RT Journal Article
SR Electronic
T1 When “Dartboard Investing,” It Helps to Pick the Right Dartboard: <em>A Comparison of Randomly Selected Stock</em>
               <br/>
               <em>and Fund Portfolios</em>
JF The Journal of Wealth Management
FD Institutional Investor Journals
SP 60
OP 67
DO 10.3905/jwm.2011.13.4.060
VO 13
IS 4
A1 James Chong
A1 G. Michael Phillips
YR 2011
UL https://pm-research.com/content/13/4/60.abstract
AB When randomly selecting assets for a portfolio, are clients better served by financial planners choosing individual stocks or a group of mutual funds? It depends. For the financial planner, it remains vital to know a client’s trade-off between the possibility of a higher return from stocks, with commensurate chances of loss and the chance for more predictable, but lower, returns obtainable from purchasing portfolios of mutual funds.TOPICS: Manager selection, mutual funds/passive investing/indexing, performance measurement