Third Quarter Brings Global Gains

October 3, 2013

September, known as the worst performing month for stocks, enjoyed strong gains this year and ended another strong quarter for equities, especially small-caps. The tech-oriented NASDAQ led for the second consecutive quarter, up 11% compared to an impressive 10% gain for the small-cap Russell 2000 and a gain of 5.3% for the large-cap S&P 500. […]

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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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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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On Forbes: Capturing Global Trends

May 1, 2012

Historically, there have been several periods when it definitely paid to “go global,” and other periods when U.S. stocks were hard to beat. In her latest post on the Forbes Intelligent Investing blog, “Capture Global Trends to Improve Returns,” Janet Brown explains how investors can take advantage of global trends. The first step, she writes, […]

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