Should Investors Create Their Own Target-Date Fund? They could do better, much better.

On October 2, Dr. Horstmeyer, a professor of finance at George Mason University,  reported the results of a study for the Wall Street Journal titled Should Investors Create Their Own Target-Date Fund?

Target date funds, usually mutual funds or exchange-traded funds, invest with an increasingly conservative asset allocation as the target date approaches. There are over 2000 of them. They consistently underperform the Monday Morning approach to investing.

For a successful investment strategy, asset allocation is more important than stock selection or market timing. We will deal with this important subject in a webinar on Sunday, March 6, 2022, at 7:30 PM. Please mark that in your calendar.

From Prof. Horstmyer’s study:

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Dr. Milan Somborac

The Monday Morning Millionaire Program supports do-it-yourself (DIY) investors which I have been for over 50 years. About my team and me