S3 E3: Index funds are perhaps the greatest invention in the history of financial markets, but there may be circumstances where an alternative strategy could be superior. If you’re interested in learning a little more about building a portfolio of individual stocks, this episode is a must-listen.

Host Jeff Harrell acknowledges there is nothing an investor can do to change the overwhelming odds against outperforming the market. But… he likes to play devil’s advocate! Coupling the benefits of index funds with strategic decisions that incorporate risk tolerance, taxes, and diversification could result in higher total returns over long periods of time.

Jeff tells the story about how he began using a sector neutral strategy and shares some details about his own security selection process, as well as his thoughts on bond indexes.

This episode is perfect for the investor who recognizes the benefits of index funds but wants to spice up their portfolio to keep things interesting.

(Season 3 Episode 3)

Other Episodes Referenced:

• Investing in Bonds…Funds or Individual Securities? (S3 E4)
• High-Yield Bonds…Junk or Treasure? (S3 E5)

Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com