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Mutual Funds

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Investment Management is Big Business

Friday, April 17th, 2009

Check this out. I found this on page 161 of Christopher Jones’ book, The Intelligent Portfolio*, regarding mutual fund fees. I never really looked at fees in this way. The aggregate numbers on the magnitude of investment fees are sustantial. For example, look at the fees charged by mutual fund companies. According to the Investment […]

Poor Bill Miller…

Thursday, December 11th, 2008

Take a look at this graphic that was in yesterday’s Wall Street Journal. It’s a graph of the performance of the Legg Mason Value Trust, managed by Bill Miller, against the S&P 500 Index. According to the article ($), the Value Trust is down 58% this year alone! Why? Because Bill Miller made bets on […]

How Should This 44-Year Old Invest $18,000?

Monday, May 12th, 2008

I received this email last week: Hi JLP, I found your blog thru real simple magazine. Props to you. Nice. So here is my question, 44 years old, female, broke my whole life, no savings, wanna change. Came into 18K (my Dad died) and I don’t know what to do with it. It has been […]

Fees Matter!

Tuesday, February 5th, 2008

Okay, we all know that investing involves fees. However, did you ever think about just how much you could spend in fees over a 20 or 30 year period? It’s probably a lot more than you think it is. Why? Because fees compound along with the growth of your investment. And, even in down years, […]

Mutual Funds With Low Minimum Investments

Tuesday, November 13th, 2007

Here’s a list (check it out here ($) I found in today’s Wall Street Journal of some mutual funds that have low minimum initial investments. All funds listed are supposed to be no-load mutual funds with relatively low management expenses. Where available, I included a link to the mutual fund’s website. NOTE: Upon further research, […]

Are Mutul Fund Companies Becoming Activist Investors?

Tuesday, October 2nd, 2007

There was a very interesting article, Mutual Funds Get Mad ($), in the Wall Street Journal today about how mutual funds are becoming activist investors when they see companies doing things that hurt their (the mutual fund’s) returns. The article profiled T. Rowe Price’s effort to stop a buyout of Laureate Education led by Laureate’s […]

Let’s Read Some of Robert Kiyosaki’s Drivel

Tuesday, May 1st, 2007

One of my readers sent me a link to a recent article by Rober Kiyosaki titled Playing the Mutual Fund Lottery. I can sum this article up for you in one word: DRIVEL! The point of the piece is that mutual funds (ALL mutual funds since he doesn’t make any distinctions) really aren’t much better […]

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