All posts tagged "expense ratio"

  • Stock Collapse
    SPDR Portfolio Emerging Markets ETF Added to the SMA Portfolio

    Today's market plunge allowed me to initiate a position in the SPDR Portfolio Emerging Markets ETF (SPEM) at a price of $32.98.

    • Posted December 6, 2018
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  • Royce Value Trust
    Royce Value Trust to be Added

    Concerns following Great Britain's decision to exit the EU have created opportunities to purchase equities significantly lower than a few days ago.

    • Posted June 27, 2016
    • 0
  • PLND EPOL Relative Performance
    Poland’s Stock Market is Temptingly Cheap

    Trading at bargain PE of less than 7, with yields averaging over 5%, Poland’s stock market has caught the eye of value investors. Jack Hough at SmartMoney says Poland’s discount to other European equities is partly attributable...

    • Posted June 7, 2012
    • 1
  • Bill Miller - Legg Mason
    Actively Managed Mutual Fund Holders are Getting the Shaft

    The Street reports that, on average, actively managed large-cap funds are having an extremely poor year. According to Goldman Sachs, 72% of 261 large-cap core funds are underperforming their indices. Only 16% of large-cap growth funds are...

    • Posted December 16, 2011
    • 2
  • Future Value of Lump Sum
    Dalbar Study Reveals Investor’s Ineptitude

    Several articles in recent weeks have revealed the latest results of the study of mutual fund investor performance by Dalbar, a mutual fund research firm operating in Boston.  Dalbar appears to update this study every year.  Currently it encompasses...

    • Posted June 6, 2011
    • 2
  • Dent Demographic ETF Wraps Up First Year

    Allan Roth at CBS Money Watch points out the disappointing first year performance of the actively managed Dent Demographic ETF (DENT). DENT is down 2.2% over the past 12 months while all meaningful asset classes are positive...

    • Posted September 17, 2010
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  • ETFs With Ultra-low Expenses and a Counterpoint

    Matt Hougan, at Index Universe, recently wrote about how he was able to assemble a widely diversified portfolio on the cheap back in 2007, and how it has become cheaper still. In June 2007, the expense ratio...

    • Posted July 19, 2010
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  • Mutual Fund’s Undisclosed Costs

    Anna Prior, reporting for the Wall Street Journal, exposes the mutual fund industry’s dirty little secret – the expense ratio doesn’t disclose all of the costs of owning actively managed funds. In the following excerpt, the results...

    • Posted March 2, 2010
    • 0
  • Harry Dent is Managing a New High-Expense ETF

    Chuck Jaffe writes a critical piece about the new AdvisorShares Dent Tactical ETF. Jaffe analyzes the performance of a previous Dent production, AIM Dent Demographic Trends, which he managed from 1999 until mid-2005 when it was merged...

    • Posted October 3, 2009
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  • iShares S&P U.S. Preferred Stock Index (PFF) Purchased for Conservative Portfolio

    The iShares S&P U.S. Preferred Stock Index (PFF) was purchased today at $24.80 per share with the cash balance available in the conservative portfolio. According to the iShares website, PFF seeks investment results that correspond generally to...

    • Posted January 21, 2009
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