By David Snowball Since the number of funds we can cover in-depth is smaller than the…
Category: MUTUAL FUNDS
Standpoint Multi-Asset Fund (BLNDX / REMIX)
By David Snowball Objective and strategy The Standpoint Multi-Asset Fund seeks positive absolute returns through an…
December Brings S&P 500 To All-Time High
By Charles Boccadoro All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium…
Celebrating the ongoing triumph of ESG investing
By David Snowball James Mackintosh, who has always been adamantly skeptical of ESG/SRI/green investing (though less…
Long-term investing in equity comes with no guarantees of success!
In his new book, Same as Ever, Morgan Housel says, “A good summary of investing history is…
Asset Allocation and Withdrawal Strategies in Retirement
By Charles Lynn Bolin I hope everyone had a chance to enjoy the holidays and spend…
January 1, 2024 | Mutual Fund Observer
By David Snowball Dear friends, Welcome to the January issue of Mutual Fund Observer. January was…
How many equity funds are required for adequate diversification?
A subscriber to our YouTube channel asks, “How many equity funds are required for adequate diversification?”…
Global Momentum Guide for January 2, 2024 – Mutual Fund Investor Guide
The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…
Market Perspective for December 31, 2023 – Mutual Fund Investor Guide
As expected, the final trading week of the year was rather subdued. There were only a…