Mutual fund
Triple My Money: How Long and What Does It Take?
You are probably familiar with the Rule of 72, which tells you when the one dollar you invest today will be worth $2 once you have a rate of growth. If your annual rate of return is R%, then it will take you (72/R) years to double your money. For instance, for a 6% return [...]
Investment Choice: REIT
Why you want to invest in REIT? As historical performance shows, investing in real estate can improves diversification of your portfolio and give you better return and lower risk over the long term.
In my previous discussions on building portfolios with ETFs (the last segment can be found here), we have seen REIT (real estate investment [...]
March 2007 Score Card — Part II: Asset Allocation
Two months ago, I took a look at the asset allocation of my taxable mutual fund investment. A result of that review was the decision to sell on of the large-cap holdings, CSVFX, as I found my investments didn’t have enough exposure in the mid- and small-cap categories. CSVFX was unloaded in February and part [...]
Time to Dump American Century?
I have been investing with American Century Equity Income Fund (TWEIX) for quite some time. First I had it in my taxable account, then added to my wife’s Roth IRA. But now it seems the time will soon come to dump it completely.
Morningstar reported that the fund company is planning to shake up its fund [...]
How to Use Morningstar to Research Mutual Funds
Morningstar.com is my choice for mutual fund research because it provides a broad array of data for me to analyze a fund in cost, return, and risk. This post is to discuss what kind of information I will consider when evaluating a mutual fund.
If you already have a specific fund on your mind and want [...]
