An exchange I had with Ben Carlson on Twitter last week sets the table to share the most important investing lesson I learned in 2015: @awealthofcs one of the biggest things I’ve learned from your writing and @michaelbatnick‘s is that all of those work in their own way. — Brendan Mullooly (@BrendanMullooly) December 18, 2015… [Read More] The Most Important Lesson I Learned This Year
Remember how cool the home run race was back in 1998? Sammy Sosa and Mark McGwire both broke Roger Maris’s single season record of 61 homers in a season. It was pretty easy to get swept up in this exciting story line, and it was fun too. It was a home run hitter’s game, and… [Read More] Reaching for Yield and Baseball’s Steroid Era
The Dogs of the Dow strategy has become pretty well known over the years. It’s been described as a simple way to own a reliable portfolio of high yielding blue chips that outperform the market over time. The Dogs of the Dow strategy entails ranking the 30 members of the Dow Jones Industrial Average each… [Read More] Why the Dogs of the Dow Have Worked
What are 12b1 Fees Have you heard of 12b-1 fees before? If you invest in mutual funds, I hope you have. You’ll find these fees on a fund prospectus or a website like Morningstar. In this week’s video, Tim shares the basics on 12b-1 fees. 12b-1 fees draw their name from the section of the… [Read More] What are 12b-1 Fees?
Mutual Fund Class C Shares We’ve already covered class A and class B shares of mutual funds, so in this video I explain what mutual fund class C shares are. Again, I cannot stress the importance of understanding these different share classes enough. Too many investors get themselves into trouble by not knowing what they… [Read More] What are Mutual Fund Class C Shares?
https://media.blubrry.com/invest/p/content.blubrry.com/invest/Floating_Rate_Bond_Funds.mp3Subscribe: Android | RSSIt’s important to remember that eliminating one type of risk almost always results in assuming another when it comes to investing. There are no returns without some degree of risk taking. Floating rate bond funds are a great example of risk elimination actually being a risk trade. Floating rate bond funds significantly… [Read More] MAM 178: Floating Rate Bond Funds – Trading Rate Risk for Credit Risk