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Model Portfolio
July 19, 20240Comments

Safest Dividend Yields Model Portfolio: July 2024

Professional Members and higher can access July's Safest Dividend Yields Model Portfolio as of Friday, July 19.
by Kyle Guske II, Senior Investment Analyst, MBA
July 18, 20240Comments

The Trump Trade No One Is Talking About

The Trump Trade that no one else is talking about sees the market losing the liquidity boost that’s driven it up so much the last several years.
by David Trainer, Founder & CEO
Best & Worst by Style
July 18, 20240Comments

Small Cap Value Style 3Q24: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Small Cap Growth Style 3Q24: Best and Worst

The Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Small Cap Blend Style 3Q24: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Value Style 3Q24: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Growth Style 3Q24: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Blend Style 3Q24: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Large Cap Value Style 3Q24: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Large Cap Growth Style 3Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Long Idea
July 17, 20240Comments

Get Quality Mid Cap Exposure At A Compelling Price

After rigorous analysis of 7,300 ETFs and mutual funds, we found a fund that successfully picks good companies at good prices while charging below average fees.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20240Comments

Large Cap Blend Style 3Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Value Style 3Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Growth Style 3Q24: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Blend Style 3Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
July 16, 20240Comments

Style Ratings for ETFs and Mutual Funds: 3Q24

Investors looking for style funds that hold quality stocks should focus on the All Cap Value, Large Cap Value, and All Cap Blend styles.
by Hakan Salt, Associate Investment Analyst
July 16, 20240Comments

Live Podcast This Friday – July 19, 2024 at 12pm EST: Exciting AI Stock Pick

All are welcome to join us for our live podcast this Friday July 19 at 12pm EST. Ask us anything. We will take all questions.
by Kyle Guske II, Senior Investment Analyst, MBA
July 16, 20240Comments

Our ROIC Research Versus Morningstar’s: Big Differences

This report highlights a rare opportunity to compare our research to a competitor’s and show how our research provides our clients with insights.
by David Trainer, Founder & CEO
July 15, 20240Comments

Updating our Free Cash Flow Yield Calculation and Stock Ratings & Adding “All Cash” and “No Cash” Metrics to Models

We are updating the Free Cash Flow Yield calculation used in our Stock Ratings and ETF & Mutual Fund Ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 15, 20240Comments

3Q24 ETF and Mutual Fund Sector Ratings Recap

In each quarter, we rank the sectors from best to worst in our Sector Ratings Report. The following is our analysis of each sector for 3Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
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