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All-Star Mutual Fund Investors


“All-Star” is what we like to call an advanced mutual fund investor. If you’re an All-Star, you have actively managed your own mutual fund portfolio for many years. You have depth of knowledge of how mutual funds operate and how they are priced. As an All-Star, you are extremely proficient in managing a portfolio with investments in different sectors, with diverse allocation profiles, and varying degrees of risk. You have extensive knowledge of the stock market, bond market, macro- and microeconomic trends, and inter-market dynamics across different types of securities. You use this knowledge to strike a balance between risk and opportunity.

Advanced mutual fund investors like you are likely well capitalized and wield the extensive knowledge to use your capital wisely. As an All-Star, you are fully aware of the various risks associated with mutual funds, possess excellent risk management skills, and determine the pros and cons of exchanging funds within a mutual fund family before taking action. You pour over a fund’s prospectus carefully and repeatedly, making sure the fund’s methods and objectives are inline with your own. You are fully aware of the volatility mutual fund values can experience and you realize that, for the majority of funds, your full principal is at risk of loss. To mitigate risk where possible, you diversify your holdings, although you understand diversification cannot ensure gains or prevent loss from occurring. As an All-Star, you look beyond a successful track record because you know future gains may not necessarily continue. All-Stars understand upfront how all possible outcomes will affect portfolio holdings. You likely track industry events assiduously and adapt as the marketplace evolves. Monitoring business news and the key events of pertinent sectors is second nature to you. All-Stars actively manage risk and potential opportunity. Even though you already know a great deal, an All-Star Mutual Fund Investor is always learning, always adjusting, always growing as a forever student of the market.

As an All-Star Mutual Fund Investor, here’s how you can round out your skills:

  • Maintain full and complete knowledge of tax advantages and implications
  • Work to assess your investments in light of your entire portfolio, not just individual holdings
  • Learn about special-issue mutual funds to decide if they are right for you and your investment goals

All-Star Mutual Fund Investors can improve by:

  • Considering alternate methods when determining your market opinion
  • Continuing to use TradeKing’s Mutual Fund Screener for investment opportunities
  • Refining your personal methods for finding investments
  • Reviewing mutual fund strategies geared to the All-Star skill level
  • Scouring news sources for information that directly or indirectly pertains to the outcome of your investments
  • Anticipating and planning for all possible outcomes for your investments, not just the positive scenarios
  • Inquiring members of the Trader Network to explain their investing analysis
  • Challenging members of the Trader Network with an alternative point of view
  • Continuing to educate yourself in how to invest with other types of securities
  • Attending or watching TradeKing’s free educational webinars, geared to the All-Star skill level

All-Star Mutual Fund Investors should steer clear of the following:

  • Do not invest in specialized mutual funds unless you completely understand the risks involved (sector funds, international funds, emerging market funds, bear funds, etc.)





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