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Category: MUTUAL FUNDS
Index fund tracking error screener Feb 2024
This index fund screener is based on tracking error and returns difference wrt benchmarks (aka tracking…
Should I avoid portfolio overlap between mutual funds used for different goals?
A reader has multiple questions on goal-based investing, and we address them inline below. “I am…
How have the Factor Indices performed since launch?
Over the past few years, NiftyIndices and S&P have launched various factor indices (Value, Momentum, Low…
Briefly Noted . . .
By TheShadow Updates Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through…
Devesh, “My friends think I’m (a little) crazy” 2023 portfolio review
By Devesh Shah In this article, I would like to talk about how I am allocating…
Touchdowns and Turnovers: MFO’s All-Star Picks for the Best US Equity Funds of 2023
By David Snowball Touchdowns and Turnovers: MFO’s All-Star Picks for the Best US Equity Funds of…
Snowball’s Indolent Portfolio, 2023 | Mutual Fund Observer
By David Snowball Someone will always be getting richer faster than you. This is not a…
Patriotic Millionaires and the Uncertainty of Taxes
By Charles Lynn Bolin Our new Constitution is now established, and has an appearance that promises…
Financial Discoveries: 10 Cool Things I Learned in January
College professors are, quintessentially, learning machines. Give us 15 minutes of peace, and we’ll sink happily…