Posts tagged as:

mutual funds

Richard Ferri on whether an investor should buy ETFs or mutual funds

by DR

This is a guest post from author Richard A. Ferri, CFA. If you’d like to write for TDR, please drop me a line. Also remember to enter our contest to win three of Rick’s books, including a hardcover copy of The ETF Book. Get the details here.

Should investors buy ETFs or mutual [...]

{ 7 comments }

World Markets Plunge: What should investors do (a multiple choice question)?

by DR

World markets plunged yesterday. Just to recap:

Britain’s benchmark FTSE-100: -5.5%
France’s CAC-40 Index: -6.8%
Germany’s blue-chip DAX 30: -7.2%
India’s benchmark stock index: -7.4%
Hong Kong’s Hang Seng index: -5.5%
Canada’s S&P/TSX composite index: -4.8%
Brazilian stocks: -6.6%
Argentina’s Merval index: -6.3%

About the only market not to decline was the U.S. markets, because [...]

{ 9 comments }

Enter to Win 3 Great Investing Books by Richard A. Ferri, CFA

by DR

I’m excited to announce the first book giveaway here at The Dough Roller. Three lucky winners will each win copies of three books written by Richard A. Ferri, CFA. Two of the books I’ve written about and are both recommendations in my Amazon aStore–All About Asset Allocation and All About Index Funds. [...]

{ 6 comments }

My Annual Investment Portfolio Tune-up: Asset Location and Donor Advised Funds

by DR

Asset Location involves allocating mutual fund investments across taxable, tax-deferred and tax-free accounts in a manner that minimizes tax liability. If all of your investments are in the same type of account, a traditional 401(k) for example, then asset location is not an issue. If you also have investments in a taxable account, [...]

{ 4 comments }

My Annual Investment Portfolio Tune-up: Did I Beat the S&P 500 in 2007?

by DR

At the end of each year I calculate the performance of my investments and compare it to the S&P 500. Why? Curiosity more than anything. Some years I beat it, some years I don’t. Over the past five years, I’ve trounced the S&P 500. But I’ve been investing long enough [...]

{ 19 comments }

Building a Sound Asset Allocation Plan

by DR

Year end is a perfect time to give your retirement and other investments an annual tune-up. Each year at this time I evaluate my 401(k), rollover IRA and taxable investment accounts to see if I should make any changes to my asset allocation plan for the next year. Generally, I look at five [...]

{ 9 comments }

A Cautionary Tale: The importance of asset location when ‘bad’ investors head for the exits

by DR

Image credit: OhioProgressiveAsset location involves dividing investments between taxable and tax deferred accounts in the most tax efficient manner. As a general rule, mutual funds that generate a lot of dividends or capital gains should be placed in 401(k), IRA or other retirement accounts. Those investments that do not generate a lot [...]

{ 1 comment }

Frontier Markets: To boldly go where few investors have gone before!

by DR

Image credit: Dan4thFrontier markets and the mutual funds and ETFs that invest in them are quickly becoming a separate and distinct asset class from emerging markets. If you’ve never heard of frontier markets, you’re not alone. They’ve only recently become the hot new investment. The WSJ described them as “next year’s [...]

{ 4 comments }

Do low cost mutual funds outperform high cost mutual funds?

by DR

Image credit: ansikA reader recently asked whether the expense ratio of a mutual fund or the fund’s performance was the most important factor when selecting an investment. It’s an important question. What’s the point in investing in a low cost fund if it underperforms higher cost funds? Mutual funds report their [...]

{ 8 comments }

Page 1 of 3123»