吴氏股票研究
股票研究,经济分析,共同基金管理,交易练习,投资理念,投资心理学
博文
(2006-02-08 22:28:09)
TheAutopilotPortfolioByTimHanson(TMFMmbop)Stocksarealotofwork.Ishouldknow--I'maddictedtothem.MywifeandIhold18stocksinourtaxableaccounts,andI'muptodateoneveryoneofthem.Ireadthenews,checkthefinancials,andconstantlyupdatemyspreadsheetvaluations.It'sfun,sure,butnotasmuchfunasitsounds.Andifyou'renotaddictedtostocks,aportfoliolikethatcanbeanutterdisaster.Ourindividualretirementaccounts(IRAs),ontheotherh...[阅读全文]
(2006-02-08 22:23:42)
TheProsandConsofThree2005ChartToppersbyGreggWolper|12-06-05|06:00?M|E-mailArticle|PrintArticle|Permissions/ReprintsJennisonValuePBEAXThisofferingcurrentlyranksaclosenumbertwointhehugelarge-valuecategory.Ofthethreefundsmentionedhere,it'sprobablytheonemostworthyofseriousconsideration--orperhapsitisbettertosaythatitisleastlikelytobeabigdisappointment.Onthepositiveside,wehaveahighopinionofthefund'sadv...[阅读全文]
(2006-02-08 22:21:33)
ACloserLookatMorningstar'sFourStockPortfoliosTheirphilosophy,portfoliostrategy,andportfoliocomposition.byHaywoodKelly|12-05-05|06:00?M|E-mailArticle|PrintArticle|Permissions/ReprintsNothingfocusesthemindliketheprospectofbeinghangedinafortnight,andnothingfocusestheinvestmentmindliketheprospectofallocatingcapitalbetweentwoormoreinvestments.That'sonereasonwenowhavefourstockportfolios--theTortoiseandH...[阅读全文]
(2006-02-08 22:19:49)
RatingtheStarRatingOurstudylooksathowarevisedMorningstarRatinghasperformed.byRusselKinnel|12-05-05|06:00AM|E-mailArticle|PrintArticle|Permissions/ReprintsIthasbeenmorethanthreeyearssincewechangedthemethodologyweusetocalculatetheMorningstarRatingforfunds.Wenowhaveenoughdatatoexaminein-depthwhetherourrevampedstarratingscanhelpsteerinvestorstowardfundsthatwillproducestrong,risk-adjusted,load-adjusted...[阅读全文]
(2006-02-08 22:17:36)
WhatMakesaMutualFundanAnalystPick?Onlyfundswiththerightrecipemakeittoourmostexclusivelist.byKunalKapoor,CFA|12-01-05|06:00AM|E-mailArticle|PrintArticle|Permissions/ReprintsConsistent,ThoughtfulStrategiesInourexperience,successfulfundstendtobedrivenbyconsistent,repeatablestrategies.Nothingdrawsouriremorethanamanagerwhosuddenlyswitchesstrategiesmidstreamtoaccommodateeitherthemarketormarketingfolks.T...[阅读全文]
(2006-02-08 22:09:57)
WhatWillYourRetirementCost?
ByRobertBrokamp
Advisor,MotleyFoolRuleYourRetirement
You'vehearditallbefore:Don'tgoswimmingforatleastanhouraftereating.Crossthatbridgewhenyoucometoit.You'llbeabletoliveon70%to80%ofyourcurrentincomeinretirement.
Unfortunately,I'mqualifiedtoaddressonlythatlastone--thoughifyoucancrossabridgebeforeyou'vecometoit,we'dliketoseepictures.The"70%to80%"ruleofthumb...[阅读全文]
ByRobertBrokamp
Advisor,MotleyFoolRuleYourRetirement
You'vehearditallbefore:Don'tgoswimmingforatleastanhouraftereating.Crossthatbridgewhenyoucometoit.You'llbeabletoliveon70%to80%ofyourcurrentincomeinretirement.
Unfortunately,I'mqualifiedtoaddressonlythatlastone--thoughifyoucancrossabridgebeforeyou'vecometoit,we'dliketoseepictures.The"70%to80%"ruleofthumb...[阅读全文]
(2006-02-08 22:02:04)
PlanningPreviewfor2006
You'llhavenewwaystosaveandloweryourtaxesinthecomingyear.
bySueStevens,CFA,CFP,CPA|12-22-05|06:00AM|E-mailArticle|PrintArticle|Permissions/ReprintsThereareanumberofsignificanttaxandfinancial-planningchangesscheduledfor2006.It'salsoastrongpossibilitythatwe'llgetnewlegislationincreasingretirementcontributionlevelsevenmoreandaddressingthatgoofysunsetprovisionfromthelastt...[阅读全文]
You'llhavenewwaystosaveandloweryourtaxesinthecomingyear.
bySueStevens,CFA,CFP,CPA|12-22-05|06:00AM|E-mailArticle|PrintArticle|Permissions/ReprintsThereareanumberofsignificanttaxandfinancial-planningchangesscheduledfor2006.It'salsoastrongpossibilitythatwe'llgetnewlegislationincreasingretirementcontributionlevelsevenmoreandaddressingthatgoofysunsetprovisionfromthelastt...[阅读全文]
(2006-02-08 21:59:50)
SixGreatCoreFunds,SixforDiversifying
Isyourportfolioinneedofsomeshapingup?
bySueStevens,CFA,CFP,CPA|12-08-05|06:00AM|E-mailArticle|PrintArticle|Permissions/ReprintsTodaywe'lltakealookatwhichfundscandotheheavyliftinginyourportfolio(corefunds)andwhichfundsdeservealookfortheirdiversifyingfeatures.Youcancomparethesechoiceswithyourownportfolioandseeifyoumightwanttodoalittlerebalancing.
Core...[阅读全文]
Isyourportfolioinneedofsomeshapingup?
bySueStevens,CFA,CFP,CPA|12-08-05|06:00AM|E-mailArticle|PrintArticle|Permissions/ReprintsTodaywe'lltakealookatwhichfundscandotheheavyliftinginyourportfolio(corefunds)andwhichfundsdeservealookfortheirdiversifyingfeatures.Youcancomparethesechoiceswithyourownportfolioandseeifyoumightwanttodoalittlerebalancing.
Core...[阅读全文]
(2006-02-08 21:51:31)
2006InvestmentChecklist
ByShannonZimmerman
Advisor,MotleyFoolChampionFunds
1.Focusonfees
Thetypicalfundinvestorispayinganexpenseratioofroughly1.4%foradogthatunderperformssuchmarkettrackersasVanguard500Index(FUND:VFINX)andtheexchange-tradedfundknownasSPDRs(AMEX:SPY).Theseworthyindexpickswillcostyoujust0.18%and0.11%,respectively.Fidelity,meanwhile,hasloweredthepricetagsofsomeitsmostp...[阅读全文]
ByShannonZimmerman
Advisor,MotleyFoolChampionFunds
1.Focusonfees
Thetypicalfundinvestorispayinganexpenseratioofroughly1.4%foradogthatunderperformssuchmarkettrackersasVanguard500Index(FUND:VFINX)andtheexchange-tradedfundknownasSPDRs(AMEX:SPY).Theseworthyindexpickswillcostyoujust0.18%and0.11%,respectively.Fidelity,meanwhile,hasloweredthepricetagsofsomeitsmostp...[阅读全文]
(2006-02-08 21:33:07)
ExtremeRetirementMakeover
ByDayanaYochim(TMFSchool)Youmaythinkthatyou'rewoefullyunderpreparedforretirement.ButcomparedwithLesleyWootton,yoursobstoryisprobablyprettyamateurish.Formorethan20years,thisIrishimmigrant,herAmericanhusband,andtheirfivekidsscrambledtoavoidfinancialdisaster.Atonepointtheirfamilyincomewasjust$5,200ayear--that'slessthan$15,000intoday'sdollars.Lesleyworkedoddjobs,factoryni...[阅读全文]
ByDayanaYochim(TMFSchool)Youmaythinkthatyou'rewoefullyunderpreparedforretirement.ButcomparedwithLesleyWootton,yoursobstoryisprobablyprettyamateurish.Formorethan20years,thisIrishimmigrant,herAmericanhusband,andtheirfivekidsscrambledtoavoidfinancialdisaster.Atonepointtheirfamilyincomewasjust$5,200ayear--that'slessthan$15,000intoday'sdollars.Lesleyworkedoddjobs,factoryni...[阅读全文]
