SPIVA says: Index investing beats active investing yet again.

One of Don’s favorite times of the year is when the new SPIVA (Standard & Poor’s Index Versus Active) scorecard comes out. After careful study, he again asks why brokers push actively managed funds when it has been proven time and again that they can’t win. He shares some ideas about RMDs and taxes and exposes the realities of hedge funds.

SPIVA’s biannual mutual fund scorecard.

The jig is up on actively managed investing.

Why are brokers still selling funds that underperform across the board?

The difference between the S&P 500 and the Russell 2000.

How do hedge funds actually perform?

Required minimum distributions and taxation.

Talking Real Money Twitter — https://twitter.com/talkrealmoney

Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557

Vestory — https://vestory.com/

Vanguard — https://investor.vanguard.com/corporate-portal/

SPIVA — https://us.spindices.com/spiva/

S&P 500 — https://www.marketwatch.com/investing/index/spx

Jim Cramer — https://www.cnbc.com/mad-money/