Sign Up For The Next
New Constructs Webinar






Navigation

Sector Rankings For ETFs & Mutual Funds

Monday, October 7th, 2013 Screen shot 2013-10-03 at 4.17.54 PM

At the beginning of the fourth quarter of 2013, only the Consumer Staples 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.

Read More

Cheap Funds Dupe Investors – 3Q13

Thursday, July 25th, 2013 LCDF1

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.

Read More

Cheap Funds Dupe Investors – 2Q13

Friday, May 17th, 2013 LCDG

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. Yet, traditional fund research focuses only on low fees and past performance.

Read More

Sector Rankings For ETFs & Mutual Funds

Thursday, April 11th, 2013 SRT7

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.

Read More

Portfolio Management Rating: Methodology for Predictive Fund Ratings

Tuesday, November 22nd, 2011 PortfolioManagementRatingTable

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.

Read More