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May 7, 20120Comments

Best & Worst ETFs and Mutual Funds: Mid-cap Value

The mid-cap value style ranks eleventh out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 11 ETFs and 217 mutual funds in the mid-cap value style as of May 2, 2012.
by David Trainer, Founder & CEO
May 7, 20120Comments

Best & Worst ETFs and Mutual Funds: Small-cap Blend

The small-cap blend style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 27 ETFs and 639 mutual funds in the small-cap blend style as of May 1, 2012.
by David Trainer, Founder & CEO
May 3, 20120Comments

Best & Worst ETFs and Mutual Funds: Small-cap Growth

The small-cap growth style ranks ninth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 463 mutual funds in the small-cap growth style as of May 1, 2012.
by David Trainer, Founder & CEO
May 3, 20120Comments

Best & Worst ETFs and Mutual Funds: Mid-Cap Blend

The mid-cap blend style ranks eighth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 20 ETFs and 270 mutual funds in the mid-cap blend style as of May 1, 2012.
by David Trainer, Founder & CEO
May 3, 20120Comments

Best & Worst ETFs and Mutual Funds: Mid-cap Growth

The mid-cap growth style ranks seventh out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of ten ETFs and 387 mutual funds in the mid-cap growth style as of May 1, 2012.
by David Trainer, Founder & CEO
New Constructs
May 1, 20120Comments

Home Depot (HD): Neutral Rating — for Ask Matt Readers

HD gets my Neutral rating. In short, Home Depot is a good company that is not a good stock.
by David Trainer, Founder & CEO
May 1, 20120Comments

Best & Worst ETFs and Mutual Funds: All-cap Value

The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 285 mutual funds in the all-cap value style as of April 24, 2012.
by David Trainer, Founder & CEO
May 1, 20120Comments

Best & Worst ETFs and Mutual Funds: Large-cap Value

The large-cap value style ranks fifth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 782 mutual funds in the large-cap value style as of April 24, 2012,
by David Trainer, Founder & CEO
May 1, 20120Comments

Best & Worst ETFs and Mutual Funds: All-cap Growth

The all-cap growth style ranks fourth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 457 mutual funds in the all-cap growth style as of April 24, 2012.
by David Trainer, Founder & CEO
April 30, 20120Comments

Top Stock Picks: 2011 In Review

Everyone wants diligence. Few will ever turn it down. The problem is that diligence is expensive. New Constructs makes diligence cost-effective.
by David Trainer, Founder & CEO
April 30, 20120Comments

Best & Worst ETFs and Mutual Funds: All-cap Blend

The all-cap blend style ranks third out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings
by David Trainer, Founder & CEO
April 30, 20120Comments

Best & Worst ETFs and Mutual Funds: Large-cap Growth

The large-cap growth style ranks second out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings
by David Trainer, Founder & CEO
April 30, 20120Comments

Best & Worst ETFs and Mutual Funds: Large-cap Blend

The large-cap blend style ranks first out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 40 ETFs and 1193 mutual funds in the large-cap blend style as of April 24, 2012.
by David Trainer, Founder & CEO
April 30, 20120Comments

Best & Worst Style ETFs & Mutual Funds

The best ETFs and mutual funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.
by David Trainer, Founder & CEO
April 25, 20120Comments

Roadmap to the Best & Worst ETF and Mutual Fund Styles

None of the fund styles earn a rating better than Neutral. The primary driver behind the Neutral-or-worse ratings is poor portfolio management. My style ratings are based on the aggregation
by David Trainer, Founder & CEO
April 24, 20120Comments

Best & Worst ETFs & Mutual Funds: Financials Sector

The Financials sector ranks last out of the ten sectors as detailed in my sector roadmap. It is the only sector to earn my Very Dangerous rating, which is based on aggregation of ratings of 48 ETFs and 224 mutual funds in the Financials sector as of April 18, 2012.
by David Trainer, Founder & CEO
April 20, 20120Comments

Best & Worst ETFs & Mutual Funds: Telecom Services Sector

The Telecom Services sector ranks ninth out of the ten sectors as detailed in my sector roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 5 ETFs and 12 mutual funds in the Telecom sector as of April 17, 2012
by David Trainer, Founder & CEO
April 20, 20120Comments

Best & Worst ETFs & Mutual Funds: Utilities Sector

The Utilities sector ranks eighth out of the ten sectors as detailed in my sector roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 9 ETFs and 39 mutual funds in the Utilities sector as of April 17, 2012.
by David Trainer, Founder & CEO
New Constructs
April 20, 20120Comments

Diligence Matters To Morgan Stanley’s PMI Group

The advisors in Morgan Stanley Smith Barney's PMI Group are among the most sophisticated and conscientious that I have ever met. My presentation focused on how New Constructs makes diligence profitable and cost-effective.
by David Trainer, Founder & CEO
April 20, 20120Comments

Best & Worst ETFs & Mutual Funds: Energy Sector

The Energy sector ranks seventh out of the ten sectors as detailed in my sector roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 20 ETFs and 89 mutual funds in the Energy sector as of April 17, 2012.
by David Trainer, Founder & CEO
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