After a strong run, markets around the world fell in February. What asset classes are doing well now and which ones should you avoid?

FundX President Janet Brown answered these questions and more on Chuck Jaffe’s MoneyLife Show on March 8, 2018.

“Foreign generally fell back a little more than U.S. stocks; large-cap U.S. growth funds are still dominating the top ranks,” Janet explained.

“The market changes. It’s impossible to forecast. Invest based on what you know, not what you think is going to happen.”

Janet also spoke about Upgrading, which is FundX’s systematic way of aligning with what’s working in the current market environment. Janet explained that investors can apply the Upgrading approach to different asset classes and risk levels.

Get Janet’s take on five funds and ETFs

Janet answered investor questions in the ‘Hold it or Fold it’ segment of the show. (FundX members may notice that not all of these funds are covered in NoLoad FundX.)

1. Vanguard U.S. Momentum Factor ETF (VFMO)

“We’re big fans of momentum, which we prefer to call persistence of performance. It works,” Janet said. “This is a new fund. If you’re one of the few who have already bought it, I’d hold it. But it’s new and very small, and there are better funds.

One momentum fund and ETF that we love and have held for more than a year is iShares MSCI US Momentum (MTUM). It remains very highly ranked, has a good handle on risk, and continues to do well. I’d go for that over VFMO.”

2. FirstTrust ValueLine Dividend Index ETF (FVD)

Continue reading “FundX President Janet Brown’s Take on 5 Funds & ETFs” »


What will you do if bond markets change?

Changing interest rates are at the top of investors’ minds, and the markets may respond to rising rates in different ways.

How can you prepare?

First, consider some of the possible ways that markets could change, and then think through how to best respond to these changes.

3 ways rising rates could affect bond markets

(& what it might mean for your portfolio)

1. Interest rates increase & the economy strengthens

The strong economy prompted the Federal Reserve to increase rates several times in 2017, yet continued growth and low inflation expectations helped both stocks and bonds.

If this continues, total-return funds, which typically own stocks and bonds, could do well. This environment also could favor floating-rate funds and high yields because the additional yield may help offset a decrease in bond prices.

2. Rising rates trigger an economic slowdown

If rates rise and the economy slows, the areas of the bond market that have done well lately, like higher-yielding bonds, could come under pressure.

This could spark a flight to quality, which would favor higher-quality corporate bonds, government-backed mortgage bonds or even Treasuries.

3. Interest rates rise & defaults increase

Continue reading “How Bond Markets Could Change” »


How to Control Your Emotions in Volatile Markets

February 25, 2018

Volatility returned to the stock market in February with markets falling about 10%. Sharp jolts like these can be nerve-wracking, even when you know that pullbacks are a normal part of long-term investing. It’s also normal to feel anxious during sell-offs or uncomfortable as we wait and see if markets fall further. We can’t change […]

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4 Certainties in Uncertain Times

February 5, 2018

In uncertain times, we tend to focus on what we don’t know: will the market rally continue or are we due for a sell-off? Is a down market a routine correction or the start of a serious bear market? It helps to remind ourselves what we do know. Here are four certainties to keep in […]

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Markets Keep Going Up. Should You Worry?

January 12, 2018

Is the market too high? Markets have continued to rally in 2018, and while some investors are euphoric, others are concerned that a correction’s around the corner. On Marketwatch, FundX Chief Investment Officer Jason Browne reminded investors that market conditions will change eventually. “This environment pushes people to buy dips,” Jason said. “Will that last […]

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Set Yourself up for Success in 2018

December 29, 2017

What do you want to learn in 2018? You might be looking for new investment opportunities. Maybe you’ve been invested in the U.S. and you want to learn more about how to invest globally. Or perhaps you want to read more about what you can do about higher interest rates so you’ll feel more confident […]

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4 Ways to Weather Changing Markets

November 30, 2017

Markets and most investors have had terrific returns this year so far, but what should we do now? FundX CIO Jason Browne gave his take on the markets on CNBC’s Closing Bell. “When valuations get as high as they are, and everyone feels this good, two things tend to happen,” Jason explained. “One is volatility […]

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FundX CIO Jason Browne Talks ETFs on Nightly Business Report

November 18, 2017

What’s the appeal of ETFs, and how should you use them? FundX Chief Investment Officer Jason Browne answered these questions on the Nightly Business Report on November 10, 2017. He also shared three ETFs that have strong recent returns because funds that have done well recently may continue to do well in the coming months […]

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Get a Jump-start on Year-end Planning

November 15, 2017

This is the time to start preparing for the end of the year. This what we’re doing for our money management clients this month: we’re paying attention to the early estimated year-end distributions from mutual funds, and looking for ways to reduce taxes. We’re also making sure clients take their required minimum distributions (RMDs) and updating their […]

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Tips for Getting Younger People Engaged with Investing

November 11, 2017

What can we do to inspire others to start learning about investing so they can build wealth and have the freedom to live the life they want? In investing, time is money, and we want to help younger people use time to their advantage by getting invested early. While you may recognize the importance of […]

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