Skip to main content

The Investor's Advocate: vs 500

 

Confronting the Challenge of Standard & Poor's Benchmark Numerical Index...or Not

 

Are there any techniques available to assist you in consistently competing with the S&P 500 Index? If so, what are they? And if not, why? These queries are addressed in a posting entitled "Creative Criteria" (https://www.howtoinvestblog.net/2021/11/creative-criteria.html) by Anthony Rhodes. The essay is a recent addition to his popular "How To Invest" blog (www.howtoinvestblog.net). Mr. Rhodes is the owner of wealth management firm The Planning Perspective (www.theplanningperspective.com).

"The S&P 500  is a collection of the 500 largest companies in America, so it's not all that surprising that investors of all types fail to surpass it over specified amounts of time." he began. "You are competing against many of the very best companies in the world, after all, which means your strategies have to be spot on in order to come out on top." he continued. "This can often prove to be an insurmountable challenge for many, including most professionals." he added.

So, what should an investor do should he or she decide to take on this challenge? Or would it be simply safer to purchase the index itself, and forego the selection process altogether? Mr. Rhodes offers some perspectives regarding these issues.

"Regardless of how formidable the S&P is, there will always exist a desire to outperform it." he stated. "While there's no shortage of tactics available to assist in pursuit of this goal, what I try to provide within the post is a rationale for methods which may lie outside the usual pathways for doing so." he continued. "I also discuss the importance of developing techniques which might not be considered as mainstream ideologies, but may, nonetheless prove to be worthy of possible implementation." he closed.    

  

Comments

Popular posts from this blog

The Investor's Advocate: Flawed Successes

  A Glitch in Nature's Matrix Provides Golden Opportunities for Investors, and Everyone Else Is there a flaw written within the very coding of nature which makes it susceptible to exploitation? And if so, how can it be utilized to increase the performance of your investments? To find the answers, you should read a posting called "Rewarding Repetitions"  ( https://www.howtoinvestblog.net/2021/07/rewarding-repititions.html ) by Anthony Rhodes. It's a recent addition to his popular How To Invest blog ( www.howtoinvestblog.net ). Mr. Rhodes is the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ). "In this particular case, Mother Nature may actually be a victim of her own success." he began. "Once nature discovers a method which proves to be successful, she, like all of her offspring, seeks to replicate it, and these replications can produce certain opportunities." he added. " But these opportunities onl

The Investor's Advocate: Spring Into Action

Using Warming Temperatures as Reminder to Remove Glacial Under Performers Within Your Portfolio Are you performing an analysis of your portfolio on a quarterly basis? And if not, why? This very important action could literally be the difference between its success or failure, so says Anthony Rhodes, the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ), in a posting on his popular How To Invest blog  ( www.howtoinvestblog.net ) called "Is Your Portfolio in Need of Some Spring Cleaning, Too?"  ( https://www.howtoinvestblog.net/2016/11/is-your-portfolio-in-need-of-some.html ). "Like other facets of our lives, our investments should also be evaluated at least quarterly." he began. "In order to identify successes, and eliminate failures, such adjustments are essential, otherwise we run the risk of having perpetual under performers in our portfolios for extended amounts of time, which could actually prove disastrous."

The Investor's Advocate: Frienemies

  Evaluating Friendships to Improve Your Financial Situation Are your finances struggling due to your exposure to toxic relationships? And if so, what, if anything, can be done about it? These questions are addressed in a posting called " Are Toxic Relationships Keeping You From Your Financial Goals?  ( http://www.howtoinvestblog.net/2016/11/are-toxic-relationships-keeping-you.html ) by Anthony Rhodes, the owner of wealth management firm The Planning Perspective  ( www.theplanningperspective.com ). It's an addition to his popular How To Invest blog   ( www.howtoinvestblog.net ) . "Sometimes it's difficult to honestly confront the correlation which exists between our finances and our friendships." he began. "Financially helping out others in their time of need is one of the traditional components of an established friendship." he explained. "But it's also important to make sure that those individuals are worthy of that friendship, and further