Make the Most of ETFs and Mutual Funds in Your Portfolio—read about it now in our new Magazine issue! - Cabot Wealth Network

Make the Most of ETFs and Mutual Funds in Your Portfolio—read about it now in our new Magazine issue!

Learn about the many ways mutual funds and ETFs can make you even more money, when you read the January 2021 issue of our Magazine, just released!

Cabot Money Magazine January 2021

Do you know if you might already have mutual funds in your portfolio? Chances are, you do—especially if you have a 401(k) retirement account.

And what about Exchange-Traded Funds (ETFs)? Are you investing with any ETFs?

ETFs and mutual funds have a place in almost every investor’s portfolio. Unfortunately, many investors don’t understand all the ins and outs of these investment strategies, and often get stuck with funds and ETFs that are underperforming, too expensive, too risky, or just aren’t appropriate for their particular investment goals and risk profile.

And many investors suffer the fate of simply ignoring funds already included in their 401(k) accounts—now is the time to pay attention and learn all about mutual funds and ETFs.

Read the feature article in this month’s magazine now to remove any confusion about these two types of investing vehicles—and to ensure that mutual funds and ETFs are delivering maximum profits for you.

First, when you read this article in the January 2021 issue of our Magazine, you get the background and explanation of mutual funds and descriptions of all the different types, including:

  • What are mutual funds?: Get a clear explanation of what, exactly, mutual funds are—and get a brief background and history of these popular investment types. Discover what makes mutual funds so appealing to investors, and get it all when you read this article now.
  • Equity funds: Find out about the most popular type of mutual funds, and get six categories of equity funds explained—in this article now.
  • Bond funds: Get the scoop on why bond funds are favored by conservative investors; plus, four different varieties for you to consider—read this article now!
  • Balanced funds: These funds are often a combination of different investment types. Find out why they are called “balanced”—when you read this now.
  • Foreign funds: Specific advice about four different types of investments in companies outside the U.S., when you read this article today.
  • Money market funds: Are money market funds relatively safe? Get the answer now—and watch out for this fraud potential!
  • Alternative funds: Find out what types of non-traditional investments are typical for alt funds.
  • Target-date funds: How do target-date funds work to diversify your investments? Are these funds costlier and riskier than most others? Get answers now.
  • Lifestyle funds: Get the difference, fully explained, between lifestyle funds and target-date funds—even though they are seemingly so similar.

Next, you’ll learn what to do about mutual funds—that is, how to evaluate and find good funds, including:

  • Evaluating mutual fund performance: How should you evaluate mutual fund performance? Is it best to review annual numbers or cumulative figures? What is the best source for evaluating mutual fund performance, adjusting for risk and accounting for sales charges? Get all the answers now in this article!
  • Costs and expenses of mutual funds: Learn all about loads, expense ratios, 12b-1 fees, tax implications, and turnover—key factors in helping you accurately evaluate mutual fund performance in your portfolio.
  • Finding worthy mutual funds for your portfolio: Get specific resources for helping you find mutual funds that match your investing philosophy, along with five key guiding principles for choosing the right mutual funds.

And you’ll also get up-to-speed about ETFs in this article, including:

  • What are ETFs (Exchange-Traded Funds)?: Get a plain-language explanation of ETFs, along with some history and growth patterns. Plus, you get the three significant differences between ETFs and mutual funds fully explained.
  • Broad-based (index funds): Find out about these funds and how they work, including specific comparisons to the S&P 500.
  • Sector funds: Get specific recommendations on two of the best-performing ETF sectors right now.
  • International funds: Which region of the world has the hottest ETFs right now? Get the answer, along with two funds for you to consider.
  • Resources for finding great ETFs: In this article, you get specific resource recommendations for your ETF research and the top five online brokers for ETF investing (and the five best brokers for mutual funds, too!).

In this article in the January 2021 issue of our Magazine, you’ll learn all about mutual funds and ETFs. Read this article now, and get everything else in this issue of our magazine, too, including:

This latest issue of our Magazine is ready for you to access now, to discover how to make mutual funds and ETFs part of your investing strategy … and so much more. Read it now!

Start reading all the articles in this issue of our Magazine today!


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