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Category Archives: Mutual Funds
What Should an Investment Manager Do For You?
Rather than participating in all of the speculative hype so prevalent on Wall Street, your money manager should help you focus on what you can control and make sure you are aware of what you cannot control.
“NO” is the answer I give most frequently to those who ask me investment questions.
Should I buy Google if it goes below $400? NO
Should I load up on health care sector stocks because of the aging population? NO
Should I buy more emerging market or small company stocks because they tend to do better after a recession? NO
The list goes on…. Continue reading
Posted in Active Managers, Articles, Investors, Market Timing, Mutual Funds
Tagged market returns, Market Timing, money manager, stock market, track record, Wall Street
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Warren Buffett goes Indexing!
Front page Wall Street Journal again today – I just had to comment. Warren Buffett’s elite stock has never been one that the average american could own. He has never split his share price so the price of one share … Continue reading
Posted in Articles, Investors, Mutual Funds
Tagged Berkshire Hathaway, portfolio, S&P 500, Warren Buffett
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Should I buy Google at $420?
I’m at the lake this weekend and talking with my 19 year old nephew, Chris, about Google’s current stock price. He’s done some research and thinks at $420 per share, this company may be a buy. “It’s been over $800,” he posits. “It’s a … Continue reading
Posted in Active Managers, Coaching, Free Market Television, Investors, Market Timing, Mutual Funds, Peace of Mind, Risk, Speculators
Tagged Diversification, emotional investing, Evan Vanderwey, Free Market, intuition investing, investments, Market Timing, Okemos Investment Coach, Stock Picker, time to buy stocks, wallstreet
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What Does 200% Turnover Mean to You?
When a fund is turning over the stocks in your mutual fund like a rotisserie chicken, you pay dearly for it. I recently analyzed a fund mix on the popular Fidelity funds on a 401k palet. The average turnover was … Continue reading
Posted in Free Market Television, Mutual Funds, Speculators
Tagged Evan Vanderwey, Speculation, Turnover
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Keep it Simple
I was reading Bogle this morning (still on chapter 3) and he referrenced William of Occam, a franciscan friar and philosopher famous for his Razor theory. Here it is in three forms: “Entities should not be multiplied unnecessarily” or put … Continue reading



