Top Funds Report – May 2018
Download a PDF Copy of this report Stocks positive but yield concerns loom Rising inflation rates and geopolitical tensions could create headwinds… The stock market volatility that characterized trading in February and March continued through most of April. Geopolitical headlines dominated the news, with the growing prospect of a trade war between the U.S. and China, as well...
Read MoreInvestment Fund Ranking Report – April 2018
Each month, we analyze nearly 2500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our April 2018 Investment Fund Ranking Report here.
Read MoreInvestment Fund Ranking Report – January 2018
Each month, we analyze nearly 2500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our January 2018 Investment Fund Ranking Report here.
Read MoreTop Funds Report – January 2018
Download a PDF Copy of this report Review and Outlook for 2018 Scorecard on last year’s outlook, plus a look at what’s in store for the next 12 months. Last year around this same time, in my annual outlook commentary, I said that the biggest threat to the markets was valuation. Back then, the S&P 500 was trading at 21.3 times earnings and 17.6 times forward earnings. I noted...
Read MoreInvestment Fund Ranking Report – November 2017
Each month, we analyze nearly 2500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our November 2017 Investment Fund Ranking Report here.
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