Beating the market is simple in concept, but hard to pull off. According to Dow Jones Research, 94% of US large cap fund managers can’t beat the S&P 500 over a given 20-year period.
This has been a major argument for passive investing.
MarketGrader’s smart beta products (BBAE account holders get private access to three MarketGrader portfolios) attempt to give investors a better alternative. And for the past 10 years, 90% of MarketGrader’s indexes have beaten their benchmarks.
For this video, James speaks with MarketGrader founder Carlos Diez about what the model is saying about Nvidia, about tech stocks overall, consumer staples, financial stocks, real estate stocks, and more.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. Neither the author nor BBAE has a position in any investment mentioned.
