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My not very profound comment is that at least in the case of a taxable large cap account the case for index funds is pretty compelling. Who wants to pay taxes on capital gain distributions especially involving short term trades
It is important to look the performance or compounded return span over a full market cycle, I.e. 2008 to present. YTD return is another form of performance chasing.
In retirement now the chief reason I have so much with the Yackts is the comparatively shallowness of their dips, this year and historically, vs SPY and the rest.
I also do wonder how much longer DSENX's secret rotational (?) sauce is going to work.
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I also do wonder how much longer DSENX's secret rotational (?) sauce is going to work.
Otherwise I would be all in SCHD, 'tis true.