Tag: mutual-fund

Reading Time: 2 minutes I went to my 9 year old (4th grader)’s class recently and tried to talk about the “The Stock Market Game” (btw, it looks like my main winner is Nike for now πŸ™‚ Below is something I shared in my daughter’s class. I also tried to answer some questions on individual stocks too, e.g., Adobe,

October 29, 2023

Reading Time: 2 minutes It’s that time again, the end of 2009 (and the decade of 2000s) means we can also look at the performance of mutual funds in past year/decade. The winner of US based mutual fund is CGM Focus fund, managed by Mr. Heebner, the fund’s manager since its 1997 launch. CGM Focus is a large cap

January 1, 2010

Reading Time: 2 minutes When I say a mutual fund manager, what kind of personality (impression) appears in your mind? A guy or a lady in his/her 40s, with financial education, 10 years or more experience in investment field… This is not the case in China. Due to the boom of China stock market in recent years, and the

June 22, 2008

Reading Time: 2 minutes For the mutual fund, besides being the leader in its category each year, one key performance measure is to beat the bench market index. For instance, if a fund is invested in emerging markets, one key bench mark is MSCI emerging market index (EFM, an ETF tracks this index). For reference, the index is up

December 21, 2007
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