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These resources are presented in order of importance, in our opinion, for
managing
and deciding on how to allocate to different types of investments within your own portfolio.
http://www.morningstar.com/cover/funds.aspx
Use Quotes box at upper left to get information on a fund when your know its 5 letter symbol;
if you don't know the symbol, you can find it by entering its name in the adjacent search area.
Provides all sorts of invaluable information on each fund, including the all important Total Returns.
http://news.morningstar.com/fundReturns/CategoryReturns.html
View updated category returns to see which categories are currently showing above average
performance but may be overvalued based on 5 yr performance.
http://finance.yahoo.com/q/bc?s=VFINX
Chart allows you to compare the performance of the Vanguard 500 Index (a major benchmark
for stock fund investors) to any other mutual fund over varying periods. Just enter the
fund symbol
in the box where it says "VFINX vs" and press "Compare". Be aware that the
chart shows only
changes in the fund's net asset value (NAV). It does not show dividends,
nor does it adjust when
the fund price drops as a result of a distribution. Use the first link on this page
to see Total Returns.
Nevertheless,
the chart is useful for comparing similar kinds of funds and showing price appreciation.
You can also compare
any two funds, including bond funds, over various time periods, by pasting
the address below on your window's
address line and substituting valid fund symbols for the "XXXXX"s.
http://finance.yahoo.com/q/bc?t=1y&s=XXXXX&l=on&z=m&q=l&c=XXXXX
(This is not a link)
http://bloomberg.com
Keep up to date on economic news affecting stock, bond, and cash
investments. Also listen
to
Audio/Video Reports presenting many of the top investment experts
in their specific speciality areas.
http://www.marketwatch.com/Search/?siteid=mktw&property=
column&value=mark+hulbert&hidprop=column&doctype=2005&selcount=20&button=go
Columns written by Mark Hulbert are quite often on the mark. He, like us, tends to take
a contrarian
point of view supported by research.
http://www.pimco.com/TopNav/Home/Default.htm
Monthly Market Commentaries, especially, with regard to the bond market, are refreshingly
frank
as compared to the usual overly positive forecasts given by analysts employed at
most major brokerages.
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