A step by step guide to gaining control of your financial life.
http://money.cnn.com/pf/101/index.html
Online Book: Investment Strategies for 21st Century
http://www.investorsolutions.com/v2content/book/index.cfm
PGVFX, Polaris Global Value run by Bernard R. Horn is like a go anywhere fund. Currently this invest around 35 % in US equity and rest international. Value Approach of manager is remarkable for it ranks in top 1% of funds in return from last 5 years. Even in the bear market of 01,02 this gave a positive return. Some people do argue, that it is an all cap fund so it benefitted from the small and mid cap run of last few years. I would say pairing this with PRWCX- T Rowe Price Capital Appreciation and LSGLX Global bond fund is just what needed if one likes not to hold too many funds in portfolio.
For me it was a toss between OAKGX and PGVFX, both great global funds for any cycle of market.
http://cxa.marketwatch.com/WellsFargo/MutualFundCenterPublic/snapshot.aspx?mode=&symb=PGVFX
- Buy large-cap stocks in developed markets, no more of small cap.
- Technology Stocks, quite a few value stocks with good potential.
- Media Stocks.
- Military expansion and supplier stocks.
- AAA-rated corporate bonds.
- Non-U.S. dividend-paying stocks.
- Japanese consumer stocks, with recent surge in disposable income of average japanese.
- Sell retailers, except discount retailers.
- Trim exposure to financials, except multiline insurers.
- Reduce stakes in energy and commodities stocks.
Gold - Bull or Bear? It is actually an asset that is sold in crisis to raise funds.
The primary trend is up since all critical drivers for gold are still pointing towards much higher gold prices the years ahead.
The primary trend is up since all critical drivers for gold are still pointing towards much higher gold prices the years ahead.
- US$
- Suppy / Demand
- Oil
Let me know what you think on gold as an investment vehicle when hedge funds and real estate seems to be a riskier bet?
disclaimer: I currently own fidelity select gold, fsagx.
- Taxable Account
- ARTKX: Artisan International Value
I really admire value based investing approach from oakmark. when I was looking for international all cap fund, I came across this excellent fund from artisan whose manager was prior with oakmark and share same investing philosphy.
This is excellent fund, broadly diversified in different countries and cap. 3 year annualised return greater then 25% ranks it into top echelon of well managed international fund.
This is excellent fund, broadly diversified in different countries and cap. 3 year annualised return greater then 25% ranks it into top echelon of well managed international fund.
- OAKGX: Oakmark Global
- EGLRX: Alpine International Real Estate Equity
- PRASX: T Rowe Price New Asia
2. 401(K)
- FOSFX: Fidelity Overseas
- NIIVX: Ing International Value
- SSEMX: Ssga Emerging Market fund
comments are welcome from readers!
This morning I came across a fund which invest primarily in liquor, casino and cigarette companies and they have named it vice fund. Quite ironic, this fund received 5 star rating recently from M*
Vice fund
Vice fund
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