The Investment Product I Avoid And Why
Sign up to my free masterclass: https://learn.moneywithcarla.com/invest Watch my video on asset allocation: • New Research, New Rules (New Study Challen... There is one type of investment product I would never willingly put my money into. That product is an actively managed fund. Actively managed investment funds seem to be a good choice because they aim to outperform the average of the markets. However, in reality, these funds often charge high fees AND underperform the benchmark, since it's incredibly difficult to do. So at the end of the day, these funds put you very far behind where you could have been, had you just invested in simple, low-cost index funds. Time stamps: 00:00 Intro 02:20 My Free Investing Masterclass 02:33 Reason #1: Fees 08:27 Reason #2 Underperformance 13:16 Hindsight is 20/20 13:57 Warren Buffett's famous bet 16:22 The Wealth Triangle Disclaimer: All content I share is educational in nature and does not constitute financial advice. Any calculations or returns referenced are based on historical figures, future returns are not guaranteed. All information shared is market sensitive and subject to change as markets and economic conditions evolve. Personalised one-on-one advice is available exclusively to my Invest with Confidence Executive students through direct consultation calls. I am authorised to render financial services, including advice, under Wealth Office (Pty) Ltd, FSP 54904. https://www.moneywithcarla.com/terms

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