Localfund.com - All about Fund and Investment
*Home>>>Mutual Fund

Anyone have any picks on a decent ETF or no load mutual fund with low expense ratio and long track?


return of beating the S&P 500. I looking for a agressive but diversified fund or ETF a good yeild couldn't hurt either. I'm sick of watching all the news on every stock I own and following the fundamentals and earnings constantly , Not to be lazy , But im far too busy .
Thanks in advance

Does sort of keep one off the streets, doesn't it?

Check out Bruce Fund. Search for in on the internet. It has a supurb track record. Mine should be 1/2 as good. It is a small fund that invests in small cap stocks. You will not find it in Morningstar or on Yahoo finance. Too small.

A larger fund with an excellent very long term track record is Pennsylvania Fund, run by Royce Funds. Also a small cap fund.

Closed end funds. GAM. Very good and very long track record. Large cap stocks. IIF. Invests in Indian stocks. TDF. Invests in Chinese stocks. SWZ. Invests in Swiss stocks.

Index funds. Few have a long track record. They do have low expenses for the most part. SDY is a conservative solid vehicle and pays 2.9% dividend. that should increase with time. IVE is another. 8.9% return over 5 year. It is one of the older index funds. IWM 13% return over 5 years.

Here is something to consider. Do not pick just one. Pick a variety and place a portion of your dinaro in each. Remember the concept of diversification. That concept also applies to investing in funds. Not everything is going to continue to beat the S&P 500 in the future. The 500 will eventually come back into vogue with investors, maybe. So place a portion into that index too.

If you like technology stocks, then XLK is a good ETF to invest in. For oil stocks, OIH is good. For health care, XLV.

But if I were you, I wouldn't put a lot of money into stocks now. The Dow is now at record high level. And in my opionion, it has nowhere to go but down. The US economy is slowing down, and sooner or later the stock prices will have to reflect this reality.

Unlike with individual stocks, there is no disadvantage in shorting ETF's. Perhaps you can make some money by shorting XLK.

Hi, i suggest a great site with plenty of Issues related to your Investing and everything around it. it also provide clear and accurate answer to many common questions.

I am sure that you can get your answers in this website.

http://investing.sitesled.com/

Good Luck and Best Wishes!

The number one indicator of successful investing is the correct "asset allocation". Not which funds or stocks you've picked. The 2nd best indicator is expense ratio (in addition to #1).

Aggressive funds can have great years & bad years. We were in the Fidelity Aggressive Growth fund (5 years ago). It was earing 30%+ a year. Then... in 2000 it lost 50% value. We now have fixed percentages in Growth & Value large cap funds, Mid-Cap and Small Cap funds and International Funds. 50% of our large and mid cap investments are in ETF's.

I won't reccoment an "asset allocation' model for you simply because I don't know you (and your risk tolerance). But once you do this..... you can rebalance once or twice a year and have a good chance of meeting or beating the market with less overall risk.

Tags
  Online Investment   Online Business   Offshore Investment   Mutual Fund   Money Market Funds   Money Investment   Managed Fund   Make Money
Related information
  • Mutual funds: I have been considering buying a mutual fund. This is my first time doing so.?

    I have to take issue with one of the responses. The statement that 80% of mutual funds to not outperform the S&P 500 is not exactly true. First of all not all mutual funds attempt to outperfo...

  • Mutual fund advice. please direct me to a website that will teach me how to choose a good mutual fund?

    After 50 years of investing, I will give you advice opposite of what Vegas said. Follow the advice of the world's 2 most successful investors, Peter Lynch and Warren Buffet -- Invest in what ...

  • What is mutual fund ? how to get profit in mutual fund ? what will be the minimum amount to pay in mutual fund

    A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager wh...

  • How many Mutual Fund exist in USA and name of the Top10 Mutual funds of USA?

    OMG, there are sooo many funds. For top 10, it all depends on how your ranking them, etc. Just so you know, Mutual funds aren麓t for everyone. Personally, I wouldn麓t invest in them unless I had...

  • Which Mutual Fund families are good and which are not?

    The best way to judge a mutual fund is by its costs and the assets it holds. Past performance and Morningstar ratings are pretty much useless. Bad funds are ones that have a load, deferred load...

  • What Mutual Fund online screener do you use?

    Theres one at moneycentral/msn....has a few different options..free, and I think if you go to finance/yahoo.com/etfs there are some links on the right side of the page that mention "mutual fun...

  • What mutual funds mirror the Zacks number one fund?

    None. There are a couple of exchange-traded funds that do: ...

  • With a mutual fund, what happens to the fund when a company in the fund issues spinoff stock?

    It doesn't concern you. The fund gets the spin-off stock, which the manager may sell or keep. That's why you have a mutual fund with professional management.

    ...
  •  

    Categories--Copyright/IP Policy--Contact Webmaster