DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient A previous article, “The Problem – Straight answers about personal financial and investment planning are difficult to find,” summarized important reasons why individuals may experience difficulties, even if they are intent upon doing better […]
Here is some really good news for you. The Skilled Investor has published an article about lower cost S&P 500 index mutual funds that you can read, entitled: Low Cost S&P 500 Index Mutual Funds. The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S […]
Here is some really good news for you. The Skilled Investor has published an article about lower cost S&P 500 index mutual funds that you can read, entitled: Low Cost S&P 500 Index Mutual Funds. The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the American Funds – AMCAP Fund – Class A Shares. The diversified investment fund strategy of the American Funds – AMCAP Fund – Class A mutual fund shares (AMCPX) Find Home Financial Planning Software According to its prospectus […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the Dodge and Cox Stock Fund (DODGX). The diversified investment fund strategy of the Dodge and Cox Stock mutual fund (DODGX) Family Financial Planning Software for Consumers According to its website and its prospectus filing on the U.S. […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the American Balanced Fund – Class A Shares. The diversified investment fund strategy of the American Balanced Fund – Class A mutual fund shares Family Financial Planning Software for Consumers According to its prospectus filing on the U.S. […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the Vanguard Institutional Index Fund. The diversified investment fund strategy of the Vanguard Institutional Index mutual fund (VINIX) Discover Family Financial Planning Software According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the […]
Select mutual funds and ETFs with the most important economic factors that affect long term, diversified, and risk-adjusted investment fund returns Good things are born small and grow over time. Regularly, The Skilled Investor evaluates individual mutual funds and ETFs and adds new articles that use the Fund Authority Score rating system. To be alerted […]
The table below presents The Skilled Investor’s Fund Authority Score and other information for the DWS S&P 500 Index Fund (SXPAX). The Scudder Equity 500 Index Fund (BTIEX) and the DWS S&P 500 Index Fund (SXPAX) Financial Planning Software for Consumers The Skilled Investor has published an article about lower cost S&P 500 index mutual […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the SSgA S & P 500 Index Fund (SVSPX). The Skilled Investor has also published an article about lower cost S&P 500 index mutual funds that you can read, which is entitled: Low Cost S&P 500 Index Mutual […]
The diversified investment fund strategy of the Fidelity Contrafund (FCNTX) According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment strategy of the Fidelity Contrafund is to invest primarily in common stocks and particularly in the “securities of companies whose value Fidelity Management & Research Company believes is not […]
Fund Authority Scores rate mutual funds and ETFs on the most important economic factors affecting long term diversified stock or equity investment fund performance. This article explains the investment fund maturity and operating efficiency factors. <<– Go to Part 2 Discover Family Financial Planning Software Parts 1 and 2 of this article discussed the first […]
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, objective, and realistic summaries of mutual funds and ETFs for comparisons within […]
Fund Authority Scores rate mutual funds and ETFs on the most important economic factors influencing long term diversified investment fund performance The Skilled Investor developed the Fund Authority Score system to provide individual investors with concise and objective mutual fund and ETF comparisons within investment asset classes. Family Financial Planning Software for Consumers Fund Authority […]
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 […]
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 […]
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, objective, and realistic summaries of mutual funds and ETFs for comparisons within […]
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 […]
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 […]
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 […]