index funds

Kevin O'Leary says the simplest path to millionaire status starts with one habit: siphon "15% of your income … and invest it in the index of the S&P 500." What Happened: The Shark Tank investor hit X with the prescription this week, insisting savers don't need to pick winners — or even "...

Esteemed investor Peter Lynch, celebrated for his extraordinary 13-year tenure managing the Fidelity Magellan fund has shared his investment insights and views on the evolving stock market landscape. What Happened: Lynch, whose impressive 29% annualized return from 1977 to 1990 still...

Venture capitalist Chamath Palihapitiya has questioned the long-standing advice of Warren Buffett to invest in low-fee S&P 500 index funds. Palihapitiya warns of potential risks due to the index’s heavy concentration in a few tech stocks. What Happened: Buffett has consistently...

Vice President Kamala Harris demonstrates a preference for passively managed index funds, recent financial disclosure for 2023 reveals. What Happened: Harris’ investment style, characterized by financial experts as “boring,” suggests a lack of financial conflicts. The disclosure...

The S&P 500 has hit several all-time highs over the last year and remains a key investment option for those looking for exposure to the largest American public companies. A popular social media account focused on dividend stock investing highlighted how investors scared of properly timing the...

By all accounts, Drew Lee isn’t a typical millennial in his age group.  While the average person under the age of 35 has a net worth of $76,000, Lee has a net worth nearly seven times that. In less than 10 years, the 32-year-old Pittsburgh native has increased his net worth to $530,000...

CNBC host and television personality Jim Cramer has not shied away from sharing hot takes on television or in recent years on social media. After a love-hate relationship, Cramer is throwing in the towel on mentioning the investors and followers of a well-known retail trader favorite. What Happened...

Let’s talk about the S&P 500. Introduced in 1923, the Standard & Poor’s Composite Index, formerly known as the Composite Index, tracks the performance of 500 large companies listed on stock exchanges in the U.S. In 1926, it started with 90 stocks and grew to 500 by 1957. The S...

By Omri Hurwitz With all the recent young 'Reddit" investors making headlines and pushing other young investors to bet on stocks like AMC (NYSE: AMC), in order to combat Wall Street Short sellers, it is essential to mention, especially to the same young inexperienced investors, that...

Billionaire investor and Berkshire Hathaway Inc. (NYSE: BRK.A) (NYSE: BRK.B) CEO Warren Buffett was a guest on CNBC's "Squawk Box" segment Monday morning and spoke on various topics, including his overall view on the state of the stock market. The $51M Return  March 11, 1942...

There are four golden rules every investor should keep in mind, regardless of income or investment knowledge, CNBC's Jim Cramer explained during his daily "Mad Money" show Wednesday.   1. Don't Buy On A Tip Cramer recalled a time when his father bought stock of a company...

The first ever S&P 500 index fund was created four decades ago today. According to Bloomberg, the initial concept of an index fund, buying hundreds of stocks in one transaction, appeared to be a "joke." In addition, many investors found the concept "an insult" as they "...

Active and passive investors can agree it is common sense mutual funds that mimic a benchmark and charge a high fee should not exist. According to The Irrelevant Investor, for investors who pay a higher fee for a mutual fund versus an index fund, the mutual fund should sufficiently differentiate...

Michael Willis, President of Index Funds, discussed the positives and negatives of companies buying back their stock. Willis noted that many companies see their stock as being more attractive at current levels following the recent decline in the general market. However, Willis added that...

Index Funds launched the S&P 500 Equal Weight (Ticker: INDEX) index mutual fund earlier this month, one of the only instruments of its kind on the market today. Benzinga sat down with Index Funds' Michael Willis to discuss the strategy of the fund, the difference between equal-weight and cap-...