Portfolio

February 16, 2020 Mutual Funds One Comment

3 Must-Have Northern Mutual Funds for a Solid Portfolio

3 Must-Have Northern Mutual Funds for a Solid Portfolio Below we focus on three top-ranked Northern mutual funds. Each has earned a Zacks Mutual Fund Rank 1 (Strong Buy). Continue reading at finance.yahoo.com Best And Worst Q1 2020: Energy ETFs And Mutual Funds The Energy sector ranks fourth out of the 11 sectors as detailed […]

December 31, 2019 Mutual Funds No Comments

A Retirement Portfolio With U.S. And Emerging Markets Mutual Funds

A Retirement Portfolio With U.S. And Emerging Markets Mutual Funds and Vanguard Long-Term Treasury Fund (VUSTX). Here, we add a third mutual fund, Fidelity Emerging Markets Fund (FEMKX). FEMKX was started in 1990 and holds net assets of over 4 billion US dollars. Continue reading at seekingalpha.com Vanguard cut the price of dozens of mutual […]

August 12, 2019 Mutual Funds No Comments

Investing: Bond funds worth a place in your portfolio

Investing: Bond funds worth a place in your portfolio Bonds are immensely popular these days, as shown by surging net inflows to mutual funds and exchange-traded funds. And it’s easy to see why. While few stock-fund managers match or beat the returns of … Continue reading at chicagotribune.com The Top 4 Technology Mutual Funds for […]

July 11, 2019 Mutual Funds No Comments

3 Best Mutual Funds From the PIMCO Portfolio

3 Best Mutual Funds From the PIMCO Portfolio PIMCO or Pacific Investment Management Company, LLC is a well-known global investment management firm. It offers a broad line-up of investment solutions that encompass the entire gamut of equities, … Continue reading at nasdaq.com A Mutual Fund That Succeeds by Taking the Emotion Out of Investing Most […]

June 1, 2019 Mutual Funds No Comments

This one investment can cushion your stock portfolio from market volatility

This one investment can cushion your stock portfolio from market volatility Plus, read about a dire near-term prediction for the stock market from a top bond-fund manager, and watch a video explaining the financial crisis of 2008, which still affects investors and … Continue reading at marketwatch.com Q2 2019 Investment Style Ratings For ETFs And […]

March 21, 2019 Dividends 12 Comments

Deep Value Dividend Growth Portfolio: 2 New Companies Added Last Week

Deep Value Dividend Growth Portfolio: 2 New Companies Added Last Week dividend hikes for most non-dividend focused … and thus shows up as a 0% gain. The good news is that due to our monthly additions to all stocks that remain active buy recommendations, the … Continue reading at seekingalpha.com 3 Top Dividend Stocks Whose […]

March 5, 2019 Mutual Funds No Comments

4 Great Mutual Funds for Your Retirement Portfolio

4 Great Mutual Funds for Your Retirement Portfolio With increasing life expectancy, financial planning for post-retirement years is a prerequisite. Leaving a constant source of income as one’s career comes to an end is highly likely to affect … Continue reading at finance.yahoo.com Best online brokers for mutual funds in March 2019 You know you […]

November 1, 2017 ETF 4 Comments

3 Tips for Building a Socially Responsible Bond Portfolio

3 Tips for Building a Socially Responsible Bond Portfolio one investment at a time.” [See: 7 Socially Responsible ETFs for Investors of All Stripes.] The Forum for Sustainable and Responsible Investment estimates that $ 8.72 trillion was invested in socially responsible investments through the end of 2015. Continue reading at money.usnews.com VictoryShares Introduces High Dividend […]

Lubaszka explain, "It's probably best for the first time investor to begin conservatively by purchasing physical metals instead of gold stocks, which can be very volatile". According to Clearwater, Fla.-based talk show host and gold analyst, Tom O'Brien, when metals gain 20%, gold equities jump by fifty or sixty per cent. That's great when it happens but the reverse can occur as well.

Performance will vary. Fund performance often falls off and risk levels rise during the subsequent three years after a fund is given an initial five-star Morningstar rating, suggests another recent study by Matthew Morey, a professor at Pace University. One reason for this is that after receiving a five-star rating the size of the fund grows dramatically, which then makes the fund unwieldy to manage, he suggests. Since Morey's study was completed, Morningstar also has changed the way it doles out top rankings to make them more precise. One of the biggest problems with all rating systems is that they are not necessarily predictive in nature. This means they're not really set up to tell you whether certain funds will necessarily do better in the future. For the most part, the ratings indicate how much you might have made and how much aggravation you faced in the process.

Understand how the ratings were developed. Too many people put emphasis on the results without knowing how the results were achieved. If you are going to use ratings, take the time to understand how they were developed and what they really mean. It is not the destination but the journey that counts.