Started reading Morningstar’s “Fund Spy” last night.
A gift from the nice folks at Morningstar, so thanks.
In it, Morningstar produces a chart with the top 10 best things about mutual funds.
An interesting list. (more…)
On 02/03/2012, In Mutual Funds, By Jordan Wilson
On 01/28/2012, In Investment Strategies, By Jordan Wilson
Can you summarize your investment philosophy in 10 words or less?
Can anyone?
After all, investing is a complex subject. (more…)
On 01/19/2012, In Investment Strategies, By Jordan Wilson
Investing based on emotions or instincts is a difficult issue.
So challenging that an entire field, Behavioural Finance, examines how investor psychology and emotions affect investment decisions.
Recently I read an article where the author believes that financial planners prefer clients with little investment knowledge. That way, it is easier to sell them whatever you want.
Yes, there are financial planners, brokers, etc., that operate this way. But in my experience, good financial planners would rather deal with well-educated investors.
And often the reason relates directly to emotional investing. (more…)
Emerging market investments can add value to one’s portfolio.
On the one hand, emerging market assets provide potential diversification benefits that help lower overall portfolio risk.
At the same time, emerging markets offer potentially higher returns than investments in developed markets. This helps enhance overall portfolio expected returns.
Lower portfolio risk, higher expected returns, count me in!
Well, like any investment, there are always a few strings attached. (more…)
On 12/11/2011, In Investment Concepts, Learning to Invest, By Jordan Wilson
Emerging markets are popular investments for many investors.
Why?
Emerging market investments may aid in reducing portfolio risk through enhanced diversification. At the same time, there is also the potential for higher returns in less developed markets.
Today we look at what constitutes an emerging market. (more…)
On 09/21/2011, In Investment Strategies, By Jordan Wilson
Investment markets have resembled roller coasters in recent times.
Up, down, sideways, making many investors sick to their stomaches.
While investing is an emotional experience at any time, this turbulent period makes things even worse for lots of investors.
So what should you do? (more…)
On 09/11/2011, In Exchange Traded Funds, Investment Strategies, By Jordan Wilson
I consider John Bogle to be the father of index investing. And for those who follow this blog, you know that I am a fan of passive investing utilizing index funds.
As founder of the Vanguard Group, Mr. Bogle has built a mammoth investment company over the years.
So when Mr. Bogle speaks, his comments are worth listening to. (more…)
On 08/15/2011, In Asset Allocation, Investment Strategies, By Jordan Wilson
SmartMoney.com recently issued a short video entitled, “Why ‘Buy & Hold’ Strategy No Longer Works”.
I am a proponent of the “buy and hold, but rebalance” approach, but thought it useful to provide a differing view. Not one I agree with, but it is always good to show all sides of a topic and let readers reach their own conclusions.
The video and my commentary are below. (more…)
On 07/05/2011, In Investment Strategies, By Jordan Wilson
In How to Rebalance an Investment Portfolio, I stated that it is generally preferable to reallocate future acquisitions rather than divesting existing assets to get back to your target asset allocation.
A big reason for this is to defer capital gains taxes payable from selling outperforming assets. The longer you keep your wealth in your possession, the better your compound returns will be. This is a problem when triggering taxes on asset sales. (more…)
On 06/01/2011, In Investment Strategies, By Jordan Wilson
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