fund manager Archive

  • About 99% of people who buy stock think about how much it is going to go up. Very few ask their broker where to sell if it goes down. Furthermore when it does go up how do you take you profit? How do you protect that hummer if it has been bought at $10 and starts up steadily going to 40 or higher? Has your broker ever mentioned a trailing stop loss? Probably not. The same technique applies to mutual funds.

    The Best Thing I Ever Learned About Investing

    Posted on April 19, 2011 | No Comments
    About 99% of people who buy stock think about how much it is going to go up. Very few ask their broker where to sell if it goes down. Furthermore when it does go up how do you take you profit? How do you protect that hummer if it has been bought at $10 and starts up steadily going to 40 or higher? Has your broker ever mentioned a trailing stop loss? Probably not. The same technique applies to mutual funds.

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  • How about looking in your stock portfolio? Are there some stocks or funds that have been in there gathering dust, giving no return and tying up money that could be earning an investment return elsewhere? Isn’t it time to take your own “mark down” to clean out space for new stocks that will make you some money?

    Filene Plan For Stocks

    Posted on February 27, 2011 | No Comments
    How about looking in your stock portfolio? Are there some stocks or funds that have been in there gathering dust, giving no return and tying up money that could be earning an investment return elsewhere? Isn’t it time to take your own “mark down” to clean out space for new stocks that will make you some money?

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  • Investors and brokers believe you have been taught that you have to “buy it right”. Any fool can buy. Without the added five words he will go broke. Anyone who has been successfully trading, any professional floor trader will tell you the five key words that go along with every trade which is the secret of financial success prior to every transaction.

    Winning Five Words

    Posted on February 15, 2011 | No Comments
    Investors and brokers believe you have been taught that you have to “buy it right”. Any fool can buy. Without the added five words he will go broke. Anyone who has been successfully trading, any professional floor trader will tell you the five key words that go along with every trade which is the secret of financial success prior to every transaction.

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  • It is a sad fact that fund managers are paid on the amount of money they are able to attract to their fund and not on how much they make for their investors. There is no performance incentive. If the SEC wanted to do something to protect investors they might set either a minimum salary or none at all for any fund manager that does not make a profit for his customers. Don’t hold your breath.

    Get Paid For Performance

    Posted on February 14, 2011 | 1 Comment
    It is a sad fact that fund managers are paid on the amount of money they are able to attract to their fund and not on how much they make for their investors. There is no performance incentive. If the SEC wanted to do something to protect investors they might set either a minimum salary or none at all for any fund manager that does not make a profit for his customers. Don’t hold your breath.

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  • The truth is that the big killer is the herd mentality of active fund managers. They follow each other around buying and selling the same junk. They flock to the same familiar companies and often overlook the new, obscure companies that show great promise. They take great comfort in knowing that, even if their fund misses out on a great opportunity, most of the others in its group will too.

    The Big Secret The Mutual Funds Don’t Want You To Know… Index

    Posted on December 19, 2010 | No Comments
    The truth is that the big killer is the herd mentality of active fund managers. They follow each other around buying and selling the same junk. They flock to the same familiar companies and often overlook the new, obscure companies that show great promise. They take great comfort in knowing that, even if their fund misses out on a great opportunity, most of the others in its group will too.

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  • What can a fund manager do when the entire market heads south? He is not allowed to sell out of positions and go to cash. That would be a violation and he could be prosecuted for it. He is required to watch money go down the drain. Your money.

    Why The SEC Won’t Help

    Posted on November 19, 2010 | No Comments
    What can a fund manager do when the entire market heads south? He is not allowed to sell out of positions and go to cash. That would be a violation and he could be prosecuted for it. He is required to watch money go down the drain. Your money.

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  • Now you want to get your money back so you will sell it when it gets back up to “even”. Fageddaboutit! “Even” is for losers. If Doozy is down 50% it means it has to go up 100% to get out where you got in. Do you really think there is much chance of that happening?

    How Stop Loss Orders Make Money

    Posted on July 13, 2010 | 2 Comments
    Now you want to get your money back so you will sell it when it gets back up to “even”. Fageddaboutit! “Even” is for losers. If Doozy is down 50% it means it has to go up 100% to get out where you got in. Do you really think there is much chance of that happening?

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  • Has your account been losing money lately? Been thinking about changing brokers, money managers or account managers?

    How To Change Brokers and Save Your Funds

    Posted on July 8, 2010 | No Comments
    Has your account been losing money lately? Been thinking about changing brokers, money managers or account managers?

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  • This question is like a two-edged sword, and I am bound to step on somebody’s toes. I think the most important issue in answering that question is what type of investment approach you are using.

    How Important is a Fund Manager?

    Posted on June 20, 2010 | No Comments
    This question is like a two-edged sword, and I am bound to step on somebody’s toes. I think the most important issue in answering that question is what type of investment approach you are using.

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  • Brokers are not taught to protect clients money. Money the customer worked hard to accumulate slowly Is disappearing. The poor (and getting poorer) investor is listening to the chorus singing, “the market always comes back”, “you have good quality stocks so just hold on to them”, “you don’t have a loss until you sell” and “you can’t time the market”.

    Don’t Buy Anything

    Posted on June 19, 2010 | No Comments
    Brokers are not taught to protect clients money. Money the customer worked hard to accumulate slowly Is disappearing. The poor (and getting poorer) investor is listening to the chorus singing, “the market always comes back”, “you have good quality stocks so just hold on to them”, “you don’t have a loss until you sell” and “you can’t time the market”.

    Continue Reading...