Investing Blog Roundup: The Best Predictor of Stock-Fund Performance

Morningstar’s John Rekenthaler recently wrapped up a three-part series about a piece of research that found a metric for selecting mutual funds that has considerably better predictive value than simply picking funds with low expense ratios. I would encourage you to read the series in its entirety though. The first two articles are interesting, but the real lessons come in the final article.

• The Best Predictor of Stock-Fund Performance from John Rekenthaler
• Predicting Mutual Fund Returns with the Ownership Lens from John Rekenthaler
• Using the Ownership Lens to Select Funds: Practical Considerations from John Rekenthaler

Other Recommended Reading

• Vanguard Without Jack Bogle from Allan Roth
• Not OK from Christine Benz
• How to Get a Better Deal From a Real Estate Agent from Justin Wolfers
• Zero Brokerage Commissions? Sound and Fury, Signifying Nothing from Mark Hulbert
• How Best to Annuitize Defined Contribution Assets? from Alicia Munnell, Gal Wettstein, and Wenliang Hou
• Financial Considerations for a Stay-at-Home Spouse from Katie Brewer
• I Followed the Path to FIRE — and Learned That Early Retirement is the Wrong Goal from Chris Mamula

Thanks for reading!