Funds & Featured Portfolios
Vipers Vanguard Technology by Cy Lynch Nov 01, 2008
VGT's high overall quality, strong relative growth expectations and low costs, lead us to believe this is a great time to consider adding or accumulating VGT.
CGM Focus by Cy Lynch Oct 01, 2008
CGMFX is not for the faint of heart, but it appears to have mastered industry/sector rotation and serves as a source of ideas and trends.
NASDAQ-100 QQQ by Cy Lynch Sep 01, 2008
With QQQQ a repeat pick, we turn to a review of the performance of all featured funds.
SPDRs Energy Select by Mark Robertson Aug 01, 2008
Energy related stocks currently make up over 10% of the overall market and the sector's potential return is second only that of the technology sector as reflected in our ETF Sector Radar.
NASDAQ-100 QQQ by Cy Lynch Jul 01, 2008
QQQQ's high relative expected return, excellent quality and exceptional portfolio growth rate continue to make QQQQ a strong addition to diversified portfolios.
BLDRS Emerging Markets 50 by Cy Lynch Jun 01, 2008
Based on its PAR, forecast growth and overall QR, ADRE has a place in many portfolios.
Nasdaq-100 by Cy Lynch May 01, 2008
With 90% of total holdings focused on three sectors with above market potential, QQQQ is an excellent addition to otherwise diversified portfolios.
First Trust ISE Chindia Fund by Cy Lynch Apr 01, 2008
FNI has a place in portfolios of investors willing to accept relatively higher potential for capital loss in return for high potential return.
Fidelity Select Technology by Cy Lynch Mar 01, 2008
We continue to believe that the technology sector as a whole presents attractive investment opportunities.
Fidelity Select Technology by Cy Lynch Feb 01, 2008
While not for the faint of heart, FSPTX could make an extremely attractive addition to an otherwise diversified portfolio.
Wasatch Heritage Growth by Cy Lynch Jan 01, 2008
WAHGX's solid quality and expected returns near the top of MANIFEST-covered funds make it a strong candidate for most portfolios.
Vanguard Technology ETF by Cy Lynch Dec 01, 2007
Patient, volatility tolerant investors can be rewarded by investing in a fund like VGT.
iShares DJ Regional Banks by Cy Lynch Nov 01, 2007
IAT, with its focus on relatively smaller regional banks, is a nice complement to other banking specialty funds which tend to concentrate more on the mega-sized money center banks.
Vanguard Technology ETF by Cy Lynch Oct 01, 2007
VGT is passively managed to track the performance of the Morgan Stanley Capital International (MSCI) US Investable Market Information Technology Index..
iShares DJ US Financial Services by Cy Lynch Sep 01, 2007
Patient investors can be well rewarded by holding a fund like IYG.
PowerShares High-Div Grth Achievers by Cy Lynch Aug 01, 2007
PHJ is passively managed to track the performance of the High Growth Rate Dividend Achievers Index.
iShares DJ Consumer Services by Cy Lynch Jul 01, 2007
ICY offers the opportunity to invest in a high quality portfolio of consumer-related stocks cutting across both the discretionary and staples sectors.
Wasatch Heritage Growth by Cy Lynch Jun 01, 2007
WAHGX fund's relatively short history doesn't allow us to conclusively evaluate the success of its managers in following an approach that sounds promising on its face, but we like what we see so far, and on the horizon.
Fidelity Growth & Income by Cy Lynch May 01, 2007
FGRIX was selected as our second "three-peat" because its expense adjusted portfolio PAR ranks second of all funds meeting our screening criteria.
Vanguard Technology ETF by Cy Lynch Apr 01, 2007
With a repeat from last month, we enlisted Etana Finkler to ask some questions regarding funds generally and our coverage at MANIFEST specifically.
Vanguard Technology ETF by Cy Lynch Mar 01, 2007
VGT is an extremely low cost way to provide balanced exposure to the market sector.
Fidelity Growth & Income by Cy Lynch Feb 01, 2007
FGRIX is relatively concentrated for a fund its size with just 99 total holdings and the largest 10 holdings constituting about 40% of the portfolio..
Vanguard Growth ETF by Cy Lynch Jan 01, 2007
VUG's PAR, minuscule expense ratio and broad diversification make it an appropriate core holding in any equity-oriented portfolio.
Fidelity Growth & Income by Cy Lynch Dec 01, 2006
The fund's characteristics have changed under new management, mostly in ways that MANIFEST advocates think should be a long-term improvement.
Vanguard Technology ETF by Cy Lynch Nov 01, 2006
This month we provide the Fund Scorecard to track returns on funds featured since inception of our newsletter.