Last week was another tough week for investors, with the volatile market sending many mixed signals.
The Better Investor Blog
Tag Archives: mutual fund analysis
Jun, 24 2011
Demystifying Financial Products – Part 2: Practical Applications
An understanding of the differences between equities and fixed income securities is important as you plan an investment portfolio around specific financial objectives and think about how much risk you are willing to take on in pursuit of those objectives.
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?
May, 5 2011
Jem5: Top-rated US Mid-Cap Funds
This week’s Jem5 looks at the top rated Mid-Cap US Funds.
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.
Dec, 10 2010
The Dominance of Small & Mid Cap Stocks
Small and mid cap stocks have been on a roll thus far in 2010. Indeed, investors in small caps have done extremely well in virtually every time period over the past 15 years. Can that dominance continue? We examine this question and suggest some ways to position your portfolio so as to include small caps if you think the good times are going to roll on.
Dec, 8 2010
Jem 5: Diversified Fixed Income Funds
The Jem 5 represents our top mutual fund ratings for unique investor profiles. This week’s Jem 5 takes a look at the top Diversified Fixed Income Funds. Read more to see if these funds should form part of your investment portfolio.
Nov, 26 2010
Jem 5: Top Consumer Staples Funds
This week’s Jem 5 focuses on top mutual fund ratings in the Consumer Staples sector.
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Nov, 17 2010
Jem 5: Top Gold & Precious Metals Funds
Gold is currently at an all-time high in nominal terms, touching $1,424 last week, and fast approaching the historical high levels in real terms achieved during the high-inflation period of the late 1970s. This week’s Jem 5 takes a look at top mutual fund ratings for gold funds.
Nov, 4 2010
New Feature on Jemstep blog: The Jem5 rankings
Starting this week we will be introducing a new feature to our blog: the Jem 5 rankings. In these posts we take advantage of Jemstep’s sophisticated analytical capabilities in ranking mutual funds according to specific in-depth investor criteria. Read on for the first Jem5 rankings which take a look at emerging markets.
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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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Joeadventure: Don't believe it. We ARE Japan 2.0 and getting wor...
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: Hi David. Great question. The past performance...
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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...
