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Performance Of Previously Recommended ETFs/Funds: A Follow-Up

Mar. 02, 2022 12:07 AM ETBIV, BLV, BSV, VAW, VBR, VDE, VEIPX, VFH, VIS, VTI, VWNFX1 Comment
Tom Madell profile picture
Tom Madell


  • In this article, I will look at some broad fund/ETF categories to see how my recommendations of almost a year ago turned out.
  • I looked at sector, Value vs. Growth, Small Cap vs. Large Cap, and Long Term vs. Short Term bond category performance.
  • My biggest wins were Energy and Financials predictions, along with my choice of Value over Growth, and two specific Large Value funds.
  • Favoring Small over Large Cap did not bear fruit, but since Jan. 1st, Small Cap Value has been among the least affected by falling stock prices.
  • Longer Term bonds have done a tad better than I expected; however, since the Fed "pivot," Short-Term bonds have lost a lot less.

Businessman analyse investment marketing data.

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Back almost one year ago in 2021, I published an article entitled Newly Recommended Funds/ETFs Best Suited for the Post-Pandemic Period here on Seeking Alpha. The article suggested that as a result of the extreme stimulation

This article was written by

Tom Madell profile picture
Tom Madell, Ph.D., is the publisher of Mutual Fund/ETF Research Newsletter, a free newsletter which began publication in 1999 with thousands of readers. It has become one of the most popular mutual fund/ETF newsletters on the internet, as shown here. His site has been named as one of the "Top 12 Investment Newsletters Focusing on Mutual Funds" at mutualfunds.com , an important fund information provider, under "Fund Newsletter". Also, recently his Newsletter was recognized as one of 5 expert mutual fund resources worth following offering free, and, in its case, particularly "unbiased, useful, and original advice" at http://funds-newsletter.com/fundreference-art.htm .He is also a researcher/writer/investor whose articles have appeared on hundreds of websites, including the Wall Street Journal, USA Today, Morningstar and in the international media.His articles have been among the most popular among those posted on the Morningstar.com website by non-Morningstar employed contributors.His recommendations have an outstanding, long-standing record of success . His complete list of former articles can be accessed at http://funds-newsletter.com

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I own VFH (long).

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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