Facebook: Example of Growth Stock
What is Facebook stock worth? Should you buy Facebook stock? The answer to both of these questions is the same Read More...
April & Indexes: Buy, Hold or Sell in May?
April 2012 was a mixed month for stocks. The Dow Jones Industrial Average was barely positive with a gain of 0.01 and the S&P 500 fell slightly with a 0.8% decline. Which index best represents what we refer to as "the market?" What might investors expect for the remainder of 2012? Read More...
Foreign Stock: Risk & Reward in 2012
Marget segments that have higher relative market risk, such as foreign stock and small-cap stock, performed best in the first quarter of 2012. Now that the second quarter is well under way, it is clear that these same segments are acting just as we may expect Read More...
Total Stock Market is Not Total Diversification
If you think your total stock market index fund is a diversified holding, think again. Recent market volatility is a stark reminder that you need to confirm that your portfolio structure is strong enough to weather the potential storm with Read More...
The Crowd is Always 'Right'... Are You?
Markets have become more volatile over the past few weeks, which suggests uncertainty and anxiety among investors, collectively and affectionately referred to as "the crowd." But should you, the individual investor, follow the crowd? Read More...
A Healthy Correction or Sign of Things to Come?
The stock market's recent 5-day slump looks like a healthy correction but it could also mark the beginning of the end of this Read More...
Is Statistical Analysis Worth the Work?
There is a wise saying: The perfect is the enemy of the good. If you want to do statistical analysis to find the best mutual funds, it is certainly possible to achieve above-average results. But is it worth the time? The answer to the question is Read More...
How Sharpe Ratio Can Help Investors
If you are the type of investor that likes to analyze mutual funds, you may know of the statistical measure, called Sharpe Ratio. Either way, you may benefit by understanding Read More...
How to Use Alpha With Mutual Funds
Have you wondered how to use alpha with mutual funds? Have you heard of alpha? You may already know that choosing the best mutual funds is actually a process of choosing the best fund managers. Alpha can help you Read More...
What Number of Holdings is Ideal?
Have you ever looked at the total number of holdings in your mutual funds? If your fund has an extremely small or extremely large number of holdings, it may give you clues about performance and Read More...