DIY Personal & Retirement Financial Planning

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

mutual fund portfolio

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 […]

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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. Financial Planning Software for Individuals While highly successful and very worthy of respect, it […]

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Commentary on How Many Mutual Funds are Needed for a Well-Diversified Portfolio

For holding periods of many years, diversification improves dramatically, when you hold multiple actively-managed mutual funds in an investment portfolio. In “How Many Mutual Funds Constitute a Diversified Mutual Fund Portfolio?,” Professor Edward O’Neal of the University of New Hampshire at Durham tackled the important question of how much an investor could improve on diversification […]

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How Many Mutual Funds are Needed for a Well-Diversified Portfolio? – Evidence

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 […]

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Avoid Very Large Actively Managed Mutual Funds

Avoid very large actively managed mutual funds Big actively managed mutual fund portfolio positions and higher percentage ownership of any company’s bonds or common stock are not good things for actively managed mutual funds. Nor, are these big positions and high percentages good for you. Large portfolio size constrains how efficiently an actively managed mutual […]

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