7.17.2024

It pays to be lazy. Index investing is an investment strategy that Walter Mitty would love. It requires very little investment knowledge, no skill, practically no time or effort, and outperforms about 80% of all investors. It allows you to spend your time working, playing, or doing anything else while your nest egg compounds on autopilot. It's as easy as breathing and as time-consuming as visiting a fast-food restaurant once a year.

-"The Bogleheads' Guide to Investing"

"I love index funds."

• William F. Sharpe, Nobel Laureate, STANCO 25 Professor of Finance, Emeritus, Stanford University Graduate School of Business, and Chairman, Financial Engines, Inc.

Why We Love Indexing

1. Diversity

2. Low fees

3. Accessibility

4. Tax efficiency

5. Transparency

6. Low barriers to entry

7. No sales commissions

8. Consistently match their benchmark

9. No time wasted on finding the right manager

10. Research consistently shows indexing tends to outperform actively managed strategies

This SPIVA Scorecard shows close to 90% of indices outperforming managed funds over a 15 year period.

Questions, thoughts, topics you’re curious about? Email us at casey@your-orchard.com