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submitted 20 hours ago* (last edited 20 hours ago) by Valuy@lemmy.zip to c/opensource@lemmy.ml
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[-] wiki_me@lemmy.ml 7 points 16 hours ago

according to the internet he has a return on investment of about 9% in the last 10 years (CAGR). msci world index (which is usually used to compare to see how well a fund performs, and has index funds which track it) made around 13.65% (so a lot higher).

So i would not put too much attention to this guys opinion, sure maybe he is taking less chances (less scary drops in the fund value that some investor don't like) but looking at the graphs it doesn't seems that way.

I think it's a good to do this exercise , a lot of active investing seems like snake oil (although probably not all of it, at least according to some data and research). someone even wrote a book on the subject called "Where are the Customers' Yachts".

this post was submitted on 28 Jun 2026
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