Charles Boccadoro
Writer at Mutual Fund Observer
Writing about fund investing for Mutual Fund Observer since 2012.
Articles
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Jan 5, 2025 |
mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin
By David Snowball UpdatesThe ETF end of the investment industry continues to be shaped by the mutual fund end. Jeff Benjamin at ETF.com reports “The mutual fund industry is setting new records for ETF conversions in 2024. According to Morningstar, there have been 55 ETF conversions this year through Dec. 17, which compares to 35 last year and 20 in 2022.
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Jan 5, 2025 |
mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin
By David Snowball On October 14, 2024, Virtus Investment Partners launched Virtus KAR Mid-Cap ETF (KMID). It targets “U.S. mid-cap companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories” selling at “attractive” valuations. The fund is managed by Jon Christensen and Craig Stone who also manage the five-star, $2.9 billion Virtus KAR Mid-Cap Core Fund. The ETF, like its sibling, will hold 25-35 stocks with a low annual turnover.
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Jan 5, 2025 |
mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin
By David Snowball There’s a famous New Yorker cartoon that we don’t have permission to reproduce. It shows a cheerful executive speaking from a lectern in a conference room. And so, while the end-of-the-world scenario will be rife with unimaginable horrors, we believe that the pre-end period will be filled with unprecedented opportunities for profit!Welcome to the case for infrastructure investing in a world where the global climate has been allowed to become increasingly hostile to human life.
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Jan 5, 2025 |
mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin
By Charles Lynn Bolin My retirement planning for the past two years since retiring has focused on the Bucket Approach to have the right funds in the right investment buckets to have high-risk adjusted returns while minimizing taxes over my lifetime. This article focuses on forty of the top performing ETFs that I believe can form a good foundation for the coming decade.
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Jan 5, 2025 |
mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin
By Charles Lynn Bolin “For the young the days go fast and the years go slow; for the old the days go slow and the years go fast.” – Anna Quindlen, Lots of Candles, Plenty of Cake: A Memoir of a Woman’s Life. Secular bear markets with low returns along high volatility often deter younger investors from starting to invest, yet they offer tremendous buying opportunities. Prioritizing the long-term need to save for retirement over short-term interest is another major hurdle to starting to invest.
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