Category Archives: cost efficient investing

Upon Further Review-Rethinking the Investment Decision-Making Process

In college, my minor was psychology. My thesis was on heuristics, cognitive biases, and the decision-making process. I have always been fascinated by the way the mind works. Nobel Laureate Daniel Kahneman’s best seller, “Thinking Fast and Slow,” offers a … Continue reading

Posted in 401k, Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Protection, cost efficient investing, cost-effficiency, financial planning, investing, Investment Advice, Investment Advisors, Investment Portfolios, investments, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , | Leave a comment

1Q 2022 AMVR “Cheat Sheets”

On the 5-year cheat sheet, only one fund, Dodge & Cox Stock (DODGX), posted positive incremental returns on both nominal and risk-adjusted returns. While DODGX passed the AMVR screen on nominal returns, the fund failed to pass the AMVR screen … Continue reading

Posted in 401k, Active Management Value Ratio, cost efficient investing, cost-effficiency, ERISA, Fiduciary, fiduciary prudence, fiduciary responsibility, Fiduciary Standard, Portfolio Construction, portfolio planning, Portfolio Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , | Leave a comment

4Q 2021 AMVR “Cheat Sheet”

At the end of each calendar quarter, InvestSense publishes the 5 and 10-year Active Management Value Ratio (AMVR) scores of the non-index funds in “Pensions & Investments” annual survey of the most used mutual funds in U.S. defined contribution plans. … Continue reading

Posted in Active Management Value Ratio, AMVR, Consumer Protection, cost efficient investing, cost-effficiency, DOL fiduciary rule, ERISA, Fiduciary, fiduciary prudence, fiduciary responsibility, Fiduciary Standard, financial planning, Portfolio Construction, portfolio planning, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , | Leave a comment