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In Short Real estate is an asset class with its own unique curve. It has advantages and disadvantages when compared to stocks. It should be a part of every portfolio. What is Real Estate? Real Estate is land and the … Continue reading
Tag Archives: Funds
In Short An ETF (Exchange Traded Fund) is a basket of securities that attempts to duplicate the performance of a multiple of an index. See here for the definition of a stock index. There are also commodity indexes. Their Benefit … Continue reading
I wanted to let everyone know that I just uploaded a free e-book. To download a copy of “A Simple Overview of Financial Planning. Book 1: Market Overview”, please click this link or go to the menu on the top … Continue reading
In case you missed my newsletter I would like to define a mutual fund again. If you like you can see my other definition posts on stocks and bonds. A Mutual Fund is a legal entity where the manager collects money … Continue reading
June 2, 2016 Investment Newsletter for the end of May, 2016 The market this month continued its very slow upturn. Almost all portfolios were up this month. Last month, I started rehashing some basic education. Today, I want to discuss … Continue reading
April 3, 2014 Investment Newsletter for the end of March, 2014 Last month I started talking about risk. I argued that there are two kinds of risk. Individual company risk, which can be diversified away with mutual funds and market … Continue reading
August 2, 2013 Investment Newsletter for the end of July, 2013 The market made fabulous gains this month. The Dow was up almost 600 points for the month and almost 2400 points year to date. In percentage terms, … Continue reading
Very few mutual funds beat their index in any year. Over five years, almost none have done so. These mutual funds have expensive managers (and expensive research). Unfortunately for the shareholders, the managers do not add as much value as … Continue reading