Dividend Growth Stocks Model Portfolio: January 2024
Professional Members and higher can access January's Dividend Growth Stocks Model Portfolio as of Friday, January 26.
Kyle Guske II, Senior Investment Analyst, MBA
How to Avoid the Worst Style 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
Hakan Salt, Associate Investment Analyst
How to Avoid the Worst Style ETF 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.
Hakan Salt, Associate Investment Analyst
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
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
How to Find the Best Style Mutual Funds 1Q24
Learn how to pick the best mutual funds with so many to choose from.
Hakan Salt, Associate Investment Analyst
How to Find the Best Style ETFs 1Q24
Learn how to pick the best style ETFs with so many to choose from.
Hakan Salt, Associate Investment Analyst
How to Find the Best Sector Mutual Funds 1Q24
Learn how to pick the best mutual funds with so many to choose from.
Hakan Salt, Associate Investment Analyst
How to Find the Best Sector ETFs 1Q24
Learn how to pick the best ETF with so many to choose from.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst
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.
Hakan Salt, Associate Investment Analyst