New Here? Get the Free Newsletter

Oblivious Investor offers a free newsletter providing tips on low-maintenance investing, tax planning, and retirement planning. Join over 9,000 email subscribers:

Articles are published Monday and Friday. You can unsubscribe at any time.

Investing Blog Roundup: An Experiment

It’s no secret that I think individual stocks have no place in most investors’ portfolios. I think most investors are far better served by a simple portfolio of low-cost index funds or ETFs.

That’s why I was intrigued to hear from Kathy Kristof (Contributing Editor at Kiplinger’s Personal Finance, a self-described “moderately lethargic investor,” and somebody who is perfectly well informed about the benefits of index funds) about an experiment she’s trying with her own money. She’s taking $200,000 of her own retirement portfolio, putting part of it into Vanguard’s Total Stock Market ETF and the rest into a portfolio of individual stocks that she’s put together.

She’s reporting her results in an ongoing column: Our Practical Investor’s Portfolio.

I wish her a successful combination of luck and/or skill.

Investing Articles

Other Money-Related Articles

Thanks for reading!

New to Investing? See My Related Book:

Book6FrontCoverTiltedBlue

Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less

Topics Covered in the Book:
  • Asset Allocation: Why it's so important, and how to determine your own,
  • How to to pick winning mutual funds,
  • Roth IRA vs. traditional IRA vs. 401(k),
  • Click here to see the full list.

A Testimonial:

"A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful investing." - Taylor Larimore, author of The Bogleheads' Guide to Investing

Comments

  1. She’s putting her money where her mouth is! :) I wish her good luck as well!

  2. As you may remember Mike, I run some money actively, and the rest passively. (The exact amount varies with how I feel about the market — when it’s bearish I tend to get more active!)

    I keep thinking of revealing my active trades but I am worried about the message it would send out to readers, even if I tried to communicate that I don’t think anyone needs to do it, that few should do it, and that even I only do it with a subset of my net worth.

    She’ll get a lot of readers for this, but I wonder if she’ll make many richer! :)

    Anyway, good luck to her.

    Oh, and I look out for the Oblivious Investor Momentum Quant 4 Fund. ;)

  3. (p.s. I mean systematically reveal my trades / whole active portfolio. I absolutely do discuss the odd stock/fund now and then).

If you want to discuss this article, I recommend starting a conversation over at the Bogleheads investing forum.
Disclaimer: By using this site, you explicitly agree to its Terms of Use and agree not to hold Simple Subjects, LLC or any of its members liable in any way for damages arising from decisions you make based on the information made available on this site. I am not a financial or investment advisor, and the information on this site is for informational and entertainment purposes only and does not constitute financial advice.

Copyright 2013 Simple Subjects, LLC - All rights reserved. To be clear: This means that, aside from small quotations, the material on this site may not be republished elsewhere without my express permission. Terms of Use and Privacy Policy