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Are Stocks Better or Worse Than Mutual Funds?

 

First of all, we have model portfolios that consist of stocks and other model portfolios that consist of mutual funds. So obviously, we recommend both stocks and mutual funds, depending on the type of investor that you are. Having said that, we have to admit that we are biased toward stocks when comparing them to mutual funds. We like the control you can have with owning individual stocks that you can't have when owning mutual funds. And we also like the performance we have been able to achieve with individual stocks ( 31.9% per year since 1998). However, each has advantages over the other. That why some of our recommended portfolios use stocks and others use mutual funds.

The advantages of mutual funds are diversification and professional management. For as little as zero down and $50 a month, you can get started with the mutual fund in our Beginner's Portfolio and instantly your money is spread over numerous companies. Plus, if you choose the right funds, you will be have competent fund managers choosing what to invest in for you.

With individual stocks, it's a little harder to get instant diversification. But it's easier than it used to be. Now with online commissions at $5 per trade or even lower, a person can build a diversified portfolio with around $2,000-$2,500 dollars by investing $100 into 20-25 stocks. Subscribers can achieve this with our Primary Stock Portfolio or our High-Dividend Blue Chip Stock Portfolio.

As for professional management, with individual stocks, you (or your stock broker) must be the manager. Or you can choose to follow the guidance of an investment newsletter such as ours. If you choose the correct stocks, you will outperform most, if not all, of the mutual funds, like we have.

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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

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