Closed-end Funds Basics – How it works, Pros & Cons

closed-end fund (CEF), or sometimes called closed-ended fundis a pooled investment that issues a fixed number of shares.  The shares are not redeemable from the fund.  The Securities and Exchange Commission (SEC) usually organizes it as a publicly-traded company.  It is similar to a mutual fund where investors create […]

Read more

Solid Investors? These Are The Top Defensive ETFs for 2018

Just because an ETF has ‘Defensive’ in the name doesn’t mean it will prove to be defensive during a bear market or a period of rising volatility. There are several approaches to selecting defensive stocks. Some seem to make sense, but are actually unproven. Others are based on what has happened in the past, with no guarantee that that’s how thigs will play out the next time around.

Read more

How To Trade Inverse Volatility ETFs And Which Ones To Trade In 2018

Inverse volatility ETFs (IVETFs) is one of the most exciting financial market developments of the last decade. They are the first instrument listed on stock exchanges that allow investors to profit from falling volatility. Volatility is not only a function of the stock market but of the options market which is used for hedging and speculation […]depo

Read more

What Are Robo-Advisors And Should You Consider It?

Robo-advisors are a kind of financial advisers that provide online financial advice or portfolio with minimal human intervention. They became popular when people began searching for inexpensive but convenient automated opportunities.  Within minutes, robo-advisors can help you set up a diverse but customized portfolio right in the comfort of your desk […]

Read more

Index Funds Basics – How It Works,Types And Benefits

Investing in index funds could be a good idea for any investor. Before you take on this adventure, it’s good to know what an index is so that you can understand index funds and how they work, what their benefits and drawbacks are. In this article, you will find out more about this investment opportunity […]

Read more

How to Get Started Investing in Index Funds

Index funds are simply mutual funds that track the returns of a market index. An index is a compilation of securities that represents a specific fragment of the market.  The examples are stock market, bond market, funds market and others. As an advantage, an index mutual fund provides a wider market exposure, low operating costs and a minimal portfolio turnover […]

Read more

Fees and Expenses Associated with Mutual Funds

According to the SEC, there are two main groups of fees and expenses. The first group’s name is “Shareholder Fees” and include all charges imposed on buying, selling or exchanging mutual funds. They could be front- and back-end sales loads, redemption fees and others. The second main group identified by the “Operating Costs”, which stem from the management of your account.

Read more