Dan Wiener

Dan Wiener

Recent Articles

Is Your Vanguard Mutual Fund Portfolio Truly Diversified?

By Dan Wiener

With thousands of mutual funds in existence and over 100 each at a single fund family like Vanguard, Fidelity, or T. Rowe Price, you can bet there's a lot of overlap in strategies and stocks. So, how can you tell if your portfolio of funds is truly diversified?

Mutual Fund Investing: Tech Winter

By Dan Wiener

Now that summer is officially over, it's time to look ahead and fall into profits. Historically, from the end of October to the end of February, tech stocks tend to outperform the overall stock market. This phenomenon is something I call "Tech Winter." You can think of it as the prime time to overweight tech in your mutual fun portfolio.

How to Play Sector Funds

By Dan Wiener

The whole issue of investing in sector funds sometimes begs more questions than it gives answers. Should you try to pick sectors, or let the managers of diversified funds do it for you? For most investors, the short answer is let the manager do it. But why am I against sector investing for your long-term portfolio?

Best Mutual Fund Investing Strategy

By Dan Wiener

Mutual Fund industry dogma dictates that past performance is not a guarantee, nor a predictor of future results. On the face of it, this sounds reasonable. But in 1995, I discovered that one momentum strategy, applied correctly, CAN predict future results. I call it "Hot Hands."

Tax Efficiency vs. After-Tax Returns

By Dan Wiener

I've said it for years: It isn't tax efficiency that investors should strive for, it's after-tax returns. That is: What you keep once you pay the tax man. So, which funds give you the best after-tax returns? And are they necessarily the most tax-efficient? Finally, with so many "tax-managed" funds on the market, are any worth your investment dollars?

Load More