Technically Speaking: 2009 Mutual Fund Challege Wrap

Technically Speaking

by Bradley J. Fluetsch, CFA

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Bradley J Fluetsch, CFA
Fluetsch Financial Services, LLC 5730 North Douglas Hwy #B Juneau, AK 99801 (907)523-1029 www.fluetschfinancialservices.com brad@fluetschfinancialservices.com *************************************** I was first exposed to the markets in high school when my math class received the school districts first Apple IIE's (1981). I tracked and charted timber futures and Eastern Airlines stock price. I have been observing and speculating on the markets ever since. I graduated from Washington State University with a BA in Business Administration and minor in Economics (1986). In 1991 I decided to make investing my profession and started the Chartered Financial Analyst program that year and earned the right to use the CFA designation in 1996. In 2004 I had a brief exposure to the brokerage industry and was required to get my licenses NASD Series 7, 66; which I did. In 2005 I started Fluetsch Financial Services, LLC because it was the only way I could provide the kind of service that I could be proud of and stand behind.
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Technically Speaking: 2009 Mutual Fund Challege Wrap

2009 Mutual Fund Challege Wrap

January 11, I posted the 2009 Mutual Fund Challenge. I screened in Yahoo Finance, Large Cap Blend, Top 10 percent of any family of funds.

Well, how did they perform against the SP 500?

Only one fund clearly outperformed the SP 500 and some significantly underperformed over the period.

The three chart offers some hope for active management. One major point on this analysis is last years top performers were last years top performers and that has little value in predicting next years top performers.

Posted by Bradley Fluetsch at 12/24/2009 6:37 AM

Categories: Economics
Tags: compare active stock passive investment equity Mutual fund evaluate underperform

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Bradley J Fluetsch, CFA

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