An EZ Approach to ETF Portfolio Building

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   AAII Model Fund Portfolio: Don’t Fear Real Estate or the Stock Market Real estate has been underperforming; this is mirrored by the performance of the Model Fund portfolio’s exchange-traded fund (ETF) that invests in real estate investment trusts (REITs). It is not unusual for…

 

Knowing When to Sell a Mutual Fund

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening While health care mutual funds had a rough 2016 compared to other category averages, health care still remains the top-performing category over the last five years. Health care funds retained four of…

 

The Sell Decision With Mutual Funds: Knowing When to Walk Away

Many people hop in and out of investments all too frequently. That’s due in part to the fact that mutual fund advice and information are so freely available that individuals often are persuaded to switch from their more prosaic funds to those that have been delivering more exciting short-term returns. At the opposite extreme, others…

 

March AAII Journal Update

The March 2017 AAII Journal is Now Available Online.   Feature Article: The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening Four of the 10-best performing funds are from the health care category, but this number is down from seven last year. In This Issue: Mutual Funds » Tracking the S&P 500…

 

Having Choice and Guidance Isn’t Always a Good Thing

There is rarely a week that goes by without a new fund being launched. There is also rarely a day when someone does not recommend a stock or a bond. It’s enough to make an investor’s head spin. It certainly complicates the process of choosing a good investment and sticking to a long-term investment strategy….

 

AAII’s Guide to the Top Mutual Funds 2017

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Mutual Fund & ETF Screeners Mutual funds, as well as exchange-traded funds (ETFs), hold several advantages over buying and managing an individual stock portfolio. As we all know, diversification is key to lowering your risk while maintaining an expected return. However, the universe of…

 

AAII Journal February 2017 Issue Now Available

Feature Article: The Individual Investor’s Guide to the Top Mutual Funds 2017 The online version of our annual mutual fund guide has all new features, including reports for each fund. In This Issue: Briefly Noted Cognitive Aging Creates Financial Obstacles Strategies for Unneeded RMDs Implementing an Age-Banded Approach to Retirement Withdrawals Piotroski F-Score Works Well…

 

AAII Readers Reveal How They Select Mutual Funds & ETFs

A mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such…

 

Not Clear That Mutual Funds Are Becoming More Tax Friendly

This is the time of year when mutual funds make their annual distributions. The distributions, in this case, involve capital gains and ordinary income. They are the profits realized by the funds, most commonly through the sale of their portfolio’s holdings. To the extent that these gains cannot be offset by losses, they are passed…