Funds & Featured Portfolios

Dec 01, 2018, Harvesting The January Effect, by Mark Robertson
As we've suggested before, the January Effect is real and starts in September and/or October. This anecdotal look at Invesco S&P SmallCap 600 Growth reveals the period of opportunity created by tax-related selling and its impact on smaller companies.

Aug 14, 2018, Smooth Investing -- After Four Years, by Mark Robertson
Smoothie investing is all about the balance between stalwart blue chips and rapidly-growing companies. This tracking portfolio, bolstered by Amazon, Visa and Apple has racked up a 13.5% rate of return over the trailing four years.

Sep 28, 2017, AdvisorShares Focused Equity (CWS), by Mark Robertson
After beating the S&P 500 in 8 of the last 10 years, it looks like a photo finish for 2017 for Eddy Elfenbein and his Buy List-based ETF as the 4th quarter of 2017 unfolds.

Dec 10, 2016, iShares Morningstar Large Growth (JKE), by Mark Robertson
This month, we remind again that small-cap does not necessarily mean small company.

Nov 30, 2016, Conestoga Small Cap, by Mark Robertson
CCASX, a fund that was already on our Best Small Company Funds radar -- we find a group of investors that aligns with our best small company safaris.

Oct 21, 2016, AdvisorShares Focused Equity (CWS), by Mark Robertson
As most Manifest Investing subscribers know, Eddy has an enviable track record when it comes to the performance of his annual Buy List selections.

Jul 31, 2016, Sector GPS Dashboard Gone Equal, by Mark Robertson
So little time ... where to shop?

Jun 01, 2016, Return of Guggenheim (Small and Mid-Cap), by Mark Robertson
Long-time subscribers will remember when we used to feature a blend of equally-weighted exchange traded funds as a potential proxy for the Value Line Arithmetic Average of 1700 stocks.

May 01, 2016, When Too-Good-To-Be-True Gets Gauged, by Mark Robertson
This month’s tracking portfolio, our Weekend Warriors, monitors the progress made by our weekly stock study nudges known as the Fave Five.

Apr 01, 2016, Morningstar: Go For The Gold, by Mark Robertson
It’s been nearly five years since Morningstar launched the medalist designations for mutual funds. This month, we cull the gold medal funds that also have a 5-star rating seeking long-term leaders.

Apr 01, 2016, Gone Rule Breaker Shopping, by Mark Robertson
This month’s tracking portfolio, David Gardner’s Stock Advisors Rule Breakers, monitors the progress made over the last 14 years.

Feb 01, 2016, Fave Five & Weekend Warriors, by Mark Robertson
This month’s tracking portfolio, our Weekend Warriors, monitors the progress made by our weekly stock study nudges known as the Fave Five.

Jan 01, 2016, Smoothie Checkup, by Mark Robertson
As we reinforced in the August 2014 cover story, blending matters. Include some core investments with some promising growth and the result can be blend that raises the probability of success for long-term investor.

Dec 01, 2015, Bare Naked Million Portfolio, by Mark Robertson
The Bare Naked Million portfolio was born around Christmas 2006. The genesis was a phone call asking “What would you do with $1,000,000? How would you invest it if it were your money?”

Nov 01, 2015, Goldman Sachs Small Cap Growth Insights, by Mark Robertson
Much of what we do with funds like GSAOX is to monitor for new stock study ideas. Goldman Sachs Small Cap Growth Insights does not disappoint.

Oct 01, 2015, Best Small Company Funds, by Mark Robertson
The last couple of years have been lackluster for the Russell 2000 small cap universe of stocks. But October has shown signs of life and it might be time to consider some diligent small company hunting.

Sep 01, 2015, Hoard vs. Herds, by Mark Robertson
Add Equal-Weighted S&P 500 (RSP)

Aug 01, 2015, Hoard vs. Herds, by Mark Robertson
Accumulate Fidelity OTC (FOCPX)

Jul 01, 2015, Hoard vs. Herds, by Mark Robertson
Accumulate BLDRS Emerging Markets 50 (ADRE)

Jun 01, 2015, Hoard vs. Herd, by Mark Robertson
Sell Some Oil, Buy Fidelity OTC

May 01, 2015, Hoard vs. Herds, by Mark Robertson
Return To The Moat

Apr 01, 2015, Hoard vs. Herds, by Mark Robertson
Add Market Vectors Oil Services

Apr 01, 2015, Hoard vs. Herd, by Mark Robertson
Accumulate Vanguard Technology (VGT)

Feb 01, 2015, Hoard vs. Herds, by Mark Robertson
Accumulate Guggenheim S&P 500 Equal Energy

Jan 01, 2015, Hoard vs. Herds, by Mark Robertson
Add Guggenheim S&P 500 Equal Energy (RYE)