February 23, 20160Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

May 31, 20130Comments

“Index” Label Myths

The word “index” in an ETF label does not always mean that investors are getting the specific exposure they seek. Diligence on ETF holdings is necessary despite what the providers might have you believe. Below I dispel the following myths concerning index ETFs.

by David Trainer, Founder & CEO

April 11, 20130Comments

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.

by David Trainer, Founder & CEO

October 8, 20120Comments

Sector Rankings For ETFs & Mutual Funds

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.

by David Trainer, Founder & CEO

March 22, 20120Comments

New Constructs’ Offerings: Website Overview

Here is a quick guide to the basics of the New Constructs website.

by David Trainer, Founder & CEO

January 20, 20120Comments

Sector Allocation Roadmap – 1Q12

We recommend investors buy funds from the Consumer Staples and Information Technology sectors, though any sector can have Attractive-or- better-rated funds based on their holdings.

by David Trainer, Founder & CEO

November 22, 20117Comments

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.

by David Trainer, Founder & CEO