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January 25, 20211Comments

The Paradigm Shift to DIY ETFs

Self-directed investors are no longer dependent on mutual fund managers or ETF providers to construct portfolios for them.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
January 25, 20210Comments

Podcast: Why Mutual Fund Managers & ETF Providers Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Paradigm Shift to Self-Directed Portfolio Construction.
by Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors
January 25, 20210Comments

Cheap Funds Dupe Investors – 1Q21

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. 1Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 22, 20210Comments

ICYMI: New Partners, The Best Sector ETF, Good Shorts, Wisdom Tree Podcast, 1Q21 Style Ratings & Model Portfolio Updates

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

Featured Stock in January’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
Sector Ratings Recap
January 22, 20210Comments

1Q21 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 first quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
January 22, 20210Comments

Small Cap Value Style 1Q21: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 1Q21 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
January 22, 20210Comments

Small Cap Growth Style 1Q21: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 1Q21 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
January 22, 20210Comments

Small Cap Blend Style 1Q21: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 1Q21 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
January 22, 20210Comments

Mid Cap Value Style 1Q21: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
January 22, 20210Comments

Mid Cap Growth Style 1Q21: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Alex Sword
Best & Worst by Style
January 22, 20210Comments

Mid Cap Blend Style 1Q21: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
January 22, 20210Comments

Core Earnings, Credit Ratings, and Understanding Valuation – Behind the Markets

CEO David Trainer recently joined Jeremy Schwartz on the Behind the Markets podcast.
by Alex Sword
Best & Worst by Style
January 21, 20210Comments

Large Cap Value Style 1Q21: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 21, 20210Comments

Large Cap Growth Style 1Q21: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 21, 20210Comments

Large Cap Blend Style 1Q21: Best and Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
PEBV Ratio Analysis
January 21, 20210Comments

Non-Operating Income Distorts Earnings

Unusual non-operating items resulted in GAAP net income materially misrepresenting this firm’s true profits.
by Alex Sword
Model Portfolio
January 21, 20210Comments

Safest Dividend Yields Model Portfolio: January 2021

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

Our Best Sector ETF

We focus on the top-ranked sector in 1Q21, Consumer Non-cyclicals, in this week's Long Idea.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
January 20, 20210Comments

All Cap Value Style 1Q21: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
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