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  1. Morningstar's Favorite Developed-Markets Stock Funds and ETFs

    Headlines

    Wed, 20 May 2015

    of the portfolio based on his or her preferred style. One thing all have in common, though, is a long-term, buy - and - hold philosophy that limits turnover (currently at 28%). The fund's portfolio is well diversified, with more than

  2. How Bigger Can Be Better

    Headlines

    Thu, 14 May 2015

    portfolios. But there is another side to the size story. Funds that feed in big, highly liquid markets and which follow buy - and - hold strategies may benefit from heft. A giant asset base gives them giant revenue streams, which may be used to staff

  3. Investors Have Fared Well With These Funds

    Headlines

    Wed, 6 May 2015

    added a share. To help shine a light on funds in which the typical investor has actually earned higher returns than a buy - and - hold investor would have during the past decade, Morningstar data analyst Annette Larson screened Morningstar's database

  4. Inker: Breaking Out of Bondage

    Headlines

    Thu, 30 Apr 2015

    the key to this point, the Barclay’s U.S. Aggregate Bond index delivered an even higher +6.6% real, and a buy and hold investor in the 30-year Treasury issued in the spring of 1985 would have achieved almost +9.0% real! As an asset

  5. Tuttle Tactical Management Weekly Market Notes

    Headlines

    Thu, 9 Apr 2015

    investors as they always seem to be buying high and selling low. Every investment strategy has an Achilles heal, for buy and hold it is a bear market, for momentum it is a choppy market like the kind we experienced in 2014. This presents a particular

  6. It’s Time to Make Taxes Less Taxing

    Headlines

    Thu, 9 Apr 2015

    their portfolios to help mitigate the effect of taxes, several of which can be implemented at no additional cost. Buy and hold : This is the simplest technique on this list. Using a long-term perspective when investing can delay capital gains

  7. Vanguard's First-Quarter Scorecard

    Video Reports

    Tue, 7 Apr 2015

    encourage you to go to one fund or the other. They say if you want to trade, use the ETF. If you are a long-term buy - and - hold investor, you'll probably get the same expense ratio in the mutual fund. So, I imagine it will be a similar experience

    buy and hold found at 8:20

    you want to trade, use the ETF. If you are a long-term buy - and - hold investor, you'll probably get the same expense ratio in the mutual fund. So, I imagine it will be a similar experience with
  8. For stocks, the best time to sell and go away starts today

    Commentary

    Wed, 1 Apr 2015

    modification of “Sell in May and go away” 8.0% 64.5 0.20 As you can see from the accompanying table, a buy - and - hold strategy since mid-2002 has produced a 7.7% annualized return. Automatically going to cash every May Day and re

  9. Investing in a Rising Tax Environment – 2015

    Headlines

    Wed, 1 Apr 2015

    attention to harvesting losses and buy - and - hold investment strategies. As taxes ..... the tax deferral afforded by buy - and - hold strategies becomes more valuable ..... investment and tax considerations – buy and hold , harvesting losses, tax lot selling

  10. Woe Betide the Value Investor

    Headlines

    Thu, 26 Mar 2015

    value investor underperforms a buy - and - hold investment in the S&P 500 by ..... has frequently observed that the buy - and - hold or time-weighted return is typically ..... between the outperformance of the buy - and - hold value strategy and the underperformance

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