- 10 Very Low Cost S&P 500 Index Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Index...
10 Very Low Cost S&P 500 Index Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Index Mutual Funds and Index Exchange Traded Funds (ETFs) - Financial Articles, Measured by invested assets, the S&P 500 index is the most common index fund benchmark in the U.S. The S&P 500 tracks about 75% of publicly traded U.S. equity market asset value. You might think that you can pick any old S&P500 benchmarked index fund or ETF and thereby adopt a passive, low cost, broad market index strategy. Nope. Life just never seems to be that easy. This article lists S&P 500 mutual funds that a recent study found were the best mutual funds from the standpoint of lower investment costs. The dominant issue with S & P 500 index mutual funds ...
in Public bookmarks - Allocate investments across the primary asset classes - Step 5 of 10 Financial Planning Steps in the Right Direction - The S...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Appropriately setting your personal
in Public bookmarks - American Association of Individual Investors
AAII provides the education and guidance needed to build and manage investment wealth. Stocks, etfs, mutual funds, and bonds are covered.
in Public bookmarks by 5 users - American Funds - Washington Mutual Investors Fund - Class A Shares (AWSHX) +2 Fund Authority Score - The Skilled Investor's ...
American Funds - Washington Mutual Investors Fund - Class A Shares (AWSHX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, At approximately $89 billion in assets with 2.7 million shareholder accounts, the Washington Mutual Investors Fund mutual fund is a very large, actively managed diversified investment fund. This mutual fund's investment portfolio consists predominantly of large capitalization U.S. stock securities. Recently, about 97% of this mutual fund's portfolio assets were invested in U.S. equities. There were no U.S or non U.S. bonds in the investment portfolio. Cash and cash equivalents made up 3% of the portfolio. Accordi...
in Public bookmarks - Assess your personal investment return and risk preferences - Step 3 of 10 Financial Planning Steps in the Right Direction -...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION. Investors with different levels of
in Public bookmarks - Avoid very large actively managed mutual funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Se...
Avoid very large actively managed mutual funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Big fund portfolio positions and higher percentage ownership of any company’s bonds or common stock are not good things for actively managed funds. Nor, are these big positions and high percentages good for you. Large size constrains how a fund can trade and how efficiently it can do so. When an actively managed fund becomes very large, it must manage its trading exceptionally well or it will suffer significantly higher transactions costs, which tend to cause lower net performance.
in Public bookmarks - Be Wary of New Investment Asset Classes
Hear ye, Hear Ye, individual investors: Be wary of new investment asset classes - A Tip from The Skilled Investor Many promoters in the financial services
in Public bookmarks - Chance creates the illusion that investors can beat the stock market - Personal Investment Management > Investment Luck vers...
Chance creates the illusion that investors can beat the stock market - Personal Investment Management > Investment Luck versus Investing Skill Articles - Financial Articles, “Market efficiency” makes it very difficult for individual investors to “beat the market.” Left to their own decisions, individual investors perform so poorly that on average their investment returns lag behind the returns that one would expect from a completely random stock selection process. The average professional trader does somewhat better than amateurs do and, in part, probably does so at the expense of the amateurs. On average, any actual performance advantage delivered by professionals is significantly less than the average fees they charge for their services.
in Public bookmarks - Choose objective and competent financial advisers and investment counselors - Step 10 of 10 Financial Planning Steps in the ...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Pick financial and investment
in Public bookmarks - Choose sufficiently mature mutual funds and ETFs - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > ...
Choose sufficiently mature mutual funds and ETFs - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Investing in more mature equity and bond mutual funds and ETFs allows you to evaluate the historical consistency of a fund's record. On average, the future portfolio returns of more mature funds are probably no more predictable than for very young funds with a similar style or strategy. However, the record of accomplishment of a more mature fund can provide more confidence in its commitment to its strategy and in its ability to remain in business. While there is no guarantee that an older fund will not fail, you have a better chance to avoid involu...
in Public bookmarks - Commodity Futures in Your Investment Portfolio
Commodity futures in your investment portfolio - Is there really any future for individual investors? The Skilled Investor's previous article, Be wary of
in Public bookmarks - Developing Fund Authority Scores for ETFs and Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds a...
Developing Fund Authority Scores for ETFs and Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > The Fund Authority Score System for Evaluating Mutual Funds and ETFs - Financial Articles, Good things are born small and grow over time. Regularly, The Skilled Investor plans to evaluate individual mutual funds and ETFs and to add new articles that use the Fund Authority Score rating system. To be alerted when these new articles are published, just subscribe either to our main website's RSS feed or to our blog's RSS feed. You can find orange buttons for these feeds in the left hand column of this webpage.
in Public bookmarks - Diversify fully within asset classes - Step 4 of 10 Financial Planning Steps in the Right Direction - The Skilled Investor p...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION. Diversification is genuinely an
in Public bookmarks - Diversify To Avoid Investment Fraud
Another kind of investment diversification that individual investors should consider important relates to the failure or corruption of the financial industry
in Public bookmarks - Do mutual fund Morningstar Ratings changes influence individual investors? - The Skilled Investor's FUND AUTHORITY SCORES fo...
Do mutual fund Morningstar Ratings changes influence individual investors? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, An analysis of the flow of investments into and out of mutual funds demonstrated a direct relationship between Morningstar Rating changes and investor reactions. Morningstar ratings upgrades resulted in positive abnormal mutual fund investment inflows, and downgrades caused lower than normal inflows or increased outflows. The dollar effects of ratings involving 4 and 5 stars we the strongest.
in Public bookmarks - Evaluate historical investment performance, but only after using other investment screening criteria - The Skilled Investor'...
Evaluate historical investment performance, but only after using other investment screening criteria - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Choosing only from among mutual funds and ETFs that have performed very well in the past can lead to significant selection mistakes and inferior personal portfolio returns. Previous superior or average fund performance simply does not predict similar fund performance in the future. However, there is modest evidence that substantially inferior past fund performance is more likely to lead to continued inferior performance in the future, which is probably due to the excess costs of substantially infe...
in Public bookmarks - Excessive investment costs are a huge problem for individual investors - Personal Investment Management > Cost Control and I...
Excessive investment costs are a huge problem for individual investors - Personal Investment Management > Cost Control and Investment Performance Improvement Articles - Financial Articles, Concerning asset management fees charged by investment funds, the average investor pays about .3% more than necessary on money market funds, about .75% more than necessary on bond funds, and about 1% more than necessary on stock funds. Additionally, they pay sales charges, hidden transaction costs, marketing fees, and account holding fees that siphon away more of their assets and returns. The amount wasted is very substantial, because these seemingly small percentages are charged against trillions of dollars in assets. Paid year after year, excess management fees reduc...
in Public bookmarks - Excessive Investment Expenses Take 2% of Individual Investor Assets Every Year
Excessive investment expenses take 2% of individual investor's assets every year Year after year, millions of people lose large amounts of money on
in Public bookmarks - Fidelity Contrafund (FCNTX) +5 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs...
Fidelity Contrafund (FCNTX) +5 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, According to Fidelity Contrafund prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment strategy of the Fidelity Contrafund is to invest primarily in common stocks and particularly the securities of companies whose value Fidelity Management & Research Company believes is not fully recognized by the public. The fund may invest in growth and value stocks from U.S. and non U.S. issuers. Fidelity uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to sel...
in Public bookmarks - For individual investors, risk-free investment money is fantasy money - Personal Financial Planning > Financial Decision Rul...
For individual investors, risk-free investment money is fantasy money - Personal Financial Planning > Financial Decision Rules - Financial Articles, Investments with low risk and high returns are just fantasies. No risk free investment money is consistently and reliably available to individuals. Luck dominates skill in the securities markets. Clever investment selection is vastly over hyped, and only the promoters tend to benefit. On average over long periods, investors get paid risk premiums, because they put their money at risk. If they control their costs, they get to keep most of these risk premiums.
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