| Similar Articles |
 |
Entrepreneur August 2005 Dian Vujovich |
Hold it A buy-and-hold approach keeps the Franklin DynaTech Fund going strong.  |
Financial Planning March 1, 2005 Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.  |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.  |
The Motley Fool September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to.  |
Investment Advisor August 2005 Angelina Dance |
S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding.  |
Entrepreneur July 2006 Dian Vujovich |
Away From Home Property isn't the only kind of real estate investment.  |
Financial Planning March 1, 2006 Craig L. Israelsen |
Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.  |
BusinessWeek October 4, 2004 |
Why Value Still Beats Growth Value stocks have been on a five-year roll, gaining an annualized 7.4% since 1999, vs. a loss of 3.8% for growth stocks. Can the trend continue?  |
Entrepreneur November 2003 Dian Vujovich |
Value Added Here's a midcap fund that's more than just middle of the road.  |
Entrepreneur October 2004 Dian Vujovich |
In the Balance No matter how you slice it, having a blend of stock and bond funds in your personal portfolio is a must. If you're looking for an all-in-one fund, check out Oakmark Equity and Income Fund.  |
BusinessWeek July 4, 2005 Aaron Pressman |
Option Income Funds: Watch Out Option income funds, which hold stocks and sell call options against them, offer payouts that are generous in these low-yield times, but the risks are great.  |
Entrepreneur December 2003 Dian Vujovich |
Anything Goes Here's a top-performing fund that's got flexibility on its side.  |
The Motley Fool December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.  |
Entrepreneur December 2005 Dian Vujovich |
What's In a Name? There's often more to a fund than its moniker.  |
Entrepreneur April 2004 Dian Vujovich |
Riding It Out This telecom fund has major staying power.  |
The Motley Fool September 7, 2004 Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio.  |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...  |
Financial Planning January 1, 2005 Bernard R. Horn |
Global Goodies It's not risky to invest overseas--in fact, it's riskier not to. Exchange rates and political and economic risks can mitigate returns, but experienced global equity managers know how to navigate foreign markets by making solid stock picks.  |
Entrepreneur April 2006 Dian Vujovich |
Less Is More Quality counts more than quantity with the Janus Orion fund.  |
Entrepreneur June 2005 Dian Vujovich |
Living Large Large-cap companies are looking attractive again.  |
Real Estate Portfolio Mar/Apr 2003 |
REITs Three-Peat For the third consecutive year, real estate stocks outperformed most other benchmarks.  |
The Motley Fool March 17, 2005 Robert Brokamp |
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price?  |
The Motley Fool August 25, 2004 |
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last.  |
Financial Advisor August 2004 Alan Lavine |
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic.  |
Investment Advisor November 2005 Palash R. Ghosh |
S&P Mutual Fund Sector Focus: Mid-Cap Value Funds Tap Rich Vein For the five-year period through the end of September 2005, the average mid-cap value fund registered an average annualized return of nearly 10.0%, versus a 1.5% drop for the S&P 500: RS Value Fund... Wiley Mid-Cap Value Fund... etc.  |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan.  |
Financial Planning January 1, 2005 Kristen French |
Gold Fingers Frank Holmes captures the glitter of precious metals through stocks, not commodities. His World Precious Minerals Fund and Gold Shares Fund were third and ninth respectively, of 12,445 active, open-ended funds in the Morningstar universe.  |
Financial Planning June 1, 2005 Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.  |
Financial Advisor November 2003 Marla Brill |
Al Frank Fund Chief Struts His Stuff John Buckingham of the Al Frank Fund looks to play a recovering economy.  |
The Motley Fool March 4, 2004 Salim Haji |
Buffett Sells. Should You? Warren Buffett is clearly not finding many opportunities to invest the U.S. stock market today. Despite the fact that he has $27 billion of cash sitting idle, concerns about valuation are driving him to sell some stocks and increase that pile of cash. In doing so, he is sending a strong, clear message not only about the specific stocks he is selling, but also about the U.S. equity market in general.  |
The Motley Fool August 31, 2005 Selena Maranjian |
What's in Your Fund? Are you a redundant investor?  |
The Motley Fool October 8, 2004 Seth Jayson |
Never Too Poor for Stocks Investors know that stocks are not just for the rich.  |
Registered Rep. March 1, 2003 Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance).  |
The Motley Fool August 17, 2004 Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle.  |
Registered Rep. February 1, 2003 Stuart Chaussee |
Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa.  |
Financial Planning March 1, 2007 Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.  |
The Motley Fool December 8, 2005 Stephen D. Simpson |
Are You Getting Paid for Risk? Taking risks in investing is well and good, but make sure you're getting adequately compensated along the way.  |
Registered Rep. March 1, 2005 |
Ten Years Ago in Registered Rep. A quote from March 1995 numbering the days of brokers pushing hot stocks.  |
Financial Advisor July 2005 Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.  |
Entrepreneur June 2003 Dian Vujovich |
A Sure Thing? Certain funds offer you guarantees -- for a price.  |
The Motley Fool March 5, 2004 |
What Determines Price? How the prices of stock is calculated and what drives it.  |
The Motley Fool January 24, 2006 Shruti Basavaraj |
Roller-Coaster Stocks Just how far ahead of the market average can you get? Picking stocks based solely on volatility isn't the answer. Big risk can equal big loss, and there's no guarantee from the market's least volatile stocks, either.  |
Financial Advisor May 2005 Marla Brill |
Cultivating Good Returns One financial adviser looks to his farming days to guide his strategy.  |
The Motley Fool June 23, 2004 |
Kinds of Funds Learn the difference between income funds and balanced funds.  |
Financial Advisor August 2005 Marla Brill |
Poised For Improvement Manager of the Nicholas Limited Edition Fund contends that as the economic recovery matures, investors will once again give the nod to small growth companies with steady earnings.  |
Investment Advisor January 2006 Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.  |
Registered Rep. December 1, 2004 Stan Luxenberg |
Rubber-Band Man For funds that focus on one style box, the choices could be slim. But flexible managers have freedom to maneuver in flat markets. Among the most wide-ranging performers are Julius Baer International Equity and its sibling Julius Baer Global.  |
Financial Planning November 1, 2005 Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.  |
BusinessWeek September 12, 2005 Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it.  |
Registered Rep. July 1, 2004 Robin Penfold |
Challenging Assumptions It's possible that, for the first time in any living person's career, U.S. stocks will not perform as well as bonds in the next couple of decades.  |