Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
Home        
Performance of Our Portfolios
Current Articles
Current Recommendations (Subscribers Only)
How It Works
FAQs
Investing 101
About us
Contact Us
Subscribe
 

Index Funds & Exchange-Traded Funds (ETFs)

Current Holdings
 

While we have successfully recommended actively-managed mutual funds that have beaten the market, some investors still want to have a portion of their portfolio in low-cost index funds. We will occasionally recommend index funds and exchange-traded funds (ETFs) that we believe are good low-cost investment vehicles.

Index funds are designed for investors who want to mirror the performance of a particular index (such as the S&P 500) instead of investing in an actively-managed mutual fund in which a mutual fund manager (or a team of managers) tries to out-perform the index. Many mutual funds fail to beat broad indexes while charging higher fees than most index funds. In theory, index funds will perform better than most actively-managed mutual funds while charging lower fees.

Exchange-traded funds (ETFs) track an index, a basket of assets, a commodity, a sector, or an industry. Like index funds, ETFs provide diversification and expense ratios lower than most mutual funds. Unlike mutual funds, ETFs trade like a stock and can be sold short and purchased on margin.

Performance Since Inception1

Total Return
Index Funds & ETFs Portfolio:
147.8%
S&P 500:
69.4%

Average Annual Return
 
Index Funds & ETFs Portfolio:
10.3%
 
S&P 500:
5.2%
 

1Inception: September 23, 2005. Data last updatedDecember 15, 2017.

 

 

 

Current Holdings
 

 

 





 

(Log-In -- Log-Out)

News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

11/18/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

11/18/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

11/18/2019

Consumer Staples Stock Screen: Monthly Update

More>>

11/10/2019

Six Stock Ratings Changed, Including Four "Buys"

More>>

10/21/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

10/21/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

10/21/2019

Consumer Staples Stock Screen: Monthly Update

More>>

10/07/2019

3 Buy, 3 Sell Signals -- Selling Three Stocks for an Average Total Return of 753.2%

More>>

09/23/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

09/23/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

09/23/2019

Consumer Staples Stock Screen: Monthly Update

More>>

08/19/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

08/19/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

08/19/2019

Consumer Staples Stock Screen: Monthly Update

More>>

07/22/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

07/22/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

07/22/2019

Consumer Staples Stock Screen: Monthly Update

More>>

07/15/2019

One Stock Rating Changed to "Strong Buy"

More>>

07/01/2019

Buy/Sell Signals for ETF/Mutual Fund Portfolio -- Return of Portfolio: +816.1% versus +217.5% for S&P 500

More>>

06/24/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

06/24/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

06/24/2019

Consumer Staples Stock Screen: Monthly Update

More>>

05/30/2019

Three Stock Ratings Changed, Two "Buys" and One "Strong Buy"

More>>

05/20/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/20/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/20/2019

Consumer Staples Stock Screen: Monthly Update

More>>

05/20/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

04/23/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

04/23/2019

Consumer Staples Stock Screen: Monthly Update

More>>

03/18/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

03/18/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

03/18/2019

Consumer Staples Stock Screen: Monthly Update

More>>

03/12/2019

Five Stock Ratings Changed, Four "Buys" and One "Strong Buy"

More>>

02/19/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/19/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/19/2019

Consumer Staples Stock Screen: Monthly Update

More>>

01/22/2019

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

01/22/2019

Trending Value Portfolio Stock Screen: Monthly Update

More>>

01/22/2019

Consumer Staples Stock Screen: Monthly Update

More>>

01/06/2019

Three Stock Ratings Upgraded to "Strong Buy"

More>>

12/24/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

12/24/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

12/24/2018

Consumer Staples Stock Screen: Monthly Update

More>>

11/19/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

10/22/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

11/19/2018

Consumer Staples Stock Screen: Monthly Update

More>>

11/19/2018

Two Stock Ratings Changed, Both Upgraded to "Strong Buy"

More>>

10/22/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

10/22/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

10/22/2018

Consumer Staples Stock Screen: Monthly Update

More>>

09/30/2018

Two Stock Ratings Changed, Both "Buys"

More>>

09/24/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

09/24/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

09/24/2018

Consumer Staples Stock Screen: Monthly Update

More>>

09/10/2018

Buy/Sell Signals -- Time To Sell This Medical Device Company for a Total Return of 249.6%

More>>

08/20/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

08/20/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

08/20/2018

Consumer Staples Stock Screen: Monthly Update

More>>

07/23/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

07/23/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

07/23/2018

Consumer Staples Stock Screen: Monthly Update

More>>

07/13/2018

Three Stock Ratings Changed, Including Two "Strong Buys"

More>>

06/18/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

06/18/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

06/18/2018

Consumer Staples Stock Screen: Monthly Update

More>>

05/21/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/21/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/21/2018

Consumer Staples Stock Screen: Monthly Update

More>>

05/10/2018

Three Stock Ratings Changed, Including Two "Strong Buys"

More>>

04/23/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

04/23/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

04/23/2018

Consumer Staples Stock Screen: Monthly Update

More>>

03/19/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

03/19/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

03/19/2018

Consumer Staples Stock Screen: Monthly Update

More>>

02/28/2018

One Stock Rating Changed To "Buy"

More>>

02/20/2018

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/20/2018

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/20/2018

Consumer Staples Stock Screen: Monthly Update

More>>