Comments on: Confessions of an Active Investor http://investing-school.com/fundamentals/confessions-of-an-active-investor/ To Learn as Much as We Can About The Complicated Subject of Investing! Tue, 17 Apr 2012 07:29:47 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Investing School http://investing-school.com/fundamentals/confessions-of-an-active-investor/comment-page-1/#comment-4057 Investing School Mon, 04 May 2009 21:29:41 +0000 http://investing-school.com/?p=483#comment-4057 As far as I'm concerned, 30 to 50 stocks is pretty much impossible for one person. Mutual funds may have that many stocks within their portfolio but they have teams of analyst and computer models to weed out much of the hands on research that smaller traders need to do by themselves. When most people talk about active trading, they are talking about 3-5 stocks already. ETFs make things much easier though and is a good medium for the total passive investor vs the stock trader. As far as I’m concerned, 30 to 50 stocks is pretty much impossible for one person. Mutual funds may have that many stocks within their portfolio but they have teams of analyst and computer models to weed out much of the hands on research that smaller traders need to do by themselves.

When most people talk about active trading, they are talking about 3-5 stocks already.

ETFs make things much easier though and is a good medium for the total passive investor vs the stock trader.

]]> By: MoneyEnergy http://investing-school.com/fundamentals/confessions-of-an-active-investor/comment-page-1/#comment-4033 MoneyEnergy Mon, 04 May 2009 16:14:04 +0000 http://investing-school.com/?p=483#comment-4033 I ditto your feelings..... I also think there's still a meaningful difference between totally passive investing vs. doing your own research and picking stocks. I'm not a trader, but I only own one or two ETFs. I already own several individual stocks so I try not to buy ETFs that already include them. Don't need that extra overlap. Thanks for sharing these details - makes me glad that's not my job!:) I ditto your feelings….. I also think there’s still a meaningful difference between totally passive investing vs. doing your own research and picking stocks. I’m not a trader, but I only own one or two ETFs. I already own several individual stocks so I try not to buy ETFs that already include them. Don’t need that extra overlap. Thanks for sharing these details – makes me glad that’s not my job!:)

]]> By: Henry http://investing-school.com/fundamentals/confessions-of-an-active-investor/comment-page-1/#comment-4027 Henry Mon, 04 May 2009 13:38:25 +0000 http://investing-school.com/?p=483#comment-4027 I am just wondering if managing and actively timing etfs and lets say 5 stocks is much easier than having a portfolio of 30 to 50 stocks to actively manage. From my experience, taking unsystematic risk is one way of beating market returns, but that hasn't worked for me. Inspiration from Jeremy Grantham, I think it might be possible and easier in picking the winning asset classes than individual stocks in a single market. What do you think? I am just wondering if managing and actively timing etfs and lets say 5 stocks is much easier than having a portfolio of 30 to 50 stocks to actively manage.

From my experience, taking unsystematic risk is one way of beating market returns, but that hasn’t worked for me. Inspiration from Jeremy Grantham, I think it might be possible and easier in picking the winning asset classes than individual stocks in a single market. What do you think?

]]> By: Richard http://investing-school.com/fundamentals/confessions-of-an-active-investor/comment-page-1/#comment-3826 Richard Wed, 29 Apr 2009 16:37:04 +0000 http://investing-school.com/?p=483#comment-3826 Great story... I love index funds and I can't understand why anyone would get another job just so they can "try" to outperform. Great story… I love index funds and I can’t understand why anyone would get another job just so they can “try” to outperform.

]]>