Murphy's Law for Mutual Funds

February 2003
Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p26
Academic Journal
The section gives pieces of advice for financial planners when investing for mutual funds. Technical analysis is the science of what never happens twice. Never confuse brilliance with a bull market. The first myth of portfolio management is that it exists. Every fund style advantage has a corresponding disadvantage. Inside every lousy portfolio is a lousier portfolio struggling to get out.


Related Articles

  • Matthews India and Aston/TAMRO Small Cap Are on Fire. Falkof, David // Morningstar FundInvestor;Nov2010, Vol. 19 Issue 3, p13 

    The article reports on some of the top best and worst performing funds for 2010 in the U.S. It mentions the Matthews India Investor, which has gained 35% and was propelled by a growing Indian market. Moreover, the Dodge & Cox Income fund, which has 42% stake in mortgages and gained only 8%, is...

  • EVALUATING IRANIAN INVESTMENT COMPANIES DURING THE YEARS 2001 TO 2005 USING SHARPE'S, TREYNOR'S AND JENSEN'S INDEXES. Tehrani, Reza; Raei, Reza; Faizabad, Arash // Journal of International Business & Economics;10/20/2007, Vol. 7 Issue 3, p103 

    This study examines the risk-adjusted returns using Sharpe's Index, Treynor's Index, and Jensen's Alpha to evaluate the performance of the investment companies active in Tehran Stock Exchange (TSE) during the years 2001 to 2005. The benchmark used for comparison is the Total Index of Tehran...

  • Don't sell, just rebalance.  // Money Today;Nov2010, p25 

    This article provides ideas for mutual funds in India on improving their portfolios and organizing their asset allocation. It advises mutual funds to make such moves since the stock market is growing. It observes that the surge in equities has changed the allocation of assets of mutual funds....

  • Keeping the Faith. Stav, Julie // Hispanic;Oct2003, Vol. 16 Issue 10, p44 

    Discusses the easy way to find out where a mutual fund stands in comparison to all other mutual funds when it comes to performing in a bear or bad market. Definition of a bear market and decile rank; Decline in the NASDAQ 100 index; Importance of knowing how a mutual fund performs during bad times.

  • America tips the balance at Architas. Jackson, Will // Fund Strategy;8/18/2008, p27 

    The article focuses on the portfolio of Caspar Rock fund, the deputy chief investment office at Architas. It notes that Rock's allocation to Europe remains neutral however, its position is inflated by a small weighting in Robin Geffen's Neptune Russia & Greater Russia fund. Despite its...

  • Portfolio mix: Time to take the bull run by the horns. Kinney, Derrick // Fort Worth Business Press;1/9/2004, Vol. 17 Issue 2, p35 

    Suggests ways of improving stock exchanges. Review goals and asset allocation to re-balance portfolio; Avoidance of rebalancing portfolio based on day-to-day market movements; Mutual funds as a way to diversify investments.

  • Hype or Hope? A Cautious Approach in Today's Market. Stobo, Craig // Chartered Accountants Journal;Oct2002, Vol. 81 Issue 9, p15 

    Explains what the professionals look for prospective investment in New Zealand. Status of the stock market; Assessment of the level of data quality; Investment management companies' evaluation systems that require both quantitative and qualitative information; Requirements of a substantive...

  • Garden State Treasury Casts Equity Search. Giardina, Michael // Investment Management Mandate Pipeline;9/20/2013, p9 

    The article discusses the New Jersey Treasury considering international equity strategies. The Garden State Treasury's Division of Investment (DOI) is seeking international developing markets equity and international small-cap equity investment advisers for its almost 75 billion dollars public...

  • Australia defies global trend - for now. Purnell, Freya // Money Management;10/31/2013, Vol. 27 Issue 42, p14 

    The article focuses on the global index fund trend which is defied by Australia that maintains its active management style. It mentions that key benefits of index funds are the low cost and tax-effectiveness. It notes that New Zealand and Australian markets have been shown to be less efficient...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics