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It pains me when I see regular folks take the flawed “advice” to simply plow their money into an index fund and call it a day. The biggest problem with this...
In the grand scheme of investing, the behavioral risk is second to none on the list of pitfalls that threaten to derail the best-laid plans for investing. The challenge is...
Simon Edelsten has a long history in investment management, and his fund, Artemis Global Select, has 60% returns over the past 3 years that prove his mettle. Other funds focused on...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1000 | 1035 | 1344 | 1138 | 1506 |
Fund Return | 8.44% | 0.04% | 3.45% | 10.36% | 2.62% | 4.18% |
Place in category | 640 | 655 | 615 | 437 | 402 | 258 |
% in Category | 85 | 88 | 84 | 63 | 64 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 542.18B | 8.29 | 13.95 | - | ||
Vanguard 500 Index Admiral | 398.52B | 9.16 | 14.48 | 12.16 | ||
Vanguard Total Stock Market Admiral | 296.62B | 8.28 | 13.93 | 11.61 | ||
Vanguard Institutional Idx Instl Pl | 138.35B | 9.17 | 14.50 | 12.19 | ||
Vanguard 500 Index Institutional Se | 125.81B | 9.17 | 14.51 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Adm | 70.23B | 8.53 | 10.45 | 4.25 | ||
Fidelity International Index Inst | 40.48B | 11.58 | 12.07 | 4.92 | ||
Vanguard Total Intl Stock Index I | 37.55B | 8.51 | 10.47 | 4.27 | ||
Fidelity Series Global ex US Index | 35.06B | 8.99 | 10.08 | 4.02 | ||
DFA International Core Equity I | 29.78B | 10.03 | 14.00 | 5.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 1.38 | 555.00 | -1.25% | |
Nestle | CH0038863350 | 1.21 | 109.16 | +0.35% | |
Tencent Holdings | KYG875721634 | 0.93 | 331.20 | -2.07% | |
Novo Nordisk B | DK0060534915 | 0.91 | 1,125.6 | +4.13% | |
ASML Holding | NL0010273215 | 0.89 | 669.20 | -0.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Neutral |
Summary | Buy | Strong Buy | Neutral |
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