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A simple asset allocation model for deciding between small and large caps

June 27th, 2010 wiseinvestor No comments

As mentioned earlier, an observation regarding the large discrepancy between the returns of small and large caps at any given year and that fact that this discrepancy last for several years mean that investors can generate greater returns than just simply buy and hold for more than 20 years. As you shall see in the following illustrations, one just needs to follow two simple steps when deciding to hold either all small or large caps ETFs in the coming year.

The stated asset allocation model is based on a single assumption.

As will be expected from historical data and the

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Categories: ETFs, Mutual Funds Tags:

Keeping an eyes on costs of mutual funds

June 11th, 2010 wiseinvestor No comments

If you ask a woman how much does that LV bag costs, chances are she can most probably tell how much it cost within a dollar margin. However, if you ask her how much she pays “talented people” for professional money management, there is also a good chance that she got no ideas. There exists the same probability that she is paying much more for money management than for her LV bag. If there is a financial adviser managing her wealth, the fees will be around $3000 to $5000, coupled together with 1% fee for a $100 000 portfolios, which…

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Categories: Mutual Funds Tags: