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by cjk2 717 days ago
Every investment company out there knew this from day one. They were riding the hype and gains. Now the late and individual investors will pay for the losses while the big investors start moving cash to the next hype.
1 comments

What does this mean for passive index funds? Is it likely that actively managed funds will have an edge over passive index funds in these scenario?

How will the big investors know when to start moving money to the “next hype”?

I think you are crazy putting money into passive index funds.

As for the investors, knowing when to pull out is when they start pushing articles like this. They’re already out and want your capital to go where they are going next.

>I think you are crazy putting money into passive index funds.

Why? You can essentially bet on the global/national/segment economy growing.

That's fine until there is political or financial instability across the world which is increasing.
In which case the risk to any individual stock is even greater.
It’s not if it leverages the risk.
What are you putting your money into?
Well I’ve pretty much pulled it out of everything and bought a house (no mortgage yay) but I rode NVidia, BAE Systems with a safe position held on an actively managed ETF.

I’ve got a huge pension lined up so I’m going to go on holiday a lot basically. I get a lump sum early payment of that soon so I can invest that somewhere more productive.

Meta, Googl, AMZN, RDDT, AVGO have gotten my portfolio pretty good returns.

Just think what companies will be doing well 10 years from now and don’t buy at crazy valuations.

What if, and this might be just a guess, the hundreds of thousands of people at major investment corporations have thought of this as well and driven the price up so that they are now adequately valued?

Do you know more about the future of these tech companies then the legions of math/physics/economics/CS PhDs paid to investigate the potential of these companies?

If the sales and earnings go up in the long run, and the stocks aren’t super overvalued, then the stocks go up. It doesn’t matter what other people think. All that matters is the performance and valuation.
When you're doing long-term investments, it's not a zero-sum game. It is possible - likely even - that you and those hordes of PhDs all come out ahead.
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