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Avoid Worst Funds
January 25, 20240Comments

How to Avoid the Worst Sector Mutual Funds 1Q24

The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds. 1Q24
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
January 25, 20240Comments

How to Avoid the Worst Sector ETFs 1Q24

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. 1Q24.
by Hakan Salt, Associate Investment Analyst
January 25, 20241Comments

Featured Stock in January 2024’s Safest Dividend Yields Model Portfolio

Get a look at the featured Stock from January 2024's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
January 24, 20240Comments

How to Find the Best Style Mutual Funds 1Q24

Learn how to pick the best mutual funds with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
January 24, 20240Comments

How to Find the Best Style ETFs 1Q24

Learn how to pick the best style ETFs with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
January 24, 20240Comments

How to Find the Best Sector Mutual Funds 1Q24

Learn how to pick the best mutual funds with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
January 24, 20240Comments

How to Find the Best Sector ETFs 1Q24

Learn how to pick the best ETF with so many to choose from.
by Kyle Guske II, Senior Investment Analyst, MBA
January 24, 20240Comments

Position Close Updates: Cleaning Up Long Ideas

These stocks no longer provide the same risk/reward as when we first made them Long Ideas. Jan 2024 update.
by Kyle Guske II, Senior Investment Analyst, MBA
January 24, 20240Comments

Cheap Funds Dupe Investors – 1Q24

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. 1Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
January 24, 20240Comments

Focus List Stocks: Long – Update 1/24/24

We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of January 24, 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
January 23, 20240Comments

1Q24 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 2024.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Small Cap Value Style 1Q24: Best and Worst

The Small Cap Value style ranks sixth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Small Cap Growth Style 1Q24: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Small Cap Blend Style 1Q24: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Mid Cap Value Style 1Q24: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 23, 20240Comments

Mid Cap Growth Style 1Q24: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Mid Cap Blend Style 1Q24: Best and Worst

The Mid Cap Blend style ranks seventh out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Value Style 1Q24: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Growth Style 1Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
January 22, 20240Comments

Large Cap Blend Style 1Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 1Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
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