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The Chart Room

Warren Buffett Bet $500K That Hedge Funds Couldn’t Beat a Vanguard Index Fund

Nine years ago, Warren Buffett gave the hedge fund world a challenge. He took a gamble that an unmanaged S&P Index Fund would out-perform a collection of well-managed hedge funds over a 10-year period. Was he right?

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These Timeless Investing Principles Made Warren Buffett Rich

In an opinion piece for MarketWatch, Professor Lawrence Cunningham looks at Warren Buffett’s investment style. In particular, he looks at Buffett’s strategy of investing with a “margin of safety.”

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The Best Investing Advice Has Always Been Too Boring for TV

When stock markets plummet or reach all-time highs, many financial media outlets are lining up to tell you what’s best for your investments. Harold Pollack wrote this piece for The Atlantic which does a great job of explaining the pitfalls of trying to time the market and makes a call for practical and real financial advice.

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Why Mutual Fund Managers Are Having a Bad Year

In this article, Ross Kerber of Reuters explores why 85% of active large-cap stock funds are lagging their benchmarks. Kerber explains how active managers are trying to attract attention to capture and retain business.

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Rules of the Fund Road

“Watch the fees and don’t look back.” This quote is the take away from an article in the New York Times which details the findings of a recent Morningstar study that shows how low-cost funds are more likely to succeed.
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The Illogic of Active Trading

More insight on behavioral finance from Carl Richards.
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Warren Buffett to heirs: Put my estate in index funds

In this article from Market Watch, Buffett explains why he likes Index Funds and suggests that investors should “…ignore the chatter, keep your costs minimal, and invest in stocks as you would in a farm.”
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A Dying Banker’s Last Instructions

The WSJ reviews a book by Gordon Murray, an experienced investment banker who is diagnosed with a terminal brain cancer.
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Index Funds, Dowdy to Some, Get a Notable Endorsement

Index Funds, Dowdy to Some, Get a Notable Endorsement Burton Malkiel, author of “A Random Walk Down Wall Street” and professor of economics at Princeton University shares his thoughts about the future of index funds and asset allocation.
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