For investors who are not interested in “playing the market” for short term thrills and spills, this week’s Jem5 rates the top 5 Large Cap Value funds.
The Better Investor Blog
Tag Archives: mutual funds
Jun, 22 2011
7 things I wish I’d known about investing when I was younger
What would it be like if you could go back in time to talk to your younger self about investing?
Jun, 15 2011
Demystifying Financial Products – Part 1: An Overview of the Basics
As an investor, you want to make the best long-term decisions for your financial well-being. The world of financial products can seem mysterious and intimidating at first. The good news is there is always a clear explanation in plain English for every financial product and concept that you need to know. In this post, we [...]
May, 25 2011
ABCs of Evaluating Funds: Reading Income Statements
Numbers are investor’s language of choice, and corporate financial statements are one of the most important vehicles through which numbers are communicated to reveal the performance of companies. Understand the basics of the the income statement.
Apr, 1 2011
Understanding “market neutral” mutual funds
With conditions being highly volatile in both equities and fixed income markets these days, it is not surprising that many investors are seeking to learn more about alternative investments. Some alternative assets are easily available to individual investors via mutual funds and other SEC-registered products. In this post, we explore the subject of market neutral investing.
Mar, 18 2011
Are you overpaying your mutual fund manager?
A good deal of ink is spilled here at the Jemstep blog on the subject of mutual fund fees. In large part that is because understanding fees can be so maddening. In this post, we help you compare apples with apples when it comes to fees by deconstructing the actual things that fund managers do that can justify higher fees – as well as what activities do not come close to making the grade.
Jan, 21 2011
Are the Morningstar Fund Managers of the Year 2010 the best for you?
We take a look at Morningstar’s top fund managers of 2010, and run them through Jemstep to see just how good these funds are, and if they are a good fit for all investors.
Sep, 24 2010
How fund managers make investment decisions
This post sheds some light on the different decisions managers make that have an effect on their performance. Of course no two managers are the same, but over time you find that a number of the activities we describe here are common staples employed by a wide range of managers who adhere to different investment philosophies, styles and approaches.
May, 21 2010
Understanding the various forms of mutual fund fees (Part 2)
Here are some other types of fees that could impact your investment and are worth investigating before you make your final investment decision
Apr, 26 2010
Hedging Equity Market Risk with Multi-Strategy Mutual Funds
The stock market is back in bull territory and you want to get in on the action, but you are also (quite reasonably) concerned about longer term trends in this very unstable economic climate. Is there a way to mitigate the risks inherent in unhedged long equity positions, available even to investors who lack the [...]
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Understanding the various forms of mutual fund fees (Part 1)
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New Feature on Jemstep blog: The Jem5 rankings
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Measurements of risk in mutual fund research
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What is a bond mutual fund?
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ETF research: Five things you should know before getting started
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2012 Presidential Election Year: Friend or Foe for your Portfolio?
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Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth
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The Month in Review – January 2012
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Understanding Correlation and Covariance. And What it Means for Your Portfolio.
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How to Create an Investment Plan that Will Lead to Financial Success
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david: How does Jemstep factor past periods of performanc...
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Coburg: No we are not in danger of becoming another Japan ...
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Far409mer: If you don't save for the future - you will have n...
