Index Funds: The Movie

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ifabookHave you been unsuccessfully searching Netflix for a 72-minute documentary about index funds? Well, your wait is finally over. Game of Thrones, watch your back! 🙂

Also adapted from a book of the same title, Index Funds: The 12-Step Recovery Program for Active Investors systematically attacks the various reasons that people approach individual stock-picking and/or paying for actively-managed mutual funds. For example, there is the idea of picking an all-star manager, the idea of market timing, and the idea of picking individual stocks.

I would warn that content is targeted more towards investors with some experience and less towards novices. They apparently also recognized that the material can be rather dense, and thus also broke it up into 12 parts. Here is Part 1:

Both the book and film were created by Mark Hebner of Index Fund Advisors (IFA), a fee-only wealth management firm that offers mutual funds from Dimensional Fund Advisors (DFA). Found via co-producer Robin Powell. As the book promotes the purchase of DFA funds, which can only be bought through affiliated advisors such as IFA, the material can be seen as self-promotional. However, having read the original book 10 years ago, I did not feel that the content was overly self-promotional. If you focus on the academic research by Nobel Laureates and historical data presented, there is a lot of useful knowledge to be gained.

If you’re interested in more detail, you can buy a physical copy for $8 at Amazon, a Kindle eBook version for $3, or you can navigate through all the content online at IFA.com for free.

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Comments

  1. It should be pointed out IFAs annual fee is .90%, thus wiping out much of the savings they claim to provide.

    As Bogel himself has said, it’s not necessarily active management that is the problem, it is the fees associated with active management. IFA unfortunately charges about 6x as much as most Robo-Advisors that do the exact same thing. (Or in the case of Schwab, they do it for free.)

  2. I’d rather use a Vanguard active fund managed by Wellington or Primecap then pay IFA 0.9% to index for me !

  3. Hey Jon,
    Long time follower, first time replying…I’ve searched Netflix with the title and no results. Just wondering if your members are experiencing the same.

    As an engineer, and a do-it-yourself investor, I feel you provide conservative investment advice. Thank you for your service!

    • Hi Brian, I’m sorry the Netflix part was a (bad) joke about how most people wouldn’t actually search for something with such a unexciting topic. This movie is not available on Netflix, just YouTube as far as I know.

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