In this video you will discover the SHOCKING TRUTH about Fund Managers - you don't want to miss this one!!
Most people assume their retirement money is safe and optimized because they have "hired a professional" to manage it. But what you may not realize is the truth lurking behind the scenes. The truth about how ineffective the vast majority of fund managers truly are.
More importantly people do not realize the fees they pay in exchange for what could often be described as nothing more than "professional ineptitude".
In this video you will LEARN THE TRUTH as well as how you can take your power back, beat the pros, and get on a path to watching your account grow!
OVERVIEW:
In this video we will discuss the following:
• Fund manager performance over time
• The standard Benchmarks
• How fund managers miss benchmarks consistently
• What you can do about it!
Resources Mentioned In This Video:
Transcript:
hey folks have you ever thought to
yourself I just don't feel like my fund
manager is doing as good a job with my
retirement money as he could be maybe
you're looking at your accounts and
you're looking at the market and just
not going up the way you feel like it
should do well that's what we're going
to talking about in this video I've
called this the truth about fund
managers and let me tell you it's not
what people think it's a conversation we
need to have so let's do it right now
let's
go
[Music]
[Music]
hello hello everybody it's Jeremy Wy
here from Trad Maestro hope you're doing
fantastic today you can find us over at
Trad maestro.com and as I said in the
opening we're going to have a
conversation today about fund managers
and we're going to talk about the truth
about fund managers which is not what
anybody wants to admit but it is the
truth
and I'm telling you by the time you're
done with this video if you don't agree
with me then well that's fine but I
think you're going to agree with me and
what I'm going to propose is everything
I'm about to share with you should be a
standard disclaimer for every fund
manager but it's not and I wonder why so
you say well what are you going to share
well let me get there if I can find the
right screen there we go let's get there
and I want to share with you this study
that comes to us from um SP Global okay
so standard and porters you can find it
it's kind of hard to find so the easiest
way to find it is just Google it just
Google spiva IA and what you see here is
you see how the different funds perform
relative to their Benchmark so you can
see here across the United States
there's the there's a little planet
right there or not the planet but you
know what I meant the nation continent
that's what I'm looking for um and so
you can see over 10 years 90% of funds
underperform the S&P 500 what yeah well
it gets worse than that but instead of
taking a bunch of screenshots I figured
it'd be easier just to go over there and
actually show you so let's do that so
I'm on the website here and what I want
to show you is I just kind of want to
show you how this works you can go do
this yourself okay so I'm not just you
know coming up with crazy infographics
for you you can do this yourself if you
click on one year you will see that 60%
here let me find my pen and draw on the
screen for you so you can really see it
60% of funds underperform the S&P 500
39% outperform over one year okay it's
not bad well well it's not good but
relative word it's going it's not bad
over three years uhoh over three years
79% of funds
underperform over five years that number
goes up
86% underperformed over 10 years it just
gets worse doesn't it folks
85%
underperform over 15 years that number
goes up to
92% over 15 years but it gets worse than
that folks and I want to show you how to
get access to this because even SP
Global it's so bad that they don't even
publish publicly they do but they don't
put it here how bad it really is so I'm
going to show you right now how you find
out how bad it really is so what you
want to do they kind of feature just the
last 15 years but if you scroll down
just a little bit you see where it says
view more fun categories this is a
stunning report and all of you should
look at it click on the little plus sign
and then at first you're going to think
oh it's just showing 15 years but if you
scroll to the very very bottom of this
section you'll have a location where you
can download the full report you see
this little red button right here okay
so you're going to download that and
when you do it's going to pull up this
full report right here now this is like
uh 46 pages okay and this goes through
this is the midy year
2023 uh they'll update this uh probably
in January for the end of the year but
we're going to go down it's about page
nine or 10 you have to go through all
this stuff to get there this is just
stunning folks they I just can't believe
that more people don't talk about this
there it is is right there look here
starting on page which page is that page
nine look here folks if you go all the
way to the far right 20 years they have
20 years of data and compared to all
large cap funds relative to the S&P 500
93%
underperform their
benchmarks
whoa
93% okay so that means
based on this data that you have to have
a
top
6% fund manager because 93.5 eight%
underperform um I think it was the end
of 2022 that number was actually
95% it's like 95 94.8 n or something
like that it was almost 95% so you'll
often hear me say 95% of fund managers
miss their Benchmark over 20 years
because they do they do over 20 years
now the reason I'm really passionate
about this and the reason I talk so much
about it is because no one else is
talking about it and what do they tell
you every time you go and you start
learning to invest and you give them
your money they say you need to hold it
over a long period of time and the
longer you hold it the more your returns
go up yada yada remember that but here's
what the data shows the data shows that
the longer they have your money the
worse they do relative to The Benchmark
itself it would be better for you to
just go by The Benchmark it would be
better if you just go by the S&P 500 or
any of these benchmarks and if you look
at the list here you see there's all
kinds of benchmarks I mean we've got uh
for the comparison we got the composite
1500 and all domestic funds compared to
that they underperform by 93% you got of
course the S&P 500 you got the midcap
small caps uh you got the growth funds
you know just go down the list and you
can go to your fund manager whoever your
fund manager is and you can look at the
list that they've put you in for your
retirement money and you'll see growth
stocks you'll see index you'll see all
these different things uh that they're
trying to accomplish and according to
the statistics 93 94 95% of them cannot
match their Benchmark over 20
years see I think that that should be
disclaimed I think when you start
investing with those fund managers they
should tell you the statistics and if
they're a top five percenter they're top
six percenter they should tell you that
too okay let me show you a couple other
stunning stunning statistics in here you
ready so I'm going to go back to full
screen and uh you will notice when it
comes to the S&P growth funds which by
the way most of your retirement money
hits growth funds at some point
95% um core funds versus the S&P 95%
miss it look at this one the midcap core
funds compared to the midcap 400 index
98% miss it
98% my
goodness this should be criminal don't
you think don't you think that should be
a criminal statistic right there I just
don't know how they get away with it
here's the facts folks I'm going to put
them up on the screen the facts are the
pro the pros are notoriously terrible at
their job they're pretty much failures
that's just that's the facts okay the
facts are 93 94 95% depending on the
fund depending on the Benchmark fail to
match or beat their Benchmark over a
20-year period of time it's just the
facts and you don't have to take my word
for it go look it up yourself the longer
they have your money the worse they do
that's the
facts depending on your fund you have to
have a five top 5% or top 6% fund
manager to beat the market it would be
better off for you to not pay somebody
to manage your money and for you to just
simply buy index funds on your own than
to give them your money and let them
fail you over 15 or 20 years what's the
takeaway from all this just because
someone calls himself a professional it
doesn't mean they're actually better at
their job than you are let that one sink
in folks just because someone calls
thems a professional it doesn't mean
they're actually better at their job
than you
are so if you want to learn more about
this if you find this interesting you
want to learn more about it I actually
have a training on exchange traded funds
and how you can beat the pros and in
less than 10 minutes I can show you
exactly how to do that how to beat the
pros um it's not hard because 95% of
them can't match the Benchmark so we're
going to show you how to trade The
Benchmark and then a whole lot more it's
a free challenge it's a 3-day Challenge
and all you have to do is sign up below
here uh there's going to be a link below
wherever you're watching this or you can
go over to trade my st.com and you can
get signed up over there as well okay so
join me for my raging profits with ETFs
three-day challenge is completely free
and I'll help you learn how to beat the
pros all right with that said folks if
you have not subscribed to our Channel
already then do so go ahead and
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I wish you the best happy trading we'll
talk to you
soon