Dian's Column
Dian's Archive

Lavine/Liberman Archive




Lipper
Muriel Siebert & Co.

September 22, 2010

Dear Readers,

My how times have changed yet somehow stayed the same. If you'd been lucky enough to purchase---and hold on to----shares of say Apple stock 10-years ago, you're no doubt a very happy camper. But that's only one stock and we're talking mutual funds here.

On that score, had you invested in an S&P 500 fund over that same 10-year time frame, sorry, but wouldn't have made any money. But, if your choice had been a Precious Metals fund, Lipper's numbers reveal that the average annual total return for a fund in this category has been over 21 percent!

And that's why the pros tell investors to diversify their portfolio holdings---one never knows what the performance future will bring.

Change is also happening to this site. As a result of your responses to the Survey, I learned what you like are Lipper's performance numbers. And, what you'd like to see more of are interviews with portfolio managers. So, I've changed the look of the site to make the Lipper numbers more visible and easily available.

If you haven't taken the time to look at all of Lipper's performance choices, please do. This site may be the ONLY one, or one of a very few, that carries such an extensive array of Lipper performance figures to its readers at no cost to them!

These long- and short-term figures are a valuable tool for everything from getting a good sense of how your funds are measuring up when compared to other like ones, to which funds are-- and have been-- the best and worst performers.

In the near future, I will be adding streaming video interviews with portfolio managers and investment professionals to the home page. Plus, a book review section, info on ETFs and also adding to the "Your Second Million" area.

Please tell others about this site. It has been here for your use for more than 11 years and I'd like to keep it going another 11. To do so, however, will take your help as in visiting often and spreading the word to others.

Thank you for your continued support and Good Luck with your investment returns.

All the Best,


Dian Vujovich
Questions? Comments? Inquire here.



WELCOME!
Welcome to Allaboutfunds.com, aka Dian's Fund Freebies, your source for free investor educational data and material. As a conscientious financial journalist, I'm all too aware of the misinformation that exists on the Internet, from those who sell mutual funds and is shared between folks who invest in them. The purpose of this sight is to keep everyone informed.

One way to begin doing that is to compare the returns you're getting on say a large-cap fund with what the average return is for funds in that category. You can do that by looking at the Weekly Fund Performance by Investment Objective provided by Lipper. Check it out!


[ top ]
welcome | I've got your number | my books | pick of the week | interview of the week | remember this... | mailing list / contact | topic search | SOFE members | my weekly column | helpful links | home