Saturday, January 30, 2010
The 2010 IRA portfolio
The 2010 portfolio is now six weeks into the year. I am posting the chart of the portfolio.
JAOSX Janus overseas fund
RYLPX Royce Low-Priced Stock Fund
PLDDX PIMCO Low Duration Bond Fund
WTSLX Westcore Select Fund
LZOEX. Lazard Emerging Markets Equity Fund
AKREX Akre Focus Fund
GOLDX. GAMCO (Gabelli) Gold fund
YAFFX Yacktman Focus Fund
WGRNX Wintergreen Fund
BJBHX Artio Global High Income
CGMRX CGM Realty fund
As of February 13, 2010 this portfolio is down 2.1 percent while the S&P500 is down 3.54% year to date. The 2010 portfolio was up almost 2% last week compared to the S&P500 which was up about 1%.
To read more about Fund picks for 2010
Wednesday, January 20, 2010
Take advantage of the savers tax credit
Take advantage of the savers tax credit
Take advantage of the savers tax credit. For those who qualify this credit is a good deal.
Take advantage of the savers tax credit. For those who qualify this credit is a good deal.
Thursday, January 14, 2010
The best balanced funds
The best balanced funds
Balanced funds tend to have lower risk than stock mutual funds.
Balanced funds tend to have lower risk than stock mutual funds.
Monday, January 11, 2010
Thursday, January 7, 2010
Mutual funds that invest in real estate
Mutual funds that invest in real estate
Mutual funds which invest in real estate.
Mutual funds which invest in real estate.
Tuesday, January 5, 2010
Monday, January 4, 2010
Why mutual funds are not horrible investments
Why mutual funds are not horrible investments
I have had say mutual funds are horrible investments. I am here to tell you otherwise.
I have had say mutual funds are horrible investments. I am here to tell you otherwise.
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