ICYMI: Solving the Prob with the Fiduciary Standard & Updated Model Portfolios & Fund Style Ratings

Share with your friends










Submit

Model Portfolio Update: Most Attractive Stocks

Subscribers get the latest list of Most Attractive Stocks.

Model Portfolio Update: Most Dangerous Stocks

The Most Dangerous Stocks outperformed as a short portfolio last month: -0.8% vs the S&P 500 +0.4%.

Webinar: Solving The Biggest Problem w/ Implementing the Fiduciary Rule

Learn our unique solution for implementing a fiduciary level of service.

This Energy Fund Should Be Avoided

Sky-high fees, exorbitant turnover, and overvalued holdings land this fund in the Danger Zone.

The $7.0 Trillion+ Opportunity In the Russell 3000

Learn how Russell 3000 companies can unlock over $7.0 trillion via enterprise value optimization.

The $1.0 Trillion+ Opportunity in Working Capital Optimization in the Russell 3000

Russell 3000 companies can free up between $600 billion to $1 trillion by optimizing working capital.

The $700 Billion+ Opportunity In the Technology Sector

Learn how Tech sector companies can unlock over $7.0 trillion via enterprise value optimization.

Upcoming Research

Coverage Updates

  • 40:10-Qs parsed since Feb 1.
  • 11:10-Ks parsed since Feb 1.
  • 180: 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 to talk about our latest Danger Zone pick.

Style Ratings Recap 1Q17: Best and Worst ETFs & Mutual Funds

Quick and easy access to our 1Q17 analysis of each style.

All Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

All Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

All Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Large Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Large Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Large Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Mid Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Mid Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Mid Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Small Cap Blend Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

 Small Cap Growth Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Small Cap Value Style 1Q17: Best and Worst ETFs & Mutual Funds

Get our top picks and pans for ETFs and mutual funds in this sector for 1Q17.

Leave A Response

* Denotes Required Field