investing

active investing

An investment approach that involves frequent buying and selling of securities with the goal of outperforming a benchmark index through security selection or market timing.

Example

Active investing typically involves higher fees and taxes, and most active funds underperform their benchmark over 10+ years.

Memory Tip

ACTIVE investing = trying to beat the market through skill. Most fail to after fees.

Why It Matters

Active investing matters because it directly affects how much you pay in fees and taxes, and whether your investment returns beat the market or fall short. Understanding this approach helps you decide if frequent trading aligns with your financial goals and risk tolerance.

Common Misconception

Many people believe that active investing always leads to higher returns than passive investing, but studies show that most active investors underperform the market after accounting for fees and taxes. The majority of professional fund managers fail to consistently beat their benchmark indices over long periods.

In Practice

An active investor might buy 100 shares of a technology stock at $50 per share, then sell them three months later at $65 per share for a $1,500 gain. However, they would pay trading commissions, capital gains taxes, and potentially incur losses on other trades, ultimately earning less than someone who simply bought and held an index fund for the same period.

Etymology

ACTIVE (engaged, doing something) INVESTING. Actively making decisions to beat the market.

Common Misspellings

active-investingactive investngactve investing
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Related Terms

passive investingalphaexpense ratiobenchmark

More in investing

Other investing terms you should know

appreciationAn increase in the value of an asset over time.bondA fixed-income investment where an investor loans money to adiversificationA risk management strategy that mixes a wide variety of invedividendA payment made by a corporation to its shareholders, usuallyexpense ratioThe annual fee that mutual funds or ETFs charge investors, efixed incomeInvestments that provide a regular, predetermined return, su

See Also

fund manager
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