I’m investigating alternative strategies for my 401k. In the prior post I demonstrated investing in the full S&P 500 provided better returns (both cumulative and annual) than just the top 100 companies in the index.Continue reading
Month: June 2017
Does This Specialized ETF Beat the S&P 500?
I came across the iShares S&P 100 ETF (OEF) during some research for my 401k. OEF is an ETF for the top 100 largest US companies, it includes mega cap companies like Apple, Microsoft, JohnsonContinue reading
Investing Basics: The S&P 500 Index
The S&P 500 is an index of 500 large cap (large company) US stocks, the index is the most popular benchmark for the US stock market. When people refer to a stock, ETF or mutual fundContinue reading
Oh SNAP! Don’t Be an IPO Sucker
An IPO (initial public offering) is a great day for company’s founders, early investors, company employees and investment bankers – they usually walk away with millions upon millions of dollars at the close of theContinue reading
Unimpressive Retirement Returns
I admit I’ve made a critical investing mistake when it comes to my retirement accounts, one that I bet most people make too. I haven’t paid close enough attention, only now with the relaunch ofContinue reading
Don’t Let Numbers Fool You
As I share in my About section I don’t have a degree in Finance or Accounting, I don’t have a MBA, I’m not a Certified Financial Planner, I’m just a guy who loves to crunchContinue reading
Why the Tech Selloff Gets the Kanye Shrug
This past Friday, over the weekend and then into Monday far too many financial pundits and analysts were harrowing the coming breakdown in Tech stocks. Authoritative articles were written about it, CNBC and Bloomberg dedicated entertainingContinue reading
FCPEX: Drop It Like It’s Hot!
Today I performed an analysis of Large Cap, Mid Cap and Small Cap returns and recognized that Small Caps have been the weakest performer in 2017 both in YTD returns and average monthly returns. This causedContinue reading
Economic Calendar: Week of May 12, 2017
Below is a list of scheduled events that could impact US markets and markets abroad for the week of June 12, 2017. Tuesday, June 14th Attorney General Jeff Sessions to testify before the Senate Wednesday,Continue reading
Investing Basics: What Are Dividends?
A dividend is cash money paid to you just for holding shares of a stock or mutual fund. This money is usually paid on a monthly or quarterly basis. If you hold an individual stockContinue reading