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Diligence Institute

Highlights From New Constructs Investment Research

Large Cap Value Style

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The Large Cap Value style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 49 ETFs and 807 mutual funds in the Large Cap Value style as of January 28, 2014.

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How to Find the Best Style Mutual Funds

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There are at least 6100 mutual funds across all styles. Do investors need that many choices? How different can these thousands of mutual funds be?

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

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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 9 ETFs and 9 mutual funds in the Consumer Staples sector as of July 8, 2013.

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How To Avoid the Worst Style ETFs

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Picking from the multitude of style ETFs is a daunting task. There are as many as 40 in any given style and at least 221 ETFs across all styles.

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How To Avoid the Worst Sector ETFs

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Picking from the multitude of sector ETFs is a daunting task.

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See How Diligence Paid In 2012

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Everyone wants diligence. The problem is that diligence is expensive. I make diligence cost-effective. See how my research paid off for clients last year.

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How To Find the Best Sector ETFs

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Finding the best ETFs is an increasingly difficult task in a world where a new ETF seems to be born every 10 seconds.

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Best & Worst Style ETFs & Mutual Funds

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This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, 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.

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Best & Worst ETFs and Mutual Funds: All-cap Value

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The all-cap value style ranks sixth out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of two ETFs and 285 mutual funds in the all-cap value style as of April 24, 2012.

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Get Off the SBUX Bandwagon Before It Crashes

Get Off the SBUX Bandwagon Before It Crashes

Be wary of advice from the bandwagon riders. They care more about getting more people in the bandwagon than anything else.
The Starbucks (SBUX) bandwagon is a big one. I am not on it.

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Smoking Out the Truth: Buy MO

Smoking Out the Truth: Buy MO

As discussed in “The Real Earnings Season Starts Now”, annual reports are the best source for developing investment ideas. I provided my clients with dozens of insights in 2011 that delivered impressive returns, and I continue that trend with my recommendation of MO.

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