Tag: mutual funds

Hedge Funds Are Bullish, Others Are Not

Hedge Funds Are Bullish, Others Are Not

Active manager positioning is quite bullish right now, but according to one firm, that doesn’t mean it is excessive, or at least, not yet anyway. In fact, short covering may have been fueling much of this year’s rally, and the […]

Look To The Sky For Industrials Sector Value

Look To The Sky For Industrials Sector Value

The Industrial sector ranked fourth out of ten sectors in our 3Q17 Style Rankings for ETFs and Mutual Funds, down from a second-place ranking in our 2Q17 report. The sector receives a Neutral rating based on an aggregation of ratings […]

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Top 3 Mutual Funds To Eye On This Season

While banks are expected to submit results in this week, investors have already shifted their focus. They now primarily focus on the earnings throughout the second quarter (Q2) of the year. There are various sectors that are expected to contribute […]

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Leveraged And Inverse ETFs

Leveraged funds may seem like a good idea – if we expect the S&P 500 to be positive, for instance, then getting four times its return seems even better – but long-term investors (and there shouldn’t be any other kind) […]

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Modern Portfolio Theory 2.0

Modern Portfolio Theory 2.0 Premature Optimization If You Don’t Have an Edge, There Is No Alpha How Should We Then Invest? Mauldin Solutions Smart Core Washington DC and the Virgin Islands Also see Efficient Market Theory Even Confounds Eugene Fama […]

Cheap Funds Dupe Investors – 2Q17

Cheap Funds Dupe Investors – 2Q17

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 guaranteed to do well in the future (e.g. 5-star […]

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Bill Miller – Top Performance

It’s currently pledge season on Public Television, so WEALTHTRACK might not be airing on your local channel. Consequently we are revisiting some interviews that have been of great interest to our viewers. This week we have a rare interview with […]

Health Care Sector 2Q17: Best And Worst

Health Care Sector 2Q17: Best And Worst

The Health Care sector ranks sixth out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Health Care sector sixth as well. It gets our Neutral rating, which is […]

Sector Ratings For ETFs & Mutual Funds: 2Q17

Sector Ratings For ETFs & Mutual Funds: 2Q17

At the beginning of the second quarter of 2017, only the Consumer Staples and Industrials sectors earn an Attractive-or-better rating. Our sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each […]