Tag: fund
Why Many Investors Prefer ETFs Over Conventional Mutual Funds
ETF stands for exchange-traded fund, which are index funds that trade similar to stocks. As such, ETFs have all of the profit of simple previous index funds with some extra punch. The ETFs’ charges are often — but not always — lower than conventional mutual funds, and they may charge you less in taxes. Exchange-traded funds […]
Here’s Why Your Index Funds And Bonds Won’t Keep Up Over The Next Decade
Now that we have started the 2019 fourth quarter, my thoughts have turned to the new year and new decade starting in 2020. The current stock market bull market started a decade ago (in March 2009) and the average return for the last 10 years has been 40% above the long term average. Investors who […]
7 Funds To Buy If The Market Turns Sour
These are some great funds to buy if the equities market gets ugly For some investors, the market may already be sour. Over the past 12 months, the S&P 500 has returned just 2.9%, including dividends paid. Over the past 90 days, the situation is even more glum as the benchmark U.S. equity gauge is lower by […]
This “Billionaire’s Favorite” (Legally) Snubs The IRS And Yields 5.1%
If you’re like many folks, you might be looking at your stock gains this year and dreading the tax bill headed your way in 2020. That makes now a great time to consider the only (tax-) free lunch in investing: municipal bonds. I’ll name one play on these retirement-changing investments in a moment. This unusual […]
A 10.6% Dividend (With 156% Upside) Hiding In Plain Sight
We’re going to push aside overdone recession fears today, so I can show you one fund you can buy for triple-digit upside. And this unsung dividend play spins off a big income stream, too: a 10.6% yield. It comes from a sector few people check for high yields: energy. But this investor “blind spot” is […]
“Big Short” Contrarian Has A New Target (You’ll Never Guess What)
You’ve probably heard of Michael Burry. Played by Christian Bale in the film The Big Short, Burry famously made nearly a billion dollars betting against the housing bubble in the 2000s. Now this legendary contrarian has a new target: funds. He’s mostly panning passive exchange-traded funds (ETFs), but he’s got a lot of disdain to go […]
7 Low-Risk Mutual Funds To Buy Now
These low-risk mutual funds can be deployed in a variety of conservative portfolios [Editor’s note: This story was previously published in June 2018. It has since been updated and republished.] At their core, mutual funds should be lower-risk investments. The aim of many mutual funds is to provide broad-based exposure to a particular asset class; […]
This Incredible Fund Soared 517% (And It’s Just Getting Started)
Today I’m going to show you how one savvy buy can help you turn $100K into a $500,000 windfall. Plus, you’ll “automatically” build yourself a tidy monthly income stream—I’m talking $2,700+ here—without lifting a finger. That’s enough for many folks to retire on. At the center of it all is a little-known group of investments […]
3 ETFs To Buy For Ease Of Mind Amid Constant Market Volatility
These ETFs to buy are perfect for weathering the current storm in the market Volatility is here to stay. There’s no doubt about it. Thanks to Trump’s continued tweeting and flip-flopping about the trade war, dwindling economic data and overall general malaise, the market is starting to see some big swings as investors try and […]
Warning: This 14% Dividend Fails ALL Of My Safety Checks
If you’re like most folks, you likely at least take a second look when you run into a big dividend yield, like, say, 14%. Think about that for a second: drop, say, $100K into a fund like that and just seven years later, you’d have collected enough in dividends to recoup your entire initial stake. […]
