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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 | 1033 | 1004 | 1106 | 1083 | 1314 | 1681 |
Fund Return | 3.32% | 0.4% | 10.6% | 2.69% | 5.61% | 5.33% |
Place in category | 657 | 601 | 272 | 421 | 360 | 223 |
% in Category | 91 | 85 | 38 | 72 | 62 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Institutional Idx Instl Pl | 193.44B | 2.78 | 11.88 | 13.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Adm | 75.09B | 3.34 | 2.76 | 5.39 | ||
Fidelity International Index Inst | 55.99B | 4.99 | 4.72 | 5.81 | ||
Fidelity Series Global ex US Index | 52.88B | 3.81 | 2.98 | 5.25 | ||
Strategic Advisers International I | 47.55B | 4.74 | 4.16 | 6.41 | ||
Vanguard Total Intl Stock Index I | 40.89B | 3.35 | 2.79 | 5.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 2.50 | 1,020.00 | -1.92% | |
Tencent Holdings | KYG875721634 | 1.02 | 483.20 | +0.96% | |
SAP | DE0007164600 | 0.94 | 271.550 | +2.36% | |
ASML Holding | NL0010273215 | 0.91 | 690.30 | +1.72% | |
Novo Nordisk B | DK0062498333 | 0.81 | 639.1 | -0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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