When analyzing a mutual fund there are more things to consider than just the historical returns. Many times people ask us how our returns are relative to other investment. The real question is how can we reduce your investment risk compared to others, while still positioning for growth.
When analyzing mutual funds there is a way to plot the returns relative to the risk you are taking. Sadly most mutual funds start to drift away from efficiency and investors find that they are taking increased risk for the same level of returns you could achieve elsewhere.
Today Dustin is going to show how you can have an efficient investment portfolio for retirement, and still generate the projected returns.
When saving and investing for retirement always consider more than just the historical returns of a product. Consider the overall volatility of the product relative to the returns stated.
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I got it. Years ago I was invested in mutual funds w Prudential at my job’s IRA . When I examined the fund’s holdings and calculated the fund’s return against the individual stocks I deduced that I wasn’t getting the full return, but only paying FEES to Prudential Financial! From that moment I swore I’d never invest in a mutual fund again, and so I only invest in individual stocks and 2 ETFs, SPY & QQQ.
He Dustin great video! This is the exact reason why I decided to roll over my 401 with you. I have no idea about the intricacies of the stock market however you break it down to a technical level most people can understand. I actually feel like I have a guy in my corner looking out for me! Thanks again Dustin, and please keep the videos coming!
I set up my account with Jazz Wealth just a few weeks ago, and I can honestly say Dustin has been great. He’s very knowledgeable and he actually takes the time to explain things, over the phone or email. I hope to see his company (and my Roth) do well in the future!
liked the video from a perspective of I’ve see a lot of basic videos out there and was looking to dive a little deeper, learn and understand how mutual funds work and interact in the market.
oh also an FYI i stumbled upon your YouTube after watching an S-load of Dave Ramsey
In a time of increasing change and uncertainty, we must be clear on what will not change to not get distracted.
Strategic Portfolio Management.
1. Periodic evaluation and prioritization of the entire innovation portfolio.
2. Strategic and priority-based resource allocation.
On a strategic level, portfolio and resource management must be fully aligned.
3. Release and exit of innovation initiatives.
About the authors.
Dr. Ralph-Christian Ohr has been working in several innovation, division and product management functions for international, technology-based companies. His interest is aimed at organizational and personal capabilities for high innovation performance. He authors the Integrative Innovation Blog.
The Biggest Mistakes in Managing a Portfolio.
The Biggest Mistakes in Financial Planning Series.
by Harvey Jacobson, CHFC, MBA, CLU.
Investors who have remained consistent with their risk profiles through volatile markets have seen a substantial recovery in their portfolios since March 2009. Those who are truly behind are those who panicked and are now left with the decision of how to recover their losses. They can, but it is a much slower recovery.
This article published originally April 13, 2010, Los Angeles Daily News.
Managing an agile portfolio.
When the right people on the right teams have the right context, they naturally do the right thing.
Set the right context.