“The butcher, the baker, the candlestick maker, the cop on the beat, the housewife – all have one thing in common today: they’re pouring more and more dollars into mutual funds,” exclaimed a New York Times article published back in October of 1958. And now, over 60 years later, households still hold a substantial amount in mutual funds and index tracking mutual funds despite the advent (and increasingly popularity) of exchange traded funds. With that in mind, today’s article makes the case for investing in ETFs over index mutual funds. For more, CLICK HERE.
“The turning of the calendar is…a perfect opportunity to evaluate your positions and diligently prepare your portfolio for success,” notes the author of today’s article – who proceeds to outline a number of tips for doing so. In particular, he emphasizes the role that exchange-traded funds can play – and recommends that those who have only moved a portion of their holdings to ETFs consider a more aggressive transition. For more – including what he points to as being one of the key benefits of ETFs (versus mutual funds) from a risk perspective – CLICK HERE.
When one thinks of high-conviction mutual funds, one likely thinks of stalwarts with a lengthy record of success. Today’s article, however, highlights a number of mutual funds that analysts have high conviction in – despite the fact that these funds are relatively new on the scene. So what accounts for their high-conviction status? A number of factors, including – in some cases – the fact that analysts “see something unique or novel about the process that [they] believe will translate into peer-beating performance.” To read more, CLICK HERE.
They are antiquated, expensive and usually fail to beat the market. This is the common wisdom on mutual funds – and not without good reason. However, the author of today’s article notes that, “while it’s true a lot of mutual funds have done poorly due to high fees, sloppy management and bad investments, there are plenty out there that have earned their fees, crushing index funds for years – and they’re still far outperforming the market.” He proceeds to highlight three such funds – each of which has been beating the broader market despite employing relatively conservative strategies. To read more, CLICK HERE.
It became the best-performing mutual fund by betting big on Amazon and Tesla, but now, with so many traditional tech stocks trading at such high valuations, the T. Rowe Price Global Technology Fund is selling off its position in those companies and shifting its focus to “companies with stable business models and ‘sticky’ customer relationships that are ‘very resistant to economic fluctuations.’” What category of stocks is the fund investing in now – and what three specific holdings does the fund’s manager highlight? CLICK HERE to find out.
“Most participants aren’t going to make good choices, so I would rather not have them blow themselves up.” This is what one advisor cited in today’s article has to say about the risks associated with retirement plan participants using their company’s brokerage window – “a feature that offers a wider selection of individual stocks and mutual funds to employees who prefer a hands-on approach to investing.” While the author notes that employees who go into a brokerage window tend to have more saved in their retirement accounts, she cautions that this strategy is not for everyone and involves significant risk. To read more about brokerage windows, the risks involved and the author’s suggestions for those considering this option, CLICK HERE.
With the two most recent jobs reports showing impressive jobs gains and beating expectations, today’s article looks at how investors can play the increase in hiring. The recommended course of action? Investing in mutual funds with exposure to the sectors doing the hiring: “An increase in employment indicates that such sectors are experiencing growth trends, and will generate more income and broaden their customer base.” Why are mutual funds recommended over stocks? And which six mutual funds does the article suggest and why? CLICK HERE to find out.