From the category archives:

Asset Allocation

Asset Allocation in Action–Domestic vs. International Mutual Funds

by DR

This has been a hot topic as of late. How much should one invest in international or foreign stocks? Let me first say that the question, as phrased, is a touch on the arrogant side. We Americans just assume that everybody knows that by domestic we mean U.S. stocks. I guess [...]

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How Much to Invest in Stocks and Bonds

by DR

The allocation of your investments between stock and bond mutual funds is one of the most important asset allocation decisions you’ll make. Fortunately, there are some really easy to apply rules of thumb to help us make a reasonable decision. Before we get to how much to invest in stocks vs bonds, however, [...]

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Asset Allocation in Action–Why Bother?

by DR

Picking the right asset allocation for your situation is as important as picking specific mutual funds. Your asset allocation will determine in large part how risky your portfolio is and what returns you can reasonably expect. Over the next week, we’ll look at allocating your investments between various asset classes (e.g., stocks and [...]

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Beginner’s Guide to Asset Allocation: Actively Managed vs. Index Mutual Funds

by DR

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Question: Which is better, actively managed mutual funds or passively managed index funds?
Answer: Yes.
Little else will heat up a discussion among mutual [...]

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REIT–Real Estate Investment Trusts

by DR

REITs are an important asset class for a diversified portfolio of mutual fund investments. A REIT (Real Estate Investment Trust), as the name suggests, invests in real estate. This article will describe these investments, why they are an important consideration as you build your portfolio of investments, and some of the REIT mutual [...]

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Emerging Market Funds

by DR

In the last article in this series, we looked at foreign versus domestic stock mutual funds. Emerging Market funds are a subcategory of foreign funds, but because of their increased risk and reward, they deserve some special consideration.
What’s an Emerging Market Fund?

Emerging markets are those countries in transition from politically-oriented markets to financially-oriented markets. [...]

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Beginner’s Guide to Asset Allocation–Foreign vs. Domestic Mutual Funds

by DR

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I remember a time when “Made in China” stamped on a product was a novelty. Not [...]

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Growth vs Value Mutual Funds

by DR

The last article in this series covered the market cap of funds, asking whether size matters. Today we look at the difference between growth vs value mutual funds.

Value Funds: A value stock is one that is undervalued according to some measurement. It may be undervalued because it’s in an industry that is [...]

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Large Cap vs. Mid Cap vs. Small Cap Mutual Funds

by DR

Large cap vs. mid cap vs. small cap: What’s the difference, and why does it matter to an asset allocation plan and a well diversified portfolio? These are important questions for every investor to answer. So first, let’s talk about market capitalization, and then we’ll talk about why it matters.

Market capitalization (or [...]

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