Comments Posted On-Line to “Nine Timeless Rules for Investing in Mutual Funds [and ETFs],” by John Markese, November 2009 AAII Journal.
I concur with John Markese’s rules and would add the following for your review.
Rule #1 addition: The fund manager and his term as fund manager is usually the only period that one should use to evaluate the fund’s past performance, risk, etc. (If the fund manager has only three years running a fund, do not look at five years or more of data on performance, risk, etc.)
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