An Argument for Favoring the Loser Over the Winner Funds

Performance chasing is common in investing. Not investing based on momentum strategies per se, but choosing funds, money managers and newsletters based on recent performance. Institutional investors (pensions, endowments, etc.) are as guilty as individual investors when it comes to looking for the hot hand. Such behavior often leads to worse outcomes than better ones….

 

What Every Investor Should Know About Mutual Funds

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Tracking the S&P 500 With Mutual Funds and ETFs There are more than 40 mutual funds and exchange-traded funds (ETFs) widely available to investors that explicitly list the S&P 500 in their name. These funds track the large-cap index or follow a strategy based…

 

How Many Mutual Funds Should You Have in Your Investment Portfolio?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Frontier Markets Offer Growth From a Very Diverse Set of Economies AAII Journal editor Chuck Rotblut interviews Laura Geritz, manager of the Wasatch Frontier Emerging Small Countries Fund. These smaller countries have strong growth prospects and companies that are often oligopolies or monopolies tied…

 

AAII’s Top 10 Articles for August 2016

Here are the Top 10 articles from AAII.com for August 2016 (based on unique page views):   The Top 10 Economic Indicators: What to Watch and Why Everyone wants to keep a pulse on the economy, but no one wants to wade through the massive volume of statistics. A look at the top 10 economic…

 

A Request to Parents of Gen Xers and Baby Boomers

To parents of my fellow Generation X members, as well as parents of Baby Boomers, we—your adult sons and daughters—want to hear from you. We want to know how your health is. We want to know how financially stable you are. We want to hear about any potential problems as soon as they occur, not…