re: Stock investment accounts vs. benchmarks

on the long term return. That is impressive. Were you very active within the account?




I feel like if you were going for pure performance.. then statistically you're best bet is probably to index large caps and other highly reviewed stocks, and take a chance on good actively managed mutual funds for small caps and international equities where inefficiencies aren't as uncommon.

I have a stock portfolio but the S&P has caught up with me. My rolling 5 year consistently held above the index but international tariffs and a little bad timing brought be back down to Earth this year. Not to say I haven't made money, I just could have indexed instead and gotten to the same point so far.