FUND

May 4, 2019 Mutual Funds No Comments

US tech stocks push Norway’s $1 trillion oil fund to best ever gains

US tech stocks push Norway’s trillion oil fund to best ever gains In an email sent on Thursday, Tesla reminds employees they can be fired or sued for leaking and gives some recent examples. “I wouldn’t buy one at all … It sounds like a playboy’s truck, instead of … Continue reading at cnbc.com The […]

April 30, 2019 Mutual Funds 11 Comments

Top-performing fund manager who takes big risks says stay invested in US stocks

Top-performing fund manager who takes big risks says stay invested in US stocks Southwest, Boeing’s largest 737 Max customer, said it did not know a safety feature was turned off until after the Lion Air tragedy. When Apple reports second-quarter earnings on Tuesday after the … Continue reading at cnbc.com Veteran Hedge Fund Manager Loads […]

April 9, 2019 Mutual Funds No Comments

Should Nio Stock Be in Your “Fun” Fund?

March 23, 2019 Mutual Funds 15 Comments

Fund investors flee stocks for bonds even as equities have best quarter in years

Fund investors flee stocks for bonds even as equities have best quarter in years Investors around the globe withdrew money from equity funds in the week ended March 20, continuing a trend that has colored stock markets since the start of the year, even as major benchmarks have … Continue reading at marketwatch.com Australia’s Top […]

March 17, 2019 Mutual Funds No Comments

Why investors should consider buying stock in the fund company, not the fund

Why investors should consider buying stock in the fund company, not the fund Don’t miss these top money and investing features: From buying the unloved, value-focused stocks of mutual-fund companies to the best way to approach the shares of cannabis-industry companies, this … Continue reading at marketwatch.com Wall Street Weekahead: U.S. Funds Focus on Media […]

March 8, 2019 Mutual Funds 8 Comments

Norway’s $1 Trillion Wealth Fund To Dump All Its Oil & Gas Stocks

Norway’s Trillion Wealth Fund To Dump All Its Oil & Gas Stocks Norway’s sovereign wealth fund will exit all investments in oil and gas production acting on a government recommendation in line with a more cautious approach to energy investments by the world … Continue reading at finance.yahoo.com Norway’s Wealth Fund Is Right to Dump […]

February 26, 2019 Mutual Funds No Comments

Scientists Prove Crowded Hedge Fund Stocks Are Real and Risky

Scientists Prove Crowded Hedge Fund Stocks Are Real and Risky It’s a trader’s maxim: don’t follow the herd. Now, new research suggests you actually can make money pilling into stocks that speculators are obsessed with, but at a high cost to your nerves. While sw… Continue reading at bloomberg.com Hedge funds were still loading up […]

February 1, 2019 Mutual Funds No Comments

The Latest Victim of 2018’s Stock Rout Is the World’s Largest Pension Fund

The Latest Victim of 2018’s Stock Rout Is the World’s Largest Pension Fund The world’s largest pension fund may have incurred a record loss after a global equity rout last quarter pummeled an asset class that made up about half of its investments. Total assets at Japan’s Gov… Continue reading at bloomberg.com Liquid Stock Launches […]

"When gold peaked-out in the 1970s, interest rates were at an all-time high," Lubaszka says. "Right now we're waiting to feel the effects of the last 9 interest rate increases which generally take 6-9 months to begin impacting the economy. Now's the time to buy gold because when rates go up, downward pressure is exerted on real estate, stocks and bonds and commodities like gold tend to increase. The opposite occurs when rates travel from a high to a low. That's the time to reduce gold assets and increase the paper part of a portfolio."

Combining risk and return. For example, one five-star fund might post moderate return scores, but incredibly low risk scores. Another five-star fund might have much higher-risk scores, but its return score could be strong enough to help it still rank in the top 10% of the pack.

Ratings are a very important element in trying to distinguish between good and bad funds. Good research, however, goes far beyond just looking for five stars or an A+. When evaluating funds, look at the quantitative, measurable characteristics of a fund: returns up against the benchmark, costs, risks, taxes and manager tenure. Use rating systems as part of your research, but remember: just because the analysts give them top marks, it does not mean they will be the best investment in the future, and doesn't it mean that they'll be the best investment for you in particular. Take the time to understand how the ratings were achieved. This will be the first step to educating yourself about funds.