|
|
|
Guidance on How to Follow the Level3 Passive Portfolio |
 |
 The AAII Level3 Passive Portfolio is a four-ETF portfolio designed to outperform the broad market in the long term. It is also designed to be relatively static over time. This article outlines how you can follow the portfolio as well as highlights how you can rebalance your portfolio through additions or withdrawals. More » |
|
|
|
|
|
|
The Sell Decision With Mutual Funds: Knowing When to Walk Away |
|
|
|
|
Many people hop in and out of investments all too frequently. That’s due in part to the fact that mutual fund advice and information are so freely available that individuals often are persuaded to switch from their more prosaic funds to those that have been delivering more exciting short-term returns. At the opposite extreme, others take the attitude that once bought, mutual funds can practically be held for a lifetime. What are the legitimate reasons for selling funds, and when should you stay put? More » |
|
|
|
|
|
|
|
|
|
|
Tracking the S&P 500 With Mutual Funds and ETFs |
|
|
|
|
There are more than 40 mutual funds and exchange-traded funds (ETFs) widely available to investors that explicitly list the S&P 500 in their name. These funds track the large-cap index or follow a strategy based on a variant weighting or a subset of the index. The challenge for investors seeking passive exposure to the large-cap index is choosing which fund to invest in. The decision depends on both the characteristics being sought and the willingness to look closely at the strategy a fund is designed to follow. This article discusses some of the basic differences between the various S&P 500 funds. More » |
|
|
|
|
|
|
Inside ETFs |
|
|
|
|
Like mutual funds, ETFs are a way for investors to participate in the stock, bond and commodity markets; achieve a diversified portfolio; and gain access to a broad array of investment strategies. More » |
|
|
|
|
|
|
|
|
|
|
Member Question
In the past 24 months, have you moved any of your cash to an online bank that pays higher yields on savings and money market accounts?
A) Yes
B) No
|
Be sure to vote on this week’s question for the opportunity to offer your insights on our open-ended question. |
Previous Week’s Results
If the trade dispute between the U.S. and China drags on, which country will suffer more?
China : 49%
Both countries equally : 27%
U.S. : 22%
No opinion : 2%
Poll results are as of 9 a.m. (Central) on Monday. 2,000 respondents.
|
|
|
|
|
|
|
|
|
The Individual Investor’s Guide to the Top Mutual Funds 2019 |
|
|
|
|
 |
|
The latest update to AAII’s annual mutual fund guide includes 727 funds in the printed version and hundreds more in the expanded online data tables, covering roughly 1,600 funds in all. The guide provides performance and risk statistics for individual funds as well as index and category benchmarks. More » |
|
