The Death Of Buy & Hold Has Been Greatly Exaggerated

The Death Of Buy & Hold Has Been Greatly Exaggerated
Rick Ferri
01/07/11 4 PM EST Program Id: 685669888
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The bear market that accompanied the financial crisis has cast doubt on the wisdom of buy-and-hold investing.

Yet those who stayed invested through the market tumult have rebounded.

At this webinar, you'll learn about:

  • Evidence that buy-and-hold is alive and well
  • Pitfalls of active management
  • Benefits of passive investing in a post-crisis world
  • Why fiduciaries must pay careful attention to these issues
  • What to expect in 2011 and beyond

Guest speaker Richard Ferri, CFA, is founder of Portfolio Solutions LLC and author of six books on low-cost portfolio management. Rick utilizes his in-depth research about index fund investing strategies to guide the Investment Committee of Portfolio Solutions, the low-fee investment management firm he founded in 1999. In addition, he shares his insights as a frequent news commentator, Forbes columnist, media contributor, and public speaker.

At this webinar, Ferri will present data from his new book, "The Power of Passive Investing."


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In theory, yes, but...

It's hard to argue with Rick's statistics. I manage passive models with annual rebalancing, but I use active funds. I've had the same fund line-up for years and my passive/active models beat my passive/passive index versions both in and out of sample (real-time and back tested.) I've tried to get the damn indexes to beat my active managers, but it just ain't workin'. It would be easier to drink the cool aid and switch over. Maybe if I broke my allocations down to the 1/1000th of a percent I could curve-fit the indexes to match or beat my live strategies.

In fairness, I expect that when we get back to a secular bull market the indexes will catch up.

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(Updated: January 06, 2011)
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Great material.

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(Updated: January 06, 2011)
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great information

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(Updated: January 06, 2011)
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Great info! Wish I could get a copy of his slides!

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(Updated: January 06, 2011)
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Good, solid research.

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