2023 May Be A Year Like No Other (Except Maybe For 2022)

Tom Madell profile picture
Tom Madell
1.62K Followers

Summary

  • In earlier articles, I made recommendations for ETFs and mutual funds that one should consider given the unusual combination of conditions we don't often see.
  • How successful were these recommendations made under very high inflation, the Growth fund collapse, steeply rising Fed fund rates, and bear market conditions?
  • While my guess is that 95% of funds had negative returns in 2022, my recommendations had alpha, that is, they beat the major market indices.
  • While the above four conditions persist, I present my opinion as to whether funds will break out of their slump in 2023.
Signpost 2023 over evening sky

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Introduction

If you are a regular reader of my articles, you should be aware that they typically present specific suggestions as to funds (ETF and mutual funds) that investors may want to include (or exclude) in their overall portfolios.

How

This article was written by

Tom Madell profile picture
1.62K Followers
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

Disclosure: I/we have a beneficial long position in the shares of VTSAX, VUG, VGENX, VGSIX, XLU, BND either through stock ownership, options, or other derivatives. 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.

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