Tom Madell | TalkMarkets | Page 1

Tom Madell

Author of Mutual Fund/ETF Research Newsletter
Contributor's Links: Mutual Fund/ETF Research Newsletter
Mutual Fund/ETF Research Newsletter is a free newsletter which began publication in 1999. It has become one of the most popular mutual fund newsletters on the Internet, as shown on the Alexa.com "Top Sites" page for Mutual Funds News and Media Newsletter websites. Tom Madell, the ...more
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Current Top Performing Stock Funds Often Have One Big Problem
Monday, April 3, 2017 6:09 PM EDT
Investors like funds with outstanding past performance but this often ignores that some of the best performing funds are overvalued. A method to determine overvaluation and data showing how such past overvaluation hurt future returns are presented.
In this article: DDVAX, DODGX, FBIOX, FDGRX, FSMVX, OAKLX, PRGTX, REACX, RPMGX, SWSCX, VCDAX, VGHCX, VHCOX, VIMSX, VSCAX, VSGIX
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Why Staying Fully Invested In Your Funds/ETFs May Not Lead To The Best Results
Monday, February 27, 2017 7:02 PM EDT
My account balances for 5 Vanguard stock funds have doubled over the last 5-6 years. So it made sense to remain fully invested in each. But markets do drop! Taking profits or distributions out on occasional may be the best way to ensure your gains.
In this article: VEXAX, VIGAX, VIMAX, VPMCX, VSMAX Also: VO, VXF, VB, VUG
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17 Managed Funds That Have Beaten The Indexes Over A 17 Year Period
Sunday, January 29, 2017 4:36 PM EDT
Strong data goes against what the large majority of investors now seem to believe: that index funds are a consistently better choice than managed mutual funds.
In this article: VASVX, VDIGX, VEIPX, VEXPX, VGENX, VGHCX, VGPMX, VGTSX, VHCOX, VHGEX, VINEX, VMGRX, VMRGX, VPMCX, VQNPX, VSEQX, VTRIX, VTSMX, VWIGX, VWNDX, VWNFX, VWUSX
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Prospects For International Stocks, Value Stocks, And Bonds In The New Year
Tuesday, January 3, 2017 9:10 PM EDT
Investors may be pondering what the tumultuous changes that occurred in 2016 mean to their portfolios. Political/economic events may result in a shift in returns, especially from international stocks, value stocks, and bonds.
In this article: DXJ, HEDJ, PFRAX, TBGVX, VBMFX, VEIEX, VFIIX, VGTSX, VIGRX, VISGX, VISVX, VIVAX, VTIBX, VTSMX, VWO, VXUS
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Is Skill Still Relevant In The Era Of The Indexes?
Monday, October 31, 2016 4:07 PM EDT
Investors are flocking to index funds while moving away from managed funds. This may prove to be a short-sighted approach.
In this article: VEIEX, VTMGX, VTSMX
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Surprising Facts Revealed By A Portfolio Analyzing Tool
Tuesday, August 30, 2016 2:20 PM EDT
Using a portfolio "backtesting" tool can uncover unpleasant realities that many investors are likely to be ignoring.
In this article: VBMFX, VFINX, VGTSX, VTSMX
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Can You Beat The Market? How Investors Might Be Getting This Wrong
Friday, July 29, 2016 8:25 PM EDT
It is widely believed that investing away from the broad market will hardly ever beat "total market" funds. I present considerable evidence that it is nowhere near a sure thing that such indexes will outperform.
In this article: VTSMX Also: VEIEX, VGTSX, VTMGX
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Still Like Stocks? Why I'd Wait To Buy More
Friday, May 27, 2016 2:33 PM EDT
Many people have their fund and/or ETF investments on autopilot. The phrase "watchful waiting" comes to mind.
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These Funds Are Now Posed To Outperform
Monday, April 25, 2016 4:20 PM EDT
Data seem to be suggesting that both Large Value and International stock funds/ETFs will be better places to emphasize within a diversified portfolio over the next few years than domestic Large Growth or Small-/Mid-Caps.
In this article: VEIEX, VGTSX, VIVAX Also: VIGRX
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Highly Overvalued Market? Consider Employing These Strategies
Wednesday, January 27, 2016 1:16 PM EDT
A few investment strategies to consider during an overvalued market.
In this article: X, BND, VWITX, VXUS, VAW, VB, VGT, VHT, VNQ, VO, VOO, VOX, VPU, VWO
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1 to 10 of 10 Posts