http://www.netvouz.com/infor626/tag/skilled?feed=rss infor626's bookmarks tagged "skilled" on Netvouz http://www.theskilledinvestor.com/ss.item.259/18-low-cost-s-and-p-500-index-mutual-funds.html 10 Very Low Cost S&P 500 Index Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Index Mutual Funds and Index Exchange Traded Funds (ETFs) - Financial Articles, Measured by invested assets, the S&P 500 index is the most common index fund benchmark in the U.S. The S&P 500 tracks about 75% of publicly traded U.S. equity market asset value. You might think that you can pick any old S&P500 benchmarked index fund or ETF and thereby adopt a passive, low cost, broad market index strategy. Nope. Life just never seems to be that easy. This article lists S&P 500 mutual funds that a recent study found were the best mutual funds from the standpoint of lower investment costs. The dominant issue with S & P 500 index mutual funds ... infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/allocate-investments-across-the-primary-asset-classes-step-5-of-10-financial-planning-steps-in-the-right-direction-224.htm CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Appropriately setting your personal infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/assess-your-personal-investment-return-and-risk-preferences-step-3-of-10-financial-planning-steps-in-the-right-direction-222.htm CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION. Investors with different levels of infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.46/avoid-mutual-funds-with-higher-investment-portfolio-turnover.html Avoid mutual funds with higher investment portfolio turnover - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, The problem with high turnover is that higher fund trading adds substantial hidden expenses that drag down returns. Because short term trading is a zero sum game before costs played against other well informed traders, greater turnover is far more likely on average to result in lower fund returns instead of superior risk adjusted performance. When trading is greater, then even higher returns are required just to break even on the higher associated trading costs. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.47/avoid-very-large-actively-managed-mutual-funds.html Avoid very large actively managed mutual funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Big fund portfolio positions and higher percentage ownership of any company’s bonds or common stock are not good things for actively managed funds. Nor, are these big positions and high percentages good for you. Large size constrains how a fund can trade and how efficiently it can do so. When an actively managed fund becomes very large, it must manage its trading exceptionally well or it will suffer significantly higher transactions costs, which tend to cause lower net performance. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/benefits-of-traditional-ira-contributions-for-renters-121.htm Introduction In a series of articles, The Skilled Investor compares different lifetime financial planning projections for Fran and Fred Frugal to illustrate infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/benefits-of-traditional-ira-contributions-for-renters-121.htm Introduction In a series of articles, The Skilled Investor compares different lifetime financial planning projections for Fran and Fred Frugal to illustrate infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.48/choose-mutual-funds-with-a-minimum-economical-portfolio-size.html Choose mutual funds with a minimum economical portfolio size - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, If you are going to invest in mutual funds and ETFs, then you should want them to have a sufficiently large asset base to fund adequately their administrative and research expenses. If an investment fund is too small, then fund management quality can suffer or fees could grow. While index funds have lower personnel overhead that active funds do, all mutual funds and ETFs have administrative costs that must be covered. Because of their lower costs, the minimum economical size of passively managed index funds is lower than that of an acti... infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/choose-objective-and-competent-financial-advisers-and-investment-counselors-step-10-of-10-financial-planning-steps-in-the-right-direction-229.htm CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Pick financial and investment infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.50/choose-sufficiently-mature-mutual-funds.html Choose sufficiently mature mutual funds and ETFs - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Investing in more mature equity and bond mutual funds and ETFs allows you to evaluate the historical consistency of a fund's record. On average, the future portfolio returns of more mature funds are probably no more predictable than for very young funds with a similar style or strategy. However, the record of accomplishment of a more mature fund can provide more confidence in its commitment to its strategy and in its ability to remain in business. While there is no guarantee that an older fund will not fail, you have a better chance to avoid involu... infor626 Wed, 07 May 2008 18:53:52 GMT