Market Success

Who are the successful investors?

There are those who follow the advice of their brokers and financial planners or those who choose to use their own good judgment? If you care to compare the results of the past 4 years from 2000 to now I believe you will see who as done the best job.

In the old days at the Chicago stock yards they used to have an old sheep who led the lambs to the slaughter when they arrived on the train. It seems there were lots of investment sheep in 2000 that followed the advice of their brokers and financial planners and were slaughtered. Let's hope you were not in that herd.

When the next train (bear market) arrives (and it will) in the station and you get off I hope you will not follow that old sheep. You have been given another chance to recoup some of your money (current bull market). Don't be slaughtered (again).

The successful investor is one who thinks for himself. Are you an independent thinker or one of the sheep about to be cut into pieces? Do you relish the idea if thinking for yourself and participating in financial success? Of course, you will be scorned by Wall Street and their minions and told you need an "expert" to help you invest your money. We have seen what the "experts" did from 2000 on.

During the last 4 years I challenge you to check out the price of any growth, stock or index mutual fund in January 2000 and compare it with the price of today. The S&P500 Index lost 50% of it value and has rallied 37% from the recent low, but is still down 29% from the high of 2000. With the bull move of the last 8 months you won't find very many, if any, stock funds that have come back to those old highs. Yes, there will be individual stocks that have made new contract highs, but very few of them have done well enough to get the poor sheep (pun intended) back to even.

For the past 100 years there have been consistent secular 16 to 18 year bull and bear markets, one after the other and within them have been shorter cyclical bear and bull markets where the thinking investor has been smart enough to be investing or be in a money market fund.

It is timing the long-term bull and bear phases and is relatively easy despite what Maul Street tries to have you believe. If your broker or planner has not learned how you need a new and smarter advisor. You, and only you, must break away from the herd to learn to think on your own to be a success in the market.

Al Thomas' book, "If It Doesn't Go Up, Don't Buy It!" has helped thousands of people make money and keep their profits with his simple 2-step method. Read the first chapter at http://www.mutualfundmagic.com and discover why he's the man that Wall Street does not want you to know.

Copyright 2005

[email protected]; 1-888-345-7870

In The News:

Fund managers' picks: Large, mid & smallcap stocks that MFs bought, sold in Dec  Moneycontrol.comMF assets declined to Rs 22.8 lakh crore in December 2018 from Rs 23.4 lakh core in Nov 2018 on the back of moderation in the flows in equity funds and ...
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Mutual funds may need smart bets on smallcap stocks to beat ETF show  Economic TimesSmallcap stocks could see up to ₹1 lakh cr inflow as fund managers look for potential winners: Analysts.
The dangers of high mutual fund inflows  LivemintIndian mutual funds have pumped about ₹1.2 trillion into the equity markets in each of the last two years.
Hot and Cold Stocks of Mutual Funds in November 2018  MoneylifeIn November 2018, Axis Bank and ICICI Bank were the most preferred stocks of Indian mutual funds.
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We have moderate return expectations from market this year: Rahul Singh, Tata Mutual Fund  Economic TimesThe multiples are partly factoring in earnings recovery in FY20. We are also seeing some recovery in FY19. The earnings cut have not been as deep as they ...
Inflows into equity MF schemes down 23% in December  Economic TimesNew Delhi: Net inflows into equity mutual fund schemes were down 23 per cent on a month-on-month (MoM) basis in December 2018 at Rs 67 billion (6,700 ...
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Large-cap and Mid-cap Stocks Top Mutual Fund Schemes Are Betting On  MoneylifeEquity mutual funds (MFs) are run by expert stock-pickers.
India's Stocks Are Hostage to Fed Rate Cycle, Mutual Fund Giant Says  BloombergQuint(Bloomberg) -- For all the domestic drivers of India's stocks -- from oil to elections to shadow banking shakeouts -- the U.S. Federal Reserve holds the most sway, ...
Mutual Fund Update: Top 5 stocks that MFs sold  Dalal Street Investment JournalMutual funds are institutional investors, the buying and selling transaction of fund houses happen in huge numbers which also affects the stock prices in some or ...
New to stocks? Try aggressive hybrid funds: Dhirendra Kumar  Economic TimesThe promise of a small cap is that they turn out to be a bonanza when they become a midcap or large cap, says Dhirendra Kumar, CEO, Value Research.
The 5 Best Mutual Funds to Invest In the Semiconductor Space  Investorplace.comSemiconductor funds could be all-star rebound plays this year. Here five of the best mutual funds to invest in that theme.
Gold, mutual funds, equity - where to invest in 2019?  Moneycontrol.comAs we enter 2019, the question on everyone's mind is: can we say goodbye to market volatility that 2018 unleashed upon us? The answer may not be that simple ...
Investors are hiding out in cash: Assets in money market funds surge past $3 trillion  CNBCCash is becoming the king as investors flee volatile stock markets. Assets in money market mutual funds have swollen to $3.066 trillion, their highest level since ...
Berko: Do not invest in Chinese stocks, mutual funds  The ColumbianDear Mr. Berko: My wife and I are thinking of investing in Chinese stocks or mutual funds. If we were to buy stocks, we'd invest $10000 each in Alibaba, Noble ...
Year-end special: Some challenges will continue in 2019, says Jinesh Gopani of Axis Mutual Fund  Economic TimesAxis Mutual Fund is the equity fund house of the year. Axis equity schemes are toppers in almost every equity mutual fund category.
Sebi brings cybersecurity framework for mutual funds and AMCs  Economic TimesNEW DELHI: Markets regulator Sebi Thursday put in place a robust and stricter cybersecurity framework for mutual funds and asset management companies ...
Here are 2018’s best & worst-performing mutual funds  Economic TimesThe performance of equity mutual funds was uninspiring through most of 2018, with the best-performing fund giving just 6 per cent return for the year. Among the ...
4 Small-Cap Growth Mutual Funds for 2019  Zacks.comSmall-cap funds that offer good earnings potential could be your best bet amid economic tailwinds and growth projections.
ETMarkets Morning Podcast: May's EU divorce deal crushed, liquid fund rules tightened, Jet lenders meet on radar  Economic TimesHello There! Good Morning. I am Tanisha Sharma from ETMarkets.com, and here is all the news you need to start your day. THE HEADLINES >> May's EU ...
19 Picks Based on Experts' Forecasts  Morningstar.comExperts think bonds and foreign stocks, especially emerging markets, are attractive. Here are Morningstar's best picks for those themes.
India's stocks are hostage to US Fed rate cycle: Mutual fund giant  The New Indian ExpressWhile the US central bank's influence on emerging assets is hardly an unknown phenomenon, India's USD 2 trillion stock market has also been whipsawed in ...
ETMarkets Evening Podcast: Will good times roll for the bulls?  Economic TimesHi there! From ETMarkets.com, this is Abhinav Kaul with Your Evening Briefing. LET'S START WITH THE TOP HEADLINES AT THIS HOUR >> The stock market ...
4 Best Energy Mutual Funds to Buy in 2019  Zacks.comOil prices could continue gaining through 2019, propped by positive macroeconomic catalysts.
India's stocks held hostage to Fed cycle, says S Naren  Economic TimesBy Ameya Karve For all the domestic drivers of India's stocks -- from oil to elections to shadow banking shakeouts -- the U.S. Federal Reserve holds the most ...
REIT, Medical Stocks Lead New Buys By Best Mutual Funds  Investor's Business DailySee how REIT stocks and medical stocks like Amgen, Biogen and Edwards Lifesciences lead the latest list of new buys by the best mutual funds.
Sankaran Naren of ICICI Prudential AMC sees Indian stocks held hostage to Fed cycle  LivemintInvestors need to brace for a run of constrained returns that will last until the Fed's Jerome Powell makes a policy U-turn, says Sankaran Naren, chief investment ...
The Best Mutual Funds to Buy in 2019  The Motley FoolHere are not only 17 mutual funds and ETFs to consider, but also tips on what to look for in great funds.
Should I trade stock mutual funds for CDs?  MoneyRates.comMoving out of stock mutual funds into CDs may seem like a good way to manage risk during a volatile market, but wide swings in asset allocation could make ...
China's Central Bank Will Prop Up Country's Stock Market  ForbesThe PBoC just might be able to save China stocks from another bear market year.
3 Oppenheimer Funds to Add to Your Portfolio  Zacks.comBelow we share with you three top-ranked Oppenheimer mutual funds. Each has earned a Zacks #1 Rank (Strong Buy)
5 Best Fidelity Mutual Funds for 2019  Zacks.comThe company provides investment advice, discount brokerage services and wealth management services to its clients.
Here's Why Stocks Have Sold Off So Steeply In December  ForbesA TV broadcast of Fed Chairman Jerome Powell announcing interest rate hikes on the floor of the NYSE on Wednesday, December 19, 2018. The rest of the ...
Look at These 3 Mutual Funds From Franklin Templeton  Zacks.comBelow we share with you three top-ranked Franklin Templeton mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy)
ETF sales grow, but mutual funds still rule  MoneySenseETF sales outpaced mutual fund sales for the first time in 2018.
What to Know About 529 College Savings Plans  Zacks.comSince saving for college is becoming increasingly important, 529 college saving plans allow for tax-free withdrawals when distributions are used for qualified ...
U.S. stock funds post record December withdrawals: estimate  ReutersNEW YORK (Reuters) - Investors pulled $98 billion from U.S.-based stock funds in December, a calendar-month record that emphasizes the diminishing ...
Simplify Your Investments with the 3-Fund Portfolio  LifehackerOne of the key questions of investing is, naturally, what exactly to invest in. You know it should be a mutual fund, right? And you've heard that “low cost” and ...
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Warning: These 3 Stocks Could Plummet in 2019  The Motley Fool CanadaShorting stocks is a hard business. I wouldn't recommend it for anyone, especially retail investors. There are several challenges when betting against a company ...
Here's Why Your Portfolio Didn't Beat "the Market" in 2018  Motley FoolInvesting is not a game, but it is important to keep score. The question is significantly more nuanced than the simple, "Did my stock picks increase in value over a ...
Stocks in the News: Investors Keen on Oxford Industries, Inc. (NYSE:OXM) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over Oxford Industries, Inc. (NYSE:OXM) as their share price hit $75.77 at the end of the most recent trading session.
Stocks in the News: Investors Keen on Meta Financial Group, Inc. (NASDAQ:CASH) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over Meta Financial Group, Inc. (NASDAQ:CASH) as their share price hit $21.34 at the end of the most recent trading session.
Stock Update: Investors Taking a Second Look at ManpowerGroup Inc. (NYSE:MAN) After Recent Market Moves  The Coin GuildMajor market players are buzzing over ManpowerGroup Inc. (NYSE:MAN) as their share price hit $70.99 at the end of the most recent trading session.
Stock Update: Investors Taking a Second Look at Sensata Technologies Holding NV (NYSE:ST) After Recent Market Moves  The Coin GuildMajor market players are buzzing over Sensata Technologies Holding N.V. (NYSE:ST) as their share price hit $45.28 at the end of the most recent trading ...
Traders' Diary: Bulls still holding their ground  Economic TimesStock benchmarks oscillated between profits and losses throughout Wednesday, only to end flat with a positive bias amid optimism in global peers.
7 stocks most favoured by mutual funds over last one year  Economic TimesAs the markets hit a speed bump, stocks favoured by mutual funds appear to be safer bets.
Stock Focus: Investors Keen on Shares of The Progressive Corporation (NYSE:PGR) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over The Progressive Corporation (NYSE:PGR) as their share price hit $61.68 at the end of the most recent trading session.
Stock News: Investors Keen on Affiliated Managers Group, Inc. (:AMG) as it Makes Headlines With Moves  The Coin GuildMajor market players are buzzing over Affiliated Managers Group, Inc. (:AMG) as their share price hit $102.11 at the end of the most recent trading session.
What Professional US Stock Investors Get Right  Morningstar.comScoring Managers “Selling Fast and Buying Slow: Heuristics and Trading Performance of Institutional Investors,” a draft paper by Klakow Akepanidtaworn, Rick ...
Is your mutual fund buying or selling stocks too much?  LivemintHere are equity mutual fund schemes with the highest turnover.
Stocks in the News: Investors Keen on Regional Management Corp. (NYSE:RM) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over Regional Management Corp. (NYSE:RM) as their share price hit $26.21 at the end of the most recent trading session.
How Much Dividend Income Will Warren Buffett's Berkshire Hathaway Generate in 2019?  Motley FoolHint: We're talking about billions of dollars in annual income.
Mutual funds bet big on these 30 stocks in November; do you own any?  Moneycontrol.comMF industry assets grew to Rs 23.4 lakh crore, on the back of improved inflows into liquid funds and steady equity markets.
Top Stocks: Heath Care Provider LHC Group Reinvigorated After Failed Breakout  Investor's Business DailyLHC Group is one of many top stocks in the health care sector with robust fundamentals. Its chart doesn't look too bad, either. The stock has been in rally mode ...
Stock Update: Investors Taking a Second Look at Retrophin, Inc. (NASDAQ:RTRX) After Recent Market Moves  The Coin GuildMajor market players are buzzing over Retrophin, Inc. (NASDAQ:RTRX) as their share price hit $23.52 at the end of the most recent trading session.
Fund managers ready to go shopping after sharp correction in stocks  Moneycontrol.comMutual funds that were holding around 8-10 percent cash level in their equity portfolio are likely to purchase shares of companies in banking and financial ...
Why stopping mutual fund SIPs when stock market falls can jeopardise your financial goals  Economic TimesFear has returned to Dalal Street. Caught in a perfect storm of weak macroeconomic numbers, the IL&FS crisis and fear of more defaults, equity markets have ...
Mutual funds' exposure to banks hits 3-month low of Rs 1.88 lakh crore in Sept  Economic TimesMutual funds' holding of banking stocks declined by over Rs 21,600 crore to Rs 1.88 lakh crore in September, driven by the correction in equity markets.
Capital Gains Tax Rates: A Comprehensive Guide  Motley FoolThe goal of every investor is to make money on their investments. However, when you sell an investment at a profit, you'll discover who else has an interest in ...
Check out what top five mutual funds bought & sold during October selloff  Economic TimesNEW DELHI: Mutual funds stood resilient as industry's asset base increased to Rs 22.23 lakh crore in October in spite of a heavy correction in the domestic ...
Five stocks that mutual funds think can outperform  Economic TimesA volatile month gave fund managers a chance to cherry-pick stocks.
Mutual funds that destroyed most investor wealth in the September selloff  Economic TimesThe recent selloff in the stock market has raised fears of a rush for redemption in mutual funds.​
Mutual fund lesson: What should you do in volatile markets?  Moneycontrol.comCost of investing in equities is that it is a volatile asset class- there will be times when your portfolio value will be lower than what you invested.
When should you sell your mutual fund schemes? - Stocks and equity mutual funds are different  Economic TimesInvesting in an individual stock and equity mutual fund scheme is different. You must look at various parameters like key ratios while investing in a stock. Hence ...
Shall I buy the HDFC AMC stock or mutual fund?  LivemintThe HDFC Asset Management Co. Ltd stock closed 65% up on the first day of listing over its IPO price of ₹1,100 per share. Investors who sold on day one, saw ...
How stocks picked by mutual funds over 2014 to 2017 have performed  Economic TimesWhile the most wanted stocks of 2014 and 2015 have done well, the recent picks have disappointed.
Small- and mid-cap mutual funds open doors again, but should you invest?  LivemintL&T Emerging Businesses Fund and DSP Small Cap Fund have allowed *fresh* mutual fund investments, taking advantage of a continued correction in small- ...
Investing in equity mutual funds versus investing in shares: Which is better?  Economic TimesBy Dhirendra Kumar Hopefully, by now my columns have convinced you that most of your long-term investments should be in equity. The next question to be ...
New stock ideas boost equity mutual fund portfolios  LivemintIt is imperative for mutual fund houses to beef up their research capabilities, to be able to identify more winning new ideas.
How your mutual funds played the balancing act during stocks crash  Economic TimesBy Bhavana Acharya The last three months has been a bumpy ride for largecap stocks. The year so far has been unkind to the midcap and smallcap set.
Are mid and small-cap mutual funds holding too many illiquid stocks?  Economic TimesLiquidity has been scarce in Indian capital markets in recent weeks. Mutual funds have also not been spared the pain, with liquid and money market funds ...
Why your mutual fund earned you less than Nifty in recent market rally  Economic TimesThe more the number of stocks in an index, the weaker is its performance.
Value focussed MF are cutting their exposure to Indian stocks. What about you?  Moneycontrol.comAs valuations climb, the funds have chosen to stay light on Indian stocks and exposure to bonds and arbitrage has gone up.
Investing in stocks needs deep understanding of markets  LivemintDirect investing into individual stocks requires deep understanding of the markets and continuous involvement into investing.
Picking the best mutual fund: Are past returns relevant after re-categorisation?  Moneycontrol.comWhile selecting a scheme for investment or while deciding whether to continue with a current investment, a fund's performance track record does play a critical ...
Mutual fund holdings in IT stocks touch all-time high  Economic TimesMumbai: Fund managers are betting big on the IT sector, on the back of an improving global macro environment, depreciating rupee and rise in IT spends.
Is it a good time to invest in small-cap mutual fund schemes?  Economic TimesDespite the slide in the Nifty Smallcap100 index, fund houses seem to be placing faith in small-cap funds again. Should investors take the cue?
These 18 consistent mutual funds may help you to beat stock market volatility  Economic TimesMany equity mutual fund advisors abhor volatility in the stock market. They are always searching for ways to tackle this beast which gives them sleepless nights.
5 strategies for investing in mutual fund in the current market to get good returns  Moneycontrol.comMutual fund investing is all about ascertaining your goals and setting out to reach them.
Why HDFC Bank stock is among the top picks of mutual funds  Business TodayPrivate sector lender HDFC Bank, the third-largest Indian firm by market capitalisation, is among the favourite stocks in the portfolios of mutual funds. Despite ...
List of best mutual fund portfolios as per your risk appetite  Moneycontrol.comYou can build a portfolio of mutual fund schemes based on your risk profile.
Should I cut down my stock allocation and invest more in mutual funds?  Economic TimesMy risk appetite is moderately high and my investment horizon is 10 years. Please review my portfolio. I am investing in the following mutual fund schemes:
Do not make these 7 mistakes while investing in mutual funds  Moneycontrol.comNever forget that you are investing because you have to achieve your financial goals. Investing without a goal is akin to travelling without a destination.
Some international funds are giving around 40% returns. Should you invest?  Economic TimesInternational mutual funds are topping the return charts. The category has returned around 20 per cent in one year. Should retail investors bet on these schemes ...
Mutual Funds For First Time Manage More Money In Stocks Than Insurers  BloombergQuintMutual funds for the first time manage more money in equities than insurers as the last stock rout erased the gap that started narrowing after demonetisation.
Top stocks bought and sold by mutual funds in June 2018  IndiainfolineInvestors should focus on longevity to create wealth. We advise investors to stay invested in those stocks whose growth story is still intact.
How to Invest in Mutual Funds  The Motley FoolIf you want to understand how to pick the right mutual fund for you, you've come to the right place. In the guide below, I've put together all the major pieces of ...
How diversified should a mutual fund be?  LivemintThe extent of diversification is driven by the mutual fund's strategy and the market segment it invests in.
Bleeding mutual funds: Should you go back to good old fixed deposits?  Moneycontrol.comAre you worried about the losses on your investments in mutual fund schemes? You are not alone. There are many investors who dumped their good old fixed ...
Fund managers' bets: Top 10 large, mid and small-cap stocks that MFs bought in October  Moneycontrol.comMF industry assets grew to Rs 22.2 lakh crore on the back of improved inflows into equity-oriented and liquid funds.
Top 10 large, mid and smallcap stocks which fund managers bought & sold in September  Moneycontrol.comFears of a liquidity crunch following the IL&FS crisis hit the mutual fund industry in September. Cash plans, or liquid funds, were the worst hit.
Kotak Mutual Fund is betting on these 5 sectors in 2019  Moneycontrol.comWhile current valuations are not cheap, the fund house expects a further pick-up in earnings.
Benefits of asset allocation in mutual funds  Economic TimesWith macros looking weak and stock market indices at a new high, financial planners believe it is important for investors to follow the principle of asset allocation.
Should you shift from large-cap mutual funds to index funds?  Economic TimesThe index fund category of mutual fund schemes is slowly gaining traction among investors. The fortunes of index funds are changing as not only are they being ...
Mutual fund managers bought & sold these 20 stocks in May  Moneycontrol.comRelative valuations are attractive and around average, but midcap valuations are still looking stretched despite the recent drawdown, Morgan Stanley said in a ...

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