Forget about active investing and stay passive

Do you consider yourself an active investor who picks stocks and times the market?

๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ถ๐˜€ ๐—ฎ ๐˜๐—ฒ๐—ฟ๐—ฟ๐—ถ๐—ฏ๐—น๐—ฒ ๐—ต๐—ผ๐—ฏ๐—ฏ๐˜† โ€“ ๐—ฝ๐—น๐—ฎ๐˜† ๐˜๐—ต๐—ฒ ๐—ด๐˜‚๐—ถ๐˜๐—ฎ๐—ฟ ๐—ถ๐—ป๐˜€๐˜๐—ฒ๐—ฎ๐—ฑ.

Because there is this little challenge:

Stocks (or any investment) are valued by taking a number from today and

multiplying it by a story about tomorrow!


The numbers are easy to find โ€“ take revenue or earnings or dividends. You can then make a reasonable prediction of how those numbers might grow in the future.

Easy enough.

But then you must multiply those figures by a story โ€“ a story about optimism, or pessimism, or how angry investors are with politicians, or how smart they feel, or how persuasive their advisor has been.

Thatโ€™s the multiple on how much investors are willing to pay for the numbers.

And that multiple is impossible to know because itโ€™s a reflection of peopleโ€™s moods at a moment in time.

How could anyone know what kind of mood a bunch of strangers will be in a year from now?

I donโ€™t know what kind of mood Iโ€™ll be in tonight.


Half the battle is just staying in the game over the long haul by avoiding crippling mistakes from trying to be too smart.

โœ… Successful investing isnโ€™t just about ego or beating an arbitrary benchmark, itโ€™s about maximizing return and considering opportunity costs.

โœ… Successful investing is a simple activity, which an entire industry strives to make complicated to justify its existence.

โœ… Successful investing takes time. Think 10+ years. There are no shortcuts when it comes to making money in the markets.

โœ… Successful investing is generally boring.


I simply buy and hold broad-based index funds (stocks, bonds, REITs) and keep enough cash on the side to finance my life and stuff that happens in life (I donโ€™t want to have to sell my ETFs in a hurry).

Be content with average returns.

Wall Street canโ€™t hurt me if I donโ€™t trade, and the more I trade, the more it can hurt me.

I concentrate on my edge.

The passive vs active investing debate isnโ€™t much of an argument.

On one side is a mountain of evidence in favor of passive investing.

While on the active investing side is a mountain of marketing money attempting to keep a very profitable show on the road.

I stopped active investing (‘finding the needle in the haystack’) years ago.

Now I buy all the haystacks in several barns and still don’t play the guitar. ๐Ÿ˜ฏ๐Ÿ˜‰

If you feel a burning desire to share your thoughts, then the place to do that is in the comments section below. ๐Ÿ‘‡

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