Investing in Partial Shares

On 06/13/2011, in Investment Strategies, by Jordan Wilson

The share price of certain companies or funds can become quite high over time.

That is one reason why many companies split their shares once they reach a certain value. To make the shares affordable to a wider range of investor.

For example, should you wish to acquire even one share of Berkshire Hathaway Inc. (BRK-A) class A shares, you would require just under USD 112,000.00 as at June 13, 2011. A little too expensive for most individual investors.

And for smaller investors, even stocks like Google Inc. (GOOG) at about USD 505.00 or Apple Inc. (AAPL) at about USD 330.00 might be too dear for inclusion in a diversified portfolio.

So what does one do? 

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Mutual Fund Concerns: Operating Costs

On 09/22/2010, in Mutual Funds, by Jordan Wilson

In our last post, we reviewed transactional costs involving mutual funds.

Besides potential sales charges and brokers’ commissions, you must to pay annual fees for the cost of operating each fund on an ongoing basis. These costs can differ significantly between funds and should be reviewed carefully before investing in a specific fund.

In fact, I believe that assessing a mutual fund’s cost structure is a key to investing success.

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Mutual Fund Concerns: Transaction Costs

On 09/20/2010, in Mutual Funds, by Jordan Wilson

Previously we looked at the perceived advantages of investing in mutual funds.

I believe funds are an excellent way for investors to develop well-diversified portfolios and meet their investment long-term investment objectives.

However, there are potential downsides when investing in funds. Not necessarily negatives, but areas investors need to be aware of and take measures to protect themselves against.

We will look at some of these areas of concern in the next few posts.

Today we review transaction costs incurred when buying and selling open-end mutual funds.

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