Top Performing Mutual Funds – 10 years ending 2018
One of the worst mistakes beginning investors often make is to try and choose top performing mutual funds based solely on past […]
Tag: mutual funds
List of Oldest Mutual Funds
The mutual fund as we know it today is almost 100 years old, and following important steps in 1934 and 1940 and […]
Vanguard sets 1,800 ETFs’ trading costs to zero today: Time to move all your money over?
About a month ago, Vanguard surprised clients and investment advisors (of which I am both) with the announcement that starting in August […]
How to read a fund factsheet – 5 key points to avoiding a $5,000 mistake
A fund factsheet is the “nutritional information” of the investment fund, summing up the objectives, holdings, fees, risks, and performance of a […]
3 main reasons I invest in ETFs instead of mutual funds
I first started using ETFs in the early 2000s, when iShares was aggressively launching several new ETFs, and marketing the line of […]
PFIC: How Non-US Mutual Funds are a 4-letter word to Americans Overseas
Many Americans living outside the US have visited their local bank to be told that they are not allowed to purchase investment […]
Top Vanguard Mutual Funds for Enhanced Asset Allocation
Vanguard is synonymous with low-cost, passive investing. Here I present some charts showing some metrics that can be used to enhance an […]
10 first stocks to buy a 10-year old to start investing early
My latest article describes how to choose the 10 first stocks to buy a 10-year old, and why I think it’s important […]
How GFM makes investing simple
What is the big difference between investing with GFM vs investing with any of the other financial advisors and brokers in the […]
The 2%/50% rule: How fees and under-diversification can cost half a pension
In my previous post, I mentioned that one of the top 10 lessons I learned in my first 10 years of investing […]