Mutual funds have historically offered safety and diversification. And they spare you the responsibility of picking individual stocks. — Ron Chernow
The mutual fund industry has been built, in a sense, on witchcraft. — John C. Bogle
Surprise! The returns reported by mutual funds aren't actually earned by mutual fund investors. — John C. Bogle
I don't think that a mutual fund that invests exclusively in biotech start-ups or invests exclusively in companies in Thailand offers any great safety or diversification. — Ron Chernow
Diversified portfolio, significant loss, investment success — Howard Marks
If you invested in a very low cost index fund - where you don't put the money in at one time, but average in over 10 years -you'll do better than 90% of people who start investing at the same time. — Warren Buffett
Index funds eliminate the risks of individual stocks, market sectors, and manager selection. Only stock market risk remains. — John C. Bogle
Diversification is an established tenet of conservative investment. — Benjamin Graham
Fundamentals, value, price, successful investing — Howard Marks
Investing is a funny business. It's really easy to be average. Just buy an index fund. It's really hard to be above average. — Howard Marks
Diversification is the only free lunch in investing. — Raoul Pal
On average, the average large-stock fund manager produces average returns before fees and below-average returns after fees. So compared with after-fee returns, an index fund is superior. — Howard Marks
Long-term investment success, risk control, aggressiveness — Howard Marks
Skillful investors, risk, stability, dependability of value, relationship between price and value — Howard Marks
Value and growth, value today, value tomorrow, growth investing, value investing, analysis, current wealth — Howard Marks
Short Mutual Fund Quotes
Correlation, diversification, risk control — Howard Marks
All investors can’t beat the market since, collectively, they are the market. — Howard S. Marks
Invest like a bull, sit like a bear and watch like an eagle. (mantra for long term investing). — Vijay Kedia
Wide diversification is only required when investors do not understand what they are doing. — Warren Buffett
Value investor, high risk, low prospective returns, high prices — Howard Marks
Investments are not a lottery; if it feels like the lottery, stay away from it. — Naved Abdali
Good investors have to choose how to allocate their mind share with the precious capital they have. — Chamath Palihapitiya
Successful investing is about managing risk, not avoiding it. — Benjamin Graham
If the feelings are mutual, the effort will be equal.
Investment Management Quotes
Understanding and dealing correctly with the trade-off between risk and return is a fundamental, but poorly understood, challenge faced by all gamblers and investors. — Edward O. Thorp
Was talking to a pension fund manager. He said it’s risky to NOT be invested in Bitcoin. Things are changing. — Samson Mow
We do not generally use margin leverage in our investment strategy. — Bill Ackman
We are all a little weird and life's a little weird, and when we find someone whose weirdness is compatible with ours, we join up with and fall in mutual weirdness and call it love.
To beat the market, focus on investments well within your knowledge and ability to evaluate, your 'circle of competence'. — Edward O. Thorp
We invest generally in very good companies that have lost their way. And with better management, enormous value can be created. — Bill Ackman
In MBIA...we were short for seven years before the stock went from $73 to $3. — Bill Ackman
Never ask a barber if you need a haircut. — Warren Buffett
An investment business has certain risks, and your job as an investor is not to eliminate all risks but to manage and minimize them. — Naved Abdali
Ain't only three things to gambling: knowing the 60-40 end of the proposition, money management, and knowing yourself. — Puggy Pearson
After living with their dysfunctional behavior for so many years, people become invested in defending their dysfunctions rather than changing them. — Marshall Goldsmith
How many millionaires do you know who have become wealthy by investing in stocks, bonds, mutual funds or savings accounts? Income property is the most historically proven asset class in America, if not the entire world. I rest my case. — Jason Hartman
It's the company itself, but most of these mutual fund companies, the guy who runs the company is just a fact totem and the guy who runs the money is the power. But we really don't know who they are. — Jim Cramer
I've not found ! one single mutual fund, one single real estate investment, any gold, silver or anything else that has given me higher returns than: me investing in myself. — Patrick Bet-David
We need a mutual fund industry with both vision and values; a vision of fiduciary duty and shareholder service, and values rooted in the proven principles of long-term investing and of trusteeship that demands integrity in serving our clients. — John C. Bogle
Most active mutual funds are more interested in collecting fees than in boosting returns for investors. — David F. Swensen
I talk to hundreds of companies a year and spend hour after hour in heady pow-wows with CEOs, financial analysts and my colleagues in the mutual-fund business, but I stumble onto the big winners in extracurricular situations, the same way you do. — Peter Lynch
In the long run, a portfolio of well chosen stocks and/or equity mutual funds will always outperform a portfolio of bonds or a money-market account. In the long run, a portfolio of poorly chosen stocks won't outperform the money left under the mattress. — Peter Lynch
The best argument for mutual funds is that they offer safety and diversification. But they don't necessarily offer safety and diversification. — Ron Chernow
The mutual fund industry and small investors are very relentless and very unforgiving if people don't perform. — Ron Chernow
The principal role of the mutual fund is to serve its investors. — John C. Bogle
Everyone has the brainpower to make money in stocks. Not everyone has the stomach. If you are susceptible to selling everything in a panic, you ought to avoid stocks and mutual funds altogether. — Peter Lynch
Mutual funds were created to make investing easy, so consumers wouldn't have to be burdened with picking individual stocks. — Scott Cook
Mutual funds were created to make investing easy, so consumers wouldn't have to be burdened with picking individual stocks. — Scott D. Cook
If you have the stomach for stocks, but neither the time nor the inclination to do the homework, invest in equity mutual funds. — Peter Lynch
There are tons of people who are late to trends by nature and adopt a trend after it's no longer in fashion. They exist in mutual funds. They exist in clothes. They exist in cars. They exist in lifestyles. — Jim Cramer
At first, the only thing that I learned was to save. Then I learned about mutual fund, then later on direct stock investments. I also went into small businesses and even real estate. — Bo Sanchez
Where I'm from we don't trust paper. Wealth is what's here on the premises. If I open a cupboard and see, say, thirty cans of tomato sauce and a five-pound bag of rice, I get a little thrill of well-being - much more so than if I take a look at the quarterly dividend report from my mutual fund. — Garrison Keillor
If you hope to have more money tomorrow than you have today, you've got to put a chunk of your assets into stocks. Sooner or later, a portfolio of stocks or stock mutual funds will turn out to be a lot more valuable than a portfolio of bonds or CDs or money-market funds. — Peter Lynch
Equity mutual funds are the perfect solution for people who want to own stocks without doing their own research. — Peter Lynch
True love is unconditional. And if it is a 'Conditions Apply' scenari, then it isn't true love. It is as good as a mutual fund. — Ravinder Singh
I have become increasingly convinced that the past records of mutual fund managers are essentially worthless in predicting future success. The few examples of consistently superior performance occur no more frequently than can be expected by chance. — Burton Malkiel
There's accountability in the mutual fund industry. And they've been tremendous engines of wealth for people and they're going to continue to be so. — Jim Cramer
Many financial advisors recommend that you diversify for your own protection. What they fail to tell you is that it is also for their protection. Since most financial advisors cannot tell you exactly which stock or mutual fund is a great investment, they tell you to buy a bunch of them. — Robert Kiyosaki
Ex-Fidelity mutual fund manager Peter Lynch was certainly brilliant in one respect: he knew to get out when the gettin was good. — Bill Gross
Wall Street, with its army of brokers, analysts, and advisers funneling trillions of dollars into mutual funds, hedge funds, and private equity funds, is an elaborate fraud. — Michael Lewis
Yes, the investor is often his own worst enemy. Yes, the marketing colossus known as the mutual fund industry provides the weaponry which enables investors to indulge their suicidal instincts. No, the fund industry was hardly an innocent bystander in the market boom and the subsequent carnage. "We have met the enemy and he is us"... all of us. — John C. Bogle
Mutual funds give people the sense that they're investing with the big boys and that they're really not at a disadvantage entering the stock market. — Ron Chernow
If you don't like the idea that most of the money spent on lottery tickets supports government programs, you should know that most of the earnings from mutual funds support investment advisors' and mutual fund managers' retirement. — Robert Kiyosaki
Many novice real estate investors soon quit the profession and invest in a well-diversified portfolio of bonds. That's because, when you invest in real estate, you often see a side of humanity that stocks, bonds, mutual funds, and saving money shelter you from. — Robert Kiyosaki
And I think the more money you put in people's hands, the more they will spend. And if they don't spend it, they invest it. And investing it is another way of creating jobs. It puts money into mutual funds or other kinds of banks that can go out and make loans, and we need to do that. — Michael Bloomberg
I think you'll do as well as most professionals. Most professionals don't beat the market. Let's not over-rate my industry. But if you have time, you can be in good mutual funds that have good records. — Jim Cramer
The corporate killer downsizing is directly responsive to what the mutual funds have wanted. — Jim Cramer
The mutual fund industry provided the money for Intel and Motorola and Hewlett-Packard to crush the competitors. — Jim Cramer
I think those who invest in mutual funds want someone else to do the thinking for them. But the fact that they can move the money around the family of mutual funds just through a phone call lets them feel that they can play tycoons. — Ron Chernow
Mutual fund managers are trapped in this rather deadly vicious circle: the more successful they are, the more money flows into their mutual fund. Then, it is more difficult for them to beat the market averages or even to match their own past performance. — Ron Chernow
Without getting into brothels, there are ethical capitalists the problem is that there aren't enough of them. It is not "just a few bad apples" that have been evident in our corporations, our investment bankers and our mutual funds, but so many that one has to concede that the barrel itself needs some work. — John C. Bogle
Women tend to have a better track record in investing - when they invest - than men do, because they tend to take a longer-term perspective. They tend to trade less. They tend to shift in and out of stocks or mutual funds less often. — Sallie Krawcheck
If mutual fund directors are independent, then I'm the lead character in the Bolshoi Ballet. — Charlie Munger
[A] major source of wealth for many families is financial assets, including stocks, bonds, mutual funds, and private pensions. ...the wealthiest 5 percent of households held nearly two-thirds of all such assets in 2013 — Janet Yellen
There is no reason to feel any shame in hiring someone to pick stocks or mutual funds for you. But there's one responsibility that you must never delegate. You, and no one but you, must investigate whether an adviser is trustworthy and charges reasonable fees. — Benjamin Graham
Affected hundreds of thousands of ordinary Canadians who have invested in mutual funds that invest in income trusts. — Ralph Goodale
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