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Sector Rankings For ETFs & Mutual Funds

Monday, January 13th, 2014 Screen shot 2014-01-13 at 9.38.03 AM

Check out my rankings video on Reuters Insider here.
For the first quarter of 2014, only three sectors manage to… Read more >>

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How To Avoid the Worst Style ETFs

Wednesday, November 6th, 2013 Screen shot 2013-11-05 at 4.38.25 PM

Picking from the multitude of style ETFs is a daunting task. There are as many as 45 in any given style and at least 230 ETFs across all styles.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Sector

Tuesday, October 8th, 2013 Screen shot 2013-10-08 at 1.17.23 PM

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.

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Discontinued Operations – Valuation Adjustment

Friday, August 23rd, 2013 Discontinued_Figure1

There is one last adjustment we must make involving discontinued operations: adding net assets from discontinued operations to shareholder value. Because discontinued operations are parts of a company being held for sale, the value of the net assets from these discontinued operations approximate the cash the company will receive from the sale. This cash will then be available for distribution to shareholders.

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

Friday, April 19th, 2013 CST1

The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Attractive rating, which is based on aggregation of ratings of nine ETFs and nine mutual funds in the Consumer Staples sector as of April 16, 2013.

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Investment Style Rankings For ETFs & Mutual Funds

Thursday, October 11th, 2012 StyleRankingsFig1

None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style.

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