Beat The Market Easily With Boring Mutual Funds

Don Fantry
6 min readMay 25, 2022
courtesy 6 9 @unsplash.com

Do you want to hear about an easy method to beat the markets with low-cost index mutual funds?

The strategy takes less than 30 minutes a month to check and make any changes. After the first month or two, it could take just 5–10 minutes maximum!

Copy my strategy and watch your wealth grow quickly over time!

Introduction

I did quite a few hours of research selecting and historically testing the strategy. This includes starting in bear and bull markets. I looked at mutual funds that have been around for decades at Vanguard. I already did the heavy lifting for you and found some very good ones with great track records!

I wanted to find the funds with great average long-term returns. I tried to avoid only looking at the 10-year returns which was a great decade for stocks. I wanted funds at least 20 years old, the older the better.

I wanted to find a strategy with a lower draw-down rate than straight stock market investing. A “draw-down” is a period of time where your portfolio is losing value. Aggressive stock-centered portfolios can have some years with significant returns, but also can go down 50% during economic recessions!

The Strategy that I tested with good ol’ mutual funds

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Don Fantry

MRI Technologist, Writer, aka THE MRI FINANCE GUY: I enjoy reading and writing about Personal Finance, Healthcare, and learning Spanish.