Seeking Alpha

Tom Madell

 
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  • Researching And Managing Your ETFs/Funds Can Give You A Huge Advantage
    Fri, Aug. 1 VTI 4 Comments

    Summary

    • A more and more recurrent theme in fund investing is that broad index funds will be the best choice for investors.
    • Most managed funds tend to perform no better than the entire stock market but with higher fees.
    • Fund returns for the entire stock market as well as for non-core categories likely will vary significantly from each other over periods lasting 5, 10, or more years.
    • Knowledge of these discrepant returns, as well as careful specific fund selection, can point to investments that will outperform the core market averages by significant amounts.
    • Data is presented that shows that even nearly 15 years ago, funds could be identified that would increase an investor's annualized return on each 10K investment by about $5K.
  • Investors' Choices Of Funds/ETFs Tend To Underperform
    Tue, Apr. 1 AGG, BND, BSV 4 Comments

    Summary

    • Investors are apparently not very good at picking winning mutual funds or ETFs since their most popular choices tend to underperform.
    • ETF investors' choices when held for the longer term perform more poorly than mutual fund investors' choices.
    • ETF investors in particular may tend to pick sub-categories within the stock and bond markets that while perhaps appealing at the time turn out "not the best places to be".
    • Investors can seek out investment companies whose offerings show a majority of market-beating ETFs/funds as compared to those popular funds frequently selected by investors.
  • Planning For The Winding Down Of The Bull Market
    Editors' Pick • Tue, Feb. 4 VDC, SPY, DIA 18 Comments
  • Sector Funds: It May Be Best To Keep These To A Minimum
    Fri, Jan. 3 VB, VDC, VDE 3 Comments
  • The Stock Market Is Currently Overvalued And Irrational According To 2013 Nobelist
    Oct. 30, 2013 13 Comments
  • An Alert To Investors
    Oct. 15, 2013 JNK, VB, VBK 7 Comments
  • Many Types Of ETFs Could Be Facing Tougher Times Ahead
    Sep. 5, 2013 FYC, JKK, PXSG 1 Comment
  • Better Than Buy And Hold Over The Last 13 Years
    Jul. 31, 2013 SPY 22 Comments
  • Why Your International Allocation May Be Crucial
    Jul. 2, 2013 DXJ, VT, VOO Comment!
  • Simple Tests Of When To Add To Or Pull Back From Your ETFs
    May. 28, 2013 AGG, BND, HYG 9 Comments
  • Do Record Highs Tempt You To Change Your Asset Allocation?
    Apr. 2, 2013 2 Comments
  • Overweighting Value Stocks Should Pay Off
    Mar. 1, 2013 MGK, MGV, RWO 1 Comment
  • Investing In A Potentially Changing Tax Environment
    Nov. 30, 2012 MGK, MLN Comment!
  • Should The Fed's Words Influence Your Asset Allocations?
    Sep. 25, 2012 BOND, VMBS, VFH 1 Comment
  • ETFs Vs. Mutual Funds: A Surprising Analysis
    Editors' Pick • Aug. 3, 2012 BOND, SPY, VDE 34 Comments
  • What Happened To The U.S. Bull Market?
    Jun. 1, 2012 VCR, VNQ 3 Comments
  • Fund/ETF Selection In An Uncertain Environment
    May. 2, 2012 MGC, MGK, MGV Comment!
  • Empirical Buy Vs. Sell Signals Suggest Long-Term Gains Ahead
    Editors' Pick • Mar. 15, 2012 VB, VBK, VBR 21 Comments
  • Bull Markets And Investor Pessimism: Why The Huge Disconnect?
    Feb. 29, 2012 6 Comments
  • Was 2011 A Harbinger Or Merely A Pause?
    Jan. 5, 2012 VNQ, VFH, VPL 1 Comment
  • Stocks Vs. Alternatives: The Fund Investor's Asset Allocation Dilemma
    Oct. 31, 2011 AGG, SPY 9 Comments
  • A Friendly Trend Continues To Suggest More Gains Ahead
    Sep. 1, 2011 VTI, VOO, BND Comment!
  • Determining Buy Signals for Long-Term Investors
    Aug. 1, 2011 10 Comments
  • Why Plunging Investor Sentiment and Consumer Confidence Index Aren't Cause for Concern
    Jun. 14, 2011 9 Comments