Performance Funds

 
Mutual funds are doing more and more to discourage investors from leaving them and taking their money to a better performing fund. What does better performing mean? It has nothing to do with who the manager is, what the expense ratio is or how well they performed over the past 5 or 10 years. Remember the old one, "What have you done for me lately?" That is the ONLY thing that counts. If you ever expect to make money in the stock market you must take the time to find the best performing no-load, no-redemption fee funds that are going up the fastest during the past 3 and 6 months....
 

Is Active Trading The Answer?

 
One of the main reasons many of us get into investing is to become financially independent. Who isn't trying to amass a portfolio with enough income to ensure that we don't have to work when we should be playing golf or traveling the world. While there are several strategies to invest, is active trading one of the ways to become a millionaire? For those investors who want to achieve that million dollar portfolio, you may want to read The Millionaire Next Door by Thomas Stanley and William Danko....
 

Leverage - Margin Debt

 
What is leverage? Here is a definition of leverage from an online dictionary "leverage - The use of credit or borrowed funds to improve one's speculative capacity and increase the rate of return from an investment, as in buying securities on margin." Essentially, the core idea of leverage is that investors can use less money to control bigger amount of investment so that investors can make more money when the price movement is in investors' favor. In fact, the investment involved in leverage does not have to be stocks, it can be bonds, or real estate, or any other investment vehicles....
 

Advisory Service for You?

 
It depends on your level of understanding of the market and the amount of money you have. If you a sophisticated investor with a substantial amount invested you are probably already receiving more than one. If you have very little market savvy it will be difficult to choose one that fits the size of your portfolio. If you are just getting started my advice is don't buy one - yet. Most of the advice is Wall Street goobledegook and most of the remainder is stuff you can't use anyway. Even the simplest letters have too much information and require more time than most working people have to act upon their recommendations....
 

The Stock Market Investor's Worst Enemy

 
Every stock market investor faces one primal enemy. An enemy so perverse, it will drive thousands of investors from the stock market through its ability to defeat even the most practiced investment strategy. Who is this enemy you ask? Your arch nemesis, in this case, goes by the name E. Motions? don't ask me what the "E" stands for. Emotions are the driving force behind every stock market cycle. Quite simply, if they weren't present in the stock market, investors could be reaping rewards based solely on the expanding or receding economy, and professional traders wouldn't have any juicy profits from those emotional mistakes to grab....
 

How to Maximize Your 401k Mutual Fund Returns

 
When it comes to 401k's there is an overabundance of sad stories. Here is one that at least has a happy ending-and it's getting happier all the time. Last year (in 2002) a friend of mine-let's call him Jack-phoned and asked if I could help him with his 401k. Jack works for a large company as Senior VP of lending and is financially pretty astute. However, when it came to his 401k mutual fund decisions, he had repeatedly made the same mistake most people were making. As a result, he saw his account drop in value substantially....
 

Hold Em and Fold Em

 
When most analysts, financial planners, fund specialists and investors try to decide whether to buy a particular stock they immediately go to the financial statements to determine the growth potential of the company. Numbers and more numbers. Then management analysis and industry speculation. Unless you are an experienced financial analyst (and there are not very many good ones) the numbers in the reported statements can be very misleading - just as the company Controller wants them to be. Let's not consider fraud as there has been plenty of that both here and abroad....
 

Managing Investing and Stock Market Risks

 
Reduce your investing and stock market risks by: Setting your sights on the long term, patiently riding with the ups and downs! If you have the time to be patient, you can benefit from time diversification. The more numerous good years for stocks outweigh the bad, pulling your return up. Thus, if you hold equities for many years, you can expect to realize significant positive growth in your wealth. Weeding out your laggards! Don't be too patient with laggards. This is the management risk referred to earlier....
 

Stock Investment Advice

 
Stock investment advice is easy to find. Do you get cold called by brokers with the latest investment tip? I have, as have countless others around the globe. And many of us have lost a lot of money to these people. So, how can you avoid some of these pitfalls? In general, if you get cold called by anyone, the best stock investment advice that I can give you is to leave them alone, no matter how appealing, or how plausible the sell is. Many of the people and firms who operate in high pressure sales environments, operate outside the law....
 

Picking Mutual Funds to Outperform the Market

 
With over 6,000 mutual funds available, it may be tempting to pick funds from a popular star or index rating system. Savvy investors, however, balance multiple factors in their selection process. Ratings represent only the historical performance of funds and cannot predict the future. Performance consistency, management skill, and expense limitations are among the many factors that influence a fund's prospects. Each must be carefully evaluated to improve your chances of finding a fund to outperform the market....
 

Lies, Damn Lies and Mutual Fund Returns

 
How many times has this happened to you? You're at a social function and the conversation turns to investing. Pretty soon, people are comparing how well their investments are doing. As you might imagine, being an investment advisor this happens to me a lot. However, I recently had an experience with it that startled me. Bob, one of the guys I was chatting with at a party, asked what kind of returns I had made for my clients with my methodical no load mutual fund strategy during the past year. I replied that they had unrealized gains of slightly over 29%, after management fees, for the 8 months that we were invested....
 
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