Mutual Funds
Found 16 Articles.
The Taste of Lemons in Summer
The second quarter, 2011, Fabian Lemon List is in, and the results are a sour summer mix of 1,664 funds with over $1 trillion in assets. But just what is a lemon fund? This is our list of mutual funds that have underperformed their one-, three-, and five-year benchmarks. While many of […]
Don’t Get Caught with Lemons in Your Mouth
Summer is in full swing, and the weather has really heated up all across America. To cool off, many people will pour themselves a tall glass of ice-cold lemonade. Hey, I think it’s fine if your lemons get squeezed into lemonade, but what isn’t fine is if you have lemons in your investment portfolio. The […]
The Lemony Taste of Mutual Funds
It’s summer, and the weather is heating up all across America. To cool off, many people will pour themselves a tall glass of ice-cold lemonade. Hey, I think it’s fine if your lemons get squeezed into lemonade, but what isn’t fine is if you have lemons in your investment portfolio. The lemons I’m talking about […]
Don’t Be a Mutual Fund Dinosaur
Does your investment strategy still consist of buying and holding mutual funds? If so, then you might be considered a “mutual fund dinosaur.” You see, with the volatility we’ve seen in the markets over the past couple of years, and with innovative products such as exchange-traded funds now heavily populating the investment landscape, a failure […]
Mutual Funds Are Hazardous to Your Wealth — 2/9/2010
The market sold off sharply in the second half of January, and this rapid descent has me very concerned for investors holding large allocations to domestic, international and high-yield mutual funds. What we could be seeing here is the start of a more prolonged correction in the markets. The end of this market rally — […]
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Mutual Funds Are Hazardous to Your Wealth 4
From peak to trough, the S&P 500 Index fell more than 5% last week. This kind of rapid descent has me very concerned for investors holding large allocations to domestic, international and high-yield mutual funds. What we could be seeing here is the start of a more prolonged correction in the markets. The end of […]
It’s Time to Squeeze Some Lemons — Q4, 2009
It’s time again for our quarterly lemon-squeezing ritual. That’s right, it’s time for us to expose the worst-performing mutual funds for what they really are — sour investment vehicles that will make your portfolio pucker. For Q4, 2009, the Mutual Fund Lemon List contains 1,566 mutual funds totaling $651 billion in assets! Now, to be […]
Mutual Funds are Hazardous to Your Wealth 2
Most investors sustained serious damage to their wealth last year — damage that, in many cases, will be difficult to overcome. Certainly, Wall Street titans, reckless lenders and irresponsible home buyers all deserve their share of the blame. But one part of the financial world has not received much scrutiny for its role in the […]
Mutual Funds are Hazardous to Your Wealth
Monday’s huge market sell-off pushed stocks to levels we haven’t seen since 1997. The selling early this week, along with the bounce that took place in Wednesday’s session, has many people wondering if we have just seen the capitulation sell-off that Wall Street has been hoping will occur. […]
Mutual Funds are Hazardous to Your Wealth 3
The bulls saw a glimmer of hope in Tuesday’s trading session, with the major averages enjoying one of their best days in a very long time. Tuesday’s bounce came courtesy of Federal Reserve Chairman Ben Bernanke, who said that our nation’s banks would not be nationalized and that we could be out of this recession by the fourth quarter of 2009 — if all goes right. […]
Jim Woods is a 30-plus-year veteran of the markets with varied experience as a broker, hedge fund trader, financial writer, author and newsletter editor.
His books include co-authoring, “Billion Dollar Green: Profit from the Eco Revolution,” and “The Wealth Shield: How to Invest and Protect Your Money from Another Stock Market Crash, Financial Crisis or Global Economic Collapse.” He’s also ghostwritten many books and articles, as well as edited content for some of the investment industry’s biggest luminaries. Read more about Jim Woods.
