Tagged Questions
11
votes
6answers
387 views
Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc
The dominant advice on this site (including that which I give to novices) regarding investing is to only invest in fund vehicles (mutual funds, ETFs, etc), rather than in individual stocks.
Why is ...
0
votes
1answer
65 views
What else besides fees should I consider in rebalancing my fund portfolio's asset allocation?
My portfolio is currently $10k invested in VWNFX. I also have a 401k (contributing about $13k/year) and an emergency fund. But for the purposes of this question I am just talking about my ...
4
votes
1answer
141 views
When you buy mutual funds through a broker, where are the shares held?
This question arises from a previous one regarding managing all one's investments from one screen on a brokerage house's web site, and a recent answer by @Patches regarding segregation of the ...
8
votes
2answers
94 views
Socially responsible investing accreditation
I've found some "socially responsible" funds that I'm interested in investing in. I have no idea how to tell if they're a scam though. Is there an accreditation agency or something similar which can ...
3
votes
1answer
132 views
Do all ETFs fall under the Investment Company Act of 1940?
Do all ETFs fall under the Investment Company Act of 1940? If not, how would a buyer know? Are there legal or financial terms to look for in the prospectus, or will be it spelled out explicitly?
5
votes
3answers
140 views
Mutual fund operations: How do mutual funds deploy incoming cash from investors in a fund?
I know there are many different answers for this depending on the strategy of the fund.
I have heard that some funds invest cash from incoming fund purchases into money markets until they are ready ...
4
votes
3answers
188 views
How can I find a high-risk, high-reward investment that is not strongly correlated with the U.S. economy?
I'm looking to add something to my investment portfolio for diversification. Right now, I own mostly a U.S. stock index fund, with a little bit of an international stock index fund, bonds and cash ...
2
votes
1answer
94 views
What is the best way to balance my asset allocation with world allocation (aka “Go Anywhere”) mutual funds?
I purchased a couple of "world allocation" (aka "Go Anywhere") mutual funds. When I plugged one of them (FAIRX) into Morningstar and it showed up as a "large blend" fund. So I figured I could ...
4
votes
3answers
79 views
Short term cutting losses in a long term investment
I've only recently bought some mutual funds last year. Since then, my mutual funds' value has been losing money. When I set up this fund with my broker last year, for my investment portfolio I ...
4
votes
1answer
165 views
Can mutual fund prices have opening gaps? Might my order to be filled at a higher price?
My broker offers limit orders on mutual funds. I was curious if mutual funds have open gaps like stocks do. If I want to buy a fund if it goes up to a certain price, would it be safe to set a limit to ...
5
votes
3answers
238 views
What are the pros and cons of investing in a closed-end fund?
What are the pros and cons of investing in a closed-end fund, as opposed to a traditional mutual fund?
9
votes
2answers
214 views
Invest in low cost small cap index funds when saving towards retirement?
This is a question about "Personal investing and asset allocation".
About me:
I earn more than I spend
I may retire in 15 or 20 years, and I have savings to be invested in something or managed ...
8
votes
6answers
338 views
How do I find an ideal single fund to invest all my money in?
Suppose I wanted to follow the advice on this blog post:
An ideal balanced portfolio would
be a single fund. This forces you to
look at your investments as one big
bucket, ...
6
votes
3answers
174 views
What is a good rule of thumb to determine when to abandon a mutual fund?
For about 5 years now, I have been investing $300-400/month in a so called "high risk" mutual fund. I started just before the crash, and have weathered it. Today its value is 102% of book.
I have ...
3
votes
1answer
192 views
Resources for comparing mutual fund and ETF historical performance?
What are good magazines/publications/newspapers/websites to follow for someone wishing to compare historical performances of index funds, ETFs, managed funds etc?
Do I start with my bank's web site ...
1
vote
4answers
75 views
How Do Fund Fees Turn Up Exactly?
Regarding the overhead or expense fees associated with holding shares in a mutual fund, how do the fees affect what I'm holding?
Is it taken out of the share price?
Is it taken out of the ...
7
votes
6answers
549 views
My investment account is increasingly and significantly underperforming vs. the S&P 500. What should I do?
I have an investment account, opened in my name by my father years ago that I just discovered 4 months ago. It has actually been doing decently well in the last 4 months since I discovered it. I ...
7
votes
6answers
519 views
Are investment companies safe for investing a large sum of money?
I'm a computer programmer who got in early it a successful internet company.
My business is entering a transition period and I'm not sure if I'll be making the same income for much longer. I'd say I ...
2
votes
3answers
120 views
Invest in new mutual funds before the end of the year, or after, in a retirement account?
I changed jobs this year and as a consequence, rolled over my employee 401(k) to a personal rollover IRA. I just completed the rollover earlier this month, and right now the money is just sitting in ...
1
vote
2answers
285 views
How to calculate the investment fees your portfolio is paying?
Disclaimer: I am going to mention the investment company that I am using, but I am not related in any way with this company, is just to exemplify my question.
I am currently using foliofn.com. ...
2
votes
3answers
89 views
What are a few sites that make it easy to invest in high interest rate mutual funds?
What are a few sites that make it easy to invest in high interest rate mutual funds? (12%+)
7
votes
1answer
96 views
What is a “closed-end fund”? How is a closed-end fund different from a typical mutual fund?
I recently ran across the term "closed-end fund", but the author didn't explain what it was. What is a "closed-end" fund vs a typical mutual fund, and are there advantagets/disadvantages to each?
6
votes
1answer
307 views
Why should I avoid mutual funds as an investment?
I've heard in passing when discussing investments, "oh, you're crazy to invest in mutual funds". I didn't want to seem like I didn't understand at the time. What are the downsides of investing in ...
3
votes
6answers
163 views
Super-generic mutual fund type
I have 20k in my emergency fund, which is about twice what I planned having in there. I think I can safely invest half of that in something better than the ING savings account it's currently in.
I ...
4
votes
4answers
205 views
Simple and safe way to manage a lot of cash
I have an older relative that I am going to help in managing their money. His income is fine to live on. In terms of assets, he has about $250k in a variety of separate CDs, stocks, checking ...
13
votes
1answer
316 views
What are the important differences between mutual funds and Exchange Traded Funds (ETFs)?
I've been considering, but haven't committed myself yet to investing in Exchange Traded Funds (ETFs), but have to admit that I don't yet fully understand the use-case for them.
What factors are ...
6
votes
3answers
331 views
Should I buy individual bonds for my retirement portfolio, or stick to funds/ETFs?
To avoid the fees on bond mutual funds or exchange traded funds I have been thinking of buying actual bonds inside of my retirement portfolio. Does that make sense or are there drawbacks to consider?
3
votes
2answers
193 views
How much does it cost to buy mutual funds? Where can I find about about the charges?
Regarding investing in mutual funds: How much does it cost to buy mutual funds? Where can I find about about the charges?
