DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

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American Funds – Income Fund of America – Class A Shares (AMECX) rate a +2 Fund Authority Score

Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors’ net long term diversified investment fund performance. The Skilled Investor developed the Fund Authority Score system to provide individual investors with concise and objective summaries of mutual funds and ETFs for comparisons within investment […]

American Funds – Capital Income Builder Fund – Class A Shares (CAIBX) attain a +4 Fund Authority Score

Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors’ net long term diversified investment fund performance. The Skilled Investor developed the Fund Authority Score system to provide individual investors with concise and objective summaries of mutual funds and ETFs for comparisons within investment […]

Why only one Warren Buffett? The illusion of superior professional mutual fund manager performance.

<<– Continued from Part 1 (Where’s Waldo? The illusion of superior professional mutual fund manager performance.) Instead of highlighting dozens or even hundreds of perennially superior mutual fund money managers, the media conversation has become a repetitive chant about Warren Buffett. Family Financial Planning Software for Home Use While highly successful and very worthy of […]

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