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« on: September 23, 2015, 08:27:20 pm »
I am not really into Index Funds so cannot help you there. What I do know is what Patrick has researched and posted here on ETF's. The best long term performing ETF is the STXIND.
The DIVTRX has only been in existence for a year and a half and was beating the STXIND until SAB skewed it.
This will surely change as DIVTRX is equally weighted and will dump stocks that do not increase their dividends. It is a well known fact that companies that keep increasing dividends are doing well.
In my view, your homework on ETF's has been done. Simon promotes STXIND as his favourite ETF but I don't recall him mentioning DIVTRX. Perhaps I should ask him to review it.
As to Momentum Stocks. I do not know what Simon regards them to be but I have used this term for many years for stocks with good fundamentals that just keep going up with the PE ratio adjusting to appropriate levels. I only invest in these stocks and they have done me well. CML was my first since 2009 and I have now replaced her with ADI and PGR.
I have been torn to pieces on forums with this method but I obviously won in the end as they went very quiet.