Index Fund Webinar

June 21, 2023, 7:00 to 8:30PM for the initial Index Funds 101 Webinar –     

                                     WHY, WHAT AND HOW? 

There are 90 million Americans who collective own $14 trillion worth of index funds. Many of these investors manage their own accounts and are aware of what they own, but there are a significant number of investors who are unaware of the specifics of their investments. Individual investors with accounts at Wall Street firms and with Registered Investment Advisors have money managed by computers called robo accounts. These accounts normally contain between 6 and 12 mutual funds. Recently, we have seen an increasing number of index funds replace the more traditional actively managed funds.

The conventional wisdom is that index funds are bought, and like diamonds are held forever. NOT!! The mission of this webinar is to educate interested investors on the way index funds operate and their growing influence on the market and financial services industry.

This initial presentation will be limited to 15 participants and will use Zoom technology. The goal is to allow as much interaction between the presenters and participants as possible.

Prior to the presentation, participants will be provided with an outline of the discussion, along with other supporting materials. The initial session will be free, but subsequent sessions will involve a modest tuition.

On the following page, I have listed a few factoids related to index funds and the extent to which they have become imbedded in the market infrastructure. My purpose is to alter you to the importance of this issue. 

For further information or to reserve a space on the list of 15, contact me at

george@morganinvestoreducation.com

                                INDEX FUND FACTOIDS

In the long run, less than 1% of actively managed funds beat the market.

Large corporations use index funds to hedge commodity prices.

Large corporations – both financial and non-financial -trade big blocks of index 

funds in dark pools run by the major Wall Street firms.

Hedge funds have the biggest and best technology and resources in the industry, 

but every year, 20% of them go bankrupt.

In 2008, Buffett bet a hedge fund guru one million dollars that a group of hedge 

funds could not outperform an index fund. Buffet won 125.8% to 36.3%. 

There are 4,738 indexes.

There are 8,431 index funds.

When Buffett dies, the Berkshire shares that go to his wife will be sold and put  

into the Vanguard S&P 500 fund.

Not all index funds are passive, some are built using options and other 

derivatives.

There are 734 bond index funds.

There are four index funds on the list of the 10 largest mutual funds.

The Wall Street Journal’s most active list includes three index ETFs.

There are two ways to purchase index funds: the mutual fund NAV method and 

the on-line real-time ETF method.

Maintenance fees on index funds range from .01% to .06%. Those on actively 

managed funds average over 1.0%.

There is no commission to trade index ETFs at a discount broker.

You have just finished a Readers Digest description of the user-friendly version of Wall Street born and raised on Farnam Street in Omaha Nebraska. The mission of this website is to provide individual investors with a roadmap on how to apply this paradigm to their portfolio. In the following blog section, you will find two categories. Number 1 is Wall Street-West lessons. Number # is an ongoing week market commentary title Wall Street for Dummies.  

ENJOY AND PROSPER!!!