July 9, 20150Comments

The Best and Worst of the Industrials Sector

The Industrials sector ranks third out of the 10 sectors as detailed in our 3Q15 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

by Max Lee

July 8, 20150Comments

The Best and Worst of the Consumer Staples Sector

The Consumer Staples sector ranks first out of the 10 sectors as detailed in our 3Q15 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

by Max Lee

July 7, 20153Comments

Ignore the Hype: Splunk Remains Overvalued

In early 2012, Splunk Inc. burst onto the scene with one of the biggest IPOs of the year. Since then, the stock price has ridden the hype and is up more than 320%. This price increase should raise serious concerns for astute investors.

by Max Lee

July 2, 20152Comments

3Q15 Sector Ratings for ETFs & Mutual Funds

At the beginning of the third quarter of 2015, only the Consumer Staples sector earns an Attractive-or-better rating. Sector ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each sector.

by Max Lee

June 17, 20150Comments

Stock Picking Grades for Style Fund Managers – 2Q15

This report shows how well style ETFs and mutual fund managers pick stocks.

by Max Lee

June 17, 20150Comments

Stock Picking Grades for Sector Fund Managers – 2Q15

This report shows how well sector ETF and mutual fund managers pick stocks.

by Max Lee

June 17, 20150Comments

True Fund Costs: Style ETFs and Mutual Funds 2Q15

This report focuses on providing investors the true costs incurred when investing in Style ETFs and mutual funds.

by Max Lee

June 17, 20150Comments

True Fund Costs: Sector ETFs and Mutual Funds 2Q15

This report focuses on providing investors the true costs incurred when investing in Sector ETFs and mutual funds.

by Max Lee

June 16, 20151Comments

David Trainer Presents at Interactive Brokers’ Traders Webinar Series

Join CEO David Trainer to learn exactly how New Constructs allows you to grow your wealth the smart way. This webinar was hosted by Interactive Brokers as part of their Traders Webinars.

by Max Lee

June 15, 20150Comments

Cheap Funds Dupe Investors – 2Q15

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 likely to do well in the future. 2Q15.

by Max Lee

June 11, 20150Comments

New Stocks on Most Attractive and Most Dangerous Lists: June 2015

Our Most Attractive Stocks (+2.5%) outperformed the S&P 500 (+1.5%) last month. Our Most Dangerous Stocks (1.5%) rose slightly less than the S&P 500 (1.5%) last month.

by Max Lee

June 8, 20150Comments

How To Avoid the Worst Style Mutual Funds 2Q15

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds:

by Max Lee

June 8, 20150Comments

How To Avoid the Worst Sector Mutual Funds 2Q15

The large number of mutual funds has little to do with serving your best interests. Here are three red flags you can use to avoid the worst mutual funds:

by Max Lee

June 5, 20150Comments

How To Avoid the Worst Style ETFs 2Q15

Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:

by Max Lee

June 5, 20150Comments

How To Avoid the Worst Sector ETFs 2Q15

by Max Lee

June 1, 20150Comments

How to Find the Best Style Mutual Funds 2Q15

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

by Max Lee

June 1, 20150Comments

How to Find the Best Style ETFs 2Q15

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

by Max Lee

June 1, 20150Comments

How To Find the Best Sector Mutual Funds 2Q15

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

by Max Lee

May 28, 20150Comments

How To Find the Best Sector ETFs 2Q15

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?

by Max Lee

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