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Article
13
Jul 07

Buy Closed End Funds at a Discount

Here’s an interesting factoid. Over the three years ending May 30, the average mutual fund that invested in domestic equities has provided an annual return of 13.30 percent. Rather nice. Until you compare it to another return. The average closed-end fund has returned 17.03 percent annually over the same...

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Article
06
Jul 07

The Perils of Hyperactive Investing

OK. Listen up. It’s hot. It’s July. You’d rather be at the beach. But you’re probably worried about your investments because some hyperactive managers with seven-figure salaries at Bear Stearns have made a mess--- perhaps for all of us --- by buying massive quantities of weird securities with borrowed...

Posted to Registered Investment Advisor (Weblog)

Article
13
Jun 07

Enhanced Index Funds: Interesting But Problematic

Q: I've had my 401(k) account with Fidelity for years. I've had my money in its funds most of the time. I have recently compared many of its funds to others, including the index funds that make up many of your balanced, low-cost portfolios. I have found that Fidelity is not the best choice most of the...

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Article
09
Dec 06

Four Milestones for Successful Investing

Allow me to introduce the yellow brick road of investing. Follow this road and you will be a happy investor. Ignore it at your peril. The yellow brick road has four major milestones. The first three are clearly visible. Anyone can get good investment results if they follow these three markers. The fourth...

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Article
29
Aug 04

The End Is (Not) Near

The downbeat is quickening. First Motley Fool intones that index funds are unlikely to do well in the future (July 20). Then Morningstar says future stock market returns are likely to be disappointing (August 11). This column hasn't offered much cheer either, questioning whether investing in anything...

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Article
27
Jan 04

The Long Distance Runner Fund List

The trouble with the ephemeral heroes of investment management is that your money becomes ephemeral when they do. Putnam Voyager fund, for instance, was a Hero Fund in 1999 when it returned an impressive 56 percent. That was better than the S&P 500 Index by a whopping 35 percentage points. Unfortunately...

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Article
23
Dec 03

Changing The Mea Culpa Portfolio: Going ETF

It's confession time again. For several years I've ended the year with a report on what I did with a small investment account. The original idea was to invest in a portfolio of individual stocks and hold them long enough to make me a proverbial 'malefactor of great wealth.' Well, it's not so easy. I...

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Article
16
Mar 03

Three Paths To Lower Fees, Better Performance

"If someone doesn't have the knowledge and time to manage his own portfolio, how can he be sure he is investing prudently without turning it over to someone else to manage for a fee?" So asked E.M., a Houston reader, immediately after my Thursday (February 27) column about investment expenses (URL below...

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Article
03
Nov 02

The Lessons of Really Long Term Investing

The longer the time period, the better index investing looks. I learned this while doing a new examination of mutual fund performance. In it, I learned that the Vanguard 500 Index fund ranked 46th of the 306 domestic equity funds with 20 year track records. That means it did better than 85 percent of...

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Article
01
Aug 02

Where To Find The Broadest Market Index Investments

Q. I agree with your recent column about the destruction of trust. Personally, I have Merrill Lynch accounts that I want to close because I have lost faith in them. However, I don't know what I should do next. I like the couch potato model, but do you still think an S&P 500 fund is right? Should I send...

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