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The Terry Smith timing trap: why most investors lost money
Terry Smith's Fundsmith beat the market for a decade, then trailed four straight years. £3.31bn fled in 2024. Most investors lost money vs a tracker. Why? Timing. They bought high after stellar returns, sold low during underperformance. Jack Bogle's iron law: money arrives after gains, leaves during losses. Even star managers can't beat that.
Robin Powell
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You check your energy bill. Why not your investment fees?
You check your energy bill religiously. When your provider raised charges by £12, you noticed within days. You've compared broadband three times this year, saving £8 monthly. But when did you last calculate your all-in investment fees? That £3 broadband overcharge equals £36 yearly. A 1% overcharge on a £500,000 portfolio equals £5,000 annually—139 times more. Yet the smaller cost receives obsessive attention whilst the larger goes unexamined for decades. This article reveals
Robin Powell
Oct 279 min read
What active funds and budget flights have in common
Yes, annual management fees for actively managed funds are far higher than they are for index funds. But it’s the linked costs of active...
Robin Powell
Dec 11, 20244 min read
Frequency of fees can be as important as the quantum
Regular TEBI readers will understand the need to avoid high fees. But new research suggests that the frequency of fees can be just as...
Robin Powell
Nov 27, 20244 min read
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