Funds & Featured Portfolios
Morningstar Wide Moat ETF (MOAT) by Mark Robertson Sep 28, 2023
Cheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.
Janus Henderson Small Cap Growth (JSML) by Mark Robertson Jul 01, 2021
Janus Henderson Small Cap Growth has been on our radar for some time ... it has delivered.
Super Investor Fund Roll Call (ARKK) by Mark Robertson Jun 02, 2021
The ARK funds are a wealth of stock study ideas, generally for speculative or non-core study targets.
Harvesting The January Effect by Mark Robertson Dec 01, 2018
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.
Smooth Investing -- After Four Years by Mark Robertson Aug 14, 2018
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.
AdvisorShares Focused Equity (CWS) by Mark Robertson Sep 28, 2017
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.
iShares Morningstar Large Growth (JKE) by Mark Robertson Dec 10, 2016
This month, we remind again that small-cap does not necessarily mean small company.
Conestoga Small Cap by Mark Robertson Nov 30, 2016
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.
AdvisorShares Focused Equity (CWS) by Mark Robertson Oct 21, 2016
As most Manifest Investing subscribers know, Eddy has an enviable track record when it comes to the performance of his annual Buy List selections.
Sector GPS Dashboard Gone Equal by Mark Robertson Jul 31, 2016
So little time ... where to shop?
Return of Guggenheim (Small and Mid-Cap) by Mark Robertson Jun 01, 2016
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.
When Too-Good-To-Be-True Gets Gauged by Mark Robertson May 01, 2016
This month’s tracking portfolio, our Weekend Warriors, monitors the progress made by our weekly stock study nudges known as the Fave Five.
Gone Rule Breaker Shopping by Mark Robertson Apr 01, 2016
This month’s tracking portfolio, David Gardner’s Stock Advisors Rule Breakers, monitors the progress made over the last 14 years.
Morningstar: Go For The Gold by Mark Robertson Apr 01, 2016
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.
Fave Five & Weekend Warriors by Mark Robertson Feb 01, 2016
This month’s tracking portfolio, our Weekend Warriors, monitors the progress made by our weekly stock study nudges known as the Fave Five.
Smoothie Checkup by Mark Robertson Jan 01, 2016
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.
Bare Naked Million Portfolio by Mark Robertson Dec 01, 2015
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?”
Goldman Sachs Small Cap Growth Insights by Mark Robertson Nov 01, 2015
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.
Best Small Company Funds by Mark Robertson Oct 01, 2015
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.
Hoard vs. Herds by Mark Robertson Sep 01, 2015
Add Equal-Weighted S&P 500 (RSP)
Hoard vs. Herds by Mark Robertson Aug 01, 2015
Accumulate Fidelity OTC (FOCPX)
Hoard vs. Herds by Mark Robertson Jul 01, 2015
Accumulate BLDRS Emerging Markets 50 (ADRE)
Hoard vs. Herd by Mark Robertson Jun 01, 2015
Sell Some Oil, Buy Fidelity OTC
Hoard vs. Herds by Mark Robertson May 01, 2015
Return To The Moat
Hoard vs. Herds by Mark Robertson Apr 01, 2015
Add Market Vectors Oil Services