Archive for February, 2013

CONSIDER PUTTING SOME MONEY INTO HIGH QUALITY COMPANIES WITH A HISTORY OF PAYING AND INCREASING DIVIDENDS

February 15, 2013

A Morningstar favorite with quality dividends:
Vanguard Dividend Appreciation ETF (VIG)
VIG Chart

VIG data by YCharts

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Perks & de Lardemelle on Alternative Investments

February 15, 2013

Bill Miller: Where is he investing now?

February 8, 2013

A TV exclusive with legendary value investor Bill Miller. The only mutual fund manager to beat the S&P 500 for 15 years in a row, Miller’s Legg Mason Capital Management Opportunity Fund was the number one mutual fund last year. Where is he investing now? Find out! Continue Reading »

ASK YOURSELF IF YOU SHOULD BE INVESTED WITH AN ACTIVE MANAGER OR A PASSIVE INDEX FUND

February 8, 2013

The Underperformance Gap: 

  • Most investors do substantially worse than the mutual funds they invest in
  • Investors sell funds that underperform for 2-3 years
  • Investors switch to funds with several years of outperformance
  • Sell low/ buy high strategy is sure fire recipe for subpar results

If you can’t tolerate sticking with a manager who isn’t doing well, even if they have a great long term record- then go with a passive index fund. If you are willing to stick with a manager you believe in- stay actively invested.  

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Bill Miller: A Great Investor’s Strategies for His Personal Portfolio

February 8, 2013

Bill Miller, the only mutual fund manager on record to beat the market 15 years in a row reveals the two primary strategies he uses in his personal portfolio. Continue Reading »

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