In This Issue:
The Sixth Rule of Mutual Fund Investing
Sixth in a series of six articles. As long as you steadfastly follow a few straightforward principles, anyone can invest successfully in mutual funds. First you need to battle the many opposing forces that get in the way of putting these rules into effect in your personal portfolio. Learn about the Mutual Fund Informer's approach to fund selection in the last article in this multi-part series.
6. Concentrate Your Portfolio in Just a Handful of Funds
Once you have taken a step back to consider your overall mix of investments and determined your strategy for asset allocation and diversification, it's time to move on to selecting the funds that fit your goals. Keep in mind that most investors can create a fully diversified portfolio of mutual funds with just five or six funds.
Read more …
All About Mutual Funds: Our Free Four-Part Webinar Comes This Spring
A panel of BetterInvesting and ICLUBcentral experts is preparing a free series of webinars beginning this month, telling you everything you need to know about mutual funds, from getting started to making money with them.
This series of four free webinars begins April 18 with "Getting Started: An Introduction to Mutual Funds." Join Kamie Zaracki, CEO of BetterInvesting, and Doug Gerlach, Editor of the Mutual Fund Informer, as they introduce you to mutual fund basics. This session will cover the fundamental concepts of mutual fund investing, whether it's for your retirement account or other mutual fund investment. In this session you'll learn what a mutual fund is, advantages and disadvantages of mutual fund ownership, the types of mutual funds available, how they work, and a sample portfolio. This session lays the foundation for the subsequent sessions in the All About Mutual Funds series.
The entire series will teach you how to compare and successfully invest in mutual funds, along with what to watch for and pitfalls to avoid. Then prepare to learn about more-advanced topics including exchange-traded funds and what you need to know about bond funds in your retirement accounts.
You may join the classes live or follow up through our recorded archive of the classes, available any time. Feel free to refer a friend! For more information and to reserve your seat, visit: www.betterinvesting.org/aboutfunds/
ICLUBcentral's Doug Gerlach at The MoneyShow
ICLUBcentral's own Douglas Gerlach will be among the experts gathering at The MoneyShow in Las Vegas May 13-16, 2013. Gerlach will conduct workshops and meet investors at the BetterInvesting booth in the Exhibit Hall.
Although the mechanisms and machinations of the markets have changed mightily since Benjamin Graham first came up with a practical method for analyzing stocks, or even since Peter Lynch racked up big wins picking equities for Fidelity's Magellan Fund, at least this remains true: companies that deliver constant profits for shareholders will see their share prices increase. But what are the keys to successful fundamental stock selection? Doug Gerlach, president of ICLUBcentral and Editor-in-Chief of its Investor Advisory Service and SmallCap Informer newsletters, presents the two keys to successfully picking stocks in any market.
Admission is free for more than 200 workshops, including Doug’s sessions, and other special events. Click here to register.
Be sure to drop by and say hello!
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April 15, 2013
We're ICLUBcentral Inc.
We develop high-quality software products and web services for individual fundamental investors, and powerful accounting tools used by the majority of US investment clubs.
Address:
711 W. 13 Mile Rd, Suite 900
Madison Heights, MI 48071
ICLUB Links:
ICLUBinsider Past Issues
Start A Club
myICLUB.com
Investor Advisory Service
myStockProspector.com
Mutual Fund Informer
Small Cap Informer
myStockPortfolio.com
Events Calendar:
Webinars led by Doug Gerlach:
First Tuesday of each Month: Toolkit 6 User Group
Second Monday of each Month: Lunchtime Learning
Third Tuesday of each Month:
New Investment Club Orientation
Doug Gerlach will also be speaking at the following events:
Apr. 20, 2013: Kansas City BetterInvesting Investor Workshop
May 18, 2013 – Space Coast BetterInvesting Chapter Education Day, Lake Mary, FL
June 7-9, 2013 – InvestEd 2013, Wichita, KS
September 20-22, 2013 – BetterInvesting National Convention, Pittsburgh, PA
November 15-17, 2013 – AAII National Convention, Orlando, FL
Submit Your Event!
Like 7-Eleven, we're not always doing business, but we're always open — go to the ICLUB Store and outfit yourself with the simple, yet powerful tools and services that smart investors have been using to grow their portfolios since 1989.
Got a Problem?
Support is here to help. You can reach them M-F, 9:30 AM-6:00 PM at 877-33-ICLUB (877-334-2582), or use the e-mail web form at ICLUB Support.
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