Tag: mutual funds

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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 […]