So far in this series that began with the question of the morality of investing in mutual funds, we’ve been dealing with principles. (You can review part 1 and part 2 of the series to get caught up on all that has been discussed so far.) It’s now time to start applying those principles practically.
In our last post we came up with an investment filter that can help evaluate the desirability of any given investment. Using this filter, I’ve created a quick at-a-glance scorecard for each investment below. While the criteria themselves can be helpful for anyone, not everyone may score them exactly the same. So let’s take a closer look at how I’m approaching these criteria before getting to the exact investments. [Read more…]