Funds & Featured Portfolios
Fund Analysis: Hoard vs. Herds by Cy Lynch Dec 01, 2010
Accumulate Nasdaq-100 (QQQQ).
Fund Analysis: Hoard vs. Herds by Cy Lynch Nov 01, 2010
Accumulate Nasdaq-100 (QQQQ).
Fund Analysis: Hoard vs. Herds by Mark Robertson Oct 01, 2010
Accumulate M* Wide Moat Focus (WMW).
Hoard vs. Herds: WMW by Mark Robertson Sep 01, 2010
Accumulate Morningstar Wide Moat (WMW).
Hoard vs. Herds: QQQQ by Cy Lynch Aug 01, 2010
The average selection for the Hoard has outperformed the total stock market benchmark by +12.6% during its holding period. Accuracy stands at 68% due to some lagging healthcare positions.
iShares Morningstar Large Growth Index by Cy Lynch Jul 01, 2010
Larger companies continue to provide better overall potential returns relative to their smaller peers. With MIPAR moving back above 10%, it's especially prudent to improve portfolio growth, while not compromising quality.
Pharmaceutical HOLDRs by Cy Lynch Jun 01, 2010
Patient investors should be especially rewarded if analysts' current expectations are overly negative.
iShares Morningstar Large Growth Index by Cy Lynch May 01, 2010
The Hoard's relative return since inception is +6.7% based on its total return of 34.3% versus 27.6% for the Herd during the same period.
Hoard vs. Herds by Mark Robertson Apr 01, 2010
Add iShares M* Large Growth Index.
ELEMENTS Morningstar Wide Moat Focus by Cy Lynch Mar 01, 2010
WMW is first of all funds covered according to the MANIFEST Ranking based on a combination of projected return, quality and actual relative return.
ELEMENTS Morningstar Wide Moat Focus by Cy Lynch Feb 01, 2010
WMW's holdings include equal weightings of the 20 best values of all stocks that Morningstar determines have wide-moats.
ELEMENTS Morningstar Wide Moat Focus ETN by Mark Robertson Jan 01, 2010
WMW brought home a stellar return for 2009 but it should prove to be more than a one-hit wonder.
Hoard vs. Herds by Mark Robertson Dec 01, 2009
Accumulate DJ US Medical Devices.
Hoard vs. Herds by Mark Robertson Nov 01, 2009
Buy DJ US Medical Devices (IHI).
Hoard vs. Herds by Mark Robertson Oct 01, 2009
Sell OBEGX, Buy VUG and VEU.
Mutual Fund Selection by Mark Robertson Sep 01, 2009
VHT is a three-time selection during 2009 -- as health-related stocks continue to be under adverse pressure stemming from the uncertainty surrounding legislative impact on the healthcare industry.
Vanguard Staples by Mark Robertson Aug 01, 2009
VDC is a passively-managed sector exchange-traded fund. The addition of VDC continues to bolster overall portfolio quality while not compromising overall returns .
T. Rowe Price Health & Science by Cy Lynch Jul 01, 2009
PRHSX is an actively managed fund concentrating on health related companies. It provides a solid quality portfolio selected by management with an excellent track record.
Jensen by Mark Robertson Jun 01, 2009
JENSX reads like a Who’s Who of blue chip high-quality stocks that are frequently of interest to our community of long-term investors..
Vanguard Healthcare by Mark Robertson May 01, 2009
VHT is a passively managed ETF focusing on a sub-set of companies in the healthcare sector.
iShares DJ US Healthcare Provider by Cy Lynch Apr 01, 2009
IHF is a passively managed ETF focusing on a sub-set of companies in the healthcare sector.
Oberweis Emerging Growth by Mark Robertson Mar 01, 2009
The challenges facing retirement plan investors don’t appear to be getting any easier. Discovering a reliable mutual fund and achieving superior returns continues to be elusive.
Oberweis Emerging Growth by Mark Robertson Feb 01, 2009
OBEGX is a recipe for some smaller, promising companies.
Funds: Hoard vs. Herd by Mark Robertson Jan 01, 2009
Starting with this issue, we're converting the fund section to another "nest egg" demonstration, maintained as a model portfolio using the MANIFEST tools and resources.
NASDAQ-100 QQQ by Cy Lynch Dec 01, 2008
With QQQQ a repeat pick, we'll review our ETF Sector Radar, highlighting how it influenced our selection of QQQQ.