Focus List Stocks: Short – Update 8/1/18
We’ve added the following stock to our Focus List – Short Model Portfolio as of August 1, 2018.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio Performance Through 2Q18
Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 2Q18.
Kyle Guske II, Senior Investment Analyst, MBA
How To Avoid the Worst Style Mutual Funds 3Q18
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.
Kyle Guske II, Senior Investment Analyst, MBA
How To Avoid the Worst Style ETFs 3Q18
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.
Kyle Guske II, Senior Investment Analyst, MBA
How To Avoid the Worst Sector Mutual Funds 3Q18
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.
Kyle Guske II, Senior Investment Analyst, MBA
How To Avoid the Worst Sector ETFs 3Q18
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.
Kyle Guske II, Senior Investment Analyst, MBA
Poor Stock Selection Process Can Lead to Poor Returns
The managers’ process for picking stocks relies on flawed metrics, such as earnings growth and research into the fund’s holdings reveals stocks with poor risk/reward.
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Style Mutual Funds 3Q18
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Style ETFs 3Q18
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Sector Mutual Funds 3Q18
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Sector ETFs 3Q18
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: Facebook Proves We’re Not in a Bubble, Model Portfolio Updates, Style Fund Reports, and Cheap Funds Mislead
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Dividend Growth Stocks Model Portfolio: July 2018
Platinum Members and higher can access July's Dividend Growth Stocks Model Portfolio as of Friday, July 27.
Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors – 3Q18
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. 3Q18.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Sears Was Originally in the Danger Zone
In a replay of the original Danger Zone podcast, CEO David Trainer sits down with Chuck Jaffe of Money Life to talk about our Danger Zone pick: Sears Holdings (SHLD).
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in July’s Safest Dividend Yields Model Portfolio
Three new stocks made our Safest Dividend Yield Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
3Q18 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Rankings Report. The following is our analysis of each style for the third quarter of 2018.
Kyle Guske II, Senior Investment Analyst, MBA
Small Cap Value Style 3Q18: Best and Worst
The Small Cap Value style ranks eleventh out of the twelve fund styles as detailed in our 3Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
Small Cap Growth Style 3Q18: Best and Worst
The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
Small Cap Blend Style 3Q18: Best and Worst
The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 3Q18 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA