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Tag Archives: Mutual

FA Center: This warning label gives you a dose of reality about mutual funds on a hot streak

Which of the following two warnings would do the better job of preventing investors from paying too much attention to an investment’s recent performance? Past performance does not guarantee future results Future performance may be lower or higher than the performance data quoted The first warning is what’s currently required …

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ETF Wrap: ETF Wrap: The long and short of it, and ETFs are assimilating mutual funds

What just happened? Of all the indignities wrought by 2020, the constant up-ending of our investing expectations deserves a mention. Just when you think you’ve got it figured out, the on-again, off-again cyclical rotation vanishes through your fingers. So it was this past week, as financial markets bounced between vaccine …

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Mutual Funds Weekly: These money and investing tips can help you set up for the stock market’s ‘Great Rotation’ to value from growth

Don’t miss these top money and investing features: Bargain-basement value stocks have been out of favor for years, with investors driving up the prices and popularity of Big Tech, FAANG and other growth stocks. Yet many U.S. market strategists see a window opening for value stocks in 2021 on hopes …

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Mutual Funds Weekly: These money and investing tips can help you enjoy a smoother ride down Wall Street

Don’t miss these top money and investing features: These money and investing stories, popular with MarketWatch readers over the past week, offer advice and suggestions to help you manage your portfolio during what historically has been the U.S. stock market’s most bumpy and unpredictable month. INVESTING NEWS & TRENDS You …

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FA Center: This mutual fund may have cracked the ‘Buffett Code’ — Berkshire Hathaway’s secret sauce

For the 55 calendar years from 1965 through 2019, Berkshire Hathaway’s stock rose at an 18.6% annualized pace, versus 11.8% for the S&P 500 SPX, -1.15%  . (Both returns reflect reinvested dividends.) Warren Buffett can take credit for this, and he appears to be very much in charge of Berkshire. …

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Mutual Funds Weekly: These money and investing tips can keep your stocks and bonds covered in every season

Don’t miss these top money and investing features: These money and investing stories, popular with MarketWatch readers over the past week, offer advice and insights for your portfolio decisions as the U.S. stock market heads into the worst of its seasonal weakness. Indeed, “fall” is the appropriate metaphor for the …

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Mutual Funds Weekly: These money and investing tips are tailor-made for a tight-fitting market like this

Don’t miss these top money and investing features: Summer turns to fall, the coronavirus is still widespread, the U.S. economy is mending in some places but not others, and many investors may be experiencing a sense that nothing in their portfolio seems to fit quite right. These money and investing …

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Mutual Funds Weekly: These money and investing tips can help you with portfolio decisions as new coronavirus cases shadow economic recovery

Don’t miss these top money and investing features: These money and investing stories, popular with MarketWatch readers this past week, offer ideas about how to manage your financial portfolio at a time when doubts are growing about the extent to which economies can safely reopen as coronavirus cases rise. INVESTING …

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Mutual Funds Weekly: These money and investing tips can help you figure out where stocks are now and where they could be going

Don’t miss these top money and investing features: These money and investing stories, popular with MarketWatch readers this past week, offer ideas about how to manage your financial portfolio and invest strategically at a time when investors have become more optimistic — even as uncertainty about the coronavirus pandemic, corporate …

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