New exchange-traded funds sell short, invest in foreign currencies and engage in other esoteric strategies.
From Kiplinger’s Personal Finance:
It was only a matter of time. Exchange-traded funds, which offer products for almost every conceivable investment niche, are now competing with hedge funds. This could be welcome news if you don’t have the big bucks normally required to invest in hedge funds and don’t want to pay their outrageous fees.
These committed savers ask how best to invest after they’ve fully funded their tax-deferred accounts.
From Kiplinger’s Personal Finance:
Berkshire Hathaway is about to expand just as its share price is about to slim down (although slimmer does not necessarily mean cheaper). It is a convergence of events that investors may find hard to resist.
These committed savers ask how best to invest after they’ve fully funded their tax-deferred accounts.
From Kiplinger’s Personal Finance:
Scott and Amber Rowson are such ardent savers that they’re faced with an enviable problem. They contribute the maximum amounts to their tax-deferred retirement accounts, and they stash additional savings in 529 college-savings plans for Beckett, 5, and Ayla, 2. Now they’re stumped about how and where to invest still more without incurring tax headaches or excessive risk.
After two lousy years, Quant Foreign Value is tearing up the performance charts.
From Kiplinger’s Personal Finance:
With a name like Quant Foreign Value (symbol QFVOX), you’d think that this hot fund lets computers do all the stock picking. Quant (short for quantitative) does use computers to thin the universe of 24,000 foreign stocks to about 1,000 candidates that appear cheap based on estimates of how much cash the businesses generate. At that point, however, manager Bernard Horn and his four analysts turn to good old-fashioned company analysis, traveling the globe to find about 50 stocks they think have the best prospects over the next three to five years. Horn does not hedge the fund’s currency exposure or restrict how many stocks the fund can own in a particular country or industry.
This is the portfolio of Thomas M. Anderson. He is a journalist who is passionate about telling great business stories. He is an associate editor at Kiplinger's Personal Finance. He specializes in writing about retirement planning and investing.
This is the portfolio of Thomas M. Anderson. He is a journalist who is passionate about telling great business stories. He is an associate editor at Kiplinger's Personal Finance. He specializes in writing about retirement planning and investing.