True Fund Costs: Style ETFs and Mutual Funds 2Q15
This report focuses on providing investors the true costs incurred when investing in Style ETFs and mutual funds.
Max Lee
Model Portfolios
Max Lee
True Fund Costs: Sector ETFs and Mutual Funds 2Q15
This report focuses on providing investors the true costs incurred when investing in Sector ETFs and mutual funds.
Max Lee
New Stocks on Most Attractive and Most Dangerous Lists: June 2015
Our Most Attractive Stocks (+2.5%) outperformed the S&P 500 (+1.5%) last month. Our Most Dangerous Stocks (1.5%) rose slightly less than the S&P 500 (1.5%) last month.
Max Lee
How To Avoid the Worst Style Mutual Funds 2Q15
The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds:
Max Lee
How To Avoid the Worst Sector Mutual Funds 2Q15
The large number of mutual funds has little to do with serving your best interests. Here are three red flags you can use to avoid the worst mutual funds:
Max Lee
How To Avoid the Worst Style ETFs 2Q15
Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:
Max Lee
How To Avoid the Worst Sector ETFs 2Q15
Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:
Max Lee
June’s Most Attractive Stocks Available to Members Today
We provide 20 large/mid cap names and 20 small cap names to buy in this monthly newsletter.
Kyle Guske II, Senior Investment Analyst, MBA
June’s Most Dangerous Stocks Available to Members Today
Gold Members and higher can access June's 40 Most Dangerous Stocks as of Wednesday, June 3.
Kyle Guske II, Senior Investment Analyst, MBA
How to Find the Best Style Mutual Funds 2Q15
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Max Lee
How to Find the Best Style ETFs 2Q15
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Max Lee
How To Find the Best Sector Mutual Funds 2Q15
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Max Lee
How To Find the Best Sector ETFs 2Q15
Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
Max Lee
An Aluminum Fabricator Straight Off May’s Most Attractive List
One of the new additions to our Most Attractive stocks list is Kaiser Aluminum (KALU), a fabricator that produces specialty aluminum products.
Kyle Guske II, Senior Investment Analyst, MBA
2Q15 Investment Style Ratings Recap
At the beginning of each quarter, we rank each investment style from best to worst. These rankings are forward looking and are indicative of how each style should perform going forward. Here is the recap of all investment style rankings for 2Q15.
Kyle Guske II, Senior Investment Analyst, MBA
The Best & Worst of the Small Cap Value Style
The Small Cap Value style ranks 11th out of the 12 fund styles as detailed in our 2Q15 Style Rankings report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
Avoid the Pitfalls of the Small Cap Growth Style
The Small Cap Growth style ranks 10th out of the 12 fund styles as detailed in our 2Q15 Style Rankings report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
The Best and Worst Small Cap Blend Style Investments
The Small Cap Blend style ranks 12th out of the 12 fund styles as detailed in our 2Q15 Style Rankings report. It gets our Dangerous rating
Kyle Guske II, Senior Investment Analyst, MBA
Searching Through the Mid Cap Value Style
The Mid Cap Value style ranks seventh out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA
Getting Selective in the Mid Cap Growth Style
The Mid Cap Growth style ranks eighth out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Dangerous rating.
Kyle Guske II, Senior Investment Analyst, MBA