ETFs vs Mutual Funds: The Winner Is…
The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of...
View ArticleOwn These Stocks If You Must Be Long
Not everyone has the luxury of or stomach for being net short as I recommended in my last article. So, I offer some of my top picks for those that must be long. The post Own These Stocks If You Must Be...
View ArticleBest & Worst ETFs and Mutual Funds: All-cap Blend
The all-cap blend style ranks third out of the twelve fund styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of ratings of 32 ETFs and 607 mutual funds in...
View ArticleBest & Worst ETFs and Mutual Funds: Small-cap Blend
The small-cap blend style ranks tenth out of the twelve fund styles as detailed in my style roadmap. It gets my Dangerous rating, which is based on aggregation of ratings of 27 ETFs and 639 mutual...
View ArticleBest & Worst ETFs and Mutual Funds: Small-cap Blend Style
The small-cap blend style ranks 11th out of the twelve fund styles as detailed in my style rankings for ETFs and mutual funds. It gets my Dangerous rating, which is based on aggregation of ratings of...
View ArticleInvestment Style Rankings for ETFs and Mutual Funds
No fund style earns better than a Neutral rating going into 4Q13. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style. The post Investment Style...
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