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 »