Friday, September 16, 2016

Why Mutual Funds are Better For Individual Investors?

Just a FYI these are my thoughts on my own research and hypothesis' so, please know you may have a different vision and hypothesis than I have.

With that said T. Rowe Price Science Mutual Fund reopened recently and I strongly suggest owning that fund. For years their science fund as been number 1 with returns and performance.

Great fund to have in your portfolio.

Next checkout their Science and Technology fund as well.

It only cost $2500 to start and you can add the min. $100 per month to grow your position.

Next, an olympic play and real estate/mortgage play would be FIG
(Fortress Investment Group LLC)

Be careful with individual stocks in this market because must trading is now down by a computer and formulas so if you are committed to holding a stock for 15 to 35 years don't play individual stocks just get a mutual funds.

Top Funds I recommend

Berkshire B. (this is an individual stock but the corporation functions more like a mutual fund because Warren Buffet has a diverse list of companies and investments connected to this stock) So, even though it is not an official mutual I look at this stock as a mutual fund. $145.45 per share right not (its a buy when its anything below $144.00 but getting it from $138 to $144 would be a good deal)

Vanguard 

(VFINX - S&P)
to open cost $3000 monthly add $50 (you don't have to add monthly but I would recommend you adding to any position you have)

T. Rowe Price 

Science Fund
to open cost $2500 monthly add $100 (you don't have to add monthly but I would recommend you adding to any position you have)

Science and Technology Fund to open cost $2500 monthly add $100 (you don't have to add monthly but I would recommend you adding to any position you have)

Wasatch 

Small Cap Value Fund
to open cost $2000 monthly add $100 (you don't have to add monthly but I would recommend you adding to any position you have)

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