Invest in Only the Best ETFs
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from.
Max Lee
Max Lee
Cheap Funds Dupe Investors – 3Q15
Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future. 3Q15.
Max Lee
The Small Cap Style is No Place to Be
We’ve previously put the Small Cap Blend style in the Danger Zone, and the time has come to take a look at the entire Small Cap style.
Kyle Guske II, Senior Investment Analyst, MBA
3Q15 Style Ratings Recap
At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. These rankings are forward looking and are indicative of how each style should perform going forward. The following is our analysis of each style for the third quarter of 2015.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Small Cap Value Style
The Small Cap Value style ranks tenth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Small Cap Growth Style
The Small Cap Growth style ranks eleventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Small Cap Blend Style
The Small Cap Blend style ranks last out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Mid Cap Value Style
The Mid Cap Value style ranks seventh out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
David Trainer Discusses Recent Danger Zone Stock Speedway Motorsports
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Speedway Motorsports (TRK).
Kyle Guske II, Senior Investment Analyst, MBA
A Quality Business in a Profitable Industry
We’ve long held the insurance industry in high regards due to its inclination toward consistent profit growth. Nonetheless, it is still up to the merits of individual companies to carve out their own place within the insurance realm.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Growth Style
The Mid Cap Growth style ranks eighth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
Pension Plan Assumptions: How Companies Hide Liabilities and Overstate Earnings
In this special report, we lay out the 10 companies with the most underfunded pensions along with the 10 companies using unrealistic expected return and discount rate assumptions.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Mid Cap Blend Style
The Mid Cap Blend style ranks ninth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Dangerous rating.
Max Lee
The Best and Worst of the Large Cap Value Style
The Large Cap Value style ranks first out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the Large Cap Growth Style
The Large Cap Growth style ranks fourth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
New Stocks on Most Attractive and Most Dangerous Lists: July 2015
Our Most Attractive Stocks (0.2%) outperformed the S&P 500 (-2.4%) last month. Our Most Dangerous Stocks (-0.2%) underperformed the S&P 500 (-2.4%) last month.
Max Lee
The Best and Worst of the Large Cap Blend Style
The Large Cap Blend style ranks second out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the All Cap Value Style
The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee
The Best and Worst of the All Cap Growth Style
The All Cap Growth style ranks sixth out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst of the All Cap Blend Style
The All Cap Blend style ranks third out of the 12 fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Max Lee