http://www.netvouz.com/infor626/tag/skilled?feed=rss&pg=1 infor626's bookmarks tagged "skilled" on Netvouz http://www.theskilledinvestor.com/wp/commodity-futures-in-your-investment-portfolio-107.htm Commodity futures in your investment portfolio - Is there really any future for individual investors? The Skilled Investor's previous article, Be wary of infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.283/developing-fund-authority-scores-for-etfs-and-mutual-funds.html Developing Fund Authority Scores for ETFs and Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > The Fund Authority Score System for Evaluating Mutual Funds and ETFs - Financial Articles, Good things are born small and grow over time. Regularly, The Skilled Investor plans to evaluate individual mutual funds and ETFs and to add new articles that use the Fund Authority Score rating system. To be alerted when these new articles are published, just subscribe either to our main website's RSS feed or to our blog's RSS feed. You can find orange buttons for these feeds in the left hand column of this webpage. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/diversify-fully-within-asset-classes-step-4-of-10-financial-planning-steps-in-the-right-direction-223.htm CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION. Diversification is genuinely an infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.58/does-it-pay-to-trade-when-the-morningstar-rating-of-a-mutual-fund-changes.html Does it pay to trade when the Morningstar Rating of a mutual fund changes? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, A study found that active trading when Morningstar Ratings changed lead to positive pre expense returns at all levels of star ratings changes. However, the “excess” returns to these strategies did not hold up once associated expenses were considered. Expenses for monitoring, trading, and paying taxes and loads easily outweighed any positive returns to these strategies. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.303/dws-s-p-500-index-fund-sxpax-%2B1-fund-authority-score.html DWS S&P 500 Index Fund (SXPAX) +1 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.49/evaluate-historical-investment-performance-but-only-after-using-other-investment-screening-criteria.html Evaluate historical investment performance, but only after using other investment screening criteria - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Choosing only from among mutual funds and ETFs that have performed very well in the past can lead to significant selection mistakes and inferior personal portfolio returns. Previous superior or average fund performance simply does not predict similar fund performance in the future. However, there is modest evidence that substantially inferior past fund performance is more likely to lead to continued inferior performance in the future, which is probably due to the excess costs of substantially infe... infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.301/fidelity-contrafund-fcntx-plus-5-fund-authority-score.html Fidelity Contrafund (FCNTX) +5 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, According to Fidelity Contrafund prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment strategy of the Fidelity Contrafund is to invest primarily in common stocks and particularly the securities of companies whose value Fidelity Management & Research Company believes is not fully recognized by the public. The fund may invest in growth and value stocks from U.S. and non U.S. issuers. Fidelity uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to sel... infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.300/fund-authority-scores-taking-the-snake-oil-out-of-investment-fund-evaluation.html Fund Authority Scores - Taking the Snake Oil Out of Investment Fund Evaluation - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > The Fund Authority Score System for Evaluating Mutual Funds and ETFs - Financial Articles, Historical performance charts allow investment fund promoters to selectively market their supposedly superior funds and to allege that their excessively high fees are worth it. Lured in by superior past performance, most often individual investors will get mediocre future performance before costs and even worse performance after costs. Unreasonably high investment expenses, industry sales and marketing fees, and excessive yet hidden, performance killing portfolio trading costs are the real economic factors that in... infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.64/how-morningstar-ratings-for-mutual-funds-are-used-as-a-marketing-tool.html How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Mutual fund companies seem to exploit “four and five star only” investor beliefs. Advertising practices by mutual fund families are selective concerning which mutual fund star ratings they will advertise. You would be challenged to find any mutual fund family that advertises its one or two star rated funds, and the advertisement of a three star fund is infrequent. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.52/how-stable-have-morningstar-ratings-for-mutual-funds-been-over-time.html How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar Ratings have been quite unstable over time. If an investor buys a 4 or 5 star rated fund and expects it to stay that way, he is likely to be surprised. infor626 Wed, 07 May 2008 18:53:52 GMT