How to Measure the Skills of Your Fund Manager
This week’s AAII Weekly Features highlight these valuable AAII articles:
- How to Measure the Skills of Your Fund Manager: The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index.
- What Exactly Do Online Investment Advisory Services Do?: In contrast with the moniker of “robo-adviser,” online advisory services vary in the features they offer and how they interact with clients.
- Six Questions With John Bogle: The founder of Vanguard explains how investors can maximize long-term wealth and gives advice for how to get grandchildren interested in investing.
- Four Basic Steps to Gauging a Firm’s True Financial Position: A basic understanding of a company’s “true” financial position can be gleaned by starting with a company’s cash flow statement. Four initial steps you can use to analyze a firm’s financial statements.
The featured AAII stock screen this week is the Templeton approach.
Our Member Question for this week is:
Would you move, or have you moved, to a different state to lower your tax burden?