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How We Protected Clients From Blowups in 2013

Wednesday, January 22nd, 2014 How We Protected Clients From Blowups in 2013

Our proprietary technology and patented systems allow us to find these red flags so that clients can avoid blowups or even get aggressive and short the stocks to make even more money.

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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.

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Sector Rankings For ETFs & Mutual Funds

Wednesday, July 10th, 2013 Screen shot 2013-07-08 at 2.43.55 PM

At the outset of the 3Q2013, 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.

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Danger Zone 6/24/13: REITs

Monday, June 24th, 2013 REITvUtilities

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

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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.

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Danger Zone 3/18/2013: Ventas Inc. (VTR)

Monday, March 18th, 2013 VTR_Fig1

Ventas Inc. (VTR) is in the Danger Zone this week.

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Best & Worst ETFs and Mutual Funds: Large-cap Growth Style

Tuesday, February 12th, 2013 LCGG2

The large-cap growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 23 ETFs and 694 mutual funds in the large-cap growth style as of February 6th, 2013.

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I Hate the Guts of This ETF: Sell URE

Tuesday, October 2nd, 2012 I Hate the Guts of This ETF: Sell URE

The guts of an ETF are its holdings. And an ETF’s guts are what drive my ETF ratings. As highlighted in Barron’s, the only truly diligent assessment of an ETF is based on its holdings.
Research on an ETF’s holdings is important because an ETF’s performance is only as good as its holdings. Therefore, if you care about performance, you care about the ETF’s holdings.

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Roadmap to the Best & Worst Sectors for ETFs & Mutual Funds

Tuesday, July 10th, 2012 sectorRoadmapFig1

Only one sector, Consumer Staples, earns my Attractive rating. See Figure 1 for my rankings of all ten sectors. 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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Low-Cost Funds Dupe Investors

Wednesday, May 9th, 2012 DupeFig1

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on holdings enables investors’ to find funds with high quality holdings – AND – low fees.

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