Stock Market

AUSAX: Columbia Acorn USA Fund

by Thomas Mullooly on January 16, 2012

Is the Columbia Acorn USA Fund (symbol AUSAX) available in your retirement plan at work? AUSAX may be available in your deferred compensation plan or your 401k plan. In the many retirement plans I have reviewed, the Columbia Acorn Fund is one of the more popular funds — meaning, it is often offered as one of the choices for growth funds in a 401(k) plan.

The Columbia Acorn USA fund is currently (January 2012) invested in technology, retailing and other small cap investments. This can be a volatile fund both UP and DOWN, but you will need to see the video below for more details.

In some deferred comp accounts and 401(k) plans, the Columbia Acorn fund (AUSAX) is sometimes the most recognizable growth fund in your plan. With that in mind, I have prepared an analysis of the point and figure chart for this fund.

If you are relying on a blog post for specific investment advice, you are making a huge mistake. Please speak with an investment adviser before making ANY investment decisions.

If you do not have an investment adviser, we encourage you to contact Mullooly Asset Management at 732-223-9000, or through our website. Under no circumstances should the content discussed here to be considered specific investment advice.

Please note this is an ANALYSIS of AUSAX, the Columbia Acorn USA fund, this is not a recommendation to buy or sell this fund. In fact, none of the securities analyzed represent past specific recommendations of Mullooly Asset Management.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels.

Additionally, all investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio.

Feel free to pick up the phone and call us (or email) to get your questions answered about the Columbia Acorn fund (AUSAX), or your 401k retirement account at work, any investment your are considering. We can be reached at 732-223-9000.

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Volatility in the Marketplace Podcast

by Thomas Mullooly on January 9, 2012

Podcast January 9, 2012

Even though the Standard & Poor’s 500 Index was essentially flat (up less than one percent) in 2011, we witnessed the most volatility in recent memory. However, the volatility might NOT be coming from the daily news that so many feel are driving the markets. In Bear markets (and we are in a secular bear market in 2012), there is (often) a tremendous increase in volatility. But the strange phenomenon about bear markets is they typically finish where they began. We also spend time in the podcast discussing why Mullooly Asset Management does not make market predictions and why predictions about the economy and predictions about the stock market are usually a waste of time.

We encourage our readers and listeners to our podcast to consult with their investment adviser before making a decision to buy or sell any investment.

And if you are relying on a podcast for specific investment advice, you are making a huge mistake. Please speak with an investment adviser before making ANY investment decisions.

If you do not have an investment adviser in the New Jersey or New York area, we encourage you to contact Mullooly Asset Management at 732-223-9000 or through our website.

Under no circumstances should any of the content discussed on this podcast be considered investment advice.

The Mullooly Asset Management Podcast can be found below. The Podcast can also be found on iTunes. Go to the iTunes Store and simply search for “mullooly.” Under no circumstances should the information contained in this blog or podcast be considered investment advice.

Thank you for listening. We welcome your comments and questions.

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Managing Money in 2012: What Investors Need

January 3, 2012

I have been helping individuals manage their money for over twenty five years. Actually longer — if you count the days I spent with EF Hutton, before becoming a licensed stockbroker. I have seen everything, so I will not recount the glory days and the gory days here. We all have our war stories. Along [...]

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Insurance Companies and the Enstar Group – ESGR

November 22, 2011

In this video, recorded November 18, 2011, we take a look at Enstar Group, ticker symbol ESGR. And by way of comparison, also take a peek at other insurance companies in the sector. All insurance companies are unique, so it is very hard to line up peers when trying to compare names. But it is [...]

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Positive Trend Can Be Your Friend

November 1, 2011

After a good run in late October, the last day of October AND now the first day of November are off to a thud. What’s happening? There is a significant difference between the market action in late July – early August and now. The drop in August was enough to break support lines. But at [...]

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FOCPX: Fidelity OTC Fund Analysis October 25, 2011

October 25, 2011

Is the Fidelity OTC Fund (symbol FOCPX) available in your retirement plan at work? FOCPX may be available in your deferred compensation plan or your 401k plan. In the many retirement plans I have reviewed, the Fidelity OTC Fund is one of the more popular funds — meaning, it is often offered as one of [...]

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Doctor Copper, the Economist

October 18, 2011

Copper has often been regarded as a great economic indicator, since copper has so many uses. When the economy typically begins to pick up, copper is in DEMAND. When we have slack (or slow) times in the economy, demand for copper drops. So what is copper, as an economic indicator, saying right now? Keep in [...]

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Morgan Stanley Emerging Markets Fund (MGEMX)

October 11, 2011

Is the Morgan Stanley Emerging Markets Index Fund (symbol MGEMX) available in your retirement plan at work? MGEMX may be available in your deferred compensation plan or your 401k plan. In the many retirement plans I have reviewed, this Morgan Stanley Emerging Markets Fund is one of the more popular funds — meaning, it is [...]

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Dow Jones as of October 4, 2011

October 4, 2011

Last week, we reviewed the action on the Dow Jones Industrial Average (DJIA). The date of that chart was September 27, 2011. In light of yesterday’s activity in the market, I have prepared a short, two minute video to review what is happening — just one week later. The great thing about point and figure [...]

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