Mutual Fund Articles
The Value of Mutual Funds/ETFs In a Portfolio Warren Buffett has said that the person who does not want to worry about the stock market should be 90% in Index ETFs to the United States Stock Market (Dow Jones, S&P 500, and Russell) and 10% in short dated T-bills (Treasuries). This advice has value in… Read More »
There are several low cost (in terms of yearly fees) exchange traded funds (ETFs, which are like low cost mutual funds). That may be good over the long term and/or a recession. Remember averaging in or waiting for low time prices is best. 1) Invesco QQQ Trust (QQQ) https://finance.yahoo.com/quote/QQQ?p=QQQ It is the top 100 technology (NASDAQ)… Read More »
The stock market is on sale right now but it can get cheaper in terms of P/Es (Price to earnings). If your averaging into positions each month that is always best. It is possible to predict a crisis but it takes a lot of up to date as well as historical knowledge. This material has… Read More »
It is true the commentary 2 years ago on http://thevalueswan.com/some-low-risk-mutual-funds-that-deliver-9-10-yearly-backtested-10-to-15-years/ has only returned 3% and 4% yearly which is not the best but it is a secure gain backed by bonds and income producing stocks. I am deeply sorry for not giving the best commentary. The moral of the story, even backtesting 10 or 15 years is… Read More »
Im sorry if this idea is not sexy enough for some but making a solid 9 – 10% yearly (a 5% to 6% dividend plus appreciation) is good in my books. Your money is doubling in 7 years which is not bad http://en.wikipedia.org/wiki/Rule_of_72). These 2 mutual funds are balanced funds and with no further ado here… Read More »