Webinar Wednesdays: Picking Right Investments Wrap-Up

If you missed our Webinar Wednesday on June 23, you can watch it here.

Which investments should you select for your portfolio? In the first segment of this episode of the Individual Investor Show, we discuss the process of choosing specific investments given your investing profile and goals as part of the PRISM Wealth-Building Process. Next, we reveal the promising large-cap growth mutual funds and exchange-traded funds (ETFs) that have made our latest First Cut list. Finally, we interview AAII Journal contributing editor Brian Haughey about convertible bonds and their risk/return tradeoffs. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of The Individual Investor Show.

Post-Webinar Notes

Picking the Right Investments for You

PRISM Process
Populating Your Portfolio Based on Your Allocation and Preferences, by Charles Rotblut in the June AAII Journal
8 Factors That Influence Your Investing Management Preferences
Active Management Stinks, But It Doesn’t Have To
Comparing Funds That Track the Same Index
Determining Your Portfolio Management Preferences

First Cut Large-Cap Growth Funds

Large-Cap Growth Funds Performing Well Compared to Peers, by John Bajkowski in the June AAII Journal
Large-Cap Growth ETFs Performing Well Compared to Peers, June AAII Journal
Funds Show Vigor in the First Quarter as Vaccinations Rise
Economic Rotation & Budding in the First-Quarter ETFs
Which Funds Fit Your Needs? Here’s How to Decide
Understanding Mutual Fund Fees and Expenses

Convertible Bonds

Inside Convertible Bonds: An Attractive Risk/Return Tradeoff, by Brian Haughey in the June AAII Journal
Brian Haughey Author Page
Corporate Bond Analysis: What to Consider
Choosing Between Bonds and Bond Funds
What Are Bond Ratings and Why Do They Change?