Keep your eyes wide open – part 2 – 9/17/2017

Last week, I analyzed the reader’s holdings performance when the markets tumbled in 2000. The goal was to see if funds went from equity funds into bond funds during the 2000 correction.

Today, let’s view the performance of five holdings from a follower during the 2007-2009 sell off.

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Keep your eyes wide open 9/10/2017

Last week, I wrapped-up the current series, does the Modern Portfolio Theory work? Today, we’ll start anew by analyzing the reader’s holdings performance when the markets tumbled in 2000. The goal is to see if funds went from equity funds into bond funds during a large pullback.

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Again, does the Modern Portfolio Theory actually work? 8/27/2017

To help answer this question — does the Modern Portfolio Theory work? — I will feature another example showing its strengths and weaknesses.

Last week, I introduced the Modern Portfolio Theory. Let’s review. By investing in more than one stock, an investor can reap the benefits of diversification — chief among them, a reduction in the riskiness of the portfolio.

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Does the Modern Portfolio Theory actually work? 8/20/2017

To answer this week’s question — does the Modern Portfolio Theory work? — I will explain and feature a chart showing one aspect of its strengths and weaknesses.

First, what is the Modern Portfolio Theory?

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Did July actually produce new highs? 8/13/2017

To answer this week’s question — were the highs in July really new highs? — I will feature charts showing the real (inflation adjusted) value of the indexes in comparison to the actual, nominal number.

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Buy and hold — forever? 8/6/2017

Today I answer this common question — what are your thoughts on buy and hold?

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Head for the Hills III? 7/30/2017

Today I answer your question, “Does your trading system work with mutual funds.” and use my proprietary “Rip-Van-Winkle Investing System,” with one of the most popular and largest mutual funds, the Growth Fund of America symbol AGTHX.

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Take profits and run: Part 2. 7/23/2017

Last week, we analyzed questions to ask before buying or selling, plus seasonality charts.

I do not give advice on when to buy, or sell — that is your decision. As a seasoned investor/trader and educator, I teach my systems on how to read the market so you can make better educated financial decisions for you and your family.

Today, I will answer your questions, beginning with whether or not the Standard & Poor’s 500 is giving sell signals. As I type, the S&P 500 continues to make new highs, so many are asking if it is time to sell, and take the profits and run.

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Take my profits and run? 7/16/2017

Last week, we analyzed the performance of five top U.S. equity mutual funds (A Shares) and saw they grossly underperformed the equal weight benchmark RSP.

With the bull run going on nine years, today I answer the popular question, “Is it time to sell, take my profits and run?”

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Report card for active managed mutual funds. 7/9/2017

Many investors ask, “If it is better to have their money actively managed by a professional or to passively invest in a market index at a lower cost?” To help answer, let’s look at some interesting statistics.

Per a Jan. 19 article by Charles D. Ellis in the Financial Times, “over 10 years, 83 percent of active funds in the U.S. fail to match their chosen benchmarks; 40 percent stumble so badly that they are terminated before the 10-year period is completed and 64 percent of funds drift away from their originally declared style of investing. These seriously disappointing records would not be at all acceptable if produced by any other industry.”

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