Category Archives: Mutual Funds

Arbitrage R Mutual Fund

Posted on August 30, 2007 by Tom

Here’s an interesting little fund that showed up on my 52 week high mutual fund scan, Arbitrage R! It did have a rough patch a few weeks ago as the subprime mess started to unravel (and continues to unravel). What … Continue reading →

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Today Was A Day To BUY!

Posted on July 26, 2007 by Tom

Today was a doozy of a day and my S&P500 Volatility model flashed a BUY signal right before lunch. I took advantage of it by rotating some idle cash in our 401K accounts into mutual funds. Volatility begets volatility! Who … Continue reading →

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Fidelity Low-Priced Stock – (FLPSX)

Posted on July 5, 2007 by Tom

To illustrate that not all mutual fund returns are created equal, I present you with the Monte Carlo simulation for Fidelity’s Low-priced Stock (FLPSX) mutual fund. I’ve been a long term investor in FLPSX and discovered that the returns are … Continue reading →

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Dodge & Cox Stock Fund – (DODGX)

Posted on July 4, 2007 by Tom

My wife owns Dodge & Cox’s Stock Fund (DODGX) and its been a great performer for her account. I just wish they offered it in my 401K! Despite the nice trending chart below, DODGX is not without its risks. I … Continue reading →

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ProFunds UltraShort Emerging Markets – (UVPSX)

Posted on June 18, 2007 by Tom

Some trends go up, some go down. ProFunds UltraShort Emerging Markets is a mutual fund that shorts the Bank of New York Emerging Markets index. One day when the emerging markets sell off like hot cakes and keeps going down, … Continue reading →

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Artisan International Investors – (ARTIX)

Posted on June 14, 2007 by Tom

I held this mutual fund (ARTIX) in my former employer’s 401k plan. Too bad I had to sell my holdings when I transferred the account, this one was a great performer for me. Fund Summary from Google Finance: The (fund) … Continue reading →

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Sound Shore Fund Inc. – (SSHFX)

Posted on June 11, 2007 by Tom

I bought William O’Neil’s CANSLIM book many years ago and to make my purchase so much better, they gave me a free tape to go along with it. On the tape was Bill explaining how to use the CANSLIM method … Continue reading →

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Templeton World China Fund – TCWAX

Posted on June 6, 2007 by Tom

Anything associated with China these days is screaming into the stratosphere and the Templeton World China Fund (TCWAX) mutual fund is no different. All good trends must end one day and what we’re seeing could be a repeat of the … Continue reading →

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