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Kent Thune

Kent's Mutual Funds Blog


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Stock and Bond Index Funds Move Forward in May

Saturday May 31, 2014

May is the best m0nth of the 2014 when combining stock and bond index performance. Year-to-date returns also look quite impressive for the key indices. The true test of the market's resilience comes in Read More...

Now is Not the Time to Analyze 5-year Returns

Friday May 30, 2014

You were told to analyze long-term performance of a mutual fund before you buy shares. But what if a "long-term" period, such as 5 years, represents an environment significantly different than the next 5 years? This may be a scenario taking place now. Read More...

Sell in June But Come Back Soon?

Thursday May 29, 2014

One month ago, I cautioned to think twice before you sell in May and go away. Perhaps investors need a new seasonal rhyme for the Summer months: Sell in June but come back soon. Read More...

Volatility is Low: Quiet Before the Storm?

Wednesday May 28, 2014

Many investors employing technical analysis watch the CBOE S&P 500 Volatility Index (aka 'The VIX'), which can provide insights into investor fear and presumably determine how stock prices may move in the near-future. What is the VIX saying now? Read More...

Think Twice Before Using a Traditional IRA

Wednesday May 28, 2014

Is it still a good idea to use a traditional IRA? Even the word 'traditional' implies a lack of modern application. But how might this staple of retirement savings vehicles not be best for you? Believe it or not, there are Read More...

What Small-cap Stocks Are 'Telling' Us Now

Wednesday May 14, 2014

Small-cap stocks, as measured by the Russell 2000 Index, have declined by more than -2.30% year-to-date, whereas large-cap stocks, as measured by the S&P 500 Index, have risen by 3.85%. Why such a divergence and what does it mean? Read More...

Bond Funds Performing Better Than Expected

Wednesday May 7, 2014

Most stock market observers and financial media pundits were calling for the death of bond mutual funds in 2014 and would have never predicted a positive return by this point in the year. Why are bond prices higher now than Read More...

Think Twice Before You 'Sell in May and Go Away' in 2014

Wednesday April 30, 2014

Should you sell in May and go away in 2014? This question is asked every year but the answer remains the same: Every decision, whether it is to buy, sell or hold a particular investment, is best made on the basis of Read More...

Add Energy Sector to Late-cycle Evidence

Tuesday April 29, 2014

The energy sector is often a leader among stock funds when the business cycle is entering the late phase. What does this mean and how might you take advantage of it? Read More...

Why Diversification is Crucial in 2014

Tuesday April 29, 2014

Diversification is always a central aspect of a well-constructed investment portfolio. But when the bull market is getting old, stocks are struggling to break even for the year and bonds the most questionable asset type in sight Read More...

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