About jemstep
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jemstep has written 6 articles so far, you can find them below.
Mutual Fund Research: What You Should Know About Standard Deviation
In a previous post on measurements of risk in mutual fund research, we focused on the use of concepts such as beta, sharpe ratio and standard deviation as tools to evaluate the risk of a mutual fund. Standard deviation is probably the most common measure of a mutual fund’s risk, and is worth a closer Read More… »
Posted December 31, 2010 at 4:00 am no comments
A Framework for Global Investing
It seems really hard to believe that just 25 years ago the concept of “international” investing was foreign to a large percentage of the US investing public. I remember the time well: in 1986 I was assigned to the Tokyo office of a large US investment bank, a move that had my New York colleagues Read More… »
Posted November 11, 2010 at 6:08 am no comments
Four Reasons to Reconsider Your Mutual Fund Manager
Generally speaking “invest for the long term” is a very fine maxim by which to conduct your financial affairs. So when you pick a mutual fund in which to invest you are hoping for a fruitful long-term relationship rather than an ill-advised one-night (or one-quarter) stand. Nonetheless for all things there is a time, and Read More… »
Posted September 24, 2010 at 10:04 pm no comments
Mutual Fund Selection: Know Your Options
There are over 18,000 mutual funds available to US investors. Each of them have different characteristics, objectives, investment styles and strategies. If you’re a new investor to the world of mutual funds, terms used to describe funds such as “a mid-cap value stock fund” or an “international large cap growth fund” may be daunting when Read More… »
Posted September 24, 2010 at 9:50 pm no comments
Zacks Top Five Growth Funds, eye candy or useful investment guide?
How often have you seen personal finance websites and magazines publish ‘Top 10′ and ‘Best of Year’ fund lists as ways to hook your interest? I have often wondered if they are just fun eye candy, or a meaningful input that really help individuals make considered investment decisions. A recent article by Zacks Investment Research Read More… »
Posted September 24, 2010 at 7:29 am no comments
Conducting Effective ETF Research
In a post last week we began the conversation about Exchange Traded Funds (ETFs) and described some of their general characteristics and differentiating features from mutual funds. ETFs can be an important part of your investment portfolio. Since they trade like common stocks they are as easy to buy and sell as any other stock Read More… »
Posted September 24, 2010 at 7:12 am no comments