image_pdfimage_print

Invest in passively managed index funds, not actively managed mutual funds.

A constant theme of mine for individual investors.

Today, a short video courtesy of The Motley Fool. 

Continue reading »

There are many variables that make successful investing a challenge.

And one of your biggest foes may just be you.

What do I mean by this? 

Continue reading »

In the U.S., the Standard & Poor’s 500 stock index (S&P 500) is up 12.6% year to date 2012.

That is the good news. The bad?

Your mutual fund is likely not meeting or exceeding this benchmark.

Why the underperformance against investment benchmarks? 

Continue reading »

Top 10 Best Things About Mutual Funds

On 02/03/2012, in Mutual Funds, by Jordan Wilson

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. 

Continue reading »

A goal of passive investing is to match the market return as closely as possible.

However, it is not a given that a passively structured investment will match the market. In fact, there may be material variations between different investments and the benchmark index.

Index funds (both mutual and exchange traded) are typical passive investments. Here is why they do not normally match their benchmarks.

Continue reading »

Based on the differences between passive and active investing styles, it might appear that active management should easily beat passive results.

But, based on comparative research, the reality is much less clear.

Today, we will look at a few studies and see what they recommend.

Continue reading »

Mutual Fund Window Dressing

On 10/07/2010, in Mutual Funds, by Jordan Wilson

When analyzing mutual funds, reviewing fund holdings is useful to ensure adequate diversification within a fund, as well as between different funds.

But you need to be certain that the holdings you review accurately reflect the fund’s investment strategy. If they do not, it may be due to the presence of window dressing.

Today we will take a look at this topic.

Continue reading »

© 2009-2017 Personal Wealth Management All Rights Reserved -- Copyright notice by Blog Copyright