ICYMI: 2 Updated Model Portfolios & Kitces Features Our Guide On How Fiduciaries Show Due Diligence

Model Portfolio Update: Safest Dividend Yields

The Safest Dividend Yields Model Portfolio (+2.0%) rose more than the S&P 500 (+0.6%) and outperformed as a long portfolio last month.

Model Portfolio Update: New Stocks on Exec Comp Aligned With ROIC

See one of the additions to this month’s portfolio. Since inception, this model portfolio is up 22% while the S&P 500 is up 9%.

@MichaelKitces “Guideline for due diligence”

Michael Kitces highlights our Letter to the DOL, which offers guidance on how to define research that meets the fiduciary standard for investment recommendations.

MarketWatch Features Our Op/Ed: Defining “Diligent research” For Fiduciaries

We provide specific suggestions to support the DOL’s efforts to relieve stress related to implementing the new fiduciary rule.

The Truth Behind The Push To Delay The Fiduciary Rule

Those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly. Maybe their business model needs to change?

Danger Zone: Revenue Growth Doesn’t Create Shareholder Value

There’s no denying that the future of technology rests in “the cloud.” Serious red flags on the quality of this business and the risk of its valuation put this stock in the Danger Zone.

Upcoming Research

• Model Portfolio Update:Most Attractive & Most Dangerous will be updated on 2/2/17
• Look for a new Long Idea next week
• A new Danger Zone will be published on 1/23/17

Coverage Updates

• 112:10-Qs parsed since Jan 1.
• 55:10-Ks parsed since Jan 1.
• 192: Stocks & mutual funds added to coverage universe over the last 3 months.

Danger Zone Podcast

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week.

Consumer Discretionary Sector 1Q17: Best and Worst ETFs & Mutual Funds

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

Consumer Staples Sector 1Q17: Best and Worst ETFs & Mutual Funds

The Consumer Staples sector ranks first out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

Energy Sector 1Q17: Best and Worst ETFs & Mutual Funds

The Energy sector ranks last out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

Financials Sector 1Q17: Best and Worst ETFs & Mutual Funds

The Financials sector ranks fourth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.