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.

Thursday, January 14, 2010

The best balanced funds

The best balanced funds
Balanced funds tend to have lower risk than stock mutual funds.

Monday, January 11, 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.