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Diligence Institute

Highlights From New Constructs Investment Research

Danger Zone 6/24/13: REITs

REITvUtilities

Even with this recent price drop, the current valuations of REITs look disconnected from their fundamentals.

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Danger Zone 12/24/2012: Schwab U.S. REIT (SCHH)

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One of the best examples of an ETF with low costs but poor holdings is Schwab US REIT (SCHH).

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How To Avoid the Worst Sector ETFs

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Why are there so many ETFs? The answer is: because ETF providers are making lots of money selling them. The number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs…

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Best & Worst ETFs and Mutual Funds: Large Cap Blend Style

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The Large Cap Blend style ranks first out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Neutral rating, which is based on aggregation of ratings of 39 ETFs and 1,046 mutual funds in the Large Cap Blend style as of October 12, 2012.

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Sector Rankings For ETFs & Mutual Funds

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At the outset of the fourth quarter of 2012, 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.

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Best & Worst ETFs & Mutual Funds: Financials Sector

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The Financials sector ranks last out of the ten sectors as detailed in my sector roadmap. It is the only sector to earn my Very Dangerous rating, which is based on aggregation of ratings of 48 ETFs and 224 mutual funds in the Financials sector as of April 18, 2012.

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