…week. As I Googled around, I found this fund listed in Kiplinger’s article from 2007 that included the fund in a ‘Hall of Shame’ list of terrible funds (you can…
…it all off, investing in commodities is difficult and introduces a whole host of other complications from tax reporting to unintended credit risk. In short, we’re happy leaving commodities to…
…than the Size Fund that allocates the most money to the largest, most well established firms. The average company size in The Equal Fund is $2 billion compared to $18…
…out of the fund still, and at this point he’s left with his least liquid assets. The largest position in his fund is a Florida real estate company (St. Joe)…
…subject already (click here, here and here), but the basic argument is that funds with managers that pick stocks generally underperform indexes. There’s more to the debate, but I want…
…their own stock, hence the name (although they are sometimes also called share repurchases, but you get the idea). When a company buys back its shares, it reduces the number…
…fund to more closely track the index that the fund follows. The Vanguard 500 fund’s prospectus includes the word ‘derivative’ nine times, and they say that the ‘fund may invest…
…index fund to earn the index returns minus the cost of the index fund. If an index fund charges 0.1 percent annually and an index earns 10 percent, you should…
…only has 30 companies and has a peculiar construction method where companies with high prices (like Visa at ~$210 per share) have a much greater weight in the index that…
…compute their own taxes – the federal government doesn’t send you a bill, like your local assessor does with property taxes. Instead, you and your accountant calculate and substantiate your…
