015 at the end of January 2015 and it's up about 1.65% overall with a current balance of $10,168.90. Sadly, I'mnot even outperforming a 5-year CD, but so aren't most fund managers. Don't look down on risk-free money!
i built an investment model using over a hundred indicators. below is my gdp indicator which is a composite of gdp growth and gap between gdp and potential gdp. the economy is growing while at its potential which may lead to inflation at some point in the future. for this reason, my gdp...
Now, here is where my post really won’t make a lot of sense. While a house is a terrible investment, I own a house and recommend other people do so as well. Why? Not because the house is a great investment, but because the mortgage is a great way to borrow money due to all th...
By contrast, many actively managed mutual funds become trendy because a fund manager has beaten the market for more than a few years. As more and more investors become aware of the positive trend, the mutual fund attracts more assets in the form of investor money. This growth can cause tr...
pair ofbeginner index fundsfrom Vanguard are priced differently by type: The Vanguard Total Stock Market ETF (VTI), among thebest Vanguard ETFs, charges 0.03% annually, while its mutual fund version, the Vanguard Total Stock Market Admiral Shares (VTSAX), is a touch more expensive at 0.04...
As you can see, the performance has been similar but the ESG fund has done significantly better in the (admittedly short) time since it was introduced at Vanguard. Of course, we have no idea if this will continue, but the point is that at least our thesis is not a ridiculous one – ...
First, I see some parallels between Perkins and me. Like Perkins, I used to work in finance and called it quits at a very productive point in my career to focus on more important things in life. Of course, Bill Perkins’ net worth is much higher, but in qualitative terms...
Shelton Green Alpha Fund (NEXTX):This fund invests primarily in companies that the fund manager believes are leaders in managing environmental risks and opportunities, have above average growth potential, and are “reasonably valued.” **Fair warning** Actively managed mutual funds typically have hig...
Consider diversifying into private growth companies through an open venture capital fund. Companies are staying private for longer, as a result, more gains are accruing to private company investors. Finding the next Google or Apple before going public can be a life-changing investment. ...
We can see that the economic conditions of each 30 year period are very different. Retiring in 1926 had several years of stock market growth before the Great Depression, whereas a retirement starting in 1929 was hit immediately with the major stock market plunge on Black Tuesday. In all 4 ca...