to be used for any questions related to Index funds. The question should clearly state the Index in question [Nasdaq,LSE] or the fund house in question. If the question is generic with the intention to understand how the funds work, then a specific example should be quoted to get a better answer.

learn more… | top users | synonyms

0
votes
2answers
34 views

Should my retirement portfolio imitate my saving portfolio?

I'm a 27, single and have no mortgage or outstanding debts. I've been building up a pension with my company and I only just realized I can choose which funds this is invested in. I'm wondering ...
1
vote
2answers
355 views

How to dollar-cost-average with a large amount of money in a savings account?

A risk-neutral person, intending to not reach the IRA retirement age, earning approx, $30,000 per year, in his late 20's has $100,000 in a savings account and wants to end up with: 80% Stock (of ...
7
votes
3answers
627 views

I am a 23 yr old looking to open a Roth IRA. Should the fund I choose track the S&P?

Not sure what particular funds should be examined, including funds that track the S&P. Is it smart for me at a young age to choose a fund tracking the S&P?
1
vote
0answers
28 views

What's the simplest, cheapest way to reproduce the WMA private investor indices's “income index”?

I'm aware that some discretionary wealth management and advisor types use the WMA private investor indices as a benchmark and as a guideline for asset allocation. I'm interested in what the simplest, ...
1
vote
2answers
64 views

How can a Canadian individual and / or a business invest in a unmanaged index fund?

There's a lot of advice of buying into an unmanaged S&P 500 fund and holding it. But since it's unmanaged no financial advisor is going to advise you to do that because there's nothing in there ...
2
votes
5answers
913 views

Why invest in IRA while a low-cost index fund is much simpler?

I'm currently investing in a low-cost index fund and wonder what's the point of opening an IRA (either Roth or traditional). The big con of IRA is that you can't withdraw before retirement age ...
0
votes
1answer
64 views

Why weight a portfolio by market cap when equal weighting has higher ROI?

I've been researching how to structure my different funds, and almost everywhere I look I see people buying funds based on market cap. e.g. investing 70% in a large-cap ETF like Vanguard's $VV, 20% in ...
9
votes
5answers
1k views

How can I invest in an index fund but screen out (remove) certain categories of socially irresponsible investments?

I currently invest in index funds (VFINX and FUSEX) but would like to negatively screen out certain categories of investments for the purposes of "Socially responsible investing". I don't have any ...
13
votes
2answers
2k views

How do I invest in the S&P 500?

If I want to invest $4000 in the S&P 500 stocks (which is diversified and non-risk), how do I do this?
4
votes
0answers
187 views

Historic variation in FTSE100 total market capitalization as a proportion of the FTSEAllShare total market cap?

Many years ago (in ~2000, give or take a year?) I remember seeing some discussions on The Motley Fool UK's forums about how much more diversification investing in an FTSE-AllShare tracker instead of ...
5
votes
4answers
4k views

What is the easiest way to back-test index funds and ETFs?

Some authors are irritating such as Stein, more here, they keep throwing people all kind of new "investing" strategies and different ideas after their last ideas stopped working. I feel such authors ...
3
votes
1answer
40 views

Possibility to buy index funds and individual funds in a Canadian TFSA

Looking at the online info of my Bank I saw that the eligible investments that I can do in a TFSA is mutual funds, GICs and saving deposits. Is there a way to buy individual stocks like Apple, Google ...
1
vote
1answer
92 views

Investing in a offshore bank account

I am completely new on investing and I am educating myself reading some books about finance but in the process to understand better the whole process, I'm very interested on buying index funds. So, I ...
6
votes
7answers
959 views

Are there any Social Responsibility Index funds or ETFs? [closed]

Are there any Index Funds or ETFs that focus on Socially Responsible Investing, or will I have to choose my own basket of stocks?
5
votes
3answers
332 views

What is the smallest amount worth investing in index funds?

Say I have just a few hundred dollars available which I want to invest long-term. I'm still saving money and putting it aside each paycheck, so if I wait 6 months I'll have a few hundred more to ...
6
votes
1answer
152 views

How does ISA allowance cumulate over time?

I don't understand how the ISA allowance cumulate (if it does) over time. Suppose I use the entire allowance for 2014. So I will have in the ISA 15k £. What happens in 2015? Suppose no P&L was ...
2
votes
1answer
293 views

Is there such a thing as “over diversification”?

I went to an investment advisor today, and asked him his opinion about splitting my foreign (non NIS/Israei) investments between VTI and VEU. He said that he thinks it's "too diversified", and ...
5
votes
3answers
406 views

Should I Pay Off my Student Loan Debts First or Invest in an Index Fund?

I am an Albertan currently about $8,000 in debt from student loans. Roughly $5,500 of this $8,000 is an Alberta Student Loan, while the rest ($2,500) is from the National Student Loans Service Centre (...
1
vote
1answer
28 views

Dividend in Index fund in India

Do the customers get dividend on investing in Index fund in India? I searched on net but could not find anything useful!
14
votes
4answers
1k views

Advice for college student: Should I hire a financial adviser or just invest in index funds?

I just started college and after calculating the cost for my degree I calculated that I have $50,000 that I wont need until after college. I think that the best think for me to do with that money is ...
0
votes
0answers
22 views

Oil Tracking Indexes

I am trying to understand why an index like, SPGSCLP (S&P GSCI Crude Oil Index Excess Return), which states that it tracks oil prices does not have the same index value at different points when ...
5
votes
3answers
311 views

Is investing exlusively in a small-cap index fund a wise investment?

I'm 26 live in the UK and do not own a home. I have a regular income of which I save about 33% off after tax and I've good job security. I'm single with no children. I've 60% of my savings in a P2P ...
3
votes
1answer
87 views

Are there any useful method to pick funds?

Since there are some many funds in the market, and there are so many data, are there any methods or algorithms to pick funds to maximize the return of funds.
3
votes
3answers
334 views

High expense ratio funds - are they worth it?

I have a mix of high expense (1.5%) mutual funds and low expense (0.2%) index funds. Everyone talks about getting out of high expense funds because it eats into your gains (which is true). However, ...
7
votes
2answers
334 views

What is cheaper annually — buying shares in a Vanguard index fund or buying shares of an ETF?

I’m having some difficulty figuring out which route would minimize the annual fees I pay. Vanguard offers an index fund that tracks the S&P 500 with an expense ratio of 0.25%. Then, there’s this ...
3
votes
1answer
86 views

Why are funds' transaction costs 1% of their portfolio turnover?

John Bogle suggests the transaction costs incurred by funds (and thus the lag they have on their investments) should be considered as 1% of the fund's portfolio turnover (0.5% for buy, and 0.5% for ...
1
vote
2answers
148 views

Where to find Vanguard Index Funds?

I am trying to find Vanguards S&P 500 index funds and Vanguards Dow index funds. But I only see "Mutual" or "ETFs" Funds. Is Vanguard Mutual funds equivalent to a index fund?
15
votes
1answer
1k views

Will the popularity of index funds cause a pricing bubble in the stocks that make up an index?

I can't help but notice the popularity of index mutual funds over actively managed funds. I think all the arguments are sound, but I have one worry: Index funds are run by buying the stocks listed ...
2
votes
1answer
33 views

How to compute real return including expense ratio

I am currently hesitating between 2 similar International Index Fund, FSIVX and FIENX. FSIVX have an expense ratio of 0.12% while FIENX have 0.63%. I can try to compare them side by side on google ...
13
votes
3answers
678 views

If low-cost index funds are considered the best investment, why are there so many high-cost, managed funds?

The general consensus is that the single best indicator of a fund's future performance is the its expense ratio (source). If you look for more than 5 minutes online you discover the Bogleheads ...
3
votes
1answer
422 views

Is there difference in risk between physical or synthetic replication of an index by an ETF?

I understand that there are different ways to manage an ETF. Some use physical replication where they seem to buy the actual stock to track the index it is following. Others use synthetic replication ...
13
votes
3answers
1k views

Why would I want a diversified portfolio, versus throwing my investments into an index fund?

Index funds are well-known to give the best long-term investment. However, most financial planners recommend having a diversified portfolio, including components such as bonds and foreign markets. I ...
4
votes
4answers
795 views

How much of each stock do index funds hold?

An S&P500 index fund will hold each of the 500 stocks that are in the S&P 500. Does it target holding an equal number of shares of each stock? An equal dollar amount? Does this vary based on ...
1
vote
2answers
215 views

Index funds with dividends?

I'm new to buying stocks. I've done a bit of reading about investing in the stock market. Some people seem to recommend index funds. Other people seem to recommend only buying stocks that pay ...
-1
votes
1answer
135 views

Do precious metals and mining sector index funds grow as much as the general stock market?

We all know that precious metals are extremely volatile (high beta) and that commodities usually do not have a long-run real return (zero alpha). I currently have 1% of my portfolio invested in a "...
0
votes
0answers
80 views

Should I sell or keep an ETF with “high” management fees?

I'm in Canada, and I have some RBF557, an ETF whose management fees aren't to my liking. It's an S&P500 index fund. I'd like to sell it, and reinvest the proceeds into another S&P500 index ...
3
votes
1answer
75 views

Is dividend factored into Annualized return?

I would like to keep it as simple as possible. If I visit Vanguard Benchmark returns page here https://personal.vanguard.com/us/funds/tools/benchmarkreturns It shows annualized returns for different ...
0
votes
1answer
86 views

How do leveraged ETFs (index tracking) set intraday pricing?

I'm curious specifically about the pricing mechanism of leveraged ETFs, and specifically 3x - let's take SPXL as an example (3x S&P500 bull etf). I know that this fund is designed to track the S&...
1
vote
1answer
45 views

Singapore Index Fund(s)

What are some/is a Singapore index fund(s) on the Singapore stock exchange? Does Singapore have sector funds on its exchange as well? Thank you!
2
votes
1answer
94 views

Investing in ETF/Index-Fund Twice [401(k) and Individual investor Account]

I'm young, new to investing, and have the following nagging question. Let's assume I have $1000 of disposable income that I'm willing to throw into the market. I've read with small amounts such as ...
0
votes
0answers
136 views

Is there any way to do Automatic investment in ETF?

My Goal is simple: Contribute X amount every month to some Y Vanguard ETF Put it on autopilot (Automatic investment) without having any transaction fees. Since Vanguard does not charge any money ...
-4
votes
2answers
122 views

How does the world - in aggregate - generate a non-zero return? [closed]

Given the sum of two entities' wealth remains the same after any given transaction, how do these entities grow in value as a whole? For example, if I grew some corn in China and sold it to the US for ...
2
votes
2answers
133 views

Index ETF or Index mutual fund - standard brokerage account

If I plan to hold an asset for 10 years, the asset is offered as a mutual fund and an etf, with the same 0.25% fee, and quarterly dividends of 100.00, from a tax and reinvestment standpoint, which ...
10
votes
8answers
1k views

Is Bogleheadism (index fund investing) dead?

I've always been a believer in index funds, and lately have been reading books such as The Coffee House Investor and The Lazy Person's Guide to Investing. It all makes sense to me except that the S&...
0
votes
1answer
211 views

Best way to maximize current income from stock market as a low income person

Due to some health problems it is quite difficult for me to work full time. I get my income from odd jobs and on-line surveys. I was wondering what the best way to maximize some of that income. ...
-3
votes
3answers
100 views

Are there “buy and hold” passively managed funds?

A "buy and hold" passively managed fund would be like an index fund when it comes to buying stocks, but the fund would never sell a stock, say if it's removed from the index. If there's a significant ...
6
votes
2answers
425 views

Do index tracker funds (ETFs) typically pay dividends?

When you invest in a fund, such as a FTSE 100 tracker, do you get the benefit of dividends? I understand the FTSE 100 index does not include dividends. Of course, if you held the share basket yourself,...
3
votes
1answer
162 views

Argument against small-cap investment

I just finished John Bogle's Common sense investing and I think I am convinced that investing in Index Fund is a great idea. Now, I really thought it would be a simplistic choice but I really was ...
4
votes
1answer
301 views

US or UK based ETF Index funds for UK investor?

I would like to invest in ETF Index funds. Vanguard funds have cheapest MER, around 0.2% and it was my initial choice, but then I've learned about some tax complications which I still don't understand....
2
votes
1answer
138 views

What's the difference between investing in Index Fund through and not through a IRA/Roth IRA?

I'm a young adult who currently invest in Vanguard index fund using money from my paycheck, which is already taxed. What is the difference of doing this compared to put the money into a Roth IRA ...