Jensen has spent a lot of its existence underperforming the market – so why does the fund have a couple of billion dollars under management, and why does it garnish so many accolades in the press and in the analyst community? ...read the rest of this article»

The MAXadvisor Newsletter is now MAXadvisor Powerfund Portfolios. But don't worry. Besides the new name, a streamlined design, and some new features, not much has changed. We're managing our model portfolios the way we always have - by choosing the best no-load funds in out of favor categories.  ...read the rest of this article»

Flipping is more commonly known as an inverted yield curve. In such a rare event, the yield on a 10-year government bond is lower than the yield on, say, a 2-year government bond (technically a note). What’s the big deal? Maybe nothing. Maybe something. Maybe a big something. ...read the rest of this article»

Sure April 15th gets most of the glory, but in the world of mutual funds, tax time is really in December. Why? Because that’s when stock funds typically distribute taxable gains to fund shareholders.  ...read the rest of this article»

Ben Bernanke is not an old Bush chum or just semi-qualified for the job. The stock market did not react badly to the news. Bernanke seems more than deserving of the top job in the entire world of economics. But as I dug a little deeper, I uncovered some details that are a little scary. ...read the rest of this article»

When the stock market closed on Friday August 26th, Hurricane Katrina was barely a blip on investors’ radar. The hurricane was a relatively ordinary Category 1 when it rolled through Florida with minimal damage. Monday told a different story, as it became clear that raincoat clad news reporters actually didn’t oversell this one. Not by a long shot. ...read the rest of this article»

There are countless ways to try to profit around the world, but how much you can expect to earn investing does have limits, at least in the long haul. ...read the rest of this article»

Investors tend to get something lodged in their head and latch on to it – sometimes to their peril. Making a reasonable assessment of risk is arguably the most important part of investing, closely followed by assumptions of possible returns. In simple terms, how much one can make compared to how much one can lose. ...read the rest of this article»

In this hunt for the unloved, we look at numerous factors. One way to help determine what broad style of investing to consider going forward is to look at what the biggest funds are doing. ...read the rest of this article»

Since the easiest way to follow our model portfolios is at a broker’s fund supermarket (verses buying the funds directly from several different fund companies), scrutiny of the available choices is important – especially since you pay for the convenience. ...read the rest of this article»