24 ordspråk av Sheldon Jacobs
Sheldon Jacobs
(They) are going to make big inroads.
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A balanced fund buys stocks and bonds, and when you put the two together it reduces volatility,
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A young person who doesn't need the money for years and years can be quite aggressive. If they're saving for a house they should probably be more conservative.
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Funds have been reporting big losses, so most investors won't have to worry about paying taxes on capital gains.
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I think we'd be very fortunate in 2001 to get returns of 10 percent. Double-digit returns are a thing of the past.
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If you have a long-term horizon, ... you can ride out any bear market and invest in standard growth funds.
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If you want to spread your money around different fund groups this is a convenient way to do it. And if you want to move money from one fund into another, it's just one phone call.
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If you're in your 20s, then you can be pretty aggressive, ... But if you're in the stage of life where you don't have many earning years left, there's a lot to commend in this portfolio.
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It's a conservative portfolio with a low correlation to the market, ... It isn't affected by market fluctuations. It's good for older people who can't afford to take risk, and it's good for people of any age who just can't take risk.
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Miller has an expansive view of value, to say the least.
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Nobody is going to be perfect. I would not a sell a fund with a good record just because it missed a hot sector.
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Nobody really wanted to come out with an index fund.
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Nobody who's following (Steadman) even with cursory diligence would have stayed with the funds, ... No-Load Fund Investor.
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One thing that's in the future is the technology revolution, ... But I can't think of any one thing that will drive the market higher.
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Over the long run, they go up as far as growth stocks or growth funds, but they tend to do it with a little smoother ride, you don't have quite the same dips and valleys with the value.
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