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Index Funds - Are they right for you?
Index Funds - Are they right for you? by Gabriel Nijmeh Indexing is an investment approach that seeks to match the investment returns of a stock or bond index. An investment manager tries to duplicate the target index by holding all the securities...
New Year's Resolutions For Stock Market Investors
It is at this time each year when we make New Year's
resolutions, to help reduce the gap between where we are today
and where we want to be in the future. Having been able to speak
to thousands of investors over the last five years, I...
Top Investments and Stock Picks for 2006
If you read the headlines today you will hear everything from
recession, decline, slow start, etc... Everyone is commenting on
losses or very marginal gains. Yet there are some investors like
me that did really well in the last few years and are...
Using an LLC to Protect Your Wealth
Bulletproof" Your Wealth with Family Limited Partnerships and LLC's A limited partnership is a partnership that has at least one limited partner and one general partner. Most states require the filing of a certificate with the state in order to be...
Where to invest your money
If you are new to investing, or even if you've been playing the market for a while, investment options can be overwhelming. Stocks, bonds, mutual funds. How do you pick the best place to invest your money? That's quite a decision!
Here are some...
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DON’T LET MUTUAL FUND NAMES FOOL YOU OUT OF YOUR RETIREMENT!
Mutual fund managers use fake fund names to part you from your money such that you cannot judge what a fund does by its name. Many funds have names that are outright misleading or even deceptive. In the late 1990’s, for instance, during the technology stock bubble, some portfolio managers took advantage of public’s desire to chase the latest fad by slapping “internet” in front of their fund names.
The chances of that happening now are possibly lower. As of July 2002, the SEC requires funds to have at least 80% of their assets in securities that their fund name implies, up from 65% previously. This new rule is forcing funds that called themselves something like the America’s Government Fund to either dispose of East Asian government debt if it exceeded 20% of fund assets, or to change the fund’s name.
Likewise for funds that call themselves an equity income fund but have 25% of assets in stocks that paid no dividends. More than five hundred funds have had to change their names because they failed the 80% rule. Invesco’s Blue
Chip Growth fund, for example, is now called just growth fund, since 60% of its holdings are in technology stocks, and many of those can hardly be called blue chips these days.
The 80% rule still allows mutual funds to invest in just about anything up to 20% of holdings. Why don’t you just avoid the entire problem by buying shares of an indexed mutual fund when you only have a selection of mutual funds to select? For this reason I strongly recommend that if you can only buy mutual funds, as in the case of the 401(k), then restrict your purchases to indexed funds such as the Vanguard 500 (VFINX). The best you can do is to learn to select individual stocks in your Roth IRA or individual account.
About the Author
ABOUT THE AUTHOR: Dr. Scott Brown, Ph.D., the Wallet Doctor, is a successful investor. Dr. Brown holds a Ph.D. in finance. The Wallet Doctor is sought after for investment advice and coaching. For more information visit Dr. Brown’s site at www.BonanzaBase.com or sign up for his investment tips at www.WalletDoctor.com
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| Keeping Good Records: Stocks, Mutual Funds, and Bond Investing |
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