Investing in Mutual Funds - Easier Than You Think

Many investors try to play the game of pickingcarry a high load, or sales charge associated with
individual stocks rather than picking solid mutualthem. If you pay a big commission, you simply
funds and then often wonder why theyhave less dollars in the investment to work with.
experience both difficulty and stress makingStudies show that for most mutual funds, the
money in the stock market. I tell investors thatcommission or load simply is not worth it. Don't let
they should not be afraid to own individual stocksa good or even a great salesman talk you into a
if they are willing to take the time to learn enoughload fund, unless you have checked for yourself,
about the individual company or stock to make athat the returns over several different periods of
rational businessman's decision. And don't forgettime have been outstanding.
about valuation.Make sure the management team hasn't changed
Sometimes it is just a lot easier to pick fabulousby the way. You don't want to pay for fabulous
mutual funds, and let professional moneypast results only to find out there is a new
managers make the individual stock selections forportfolio manager in town running your mutual
you. If you go this route, and for many it is thefund. Watch out for the fad funds by the way.
way to go, than I suggest your big decisions areBy the time an entire mutual fund sector is hot,
what sectors you want to invest in, and what areand ripping up the charts with performance, it is
your asset allocations. Sounds like fancy language,too late 90% of the time, for you to be an
but really it is not. It's just plain common senseinvestor. You don't want start becoming an
investing. What is your aversion to risk? Do youinvestor in gold as it passes $1200 per ounce.
want to embrace investment risk, or do youThat is the time you want to be thinking about
seek to encounter as little risk as possible.exiting, not entering.
The recent explosion of an oil rig in the Gulf andDo a little homework, have reasonable
the resulting chaos and environmental damageexpectations, pay a low load, or even used index
tells you that any company can all of a sudden befunds, have a long term outlook, and you should
exposed to dramatic unforeseen risk. In this casebe okay. More than that, you should be pleased
it was BP. Mutual Funds can also possess muchwith the wealth creation process that you have
more risk than you thought you wereput together for yourself. If you insist on taking all
encountering.kinds of risk, than you should do it with only
Here's what I think you should consider doing. Firstabout 5% of your investable assets. Good luck.
unless you are a real expert, consider buyingFind Additional important articles on my blog.
Index Funds, as opposed to investing in funds that