lending Tree and more. If you're wanting to learn how to monetize your blog, check out my blog coaching services to see how I can help you take your site to the next level.


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