Mutual funds are a great way to diversify when investing. But how do you go about picking the best ones that will perform consistently well?
We will guide investors through what to watch out for when picking funds as well as five key things that define winning funds over the long term.
- 00:00 Introduction
- 03:01 Pros and Cons of Mutual Fund
- 10:51 Poll discussion – What percentage of your portfolio consists of Mutual Funds?
- 12:52 5 Key things to look for in outperforming funds
- 18:38 CQM Mutual Fund screener & FundsPrimo
- 22:59 Top ranking funds in FundsPrimo
- 27:03 Can any of the funds do better than the 60/40 ETF portfolio?
- 30:04 Poll Discussion – what percentage of your portfolio consists of Bonds?
- 38:02 Discussion – ETF vs Mutual Fund
- 49:40 Q&A session