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RE: LeoThread 2025-06-24 22:08

in LeoFinance4 months ago

Part 5/11:

Mean reversion contributes to costs as well, primarily evident in the performance trends of newly added stocks versus those removed. Stocks entering an index often have high valuations initially, which tend to fall after joining, while those exiting tend to have lower valuations that could rise. This consistent pattern of buying high and selling low places index funds at a disadvantage relative to more flexible investment strategies.

The Arithmetic of Active Management: An Examination