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 startribune.com
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 bizjournals.com
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 bloomberg.com
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 entrepreneur.com
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 msn.com
A complete mutual fund switching program. Average returns of 112.5% annually. Includes specialty fund trading methods….
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…
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 finance.yahoo.com
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 zacks.com
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 nasdaq.com
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 seekingalpha.com
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 zacks.com
* 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: http://amzn.to/1UIrgA0
?I don’t leave home without my Mini tripod: http://amzn.to/2dA4Hfp
?Road Scenes – GoPro Hero 5 Session: http://amzn.to/2imWwcG
?Filmed with Samsung Note 4: http://amzn.to/2ebV7iG
?Backup camera Canon T5i: http://amzn.to/2dQNPq8
?Canon EFS 10-18mm Lens: http://amzn.to/2eNNeA6
?Main tripod: http://amzn.to/2dQM1NV
?MacBook Pro 13" 2016: http://amzn.to/2jJal6E
Mutual Funds Trading