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Channel: Wellington Financial Blog - News, Views & Purviews » dividend fund
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Money manager churn alert!

Which of our favourite Dividend Fund money managers has just disclosed an annualized portfolio churn figure of 481% for the first half of 2009? Up from 254% as of December 31, 2008? I’ll give you a...

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Portfolio churn: how other funds stack up

Curiousity is a good thing. One reader opined this week that portfolio turnover of 481% at a Dividend Fund “is insane” (see prior post “Money manager churn alert!” September 8-09). That got me...

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Decade of Daddy Mirror Fund Q2 report

Happy fifth anniversary, KO! Our Decade of Daddy Mirror Fund is in good shape as we pass a major milestone. I’m sorry about the reporting delay, but I don’t think the three week lag had much of a net...

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