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Building a core mutual fund allocation
A mutual fund portfolio begins with an allocation decision, not a list of popular products. Decide which risks the portfolio should carry before choosing funds to...
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Mutual Funds Investment Guide
Understand how mutual funds work, compare their costs and risks, and build a disciplined investment process. Follow eight stages from pooled ownership to portfolio construction and ongoing research.
Start with What you own when you buy a mutual fund, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
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Building a Fund Portfolio · All lessons
Building a Fund Portfolio
Set allocations, contribute consistently and plan withdrawals with care.
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Regular investing and the limits of averaging
Regular investing creates a repeatable contribution process. It changes the prices at which units are purchased, but it does not guarantee a profit or make an...
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Rebalancing with contributions and withdrawals
Rebalancing restores an intended allocation after market movements or cash flows change it. Contributions and withdrawals can help accomplish that task while reducing unnecessary trading.
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Planning income without confusing yield with safety
A fund's cash distribution is not the same as a sustainable spending rate. Income planning requires looking at total return, capital value and the possibility that...
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