Market Leadership in 2012: Domestic and Foreign

December 26, 2012

As the year draws to a close, we’re looking back at market leadership in 2012, and both foreign and domestic funds and ETFs had distinct periods of outperformance in 2012. One of the biggest market changes in 2012 was the third quarter shift from domestic to foreign. Domestic U.S. markets had strongly outperformed foreign markets […]

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Foreign Leads Domestic

December 6, 2012

After two months of declining markets, U.S. stocks rallied to end November with a gain while foreign markets proved even more resilient. Who would have guessed? Fear of unresolved debt issues at home and abroad, on top of persistently slow growth, continue to deter investors. Though despite much gloom and doom, markets chugged along. Remember […]

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Signs of Changing Leadership?

November 6, 2012

Just as Americans cast their ballots for next leader of the United States, there are signs that stock market leadership may be shifting. Domestic markets, especially large-cap growth stocks, have been the place to be for the last year. But foreign markets began to outperform late in the third quarter and that continued in October. […]

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Will Upgraders Buy Back into Foreign Funds?

September 27, 2012

Europe was one of the strongest performing areas in August, and these funds continued to do well in September. If this continues, Upgraders may be prompted to add foreign funds to their portfolios as early as October. “We are starting to see European funds rising up the ranks,” FundX CIO Jason Browne told Marketwatch’s Chuck […]

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On Forbes: 3 Market Trends to Follow Now

August 28, 2012

The NoLoad FundX Upgrading strategy leads investors to change their portfolios in response to changing markets, and on Forbes Intelligent Investing blog, Janet Brown highlights three ways the market has changed in the last year, and shows how investors can align their portfolios with the current leading areas. Click here to read “Three Market Trends […]

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FundX Ranks Show a Clear Domestic Trend

August 14, 2012

Market changes are only truly clear in hindsight, and looking back at the past year, it’s clear that a domestic trend is firmly in place. The top-ranked diversified funds in NoLoad FundX are all U.S. funds, while the bottom funds are almost entirely international funds. The performance gap between the leading funds and the lagging […]

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U.S. Markets Have Done Better than Expected

August 7, 2012

Most U.S. stock markets continued moving upward in July, despite concerns here and abroad. Both the large-cap DJIA and the S&P 500 finished the month up over 1%, while the small-cap Russell 2000 and the DJ World Index of large foreign stocks, excluding the U.S., each lost 1%. U.S. markets have done far better than […]

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Janet Brown Talks Growth Trends with Chuck Jaffe

July 31, 2012

NoLoad FundX editor Janet Brown discussed the strength of U.S. growth funds on Chuck Jaffe’s MoneyLife Show on Tuesday July 24, 2012. Jaffe is a senior columnist at Marketwatch and host of the lively web-based MoneyLife show.  (Jason Brown, FundX chief investment officer, was on Jaffe’s MoneyLife show last month.) Click here to listen to […]

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Volatile Second Quarter Ends on a High Note

July 5, 2012

Despite sluggish global growth and debt crisis hurdles, stock markets around the globe surged in June. Both U.S. and foreign stock markets finished the month up sharply, although most were down for the quarter. Second quarter losses had nearly erased first quarter gains until the last day of the quarter when a relief rally—fueled in […]

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Understanding Relative Strength

April 26, 2012

Relative strength is essentially a ratio that compares the daily percent return of one index or security versus that of another index or security.  Relative strength doesn’t indicate whether an investment is gaining or losing.  Instead, it shows how one investment is performing relative to another investment. Relative strength is a useful way to track […]

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