“In the investing blog, I seek to help you take sound investment decisions free from emotion by sharing my objective insights on markets, sectors, and companies.”
Global stock markets appear poised to post lackluster returns in 2015. The Federal Reserve is contemplating raising interest rates for the first time since 2006. Will 2016 be a better year for global stock markets? What types of no-load mutual funds can fare well in 2016? Year 2015 is turning out to be a ho-hum one for stocks.… Read More »
Year 2009 has been tough for many investors. Investors who panicked in March and fled from equities to cash have watched their monies earn abysmally low returns while stock prices took off. The S&P 500 is now up 64% from its 2009 bottom, making it difficult for cash-laden investors to decide if it is right to return to… Read More »
During volatile times like the second half of 2011, a few days can seem like eternity in the stock market. Price changes, that would normally take several months or years to materialize, transpire in just a few days. In such environments, the flexibility to change investments in no load no fee mutual funds without being tethered by rules… Read More »
Low risk mutual funds do not have to be low return mutual funds. This article features four low risk mutual funds capable of delivering decent returns in a slow growth economy. Stock prices declined for six straight weeks from May through June as measures of U. S. manufacturing and services activities painted a picture of slowing economic growth.… Read More »
During the past month, world equity prices as measured by the MSCI World Index are up 10.1%. Markets in the developed nations have performed essentially comparably to those in emerging markets. From a regional perspective, equity prices in Eastern Europe have led the way while those in North America have lagged. In the U. S., small cap stocks… Read More »
DEC. 1993 to DEC. 2025| Fidelity Agg. Growth | 17.6% |
| Fidelity Growth | 14.6% |
| ETF Agg. Growth | 17.4% |
| ETF Growth | 14.4% |
| ETF Style Rot. (since 2009) | 11.3% |
| S&P 500 | 10.8% |
DEC. 2013 to DEC. 2025| Win Rate | 91% |
| Avg. Holding Period | 2.6 months |
| Avg. Gain | 13.1% |
