DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
US Small-Capitalization Value and Growth Stock Mutual Funds Small Cap Index Fund Investments with low costs This summary delivers a list of the least expensive small capitalization value and growth stock mutual fund investments. The list of the lowest expense index investment company funds in the small cap index fund asset class tends to be […]
Real Estate/REOC/REIT Mutual Funds with lowest fees Low Cost REIT Mutual Funds This chart delivers a listing of the lowest expense real estate index mutual funds investments. The listing of very economical index investment company funds in the xxx asset class is relatively stable across time. Shareholders in the most economical index funds are more […]
Corporate Money Market Fund Investments — US Taxable Corporate Money Market Mutual Funds The most economical low cost corporate money market funds available for individual investors This piece gives a listing of the lowest charge corporate money market fund. Scan the chart in this article for the lowest cost index mutual fund investments. This list […]
US National Tax-Exempt Money Market Funds The most economical Tax-Exempt Money Market Funds available to individual investors. This writing supplies a listing of the lowest expense tax-exempt money market fund investments. Inspect the list in this paper for the most economical index mutual fund investments. This list of the least expensive index mutual fund investments […]
Low Cost US Taxable Ultra-Short Term Bond Funds Table of Low Cost Ultra Short Term Corporate Bond Mutual Funds This article contains a list of the best low cost and most economical ultra short term bond funds available to individual investors. Note the listing below in this paper for the lowest cost index investment funds. […]
International mid-cap, small-cap, and emerging markets stock mutual funds List of international mid-cap and small-cap stock mutual funds with the lowest costs This section provides a listing of the lowest cost international small-cap, mid-cap, and emerging markets stock mutual funds. See the chart in this article for the least expensive index mutual funds investments. This […]
Most individual investors are poor investment portfolio managers Investors more easily understand investment costs that are directly measurable, such as fees deducted on investment statements. However, many investors ignore or are unaware of the “opportunity costs†of their sub-optimal investment behaviors. Opportunity costs are usually much more difficult to measure directly, but these investment costs […]
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 USAA S&P 500 Index mutual fund Member Shares (USSPX). The diversified investment fund strategy of the USAA S&P 500 Index mutual fund Member Shares (USSPX) 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 American Balanced Fund – Class A Shares. The diversified investment fund strategy of the American Balanced Fund – Class A mutual fund shares Find Family Financial Planning Software According to its prospectus filing on the U.S. Securities […]
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 […]
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, objective, and realistic summaries of mutual funds and ETFs for comparisons within […]
The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S and P 500 tracks about 75% of publicly traded U.S. equity market asset value. The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 […]
The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S and P 500 tracks about 75% of publicly traded U.S. equity market asset value. The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 […]
The Vanguard Total International Stock Index mutual fund is a low cost alternative for broad, passive index investing internationally. This fund is a composite of three other Vanguard international funds: the Vanguard European Stock Index Fund (55.7%), the Vanguard Pacific Stock Index Fund (24.1%), and the Vanguard Emerging Markets Stock Index Fund (20.2%). The percentages […]
A well-diversified portfolio contains a very large number of individual stocks and/or bonds that are selected without bias toward particular economic segments. A fully diversified portfolio will approximate the global publicly traded securities markets. The question about diversification most frequently asked by individual investors is “how many stocks or bonds do I need to be […]
Actively-managed mutual funds are not created equally. Performance can vary significantly – even when funds pursue similar strategies or “styles.” This article addresses the impact on portfolio diversification of holding more than one actively-managed mutual fund. (For the companion article to this, see: How many mutual funds are needed for a well-diversified portfolio? – a […]
From the perspective of holding a well-diversified investment portfolio according to scientific investment principles, the objective of diversification is to minimize or eliminate ‘unsystematic risk’ or those risks that are not related to the price volatility of the overall securities markets. When people speak of investment diversification, they may mean different things. Therefore, clear definitions […]