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ICYMI
October 22, 20210Comments

ICYMI: New Long Idea, Rivian’s IPO Won’t Deliver, a Misleading Mutual Fund, 4Q21 Style Ratings, the Best & Worst ETFs & Mutual Funds in 4Q21, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
October 22, 20210Comments

Rivian: This IPO Won’t Deliver

We think this stock could be worth as little as $13 billion and the expectations implied in its valuation are unreasonable.
by Alex Sword
Avoid Worst Funds
October 22, 20210Comments

How to Avoid the Worst Style Mutual Funds 4Q21

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 22, 20210Comments

How to Avoid the Worst Style ETFs 4Q21

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 22, 20210Comments

How to Avoid the Worst Sector Mutual Funds 4Q21

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
October 22, 20210Comments

How to Avoid the Worst Sector ETFs 4Q21

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
October 21, 20210Comments

How to Find the Best Style Mutual Funds 4Q21

How can you pick the best mutual funds when there are so many to choose from?
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
October 21, 20210Comments

How to Find the Best Style ETFs 4Q21

How can you pick the best ETFs with so many to choose from?
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
October 21, 20210Comments

How to Find the Best Sector Mutual Funds 4Q21

How can you pick the best mutual funds when there are so many to choose from?
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
October 21, 20210Comments

How to Find the Best Sector ETFs 4Q21

How can you pick the best ETFs with so many to choose from?
by Kyle Guske II, Senior Investment Analyst, MBA
featured exec comp
October 21, 20210Comments

Featured Stock in October 2021’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in October 2021's Model Portfolio.
by Alex Sword
October 21, 20210Comments

Analyzing Today’s Market Environment – CNBC

We joined CNBC's Power Lunch on Wednesday October 20, 2021.
by Alex Sword
Cheap Funds Dupe Investors
October 21, 20210Comments

Cheap Funds Dupe Investors – 4Q21

Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success. 4Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
October 21, 20210Comments

4Q21 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the fourth quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
October 21, 20210Comments

Safest Dividend Yields Model Portfolio: October 2021

Platinum Members and higher can access October's Safest Dividend Yields Model Portfolio as of Thursday, October 21.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 20, 20210Comments

Thinking Inside and Outside the (Retail) Box

Despite short-term headwinds, this Retail Apocalypse winner’s high-touch customer service and expansive store network position it for continued success.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
October 20, 20210Comments

Small Cap Value Style 4Q21: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 20, 20210Comments

Small Cap Growth Style 4Q21: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 20, 20210Comments

Small Cap Blend Style 4Q21: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
October 20, 20210Comments

Mid Cap Value Style 4Q21: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 4Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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