Posts Tagged ‘mutual-fund’
Neither one of my parents know how to invest in the stock market, and it wasn’t a part of my formal education. I had to learn everything on my own, so I know how intimidating it is for people who are new to investing. Where do I start? What do I invest in? [...]
With the recent stock market volatility, I am sure a lot of us are having second thought about the stock market. Some may even ask, “Should I get out of the stock market?” The answer is it depends. Personally, I am holding steady and continuing to invest for the long-term. I [...]
This is part one of a three parts series where I will be reviewing The Only Guide to a Winning Investment Strategy You’ll Ever Need by Larry Swedroe — our resident Ask The Expert columnist. Part One of this book was entitled: “The Loser’s Game: The Game Wall Street Wants and Needs You to [...]
This question came to me when I was reading The Dough Roller’s post about why do mutual funds close to new investors. Part of the post read:
“…taxes for existing investors went up after a fund closed. Why? Because there was no longer an influx of new investors to share the tax burden.”
Photo via Wikipedia, [...]
I just got hammered by a mutual fund double whammy. Since I bought my SSgA Tuckerman Active REIT (SSREX), it lost nearly 6%, then the fund distributed $2.9418 per share last Friday. The end result? The fund is now down almost 20% and I will have to pay capital gains tax on [...]
Recently, I was sent a copy of Wise Investing Made Simple: Larry Swedroe’s Tales to Enrich Your Future by the publicist. After I finished the first chapter, I simply couldn’t put it down until I finished the book. As my regular readers may know, I like good stories, and this book was packed [...]
This week lesson with my wife was about different investment vehicles. I am not an investment guru, so our conversation was mainly around the ones we do use. However, I did some Google searches and included other investment vehicles I do not use for the sake of completeness (links are pointing to Wikipedia).
Photo from stock.xchnge
Various [...]
In “Beating the S&P 500, part 1,” I showed you my my investment performance that beaten the S&P 500. In this post, I will show you another way to look at these numbers and reveal how I managed the feat.
Here is a different look at the numbers
The following table shows how $10,000 invested in my [...]
You may have heard the phrase “beat the market. ” In this case, the market usually refers to the S&P 500 index. There are other U.S. indices such as, DJIA, NASDAQ 100, NASDAQ Composite, Russell 2000, Wilshire 5000, and many other domestic and international ones. However, the S&P 500 is by far the most used [...]
I have been investing in the stock market for nearly 10 years and acquired quite a bit of experience and knowledge (mainly through making mistakes). I’ve never codified on to a piece of paper until today. Before I begin, I want to give credit where it is due. This post was inspired by CommodityWorld.com’s Common [...]
