DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
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 […]
Passive index investment strategies are superior, because they narrow the range of outcomes and lower your investment risk A previous article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,†suggested that individuals are much better off with a well-considered financial viewpoint. A […]
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. Family Financial Planning Software […]
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. Find Family 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 […]
Evaluate the historical investment performance of mutual funds and ETFs, BUT ONLY AFTER using other screening criteria Choosing only from among mutual funds and ETFs that have performed very well in the past can lead to significant selection mistakes and inferior personal portfolio returns Previous superior or average fund performance simply does not predict similar […]