Cheap Funds Dupe Investors – 2Q17

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.

Continue Reading →

Cheap Funds Dupe Investors – 1Q16

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future.

Continue Reading →

Mutual Fund Ratings: The Best Approach

We came across a MarketWatch.com article recently that posed the question “Why won’t your mutual fund tell you what it owns?” This article raises some very good questions, not only about mutual fund reporting, but also the manner in which investors should analyze mutual funds.

Continue Reading →

How to Build Your Portfolio with New Constructs’ Research

This video shows users how to build their portfolio using the New Constructs website.

Continue Reading →

Sector Rankings For ETFs & Mutual Funds

At the beginning of the fourth quarter of 2013, only the Consumer Staples 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.

Continue Reading →

Cheap Funds Dupe Investors – 3Q13

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future.

Continue Reading →

Cheap Funds Dupe Investors – 2Q13

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future. Yet, traditional fund research focuses only on low fees and past performance.

Continue Reading →

Sector Rankings For ETFs & Mutual Funds

At the outset of the second quarter of 2013, 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.

Continue Reading →

Portfolio Management Rating: Methodology for Predictive Fund Ratings

The Portfolio Management Rating of a fund is based on the aggregated ratings of the securities it holds as well as its overall Asset Allocation. When analyzing equity funds, we use New Con­structs’ stock rat­ings, which are reg­u­larly fea­tured as among the best by Barron’s over the past three years.

Continue Reading →