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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.

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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.

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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.

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“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.

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