Author of 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
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.
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EC Why Staying Fully Invested In Your Funds/ETFs May Not Lead To The Best Results
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.
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17 Managed Funds That Have Beaten The Indexes Over A 17 Year Period
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.
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EC Prospects For International Stocks, Value Stocks, And Bonds In The New Year
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.
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Is Skill Still Relevant In The Era Of The Indexes?
Investors are flocking to index funds while moving away from managed funds. This may prove to be a short-sighted approach.
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Surprising Facts Revealed By A Portfolio Analyzing Tool
Using a portfolio "backtesting" tool can uncover unpleasant realities that many investors are likely to be ignoring.
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STOCKS I FOLLOW

AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
BND Vanguard Total Bond Market ETF
BOND PIMCO Total Return Exchange-Traded Fund
DBLTX Doubleline Total Return Bond Fund Class I
TRBCX T. Rowe Price Blue Chip Growth Fund Inc.
TRULX T. Rowe Price U.S. Large-Cap Core Fund
VB VANGUARD SMALL CAP ETF
VFINX Vanguard Index Trust 500 Index Fund
VO Vangrd Mid-Cap ETF
VOO VANGUARD FIVE HUNDRED INDEX

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