Focus List Stocks: Short – Update 10/20/21
We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of October 20, 2021.
Kyle Guske II
Kyle Guske II
Large Cap Value Style 4Q21: Best and Worst
The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II
Large Cap Growth Style 4Q21: Best and Worst
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II
Large Cap Blend Style 4Q21: Best and Worst
The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II
All Cap Value Style 4Q21: Best and Worst
The All Cap Value style ranks first out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
Kyle Guske II
All Cap Growth Style 4Q21: Best and Worst
The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II
All Cap Blend Style 4Q21: Best and Worst
The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II
Style Ratings for ETFs & Mutual Funds: 4Q21
At the beginning of the fourth quarter of 2021, the All Cap Value, Large Cap Blend, and All Cap Bend styles earn Attractive-or-better rating.
Kyle Guske II
Don’t Buy a Fund Based on Its Cover
We’ve identified a mutual fund whose holdings fail to live up to its stated style and philosophy.
Kyle Guske II
Podcast: Why This Misleading Mutual Fund is in the Danger Zone
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don’t Buy a Fund Based on Its Cover
Kyle Guske II
Exec Comp Aligned with ROIC Model Portfolio: October 2021
Platinum Members and higher can access October's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, October 14.
Kyle Guske II
Focus List Stocks: Long – Update 10/13/21
We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of October 13, 2021.
Kyle Guske II
Utilities Sector 4Q21: Best and Worst
The Utilities sector ranks ninth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Kyle Guske II
Telecom Services Sector 4Q21: Best and Worst
The Telecom Services sector ranks second out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II
Technology Sector 4Q21: Best and Worst
The Technology sector ranks seventh out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II
Real Estate Sector 4Q21: Best and Worst
The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Kyle Guske II
Industrials Sector 4Q21: Best and Worst
The Industrials sector ranks fifth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II
Healthcare Sector 4Q21: Best and Worst
The Healthcare sector ranks sixth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II
Financials Sector 4Q21: Best and Worst
he Financials sector ranks fourth out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II
Energy Sector 4Q21: Best and Worst
The Energy sector ranks eleventh out of the 11 sectors as detailed in our 4Q21 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
Kyle Guske II