Anyone have any picks on a decent ETF or no load mutual fund with low expense ratio and long track?
return of beating the S&P 500. I looking for a agressive but diversified fund or ETF a good yeild couldn't hurt either. I'm sick of watching all the news on every stock I own and following the fundamentals and earnings constantly , Not to be lazy , But im far too busy .
Thanks in advance
- Anonymous1 decade agoFavorite Answer
Does sort of keep one off the streets, doesn't it?
Check out Bruce Fund. Search for in on the internet. It has a supurb track record. Mine should be 1/2 as good. It is a small fund that invests in small cap stocks. You will not find it in Morningstar or on Yahoo finance. Too small.
A larger fund with an excellent very long term track record is Pennsylvania Fund, run by Royce Funds. Also a small cap fund.
Closed end funds. GAM. Very good and very long track record. Large cap stocks. IIF. Invests in Indian stocks. TDF. Invests in Chinese stocks. SWZ. Invests in Swiss stocks.
Index funds. Few have a long track record. They do have low expenses for the most part. SDY is a conservative solid vehicle and pays 2.9% dividend. that should increase with time. IVE is another. 8.9% return over 5 year. It is one of the older index funds. IWM 13% return over 5 years.
Here is something to consider. Do not pick just one. Pick a variety and place a portion of your dinaro in each. Remember the concept of diversification. That concept also applies to investing in funds. Not everything is going to continue to beat the S&P 500 in the future. The 500 will eventually come back into vogue with investors, maybe. So place a portion into that index too.
- Common SenseLv 71 decade ago
The number one indicator of successful investing is the correct "asset allocation". Not which funds or stocks you've picked. The 2nd best indicator is expense ratio (in addition to #1).
Aggressive funds can have great years & bad years. We were in the Fidelity Aggressive Growth fund (5 years ago). It was earing 30%+ a year. Then... in 2000 it lost 50% value. We now have fixed percentages in Growth & Value large cap funds, Mid-Cap and Small Cap funds and International Funds. 50% of our large and mid cap investments are in ETF's.
I won't reccoment an "asset allocation' model for you simply because I don't know you (and your risk tolerance). But once you do this..... you can rebalance once or twice a year and have a good chance of meeting or beating the market with less overall risk.
- Anonymous1 decade ago
If you like technology stocks, then XLK is a good ETF to invest in. For oil stocks, OIH is good. For health care, XLV.
But if I were you, I wouldn't put a lot of money into stocks now. The Dow is now at record high level. And in my opionion, it has nowhere to go but down. The US economy is slowing down, and sooner or later the stock prices will have to reflect this reality.
Unlike with individual stocks, there is no disadvantage in shorting ETF's. Perhaps you can make some money by shorting XLK.
- 1 decade ago
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