- How many stocks are needed for a well-diversified portfolio?
Industry rules-of-thumb often state that 15 to 30 stocks are enough for a well-diversified portfolio. This can be very misleading. Recent studies point out
- How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mut...
How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Mutual fund companies seem to exploit “four and five star only” investor beliefs. Advertising practices by mutual fund families are selective concerning which mutual fund star ratings they will advertise. You would be challenged to find any mutual fund family that advertises its one or two star rated funds, and the advertisement of a three star fund is infrequent.
- How much do hidden mutual fund trading expenses cost you? - Personal Investment Management > Cost Control and Investment Per...
How much do hidden mutual fund trading expenses cost you? - Personal Investment Management > Cost Control and Investment Performance Improvement Articles - Financial Articles, The average mutual fund paid .27% of net assets in hidden commissions in 2001. When measured on a capitalization weighted basis, the average hidden commission cost was .19% of net assets. The effective trading costs related to the bid/ask spread and the temporary shifting of these spreads added .36% more annually in the hidden costs of the average fund. For funds with the highest turnover, hidden commission and bid/ask spread expenses exceeded 3% of assets annually.
- How stable have common stock equity market returns been over time - The Skilled Investor provides free personal financial in...
Common stock equity market returns have varied widely in the past. The common stock equity risk premium has averaged about 4.1% from 1872 to 2000. The equity
- How stable have common stock market returns been over time? - Personal Investment Management > Investment Returns and Securi...
How stable have common stock market returns been over time? - Personal Investment Management > Investment Returns and Securities Market Risk Premiums Articles - Financial Articles, The short term common stock equity premium, which averaged about 4.1% from 1872 to 2000, has varied widely in the past. Measured by decades over the past 130 years, it was over 10% in four decades, between 0% and 5% in seven decades and negative in two decades.
- How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutu...
How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar Ratings have been quite unstable over time. If an investor buys a 4 or 5 star rated fund and expects it to stay that way, he is likely to be surprised.
- How Stock and Bond Markets Value Investment Securities - Personal Investment Management - Financial Articles
How Stock and Bond Markets Value Investment Securities - Personal Investment Management - Financial Articles, Securities market prices provide a forward looking consensus on the value of traded securities. As such, they provide the best available estimate of risk adjusted fair market value.
- How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY...
How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, As of June 30, 2002, Morningstar, Inc. began to use significantly revised methods to define its star ratings for mutual funds. This article summarizes Morningstar’s new Morningstar Rating* methods as defined in its publications.
- How to Lie with Statistics - Investment Performance Charts
How to lie with statistics: Investment performance charts - A Tip from The Skilled Investor Darrell Huff wrote a short and very informative book, How to Lie
- How to lie with statistics: Investment performance charts (Part 1 of 2) - Financial Advisors, Investment Counselors, and the...
How to lie with statistics: Investment performance charts (Part 1 of 2) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, Historical investment performance charts for investment funds might be historically accurate, but their presentation in advertising, on line, and in printed materials can amount to lies from several perspectives. Performance charts are designed to lure gullible individual investors with an implied promise that superior past performance will continue. The financial research literature tells us clearly that on average this is a promise that cannot be kept. In other words, historical performance charts are a veiled lie. They...
- How to lie with statistics: Investment performance charts (Part 2 of 2) - Financial Advisors, Investment Counselors, and the...
How to lie with statistics: Investment performance charts (Part 2 of 2) - Financial Advisors, Investment Counselors, and the Financial Industry > Are Your Best Interests the Same as the Financial Services Industry? - Financial Articles, The securities industry and many of its brokers and investment advisors know that low cost index strategies are better for individual investors. However, the active management beat the market industry crowd will not make any money off of you, if they tell you that. They have to push the we deliver superior performance mantra, because that is the justification for their excessively high and performance killing fees. Since market realities make it virtually impossible for actively managed funds to consistently beat the ...
- http--www.nefe.org-wealthcarekit-doc-investmentworksheet.pdf
- I Want My Treasure Back Please
PIRATES OF THE CREDIT SEA - Part 3: I want my treasure back!! (Please) What are my rights in the situation that I summarized in my previous article: PIRATES
- I Write to the President of CitiBank Customer Service
PIRATES OF THE CREDIT SEA -- Part 5: I write to the President of CitiBank Customer Service My saga to recover my credit card treasure continues. Previous
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