Real Equity Mutual Fund Costs Zig Zag
- Small Stake, Smart Moves. Sivy, Michael // Money;Feb2005, Vol. 34 Issue 2, p60
The article offers advice on getting the most out of a stock strategy and how to get started for less than $5,000. There are ways that you can implement most strategies with less than $5,000. If there is a particular company with businesses so diversified that it can represent an entire...
- Gefen/Schild recommends new mutual fund strategies for 2001. // Fort Worth Business Press;02/09/2001, Vol. 13 Issue 42, p12
Focuses on the mutual fund portfolios in Boca Raton, Florida as of the year 2000. Decline in stock prices; Factors influencing capital gains; Relevance of mutual fund strategy to investors.
- Wait for end of lock-up before buying new stocks. Chamberlin, George // San Diego Business Journal;02/28/2000, Vol. 21 Issue 9, p47
Presents a question and answer advisory related to investments and mutual funds in San Diego, California. Purchase of stocks during initial public offerings; Occurrence of biggest price correction after lock-up periods; Possibility of mutual fund splitting.
- Can baby-boomersï¿½ retirement increase stock prices? Kedar-Levy, Haim // Quarterly Review of Economics & Finance;May2006, Vol. 46 Issue 2, p284
Abstract: In a dynamic asset-pricing model with Hyperbolic Absolute Risk Aversion preferences, investors who have Decreasing Relative Risk Aversion have an age dependent component in their optimal asset allocation rule. Unlike conventional models, this component affects equilibrium equity...
- Target Funds Miss the Mark. Kimes, Mina // Fortune;5/11/2009, Vol. 159 Issue 10, p27
The article discusses the performance of target-date mutual funds. Many funds invested too aggressively for clients nearing retirement, who must now cope with losses of up to 25% stemming from falling stock prices. Craig Israelsen of Brigham Young University notes that the typical fund catering...
- Just When Fleeing the Market Seems Right, One Adviser Urges a Historical Perspective. Krebsbach, Karen // Bank Investment Consultant;Feb2001, Vol. 9 Issue 2, p30
Discusses the fundmental strategies on how to maximize freefalling stock prices to divest equities in the U.S. Initiation of long-term investment; Identification of new cash flow into the stock mutual funds; Involvement in tertiary market or secondary market.
- Sentimental FOOLS. FINKE, MICHAEL // Research;Dec2012, Vol. 35 Issue 12, p43
The article focuses on the implication of sentiment-driven investment on investment returns. It says that the said trend has caused investors to lose about 1.5% in average annually. It states that over-optimism is a contributing factor to the stocks' underperformance. It suggests that developing...
- Stock prices, stock indexes and index funds. Brealey, Richard A. // Bank of England Quarterly Bulletin;Feb2000, Vol. 40 Issue 1, p61
Examines the price adjustments when a stock is added to, or removed from, a stock market index. Stock prices, stock indexes and index funds; Effect on stock returns of changing portfolio weights; Effect of performance benchmarks; Effect of membership of stock market indexes.
- THE BEST MUTUAL FUNDS YOU CAN BUY. Wang, Penelope // Money;Feb2007, Vol. 36 Issue 2, p61
The article discusses how to build an investment portfolio. The article suggests funds that will help investors build well-balanced portfolios that will help reach long-term financial goals, rather than focusing on short-term returns. Stock funds recommended in the article are selected for low...