30
Aug
2007
Arbitrage R Mutual Fund
Posted by Tom as Mutual Funds
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 does Arby R do? Emphasis mine.
The investment (fund) seeks to achieve capital growth by engaging [...]
26
Jul
2007
Today Was A Day To BUY!
Posted by Tom as 401K, Mutual Funds, Stocks
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 knows, we could see more of this action tomorrow but I’m sitting tight right now with [...]
05
Jul
2007
Fidelity Low-Priced Stock - (FLPSX)
Posted by Tom as Mutual Funds
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 just skewed 57% toward the positive side for the past 10 years.
However, if [...]
04
Jul
2007
Dodge & Cox Stock Fund - (DODGX)
Posted by Tom as Mutual Funds, Trends
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 ran a quick Monte Carlo simulation and discovered quite a few nasty negative return [...]
18
Jun
2007
ProFunds UltraShort Emerging Markets - (UVPSX)
Posted by Tom as Mutual Funds
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, this fund will reward its investors handsomely. In the meantime its investors [...]
14
Jun
2007
Artisan International Investors - (ARTIX)
Posted by Tom as Mutual Funds, Trends
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) investment seeks long-term capital growth. The fund invests primarily in developed markets but also may [...]
11
Jun
2007
Sound Shore Fund Inc. - (SSHFX)
Posted by Tom as Mutual Funds, Trends
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 and how to trade stocks. Toward the very end of that tape, Bill [...]
