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Funds & Featured Portfolios

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Hoard vs. Herds by Mark Robertson Apr 01, 2015

Add Market Vectors Oil Services

Hoard vs. Herds by Mark Robertson Feb 01, 2015

Accumulate Guggenheim S&P 500 Equal Energy

Hoard vs. Herds by Mark Robertson Jan 01, 2015

Add Guggenheim S&P 500 Equal Energy (RYE)

Hoard vs. Herd by Mark Robertson Dec 01, 2014

Add Market Vectors Oil Services (OIH)

DJ US Oil Equipment by Mark Robertson Nov 01, 2014

Add DJ US Oil Equipment & Thrift Savings Plan

Hoard vs. Herd by Mark Robertson Oct 01, 2014

Accumulate iShares US DJ Oil Equipment

Hoard vs. Herds by Mark Robertson Sep 01, 2014

Accumulate DJ US Oil Equipment (IEZ)

Hoard vs. Herds by Mark Robertson Aug 01, 2014

Accumulate Fidelity Select IT (FBSOX)

Hoard vs. Herds by Mark Robertson Jul 01, 2014

Accumulate Fidelity Select IT

Hoard vs. Herd by Mark Robertson Jun 01, 2014

Add ADRE, Switch PRSCX to FBSOX

Fund Analysis: Hoard vs Herd by Mark Robertson May 01, 2014

Financials have moved — once again — into the pole position, mostly on the heels of multiple swoons at places like JP Morgan Chase

Fund Analysis: Hoard vs Herd by Mark Robertson Apr 01, 2014

Accumulate BLDRS Emerging Mkts 50

Fund Analysis: Hoard vs Herd by Mark Robertson Mar 01, 2014

While ADRE accounts for the lagging positions, it remains at the top of the Morningstar ETF manifest, so we’ll continue to persist.

Hoard vs. Herds by Mark Robertson Feb 01, 2014

Accumulate BLDRS Emerging Markets 50

Hoard vs. Herds by Mark Robertson Jan 01, 2014

Going Wanger … Buy Acorn International (ACINX)

Hoard vs. Herds by Mark Robertson Dec 01, 2013

Set Buffalo Discovery Free, Accumulate IEZ

Fund Analysis: Hoard vs. Herds by Mark Robertson Nov 01, 2013

Lump Sum Gone Naked

Hoard vs. Herds by Mark Robertson Oct 01, 2013

Accumulate Vanguard Technology

Hoard vs. Herds by Mark Robertson Sep 01, 2013

Consolidate (a little) Add Vanguard Tech (VGT)

Hoard vs. Herds by Mark Robertson Aug 01, 2013

Accumulate BLDRs Emerging Mkts 50

Hoard vs. Herds by Mark Robertson Jul 01, 2013

Accumulate BLDRs Emerging Mkts 50 (ADRE)

Hoard vs. Herds by Cy Lynch Jun 01, 2013

Accumulate BLDRs Emerging Mkts 50 (ADRE)

Hoard vs. Herds by Cy Lynch May 01, 2013

Accumulate Price Science & Tech

iShares Dow Jones US Oil Equipment by Cy Lynch Apr 01, 2013

While it is still somewhat of a contrarian pick, IEZ holds a quality portfolio of solid companies.

Hoard vs. Herds by Cy Lynch Mar 01, 2013

Accumulate Buffalo Discovery

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.