Sign Up For The Next
New Constructs Webinar






Navigation

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

Wednesday, May 1st, 2013 RST6

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs.

Read More

Cheap Funds Dupe Investors – 1Q13

Thursday, February 21st, 2013 LCDIG1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. 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.

Read More

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

Monday, October 8th, 2012 RatingBreakdownSectorFig1

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.

Read More

Low Fund Fees Snare Investors

Monday, February 13th, 2012 duped1

Investors are good at picking funds with low costs. They are not good at picking funds with good stocks. Both are required to maximize opportunity for success.

Read More

Registered Rep Interview on Economic vs Accounting Earnings

Friday, December 2nd, 2011 Registered Rep Interview on Economic vs Accounting Earnings

David A. Geracioti, Editor-In-Chief of Registered Rep magazine, recently invited me for an interview on why economic earnings matter when selecting stocks, mutual funds and ETFs.

Read More

“Predictive” ETF & Mutual Fund Rating Methodology

Wednesday, November 23rd, 2011 dreamstimefree_6271799_handHoldingLightBulb

QUESTION: Why should fund investors rely on backward-looking NAV trends?
ANSWER: They should not.

Read More

ETFs vs Mutual Funds: The Winner Is…

Tuesday, November 22nd, 2011 Eyes

The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.

Read More