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Financial Planning
March 1, 2005
Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.   |
Financial Planning
March 1, 2006
Craig L. Israelsen |
Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture. |
Entrepreneur
March 2005
Dian Vujovich |
He's got game Frank Holmes, chief investment officer of U.S. Global Investments, is on a roll. Over the past few years, many of his firm's equity funds, including its Global Resources Fund, have racked up solid performance numbers. |
Registered Rep.
February 1, 2003
Stuart Chaussee |
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa. |
BusinessWeek
February 9, 2004
Lewis Braham |
That's Some Sharp Hedging A fund in double digits since 2000 chalks up some of its success to its hedging strategy. |
Financial Planning
February 1, 2005 |
Mutual Fund Monitor Assessing Assets: Domestic equities... Growth stocks... Small caps... Investment-grade bonds... etc. |
The Motley Fool
March 17, 2005
Robert Brokamp |
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price? |
BusinessWeek
August 4, 2003
Lewis Braham |
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market |
The Motley Fool
January 25, 2005
Shannon Zimmerman |
Time to Buy Here's a tip for fortifying your portfolio during troubled times: Growth funds are on sale. Get 'em while they're not hot. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
Real Estate Portfolio
Sep/Oct 2002 |
REIT Reality Investors may be surprised to learn that over the last 30 years, REITs have outperformed the Nasdaq with one-third to one-half the volatility, as well as outperformed the S&P 500, also with less volatility. |
Registered Rep.
March 1, 2005 |
Ten Years Ago in Registered Rep. A quote from March 1995 numbering the days of brokers pushing hot stocks. |
The Motley Fool
November 5, 2004
Selena Maranjian |
10 Big Investing Mistakes Some mistakes are not always mistakes. |
Financial Planning
October 1, 2005 |
Mutual Fund Monitor A logical question for investors to ask themselves is: Given the massive and sustained underperformance of growth stocks, is this asset class sufficiently compelling to justify a tactical overweighting? |
The Motley Fool
February 10, 2004
David Forrest |
High-Octane Investing The author delves into the high-octane world of momentum investing to uncover those stocks starting to take off, and those running out of gas. |
Financial Planning
April 1, 2006
Susan B. Weiner |
The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005. |
The Motley Fool
August 17, 2004
Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
Financial Advisor
June 2005
Marla Brill |
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. |
The Motley Fool
December 17, 2004
Selena Maranjian |
Debating Investing Mistakes Should you avoid stocks with high P/E ratios? Should you buy stocks in a down market? Is it possible to over diversify your portfolio? Investors disagree about whether some investing actions are mistakes. |
Financial Planning
January 1, 2005
Bernard R. Horn |
Global Goodies It's not risky to invest overseas--in fact, it's riskier not to. Exchange rates and political and economic risks can mitigate returns, but experienced global equity managers know how to navigate foreign markets by making solid stock picks. |
Registered Rep.
March 1, 2003
Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
Financial Advisor
December 2004
Raymond Fazzi |
Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles. |
The Motley Fool
October 4, 2005 |
Fun With Funds A guide to common types of mutual funds. |
The Motley Fool
May 4, 2004
Zeke Ashton |
All You Need to Know for Value Investing The author rounds out the 10 commandments of value investing. In the final installment of a three-part series on value investing's key principles, he examines three key concepts -- absolute returns, monitoring the business, and knowing when to sell. |
Registered Rep.
July 1, 2004
Robin Penfold |
Challenging Assumptions It's possible that, for the first time in any living person's career, U.S. stocks will not perform as well as bonds in the next couple of decades. |
BusinessWeek
September 6, 2004
Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
The Motley Fool
September 7, 2004
Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
The Motley Fool
June 23, 2004 |
Kinds of Funds Learn the difference between income funds and balanced funds. |
BusinessWeek
September 13, 2004
Anne Tergesen |
Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify. |
Entrepreneur
July 2006
Dian Vujovich |
Away From Home Property isn't the only kind of real estate investment. |
BusinessWeek
September 12, 2005
Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
The Motley Fool
January 26, 2005
Rex Moore |
Juicing the Market's Returns You want to know exactly what actions you should take to finally get your investing house in order. The "Index Plus a Few" is a low-risk strategy with market-beating potential. |
The Motley Fool
April 29, 2005
Bill Barker |
Using a Chimp to Improve Your Returns Jeremy Siegel's constant posits that annual real returns for the stock market over the long term will always be 6.5% to 7% per year. But there's a way for you to improve on that. |
The Motley Fool
June 8, 2004
Shannon Zimmerman |
The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform? |
The Motley Fool
May 11, 2005
Shannon Zimmerman |
The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so. |
Investment Advisor
October 2005
Ben Warwick |
The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market. |
The Motley Fool
March 15, 2006
Tim Hanson |
There Are No Cheap Stocks We'd all like to fill our portfolios with stocks that exceed the expectations the market has priced into them. Know where the bar is set, and know who can beat it. |
The Motley Fool
October 6, 2004
James Early |
4 Small Caps That Boost Your Odds The stock market has a back door to returns. The most fertile ground happens to be small-cap turf. Here's why many in the know feel this is true, as well as four names to jump-start your research. |
Real Estate Portfolio
Mar/Apr 2003 |
REITs Three-Peat For the third consecutive year, real estate stocks outperformed most other benchmarks. |
The Motley Fool
June 27, 2006
Buz Livingston |
Better Than Picking Stocks Life's full of interesting pursuits; let someone else pick your stocks. Selected Funds American Shares, managed by Christopher Davis and Kenneth Feinberg, has continuously surpassed the S&P each year since they began managing the fund. |
BusinessWeek
August 2, 2004 |
"Everything in the U.S. Is Expensive" First Eagle Global Fund's Charles De Vaulx, a value investor, says the best opportunities now are in Europe and Asia. |
The Motley Fool
September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. |
Financial Planning
November 1, 2005
Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
The Motley Fool
December 8, 2005
Stephen D. Simpson |
Are You Getting Paid for Risk? Taking risks in investing is well and good, but make sure you're getting adequately compensated along the way. |
The Motley Fool
August 2, 2004 |
Common Investing Mistakes Too many people have committed investing blunders. Here's how you can avoid them. |
The Motley Fool
December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility. |
The Motley Fool
August 22, 2005 |
Learn About Stock Indexes An index is a group of stocks, the performance of which is measured as a whole. As an investor, you've got more choices than just the S&P 500. |
Financial Advisor
April 2005
Raymond Fazzi |
Stunted Growth Still-rattled investors crowd onto the value bandwagon. |
The Motley Fool
June 16, 2006
Selena Maranjian |
Time for Brokerage Stocks? Some think it's a good time to buy brokerage stocks. Do you? |
