Claudia Eggers February 17, 2020 Mutual Fund
But you have to remember those special mutual fund factors: minimum holding requirements once you buy a fund; short-term penalty fees if you sell too soon, and a possible frozen account if you re-buy a recently sold fund or funds too soon within 12 months. In other words either you or your software must track or base your selling and buying decisions upon how long you have owned a fund with a re-buy restriction on recently sold funds so you do not get caught in the round-trip trap.
While both managed and index funds can yield nice long-term returns over time, I have found that if you can select the best managers in their field and allocate your assets to these top 20 percent of the fund world, you can get better returns from your fund investments. But if you are not sure whether your funds are in the top group, find out. and if they are not, you might be better off with an index fund.
Most fund ratings are determined by the past performance of the company making the mutual funds available. The mutual funds performance is commonly tracked for a period of five to ten years in order to have a developed pattern emerge as to the performance. Being as the past is sometimes an indication of what the future holds it stands to reason that it should indicate future performance. This is not entirely the case as it is known that unless you can see into the future you will not know what the future holds with certainty.
Technical analysis removes all emotional and subjective aspects of your decisions. This method can be based on many means of analyzing a funds price performance. You can do it with a spreadsheet if you have lots of time, or with a software program. Programs will tell you what fund is the most likely best performer and also indicate if your current holdings are continuing to grow.
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