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Friday, September 11, 2009

Mutual fund strategies by PETER LYNCH

1.Put as much of money into stock funds as you can.Even if you need income,you will be better off in the long run to own dividend-paying stocks and to occasionally dip into capital as an income substitute.

2.If you must own government bonds,buy them outright from the Treasury and avoid the bond funds in which you are paying management fees for nothing.

3.Know what kind of stock funds you own.when evaluating performance,compare apple to apples,ie,value funds to value funds.Don't blame a gold-fund manager for failing to outperform a growth stock fund.

4.Its best to divide your money among three or four types of stock funds(growth,value,emerging growth etc).So you will always have some money invested in the most profitable sector of the market.

5.When you add money to your portfolio,put it into the fund that's invested in the sector that has lagged the market for several years.

6.Trying to pick tomorrow's winning fund based on yesterday's performance is a difficult if not futile task.Concentrate on solid performers and stick with those.Constantly switching your money from one fund to another is an expensive habit that is harmful to your net worth.

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