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It pains me when I see regular folks take the flawed “advice” to simply plow their money into an index fund and call it a day.The biggest problem with this...
In the grand scheme of investing, the behavioral risk is second to none on the list of pitfalls that threaten to derail the best-laid plans for investing. The challenge is...
Simon Edelsten has a long history in investment management, and his fund, Artemis Global Select, has 60% returns over the past 3 years that prove his mettle. Other funds focused on...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1017 | 1017 | 1274 | 1528 | 1429 | 2292 |
| Fund Return | 1.73% | 1.73% | 27.37% | 15.18% | 7.41% | 8.65% |
| Place in category | 165 | 165 | 146 | 214 | 305 | 186 |
| % in Category | 26 | 26 | 23 | 33 | 54 | 44 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 877.95B | -3.96 | 17.87 | 13.69 | ||
| Vanguard 500 Index Admiral | 598.07B | -4.34 | 18.27 | 14.12 | ||
| Vanguard Total Stock Market Admiral | 448.06B | -3.97 | 17.84 | 13.67 | ||
| Vanguard Institutional Idx Instl Pl | 208.24B | -4.34 | 18.29 | 14.14 | ||
| Vanguard Institutional Index I | 124.97B | -4.34 | 18.28 | 14.13 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Intl Stock Index Adm | 102.12B | 1.75 | 15.27 | 8.71 | ||
| Fidelity International Index Inst | 76.67B | 0.95 | 14.60 | 8.82 | ||
| Strategic Advisers International I | 64.15B | 0.80 | 15.02 | 9.04 | ||
| Fidelity Series Global ex US Index | 62.86B | 1.75 | 15.46 | 8.75 | ||
| Vanguard Total Intl Stock Index I | 54.4B | 1.75 | 15.30 | 8.74 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 3.43 | 2,055.00 | +3.27% | |
| Samsung Electronics Co | KR7005930003 | 1.59 | 211,000 | +2.18% | |
| ASML Holding | NL0010273215 | 1.29 | 1,230.00 | -4.22% | |
| Tencent Holdings Ltd | - | 0.92 | - | - | |
| SK Hynix Inc | KR7000660001 | 0.91 | 1,136,000 | +2.99% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
| Brokers | Regulation | Minimum Deposit | |
|---|---|---|---|
| Cyprus Securities and Exchange Commission (Cyprus), The National Bank of the Republic of Belarus (Belarus), The Financial Conduct Authority (United Kingdom), Australian Securities and Investments Commission (Australia) | $20 | Start Trading |
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