Posts Tagged ‘mutual-fund’

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 [...]

In the post Impact Of High Expense Ratio On Investment Performance, I showed you how investing in mutual funds with high expense ratio can cost you 50% of your potential gain. With this in mind, I went back to review my IRA portfolio and found a fund that charges 1.23% (above my 1.0% maximum tolerance). [...]

What is an expense ratio? It is a fee that mutual fund companies subtract from your investments each year for their services. Can that small fee have such a big impact? Yes, it’s possible for high expense ratio to eat up 50% of your gain — given enough time, high expense ratio [...]

First, I have little experience investing in IOUs like bills, notes, and bonds — except for the occasional dabble in bond funds. I came across Treasury bills for ordinary folks at Wise Bread last night and thought the article was well written — definitely worth a read if you are inexperience with fixed income investments. [...]