Mutual Funds Weekly: Slow And Steady Still Wins The Investing Race

Don’t miss these top money and investing features:

This week’s digest offers a reminder that investing is no way to get rich quick.

That may seem out of touch, given the surging price of bitcoin and other crypto-assets, as well as the stock market’s hefty gains so far this year.

But the truth is that financial security is earned over time, with investment portfolios spread over many different types of assets. Sure, bitcoin is exciting — way more so than some S&P 500-tracking mutual fund. But most of us don’t invest looking for casino-style excitement. Ask yourself: would you have spent good money on bitcoin when it was unknown and sold for 100 bucks, let alone 1,000? Say you bought 10 bitcoin at $1,000 and the price doubled; would you have considered yourself lucky and sold?

Read more about why the best rewards from investing come to those who spread their risk and wait. Then, check out a year-end tax-advantaged strategy for any losing stocks. And if bitcoin seems too bubbly, get to know some stocks that are involved with the blockchain technology that is the backbone of bitcoin and other cryptocurrencies — and which some say could be the next internet.

— Jonathan Burton

INVESTING NEWS & TRENDS
To get rich, invest in Treasury bills, not FAANG stocks or bitcoin

Shortcuts in investing don’t exist, so buy what’s cheap and don’t chase pricey securities.

To get rich, invest in Treasury bills, not FAANG stocks or bitcoin

Why you should dump that loser stock in 2017 and harvest the tax loss

Invest in similar sectors and companies to handle the wash sale rule, writes Mark Hulbert.

Why you should dump that loser stock in 2017 and harvest the tax los

Despite Wall Street records, ETF investors favor foreign funds

Exchange-traded funds saw record-breaking growth in 2017, but despite the dozens of records set by the U.S. stock market—along with a near-total absence of volatility or pullbacks—investors are showing more interest in the opportunities offered abroad.

Despite Wall Street records, ETF investors favor foreign funds

Manager of outperforming fund says Twitter’s stock has room to run

Brian Flanagan, manager of the Thrivent Mid-Cap Stock Fund, says Twitter has figured out how to monetize its social network. By Phil van Doorn.

Manager of outperforming fund says Twitter’s stock has room to run

Gold, languishing at a five-month low, still isn’t ripe for buying

More bearishness needs to set in for contrarians to embrace the precious metal, says Mark Hulbert.

Gold, languishing at a five-month low, still isn’t ripe for buying

Ride the bitcoin wave with these 11 cryptocurrency-related stocks

Exchanges, chip makers and blockchain companies are safer investments, says Nigam Arora.

Ride the bitcoin wave with these 11 cryptocurrency-related stocks

Here’s how the U.S. and the world are regulating bitcoin and cryptocurrency

In response to the recent phenomenal interest of investors in virtual currencies and the potential threat to markets, regulators all over the world have accelerated the pace of cryptocurrency rule-making, and enforcement.

Here’s how the U.S. and the world are regulating bitcoin and cryptocurrency

Is bitcoin the gift that will keep on giving?

The booming digital currency makes for an interesting stocking stuffer.

Is bitcoin the gift that will keep on giving?

RECENT NEWS

What A Rising VIX Means For Pension Funds

Wall Street’s latest selloff has moved beyond a technology-sector wobble and become a broad market event. The Nasdaq C... Read more

Behaviour Cannot Fix A Portfolio Construction Flaw

A Retiree Shouldn't Be Asked to Behave Their Way Out of a Portfolio Construction Problem Why behavioural coaching shoul... Read more

Behavioural & Retirement Portfolio Resilience

Behavioural Survivability and Retirement Portfolio Resilience Why the lived experience of market recovery matters as mu... Read more

Australia's Rate Rise Bites: Highest In 15 Years

The Reserve Bank of Australia has lifted interest rates to their highest level since 2011, and its governor admits the w... Read more

October Retirement Portfolio Resilience Assessment

Markets stabl Read more

Gyrostat September Retirement Portfolio Resilience Assessment

September Retirement Portfolio Resilience Assessment Markets have fallen. The price of risk has risen. ... Read more