Episode #2 - Mutual Fund Investing 101: Finding the Fund for You

Series: Mutual Fund Investing 101 (Part 2 of 3)
Publish Date: Wednesday, October 11, 2006
Host: Michael Seaton, Director, MyVault Relationship Team
Guest: Ian Filderman, Director of Mutual Funds at Scotiabank

You can't listen to a piece of paper
But The Money Clip podcast series from The Vault makes for great listening - especially if you're in the market for some valuable financial advice. So instead of printing the podcast page, why not tune in?
- http://themoneyclip.scotiabank.com


This episode of The Money Clip is part two of a three-part series exploring the ins-and-outs of mutual fund investing, and is intended for the intermediate-level mutual fund investor. Host Michael Seaton and guest Ian Filderman cover a broad range of topics with special emphasis paid to the relationship between risk and reward. Learn about different types of fund diversification, and listen to an in-depth analysis of that age-old axiom "buy low, sell high".

  • 00:00 - Intro music.
  • 00:35 - Host Michael Seaton introduces the series, himself, guest Ian Filderman and today's topic.
  • 01:00 - Request for listener feedback.
  • 01:10 - Introduction.
  • 01:25 - How do investors know they're choosing the right mutual fund?
  • 02:20 - How important are past performance figures?
  • 03:00 - How important is asset allocation?
  • 03:15 - How many mutual funds should I own?
  • 04:40 - Knowing what you own and why you own it.
  • 05:15 - Risky business: the relationship between risk and return.
  • 07:55 - What's the difference between short-term and long-term investing?
  • 08:30 - Too much micromanaging can be a bad thing.
  • 09:25 - Take time: don't get caught up in short-term market fluctuations.
  • 11:40 - How often should the average person review his or her portfolio?
  • 12:35 - What do fund performance numbers really mean?
  • 14:15 - Wrap up.
  • 14:30 - Outro music and contact info for The Money Clip.
  • 15:10 - End.
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