• Investing

    Excellent Mutual Funds

    While at the Barnes & Noble today, I got drawned in by a title in US World & Reports: The 100 Best Mutual Funds for the Long Run. Sure enough, I found a few funds that I think are top quality. Large Cap Value Comparing it to Fidelity Contrafund, which is considered one the top funds, I can see why Yacktman is on top: 3 year return of 8.9% is much better than -0.2% for the Fidelity fund. Foreign Large Cap Blend Very good returns. Better than Marsico Global, also a top rated fund. Very good returns.

  • Investing

    Good Quality Funds

    In my retirement accounts, I only hold Mutual Funds. Why? More security. More diversity. I’m also open to holding ETFs, which are almost like Mutual Funds, but I try to stay away from stocks. It’s good to rebalance every year or so. It’s been a while since I’ve done it. But because we had a decent dip recently, I think it might be a good time for me to do so. Plus, I have come across some excellent Mutual Funds in the Kiplinger’s magazine — I always try to buy their yearly issue focused on Mutual Funds. Here are some…

  • Investing

    New Frontiers: Emerging Markets Funds

    Here are some funds that offer diversified exposure to the emerging markets in Europe, Asia, Africa/Middle East, and Latin America. These are taken from the latest BusinessWeek, Dec 28th edition. Sorted by 2009 Total Return 98% Europe, 1% Asia, 1% Latin America 70% Africa/Middle East, 30% Europe 100% Africa/Middle East 51% Latin America, 26% Africa/Middle East, 17% Europe, 6% Asia 50% Africa/Middle East, 25% Asia, 22% Europe, 3% Latin America