Several people have asked about low risk mutual funds with consistent returns that would be good long term "buy and hold" investments for retirement funds. The two that I own are:
PRGMX (up 26 of the past 27 years, avg. 10 year return 4.6%)
LSBRX (up 15 of the last 16 years, avg. 10 year return 9.4%)
Here are some other excellent funds that are comparable to these 2 funds due to similar investment strategies, consistent long term returns, Zero Sales Load, and low minimum investment: MWTRX, PTTDX, RPSIX, VBIIX, VBMFX, OAKBX, PRWCX, VASIX. I have prepared a special filtered view of MutualFundEvaluator.xls that shows only these "Low Risk Buy and Hold" funds. It is available for download at UltimateStockFinder.com from the Mutual Fund Evaluator page.
This week, both Evaluator spreadsheets have been improved so you can now put a "z" in Column A for each company you are interested in comparing, then run the Ctrl-T sort to bring all rows marked with "z" to the top for easy viewing of these companies side by side. Stock Evaluator has over 1,900 companies and Mutual Fund Evaluator has over 500 mutual funds, so using all of the sort buttons is critical to bring the best companies to the top so you can quickly find them. Also, remember to download this weeks "StockEvaluator.xls Short List" view that is available at the bottom of the UltimateStockFinder home page. It is optimized for easy viewing on your smart phone and contains the 21 companies for this week that are within 5% of their 52 Week Low and also have less than 5 Red Cells. The 21 companies on the "Short List", includes AAPL, KNM and SKUL. Over the past 6 weeks, I have sold PUT options on AAPL and SKUL, and I bought KNM. I am still considering PKX and NTT, but have not decided yet. Since the markets are at all time highs, I am being very selective about what I buy because I think there is much more chance of a downward stock market "correction" than a continued upward run. I would rather hold on to my cash than buy a company right before the market takes a drop.
Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, April 9, 2013 , 7:30 PM at my house.
Here are my Buys for March 2013:
Buy Company Buy
Date Bought Price Target Sell
----- --------- ------ -------------
3/1 AAPL $435 $475
Here are my Sells for March 2013:
Sell Company Sell Buy Buy
Date Sold Price Price Date
------- ---------- ------- ------- ------------
3/22 AAPL Covered Call Expires Jan 2014,Strike $475, Option price $40
Bought AAPL at $435 on 3/1/2013
3/26 RFMD Covered Call Expires Aug 2013, Strike $6, Option price $$.40
Bought RFMD at $4.45 on 1/9/2012
StockEvaluator.xls and Mutual FundEvaluator.xls are available for download at www.ultimatestockfinder.com
Remember to send me any other stocks or mutual funds that you would like to see added to the Evaluator spreadsheets, and "Reply All" with any other investing ideas, information or questions that you want to share.
Thanks,
John D.
Visit Our Website UltimateStockFinder.com for More Investing Ideas:
All the Yahoo!Finance data is refreshed on Saturday morning into StockEvaluator.xls and contains over 1,900 company stocks. We will add any company you would like to the list. Download "StockEvaluator.xls spreadsheet" at: http://www.ultimatestockfinder.com/
MutualFundEvaluator.xls is also updated weekly and currently contains over 500 mutual funds.
Run the various Ctrl-_ sort commands in StockEvaluator.xls and MutualFundEvaluator.xls to bring the best companies to the top based on their key financial values.
Under "Web Search Links" you can find our favorite links for good investing information including:
Screener for New 52 week lows
Screener for Good Fundamental Values
Screener for Stocks with High Volatility
CNN links that show current P/E values for the major worldwide indexes.
Under "Downloads" you can access other Ultimate Stock Finder investing tools:
Download StockEvaluator.xls and MutualFundEvaluator.xls spreadsheets
View our YouTube training video
See "Investment Training Webpage", for more information on how we do our investments.
See "S&P 500 Total Return Comparison" spreadsheet for 20 year comparisons of many funds
View the Ultimate Stock Finder watchlist on Yahoo Finance
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