intelligent investing

What Fund Investors Can Do About Rising Rates

December 17, 2015

The Federal Reserve raised interest rates this week for the first time in nearly a decade, and this could affect markets in the coming year. To help you prepare, FundX President Janet Brown shared a four-step process that has helped her adapt to changing markets for over 40 years. Click here to read Janet’s Forbes […]

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On Forbes: 5 Large-cap Funds & ETFs to Own Now

October 9, 2014

Large-cap U.S. funds held up best in September, and in her latest Forbes article, FundX President Janet Brown shared five leading large-cap funds and ETFs. Click here to learn what 5 Large-cap Funds & ETFs to Own Now Current leading large-cap funds in NoLoad FundX  include “both actively managed funds like Dodge & Cox Stock […]

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On Forbes: Diversity Leads – What to Buy Now

July 15, 2014

A diverse group of funds lead half way through the year, FundX President Janet Brown wrote in her latest piece for Forbes, “Diversity Leads at the Half: What Investors Should Buy Now.” Janet pointed out that the Buys in NoLoad FundX include both large-cap funds, like Guggenheim S&P 500 Pure Growth (RPG), and smaller-cap funds, […]

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On Forbes: Should You Just Buy Index Funds?

June 10, 2014

The longer large-cap U.S. growth stocks lead, the more investors become tempted to abandon their active portfolios in favor of index funds. But as FundX President Janet Brown wrote in her latest Forbes piece, With Markets Hitting New Highs, Should You Just Buy Index Funds?, “Markets change, and while the S&P 500 recently has been […]

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On Forbes: Opportunities Abound as Market Leadership Narrows

May 15, 2014

Market leadership narrowed in April, but as FundX President Janet Brown explained in her latest Forbes post, Opportunities Abound as Market Leadership Narrows, there are still many good investment opportunities. One strong performing area of the market has been Europe. Janet highlighted some leading Europe ETFs including, “SPDR Europe Stoxx 50 (FEZ), which holds a […]

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Sustainable, Responsible & Profitable Investing

April 24, 2014

This post by FundX President Janet Brown originally appeared on Forbes. Sustainable investing has changed over the last two decades. The SRI acronym has changed: what was once called socially responsible investing is now most commonly considered sustainable, responsible investing. But the bigger change is that SRI investors no longer have to sacrifice potential returns […]

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On Forbes: Where to Invest Now

March 13, 2014

FundX President Janet Brown looks at market leadership in 2014 so far in her latest post on the Forbes’ Intelligent Investing blog, Where To Invest Now? U.S. Growth Funds And Junk Bonds. Small- and mid-cap funds had been some of the best performers in 2013, but larger cap funds have done well in 2014. “While […]

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On Forbes: Help Navigating Changing Bond Markets

February 26, 2013

FundX president Janet Brown aims to help investors navigate changing bond markets in her latest post on the Forbes Intelligent Investing blog, “5 Reasons Why Bond Funds Can Help You Navigate Bond Market Headwinds Successfully.” Bonds have done well for the last few years, but some are now questioning if this will continue. “No one […]

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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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On Forbes: Active and Passive Investing

May 29, 2012

In a new post on the Forbes Intelligent Investing blog, NoLoad FundX editor Janet Brown explores the challenges and consequences of active and passive investing. “By owning index funds, passive investors have the comfort of knowing they’ll never underperform the indexes they own, but they also give up the possibility of ever outperforming those indexes,” […]

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