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 […]
Industry rules-of-thumb often state that 15 to 30 stocks are enough for a well-diversified portfolio. This can be very misleading. Recent studies point out that industry rules-of-thumb on the number of stocks needed for a well-diversified portfolio are simply not adequate. These rules-of-thumb most often state that 15 to 30 stocks are enough. “The Truth […]
The Problem – Straight answers about personal financial planning and investment management are difficult to find In this article, The Skilled Investor summarizes some of the significant problems faced by ordinary individuals, when they attempt to plan their family finances. This is the first in a series of articles that will provide scientifically grounded decision […]
CLICK HERE TO READ THE SKILLED INVESTOR’s OTHER ARTICLES ABOUT THESE “10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Given the extremely large number and variety of available securities, investors need a rational basis to select among them. Without rational selection criteria and a good understanding of which factors are more or less likely to […]
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 Family 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) Find Family Financial Planning Software According to its website and 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 Vanguard Institutional Index Fund. The diversified investment fund strategy of the Vanguard Institutional Index mutual fund (VINIX) Find Home Financial Planning Software According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the […]
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) Family Financial Planning Software The Skilled Investor has published an article about lower cost S&P 500 index mutual funds […]
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 Family Financial Planning Software for Consumers Parts 1 and 2 of this article discussed the […]
Fund Authority Scores rate stock mutual funds and ETFs on the most important economic factors affecting long term diversified equity investment fund performance. This article explains how historical fund performance is calculated. <<– Go to Part 1 Go to Part 3 –>> Financial Planning Software for Home Use Part 1 of this article discussed direct […]
Fund Authority Scores range from -10 to +10 and measure five factors for diversified stock or equity investment funds: 1) annualized management and sales expenses, 2) trading costs, 3) historical performance, 4) fund maturity, and 5) operating efficiency. Go to Part 2 –>> This article explains how Fund Authority Scores rate stock or equity mutual […]
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. Discover Family Financial Planning Software Fund Authority Scores […]
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 […]
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 […]