Strategies

Strategies

Rebalancing Your Mutual Fund Portfolio

A portfolio of mutual funds is no different from a portfolio of stocks, bonds, real estate, commodities, etc. when it comes to review and rebalancing. Average mutual fund investors tend to invest their money and then leave it alone for long periods of time, even years without adjusting their holdings. […]

Strategies

Investing in Leveraged Mutual Funds

Investors are increasingly using Leveraged funds, both ETFs and Mutual Funds. Such funds can definitely provide enhanced returns to a properly constructed portfolio if the investor understands the risks involved and is using these funds in a specific investment strategy. Leveraged ETFs and Mutual Funds Most of the attention in […]

Strategies

Target-Date Mutual Funds: The Basics

One of the more recent popular innovations in the mutual fund industry has been the creation of target-date mutual funds. Instead of burdening the investor with portfolio rebalancing throughout time (investor’s typically desire to take less risk as they age), the target-date fund systematically adjusts the portfolio to become less […]