The STRIDE Blog

Choosing an Investment Strategy: An Infographic

stride-the-investment-strategy-for-you-featured.jpgWhen deciding on your investment strategy, it’s sometimes hard to choose from the various options around. But what if you had a quick and easy way to find out exactly which strategy best suited your needs?

We’ve created a useful infographic for choosing the investment strategy that's right for you. We’ve analysed how STRIDE, fund managers and index funds stack up against each other. Then we took this information and created an easy-to-understand infographic, so that you don’t need to waste your time choosing an investment strategy which doesn't fit your needs.

1. Fund Managers

A fund manager is the person (or people) responsible for creating and carrying out a fund's investment strategy, and then managing its portfolio of trading. A fund can be managed by an individual, co-managers or a larger team.

For our infographic, we analysed the data from BlackRock, Vanguard Asset Management (UK and USA/EU), State Street Global Advisors and Carl Icahn’s actively managed mutual fund. What you are presented with is the average across these top industry managers.

2. Index Funds

An index fund is a type of mutual fund, but where its portfolio has been constructed to track the workings of a market index. An index mutual fund offers low costs, and low, consistent, returns.

For our infographic, we analysed the average performances across these three different indices: The S&P 500, the FTSE 100 and the Euro 600.

3. STRIDE

STRIDE is a stock picking and portfolio management tool. It does not invest in stocks for you, but provides you with clear insights and guidance as to which stocks to buy, hold or sell, and when to do so. The engine does the work, and you reap the rewards.

The Analysis

Our easy-to-understand infographic analyses the data of top fund managers, index funds and STRIDE to discern the following:

  • Average price
  • Average returns
  • Method of investing in each strategy
  • Investor’s role and necessary time commitment
  • Risk scope and factors
  • Diversification of each strategy

We’ve done this because each investment strategy opportunity is based on its specific financial costs and rewards, including how diversification and risk play a part in this. While STRIDE consistently beats the market and fund managers in returns, index funds are the lowest risk and cheapest strategy. Interestingly enough, our findings place fund managers at the bottom of the pack, performing well below even index funds.

So learn which investment strategy is right for you by downloading our comparison infographic below.

The best investment strategy for you: An infographic comparison of STRIDE, fund managers and index funds.

Topics: Value, 3D Value Investing

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3D Value Investing: Triangulating The Best Investment Targets

3D Value Investing uncovers the best businesses for investment, the fair value of those businesses and the best times to buy in and sell out. This approach to long-term investing results in higher returns with lower risk.

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