The following is a list of our top 10 ETFs that have over $100 million in assets under management (AUM), and that are not leveraged.
At the beginning of the first quarter of 2015, only the Large Cap Blend style earns an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.
Earlier this week, Johnson & Johnson announced that it was capitalizing on global growth opportunities by expanding into one of the world’s largest market for pharmaceuticals. We’ll discuss why now is the perfect time to invest in Johnson & Johnson.
At the beginning of the fourth quarter of 2014, only the Large Cap Value and Large Cap Blend styles earn an Attractive rating.
Stryker (SYK) is a rarity in the current market: a strong business with a stock that is still attractively valued.
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.
The Large Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
The All Cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
JNJ is not a get rich quick stock that will double within a year, but it is a safe investment with limited downside risk and significant upside potential. A safe investment like JNJ could benefit a lot of investors in such a risky market.
DTAs artificially raise reported assets and do not help generate operating profit while DTLs are like a source of interest-free financing. We remove the impact of DTAs and DTLs from our calculation of invested capital to ensure the more accurate measure of a firm’s return on invested capital (ROIC).
None of the fund styles earn a rating better than Neutral. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.
Why are there so many ETFs? The answer is: because ETF providers are making lots of money selling them. The 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…
Finding the best ETFs is an increasingly difficult task in a world where a new ETF seems to be born every 10 seconds.
This article explains how I determine the best ETFs in the 25 reports I publish each quarter on the Best & Worst ETFs and Mutual Funds Series by Sector and Style. Here is my 4Q Best & Worst preview. I follow these steps:
This report focuses on my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.
At the outset of the fourth quarter of 2012, only a single sector earns an attractive rating. My sector ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each sector.
The best ETFs and mutual funds have high-quality holdings and low costs. As detailed in “A cheap fund is not always a good fund”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.
The Health Care sector ranks third out of the ten major sectors as detailed in our sector roadmap. It gets my Neutral rating.
There are 36 “large cap value” ETFs. Per Figure 1, these 36 ETFs have drastically different stock holdings and, therefore, allocations. The lowest number of holdings is 30 while the highest is 1178.
How do investors pick the ETF that will deliver the best performance?