Production Mutual Funds

May 5th, 2009 by Fred Collopy (FredCollopy)

In choosing to invest in a balanced portfolio of stocks most investors are electing to invest their available capital in the wealth potential of our (or the global) economy. In fact, many of us have inadvertently placed up to 40% of our funds into situations that have little to do with wealth creation and more to do with wealth management. A simple idea is to separate out the two so that investors can choose whether they wish to invest in one or the other, or some mix of the two.

I propose building diversified portfolio funds of companies that make things or provide concrete services and experiences. By concrete, I mean services such as restaurants, hotel stays, public transportation, auto repair, health care, and amusement park visits. I mean to specifically exclude activities such as financing, investment management, insuring, and hedging. The test for inclusion would be “would an ordinary person recognize this as a service they need or desire independent of its potential to affect their wealth?” To be included in these portfolios a company would have to generate all (or some clearly identified percentage) of its revenues from such non-financial activities.

200-120
210-260
200-310
SY0-401
810-403
300-320
400-101
70-533
N10-006
MB2-707
210-060
400-201
350-018
ADM-201
CISSP
1Z0-060
400-051
300-075
MB2-704
100-101
9L0-012
642-999
300-115
MB5-705
70-461
1V0-601
300-206
352-001
70-486
300-135
NS0-157
PR000041
300-101
70-346
CCA-500
70-480
300-208
70-462
EX200
1Z0-803
EX300
ICBB
1Z0-808
AWS-SYSOPS
1Z0-434
300-070
CAS-002
220-801
SSCP
PMP
642-997
70-410
101-400
ITILFND
AX0-100
2V0-621
102-400
101
1Z0-067
220-802
70-463
C_TAW12_731
70-494
CISM
700-501
NSE4
NSE7
70-483
70-488
Share This Idea:
  • Digg
  • StumbleUpon
  • del.icio.us
  • Facebook
  • Mixx
  • Google

Email

Tags: , , ,

3 Responses to “Production Mutual Funds”

  1. susanb Says:

    this is like the domestic-content labeling. You can separate out production from other activities just like you separate out foreign from domestic production. It is a GREAT idea. Certainly there are mutual funds for everything else.

  2. tallpaul Says:

    I like the idea but how does this become national policy. Isn’t this just a good idea for mutual funds?

  3. FredCollopy Says:

    The labeling standards would likely be a matter of policy (though mutual funds could proceed without them through extensive disclosures).

Leave a Reply