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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 | 1052 | 1025 | 1092 | 1136 | 1434 | 1621 |
Fund Return | 5.17% | 2.45% | 9.23% | 4.34% | 7.47% | 4.95% |
Place in category | 647 | 599 | 397 | 463 | 400 | 237 |
% in Category | 87 | 83 | 58 | 74 | 68 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - | ||
Vanguard Institutional Idx Instl Pl | 188.7B | 1.44 | 12.53 | 12.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Adm | 76.18B | 5.24 | 4.42 | 5.02 | ||
Fidelity International Index Inst | 56.32B | 8.06 | 6.85 | 5.50 | ||
Fidelity Series Global ex US Index | 52.22B | 6.06 | 4.88 | 4.92 | ||
Strategic Advisers International I | 45.83B | 7.61 | 6.47 | 6.11 | ||
Vanguard Total Intl Stock Index I | 40.99B | 5.24 | 4.45 | 5.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 2.24 | 944.00 | +3.74% | |
Tencent Holdings | KYG875721634 | 1.17 | 498.40 | -1.11% | |
SAP | DE0007164600 | 0.93 | 249.100 | -0.42% | |
Alibaba | KYG017191142 | 0.86 | 125.70 | -3.31% | |
Novo Nordisk B | DK0062498333 | 0.86 | 466.6 | -2.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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