Index fund

Table 2 shows that increasing performance decreases the probability of turnover, which is consistent with theory and literature. Bigger companies tend to have a higher probability of turnover. Higher power distance index is correlated with lower probability of turnover, meaning CEO is more secure and is being challenged less. Long Term Orientation leads to a lower probability of turnover. Having a long term orientation decreases as it gives CEO more time to improve her performance and makes…

Blown to Bits Chapter 4 was all about the organization of bits, and how the internet is organized. After all, there is simply so much data on the internet, one must wonder exactly how search engines such as Google can pull up websites from this virtual sea of chaos. Well, at first, the internet was mainly a repository for information. Websites were browsed in a hierarchical order, with the websites of most precedence appearing before those with less prominence, which makes a lot of sense if you…

Fund overview Blue Chip Investor Fund ("The Fund") (ticker BCIFX) is an active equity mutual fund in United States "primarily investing in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth" (Eikon). Having been launched since January 1, 2002 with the minimum investment of $5,000 USD, The Fund has its nominated benchmark index is the S&P 500 Total Return Index (Eikon code SPXTR). The Fund was established by Steven Check (past President of the CFA…

we expected volatility in the energy market and a U.S. dollar bull market to be positive for low volatility funds in the United States. The iShares USA Minimum Volatility (USMV) was the top pick for best ETF to buy before 2015, and the fund performed admirably. The fund finished with a gain of 5.45 percent in 2015, which outperformed the 1.25 percent return of the SPDR S&P 500 (SPY). The fund achieved the return with less volatility and a trading range of 10 percent from high to low. For SPY,…

You've reached a point where you believe you want to do something about investing.In you pocket you have $1000 and you think you can try out something and see how it goes.But the idea of losing your heard-earned $1000 is freaking you out.Every time you want to invest, all that comes to your mind is the horror stories you've heard people lose their savings and fortunes in stocks.What if I told you that you are wrong?What if I called you right now and told you that you could be getting a higher…

At the beginning of the period, the price of Computers, Inc. divided by the industry index was 0.39; by the end of the period, the ratio had increased to 0.50. As the ratio increased over the period, it appears that Computers, Inc. outperformed other firms in its industry. The overall trend, therefore, indicates relative strength, although some fluctuation existed during the period, with the ratio falling to a low point of 0.33 on day 19. 18. Five day moving averages: Days 1 – 5: (19.63 + 20 +…

Fund overview Fidelity Contrafund is an active equity mutual fund aimed at companies and public investors. This fund began for investment at 17th May, 1967 in the U.S.. The ticker of Fidelity Contrafund is FCNTX.O. The nominated benchmark index is the S&P 500 (Eikon code is .SPXTR). Moreover, $2500 is the minimum amount of initial investment. Fidelity Contrafund is operated by the Fidelity Management & Research Company that is one of the largest and earliest investment fund managers in the U.S…

by doing absolutely nothing. Similarly, each of the sources of passive income has this crucial advantage. It is called compound interest. Here, compound interest refers to this gradual increase in money. In financial investments such as dividend funds, however, it works a lit- tle differently. Through compound interest, you will be able to see an exponential increase in your principal amount. It is the art of using your existing money to make more money. While a bank may provide you…

Current Fund Observations: We have looked over your current portfolio. We believe you have done a great job monitoring your investments. You have several different retirement accounts and you were proactive in getting these accounts invested early. You also have a variety of funds in each account. We would like to make a few recommendations to reflect your risk tolerance, risk capacity and risk need. Portfolio Analysis: We have observed some areas of improvements we would like to…

not related to risk factors of mutual funds. Fama-French model cannot be improved though five-factor model. Compared this three models, Fama-French model has highest adjusted R-square and lowest probability of F-statistic. Therefore, the most suitable model to capture the performance of mutual funds is Fama-French model. However, Fama-French model is not so good. Firstly, the β of ExRm and HML is insignificant, that is to say, the expect return of mutual funds is little related to market…