Matt Ludmer · Motley Fool Hidden Gems Investing · Why the Wealthiest People in the Room Are Often the Most Miserable - And What to Do About It
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Allocates Pot 3 (long-term) entirely to equity index funds and holds it for 10+ years, relying on the law of large numbers and historical market returns
“If the funds has no initial charge, that is attractive even if the annual management charge is high… people will allocate to the one with a better historical return without realizing.”
“It was a six-year fund… it beat the index 10% a year. It was the number one out of 85 funds over its period.”
“You would just, if I had five different funds, five different equity funds, I just take my top 10 or 20 holdings, rank all of them and see what the overlap is”
“That's where you generally want your high growth potential, but tax efficient. So maybe if you own any stock index funds, things of that nature to benefit from the long-term capital gains. Tax deferred accounts, that's usually less tax efficient, but maybe lower return potential”
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