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A down year for mutual funds, especially at tax time

A down year for mutual funds, especially at tax time

A down year for mutual funds, especially at tax time

You will never go broke paying taxes. A good friend and fellow adviser likes to remind clients of that at this time of year. The idea, of course, is if you owe taxes on your investments, it’s because … Continue reading at

VMLY&R wins mutual fund client

The newly named VMLY&R announced it was selected as agency of record for a large mutual fund company. Thrivent Mutual Funds, a part of Thrivent Financial, said it selected the Kansas City-based ad age… Continue reading at

Professor Has Some Questions About Your Index Funds

Lu Zhang, a finance professor at Ohio State University, has something to say about your hot new index funds, and it may not be flattering. Not long ago, the typical investment portfolio was a grab bag … Continue reading at

Mutual Funds Trading

5 Things to Know While Investing in the Right Mutual Fund

Mutual funds have become very popular in the last 3-4 years. After demonetization, mutual funds as an investment vehicle have been recipients of strong investor inflows. Be its debt, equity, balanced … Continue reading at

Mutual Funds Vs Post Office Schemes: Which one is a better investment option for you?

For a long time, post office schemes have been favourite among investors looking to obtain regular returns from their investments. Government-sponsored post office schemes offer returns of 7%-8.7% on … Continue reading at

Profitable No-Load Mutual Fund Trading Techniques: For the Individual Investor
A complete mutual fund switching program. Average returns of 112.5% annually. Includes specialty fund trading methods….

My Day Trading Log: The Weekly Day Trading Stocks Journal – A journal for active traders of stocks, options, futures, and forex traders, short-term traders, and investors
My Day Trading Log is a 365 Page, Large 7X10 book that has the Day, a space for the date, bought and sold section, Notes, profit a…

Fundamentals of the Bond Market
Understand the ins and outs of today’s surprisingly versatile bond marketplace. . As stocks continue their roller-coaster ride, ne…

Mutual Funds Trading

Is USAA NASDAQ-100 Index Fund (USNQX) a Strong Mutual Fund Pick Right Now?

Any investors who are searching for Index funds should take a look at USAA NASDAQ-100 Index Fund (USNQX). USNQX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like … Continue reading at

3 PIMCO Mutual Funds to Buy Now

Founded in 1971, Pacific Investment Management Company, LLC or PIMCO is an internationally acclaimed investment management firm. The company provides a wide range of financial services across the glob… Continue reading at

Is Franklin Corefolio Allocation A (FTCOX) a Strong Mutual Fund Pick Right Now?

Here, investors are able to get a good head start with diversified mutual funds, and play around with core holding options for a portfolio of funds. Allocation Balanced funds look to invest across a b… Continue reading at

Lipper U.S. Weekly FundFlows Insight Report: Funds Suffer Second Worst Net Outflows Of The Year

and municipal debt funds (+$ 255 million) both took in net new money. Lipper's fund asset groups (including both mutual funds and ETFs) saw almost $ 43.0 billion net leave their coffers for the … Continue reading at

3 California Muni Bond Mutual Funds to Buy Now

California municipal bond mutual funds seek tax-free stable income by investing in municipal debt obligations of issuers from the state. These mutual funds are expected to offer the state's investors … Continue reading at

* Typically, I share videos with silver and gold. They say never put all your eggs in pme basket… Here is a brief share of a few of my mutual fund holdings in my retirement account.
+20% year to date 09/2017
+18% for 2017

Notable holdings include:
?Fidelity OTC K +30%YTD (skip to 03:00)
?Fidelity 500 Index +13%YTD
?Fidelity Contrafund +23.8%YTD

?Looking to share, exchange ideas and knowledge, and learn more – the goal being to be able to provide a comfortable lifestyle for my family.

Favorite tools of the trade (how I create videos):
?CRKT Peck Knife:
?I don’t leave home without my Mini tripod:
?Road Scenes – GoPro Hero 5 Session:
?Filmed with Samsung Note 4:
?Backup camera Canon T5i:
?Canon EFS 10-18mm Lens:
?Main tripod:
?MacBook Pro 13" 2016:

Mutual Funds Trading

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    • Ryan Rom Tech
    • December 26, 2018

    I better pick 0.03% expand ratio rather than higher return because higher returns and 0.89% ratio your fees taken away a lot of money over time.

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    • paul baerwald
    • December 26, 2018

    Please share the Roth IRA details? Very interested ?

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    • Cesar Abreu
    • December 26, 2018

    chou de vidio of a woman friend be on my channel.

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    • Jorge Alberto Flores Leyva
    • December 26, 2018

    That is very nice. What do you think about the "FA TECHNOLOGY A (FADTX)"? Its numbers seems solid, but I see you have not invested in that investment option.

    EDITED: Now comparing what you have in your investments, I see I do not have any of those options in my account.
    I have 90% in just savings, I know, BAD, in the FID GOVT MMKT DM (FZBXX), but recently, I moved 10% to this FA Technology A (FADTX) it shows the following:

    Asset Class:
    Stock Investments
    Category: Specialty
    1 year: 3.31%
    3 year: 20.04%
    5 year: 17.32%
    10 year/LOF 20.15%
    Returns as of 10/31/2018

    It looks solid, but I'm worry because I just started with this on 10/16/2018, and at this point it has a YTD of -6.30%

    What do you recommend?

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    • Rich Lo
    • December 26, 2018

    How r u doing this year?

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    • Blazie
    • December 26, 2018

    Im 21 and have $8,000 in my bank account. I want to start investing but spend less for my retirement. And Idk where to start. Do you have any suggestions?

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    • Christopher Lawrence
    • December 26, 2018

    You have multiple funds which hold some of the same holdings as the other all the while accruing an additional expense ratio/fee per each fund. If we were to pop open the hood, would we find fees holding back returns due to the overlapping? I'm asking because im contemplating the same idea of an additional large cap fund.

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    • TheUnknowns
    • December 26, 2018

    I have 55% growth this year. I use fidelity for my IRA and i am very satisfied

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    • MrSting17
    • December 26, 2018

    I always had the idea of buying (1) Index Fund in each category and (1) fund with a smart managed fund. The problem is that Fid. Low Priced (FLPSX) could only buy stocks under $15 at one time. They had to keep upping the price of stock and mkt. cap that they could buy. It was a low cap value (or blended) at first.I picked the Heartland Value Fund (HRTVX) as a small cap value play. This fund has made the Forbes Honor Roll of Best Mutual Funds a few times. Even though it had a mgm't fee of 1.01, I thought it was OK because it had superior mgm't & results. They had great strict parameters which you could see. A lot of the companies they bought were taken over in mergers or buyouts. Seeing that this fund was on the "outside" (not tax deferred) there was some tax liability. I reinvested all divs & cap gains. The problem was that mgm't was also charging a 12b-1 fee for marketing, even thought the fund CLOSED for periods of time.These high fees started to catch up w/ performance. It was like holding a whole life insurance policy where the agent keeps collecting fees from my payments and continuation in holding the policy. I was supplying the manager Will Nasgovitz et al an "annuity" supporting their lush lifestyle.At the coming 20 year holding period, I was in the RED ! I know a lot of the value sector was out of style, but how could you be in the RED for such a long holding period ? I told customer service to pay me in cash divs/cap gains in cash and I sold all shares at the end of the year. I pre-opened an acc't at Vanguard so I could get the funds in on Dec. 30th to take advantage of the January Effect (stocks go up in Jan. esp. small ones in January-usually because a lot of retirement money is being put to work).I went over and looked at Vanguard Index Funds. I decided to go w/ the ETFs because they could be sold during the day. I divided the money into (3) pieces. I picked Vang. Small Cap Growth (VBK), Vang. Small Cap Value (VBR) and the Vang. Sm. Cap Russell 2000 Index (VTWV).Well, the market started going down. This is one of the few times that I have ever seen a down market in January. When the market started to go up, I noticed that I was in the BLACK again. I looked at my old "watch portfolio" looking at my Heartland shares and it was still way down in the RED ! The Vanguard ETFs excelled while the Heartland Fund languished.I remember the old studies where they had a chimp pick stocks at random from the Wall St. Journal. He did better than most money managers ! Same as the old "dart" theory. Hang the stock page on the wall and throw darts at it. Whatever stocks the darts were on, you would buy. Better performance.Mutual Funds are like turtles. Stocks are more like rabbits. You can do better at buying stocks especially during a crisis. Just a couple of years ago the oil stocks were selling at bargains like they were going out of business. I was following them for my brother. They said to buy Exxon Mobil (XOM) for rock solid security and div yield. You could buy Chevron (CVX) as a riskier stock for speculation (if they cut the div) for cap apprec.A couple of years before that, CEO Jeff Immelt put down his own money and bought thousands of shares of GE at around $32-$33/share (to show his confidence in the company). Everyone thought it was cheap. Well it fell lower and lower. It was like trying to catch a falling knife. Nobody wanted anything to do w/ it. I met a guy that was buying hundreds of shares when it fell below $10/sh. I think it went as low as $6/sh.During crisis's you can make big gains as long as it's a quality company. And something you can hold for decades.

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    • MrSting17
    • December 26, 2018

    Fidelity Growth Co. is a very good fund too. I think I can buy it from within my 401-K plan (or similar). I don't think it is OPEN on the retail level.Of course the one in the 401-K has much lower fees.

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    • MrSting17
    • December 26, 2018

    You said something about a 10 year gain. In 2008 the market started breaking down. Then collapsed and continued into 2009. A lot of the gains were the "snap back" effect when the market started to recover.

    I think just before this….we had a 10 year period where the S&P 500 Index went nowhere ! Then you had the years where some companies CHEATED. ENRON exploded one year and TYCO exploded another year which didn't help the index. I don't think the index is evenly weighted (Feedback-correction here ?) meaning if you had 20 stocks in the index, each stock comprises 5%. I think it's company weighted.

    Fidelity has a bad habit of playing musical chairs with "managers". I can see if they were really bad and replaced them, but managers doing well are "yanked" out of the fund and put elsewhere.

    You had Peter Lynch running the Magellan Fund for years which had a phenomenal run. He retired and being a good Catholic, is up at Boston College helping to run their endowment.

    You must be in a 401-K type Fidelity Funds because the management fees are very low.

    Don't know much about Fidelity OTC Fund.

    Fidelity Contra Fund (FCNTX) has been a stand out for many years because of Will Danoff.
    They let him stay at the fund and it has excelled. He's been running it since 1990.

    You didn't mention the Low Priced Stock Fund (FLPSX). By leaving the manager Joel Tillinghast to run the fund continuously, it is a long term winner ! They had a "load" when it started I believe.

    I have both of these in my Traditional IRA. After the 2008 Crash, I didn't put all the money back into them.

    When Joel couldn't find enough bargains or too much money was coming in from investors, the fund was closed to protect the fund and shareholders. This happened a few times. I think I got into the fund at the end of December one year when they announced it would closed on Jan. 1st.

    I went down to their main office on Devonshire St. in Boston with a check because I didn't trust the post office to get my check there on time. I wish I had put more money into it originally.

    You have to watch out for the big downdrafts though. Your gains will be wiped away quickly like in1987. I couldn't get them on the phone (busy signals all day). I had to take the subway into town to their main office to sell. Individual stocks fell like 20% to 50% in one day ! Of course the big players caused the CRASH with program trading and the stock brokerages took the rich guys and institutions first in the queue in selling their shares. The little guys were at the back of the bus and took a screwing.

    There were other "crisis" situations where the market fell. That hedge fund "Long Term Capital" almost brought down Wall St. and Alan Greenspan had to intervene. Then there was "Marlboro Friday" where the market tanked.

    The first Gulf War scared everybody. The US would go into huge debt to pay for the war. Luckily the Saudis and Kuwaitis said they would pay for most of it.

    So you have to know when to fold them. Bulls make money, Bears make money, but Hogs get slaughtered.

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    • streetstylz
    • December 26, 2018

    GBTC – Bitcoin Investment Trust

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    • Seraphim Silver
    • December 26, 2018

    Thanks for sharing! I always try to balance things out with European stocks and equity firms. Looks like you're a little heavy on tech, which isn't necessarily bad, but I'm becoming cautious on as the bull market is maturing.

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    • SemiNumiGuy
    • December 26, 2018

    Nice selections. I had those funds in my 401k when my employer's plan was using Fidelity as the custodian, and had great returns as well. You probably already know this, but there is a lot of overlap of the large-cap FAANG stocks in those 3 funds. And those are probably the ones which are contributing to the large gains. Great returns nevertheless. Dollar cost average is the way to go if you have a long time horizon. But remember to rebalance some of your existing holdings when the market turns down.

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    • Tomoko's Enterprize
    • December 26, 2018

    No portfolio here just weight and the future my friend ! ! !

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    • Stock Market Investing-Stock Market Trading
    • December 26, 2018

    FODICK what a runner! +30% gains a year who can complain? : Great video ?

    View Comment
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