DIY Personal & Retirement Financial Planning
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Rational selection of equity and bond mutual funds and ETFs – An Overview Given the extremely large variety and number of available fixed income and equity investment mutual funds and ETFs, investors need a rational basis to select among them. Without scientific selection criteria and a good understanding of which factors are more or less […]
The scientific investment literature indicates that passive investment strategies usually are more time efficient, while they also increase returns and add more value to your investment portfolio. For example, given the diversification imperative, it is highly questionable whether the vast majority of individual investors should own any common stocks or bonds directly. Instead, they can […]
CLICK HERE TO READ THE SKILLED INVESTOR’s OTHER ARTICLES ABOUT THESE “10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Financial Planning Software for Consumers Time in life is the most precious and perishable asset that a person has. It should be spent enjoyably and efficiently. Scientific investment strategies that rely on relatively efficient financial markets […]
CLICK HERE TO READ THE SKILLED INVESTOR’s OTHER ARTICLES ABOUT THESE “10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION.” Diversification is genuinely an investment “free lunch,†and it is a key contributor to improved investment risk management. Family Financial Planning Software for Consumers Diversification has become an axiom of personal investing, because the specific risks […]
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) Discover Family Financial Planning Software The Skilled Investor has published an article about lower cost S&P 500 index mutual […]
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, 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 […]
The diversified investment fund strategy of American Funds’ EuroPacific Growth Fund According to American Funds’ Annual Report for the EuroPacific Growth Fund, the fund “seeks long-term capital appreciation by investing primarily in the securities of companies based in Europe and the Pacific Basin.” American Fund’s 497 filing on the U.S. Securities and Exchange Commission EDGAR […]
Pay lower investment expenses to get higher investment returns While financial services industry sales people tell you that you need to pay more to get more, the correct answer is the opposite. Excessive investment costs are a plague on your personal financial planning. Excessive investment expenses are one of the most significant barriers to lifelong […]
Own Investment Mutual Funds and ETFs – Not Individual Securities Owning individual stock and bond securities is just a big waste of your valuable time and money Individual investors tend to be terrible investment portfolio managers. Almost everyone can hire an index fund manager to do a much better job for far less time, money, […]
John C. Bogle’s Blog and his article about ETFs This article is a heads-up to people interested in investment blogs and personal finance blogs. John C. Bogle, the founder of The Vanguard Group, Inc., has a blog called The Bogle eBlog. (If you are wondering about “eBlog,” it is an anagram of Bogle.) Mr. Bogle […]
Screening index mutual funds on-line with IndexUniverse.com In this article, The Skilled Investor discusses how to screen index mutual funds on-line. This article focuses on using the free index mutual fund screener and database available at IndexUniverse.com. We also discuss how to apply our seven scientifically based mutual fund screening criteria. Financial Planning Software for […]
Screening mutual funds on-line with Morningstar.com Summary: In this article, The Skilled Investor discusses how to screen mutual funds on-line using our seven scientifically based mutual fund screening criteria. This article focuses on using the free mutual fund screener and database available at Morningstar.com. Discover Home Financial Planning Software In a previous article, The Skilled […]
Scientific mutual fund and ETF screening criteria: a summary Scientifically based selection criteria are rational methods to screen mutual funds and ETFs. Recently, The Skilled Investor Blog published a series of articles on scientifically based selection criteria for mutual funds and exchange traded funds (ETFs). These screening rules help you to winnow down the thousands […]
Choose mutual funds and ETFs with MUCH LOWER investment management expenses Investment fund management fees can only be justified by individual investors, if higher net returns more than compensate for these fees. Sadly, this is most often not the case with actively managed equity and bond mutual funds and exchange-traded funds (ETFs). In addition, you […]