Friday, June 15, 2012

Investing Style Changes

Some advisers tell a mutual fund investor not to buy a fund that clings to a particular “style” of investment, such as small cap or large cap, but to pick and choose what is just right for the times.

That advice will tip you off that the adviser has no specific strategy because he or she is willing to change to suit whatever style may be popular at the time. That’s a form of market timing that doesn’t work and besides, it indicates a lack of required discipline.

My experience has shown that such undisciplined investments with no set strategy tend to not do well. (See the Earl J. Weinreb NewsHole® comments.)



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