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Diligence Institute

Highlights From New Constructs Investment Research

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

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

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Low-Cost Funds Dupe Investors – 1Q13

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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.

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

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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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Low Fund Fees Snare Investors

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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.

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Registered Rep Interview on Economic vs Accounting Earnings

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.

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“Predictive” ETF & Mutual Fund Rating Methodology

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

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ETFs vs Mutual Funds: The Winner Is…

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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.

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