David Trainer
David Trainer
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David Trainer
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The Good, the Bad and the Ugly in Consumer Staples ETFs [View article]
I wouldn't say "ever worth owning". I am saying that for investors looking to buy a single "sector" ETF, the best sector ETF is Consumer Staples. Naturally, the best equity strategy is to buy the 'best' stocks despite their sector. But this article is focused on equity, sector ETFs. To see what I think are the 'best' stocks across the entire market (all sectors), see my Most Attractive and Most Dangerous Stocks monthly newsletters.
The Good, the Bad and the Ugly in Consumer Staples ETFs [View article]
All of our ETF/mutual fund research is based on analyzing (from bottoms-up) all the holdings of the ETF or fund. We then aggregate the data from all of the allocations within an ETF or fund to derive our risk/reward rating for the ETF or Fund.
Recent award from Barron's for stock-picking:
www.newconstructs.com/...
List of awards for sock-picking and explanation of why our system works:
blog.newconstructs.com.../
More samples of ETF/Fund research is here:
www.newconstructs.com/...