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Common Cents Investment Group

Common Cents Investment Group. Mutual Funds & Exchange Traded Funds Tuesday October 8 th. Mutual Funds. Popular way to diversify account Each stock selected specifically Goal is to beat the market 80% do not beat the market Higher expense ratios Minimum investments $500 - $2,000,000.

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Common Cents Investment Group

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  1. Common CentsInvestment Group Mutual Funds & Exchange Traded Funds Tuesday October 8th

  2. Mutual Funds • Popular way to diversify account • Each stock selected specifically • Goal is to beat the market • 80% do not beat the market • Higher expense ratios • Minimum investments • $500 - $2,000,000

  3. Exchange Traded Funds - ETF • Bought and sold during market hours • Place like stock – stop, limit orders • Stocks within fund passively managed • Great for diversification • Track index • Track industry or sectors • Commodities • Emerging market countries

  4. ETF Growth Courtesy of schwab.connectsolutions.com

  5. Exchange Traded Funds Mutual Funds • Traded during market hours • All equities in index/industry selected (passive) • Holdings updated daily • Lower expense ratios • Generally lower commissions • Good for buying ‘frequently’ • Less actively managed • Usually no minimum investment • Traded after market close • Equities specifically chosen (active) • Holdings updated quarterly • Higher expense ratios • Sometimes higher commissions • Better for buying ‘infrequently’ • More actively managed • Short term tries to beat market • Minimum investments Overall Comparison

  6. Example ETF’s

  7. IBB - continued

  8. Example Mutual Fund

  9. VICEX - continued

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