Mutual Funds

iShares iBoxx $ Investment Grade Corporate Bond Fund (NYSE: LQD)

The U.S. stock market has enjoyed a strong rally since the early spring, but while the economy has shown improvement, it still faces major headwinds. So it may be best to hedge against the U.S. dollar, which is likely to experience a significant decline over the next few months.

There are a lot of uncertainties permeating the market right now, not the least of which is healthcare reform. Will that reform entail a public option that could add $1 trillion to the deficit?  How is reform going to be financed?  And is it going to mean higher costs for employers…

25Aug2009 | Money Morning | 1 comment | Continued

Using ETFs To Capture The Powerful Trends

Last year – at the height of a global financial crisis that tipped stocks into a freefall – investors still added $176 billion to exchange-traded funds, the hot investment class better known as ETFs.

So far this year – as investors yanked $49 billion out of conventional mutual funds – investors poured $35 billion into ETFs, said Simfund MF, a fund-tracking database produced by a recent report by Strategic Insight.

Investors are attracted to ETFs because they combine the best features of individual stocks with those of mutual funds. As portfolios, ETFs offer the diversification of a fund. But they trade on…

7Aug2009 | Money Morning | 0 comments | Continued

Slothful Investing: How to Beat the Markets With a Lazy Portfolio

MarketWatch columnist Paul B. Farrell loves to tout the performance of his eight Lazy Portfolios.

They earn their name by being comprised of nothing but low-cost, passively managed index funds – properly diversified – that require nothing but an annual rebalance.

In his latest column, he gushes about how his lazy strategy “keeps beating the S&P 500, as well as popular actively managed funds.”

Here’s my rub: Mr. Farrell doesn’t have a corner on slothful investing.

We’re Going Fishing & Beating the Market, Too!

We’ve got our own version of a lazy portfolio at The Oxford Club. We call it the Gone Fishin’ Portfolio.

And guess what?

It’s…

22Jul2009 | Investment U | 0 comments | Continued

A Safer Way to Buy Stocks

The last few days have sent a lot of investors scurrying back to the sidelines.

The correction, which I’ve been calling the most widely anticipated correction in years, has reignited fears that even an anemic recovery might be farther away than most investors expect.

If you turn on CNBC, you’d think it was just as bad as last fall. That was when forced-selling was driving down the price of every asset class. The bankruptcy of automakers was going to result in a catastrophic loss of 3 million jobs. The economy was shedding 500,000 jobs a month and the only solution to “prevent…

10Jul2009 | Q1 Publishing | 0 comments | Continued
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