Public investment fund
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Unconstrained & Multisector Bond Funds: Navigating Market Volatility
With the broad bond market down 2% so far this year, it’s easy to see the appeal of a fund that can invest in the corners of the market that are working. That’s where so-called unconstrained bond fund
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Hodges Small Cap Fund (HDPSX): Performance Update & Investment Strategy
At last check, the team at Hodges Small Cap (HDPSX) had found only 48 stocks they liked well enough to own—but not for lack of looking. Because small-capitalization stocks (by the fund’s definition, t
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Variable-Rate Investments: A Hedge Against Rising Interest Rates
Variable-rate bank-loan funds, such as Fidelity Floating Rate High Income (symbol FFRHX, yield 3.7%) and Eaton Vance Floating Rate (EABLX, 3.8%), have delivered positive returns while the broad bond m
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Housing Market Reaches New High: What It Means for Homebuilders
stevecoleimagesThe housing market reached a milestone in January that almost no one noticed. The S&P CoreLogic Case-Shiller Composite, an index that tracks average home prices in 20 U.S. cities, f
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Best Deals & Discounts: 2018 Savings Guide - Tech, Travel & More
designer491Guide to Scoring the Best Deals in 2018Disrupter Deal: The Instant PotGet the Real Deal for LessBest Bets for Grocery DeliveryTop Tech Bargains for 2018Refurbished and Open-Box DealsDisrupt
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Top 10 High-Yield Preferred Stock Funds for Income Investors
Getty ImagesPreferred stocks – a high-yield asset that’s typically referred to as a stock-bond “hybrid” because it has characteristics of each – are treading water this year after a strong showing in
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Top 11 Vanguard Index Funds: Low-Cost Investing for Quality Returns
Getty ImagesVanguard index funds are among the market’s greatest champions of low-cost investing.The company is a pioneer, launching the first index fund – the Vanguard 500 Index Fund (VFIAX), which p
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Top 10 Vanguard ETFs for Cost-Effective Investing
Getty ImagesVanguard has built a sterling reputation on low-cost index investing. Founder John Bogle is responsible for the world’s first index fund – what’s now known as the Vanguard 500 Index Fund (
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Baron Global Advantage: Navigating International Stock Markets for Growth
Venturing abroad to find stocks has gotten more challenging lately. But Baron Global Advantage (BGAFX) has found success with a mix of foreign and domestic stocks. Manager Alex Umansky and his team lo
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Fidelity New Millennium: Contrarian Investing Strategy & Recent Performance
Back in 2014, Fidelity New Millennium (FMILX) fund manager John Roth described himself as an opportunistic stock picker. Now, more than nine years into a bull market, he says he’s become more of a con
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Unlock Growth: The Power of Small-Cap Stocks
Small-company stocks have a lot going for them. Since 1926, they have returned an annual average of about two percentage points more than shares of large companies. Over time, that two-point differenc
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Financial Fixes: Quick & Easy Recipes for Better Money Management | Kiplinger's
.imgHideOnJavaScriptDisabled_40599vrku4u26qw { display: none !important; } Dive into this package via our interactive application to view, print, and share individual "recipes" for financial
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Kiplinger ETF 20: Understanding the Rise of Exchange-Traded Funds
To borrow a line from a song in Rodgers and Hammerstein’s musical Carousel, exchange-traded funds are bustin’ out all over. These low-cost funds are playing a bigger role in portfolios than ever befor
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Top 6 REIT Funds to Invest In Now - Real Estate Opportunities
Getty ImagesRising interest rates and the decline of shopping malls have weighed on real estate investment trusts (REITs) over the past few years. The good news is that many REITs – special tax-advant
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Fidelity Select Healthcare Portfolio: Sustained Growth Potential
Health care stocks have climbed steadily over the past decade, even accounting for a pause in 2016, when the sector got entangled in election-year issues. There are reasons to expect the robust return
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Navigating Global Markets: Why Foreign Stocks Still Offer Opportunities
What a turnaround. At the start of 2018, the outlook for foreign stocks was sunshine and roses. But by spring, the optimism had evaporated in a black cloud of worries about a trade war and the negativ
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Top 10 ETFs for a Stable, All-Weather Investment Portfolio
Getty ImagesIt used to be that investors asked themselves the question, “How many mutual funds should I have in my portfolio?” They still ask the same question of diversification, but more in terms of
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Diversified Cash Flow Strategies: Building Financial Security
Some months ago, I mentioned that I fund my cash needs about six months in advance. A Kiplinger’s reader admonished me for taking on too much risk. Someone who is retired—or semiretired, like me—shoul
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Top 5 Vanguard Actively Managed Funds: Performance & Insights
Getty ImagesVanguard funds have become synonymous with index investing. But if you limit yourself to the firm’s passive strategies, you’ll miss some gems. Indeed, Vanguard fund managers actually inves
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ETFs vs. Mutual Funds: A Deep Dive with Todd Rosenbluth
Getty ImagesListen now:Subscribe FREE wherever you listen:Apple Podcasts | Google Podcasts | Spotify | Overcast | RSSLinks and resources mentioned in this episode:iSeeCars: Best Leased Cars to Buy Bac
Public investment fund
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- Efficient Market Hypothesis (EMH): Understanding Investment Prices
- Hodges Small Cap Fund (HDPSX): Performance Update & Investment Strategy
- Decoding Stock Market Indexes: Dow, Nasdaq & S&P 500 Explained
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Free Promissory Note Templates: Download & Customize | ExpertLawThere are promissory notes for everything from cars to horses. An article by attorney Aaron Larson on the ExpertLaw website describes a promissory note as "a written promise to repay a l...
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Index Investing: A Beginner's Guide to Passive InvestingIndex investing is a passive investment method achieved by investing in an index fund. An index fund is a fund that seeks to generate returns from the broader market by tracking an index. The S&P ...
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SMiShing: Understanding Text Message Scams & How to Protect YourselfIf you dont recognize the sender of that text message, delete it! It could be a virus waiting to happen. People have been scamming their fellow humans since the beginning of civilization. Over...
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Is Your Financial Health at Risk? 3 Warning Signs to Watch ForYou might think youre doing OK financially, but these red flags should tell you the opp...