Should You Reach for Higher Yields?

May 17, 2017

High-yield bonds add tremendous value at times, so it makes sense to at least consider investing in them. They’ve had terrific returns in recent years. In 2016, they outpaced both stocks and higher quality bonds. They can also be useful in a rising interest-rate environment, since their higher yields could help offset a decline in bond […]

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FundX CIO Jason Browne’s Take on Five Funds and ETFs

May 8, 2017

Is this a good time to own dividend ETFs? What about growth funds? FundX Chief Investment Officer Jason Browne answered these questions and more on the MoneyLife Show with Chuck Jaffe. Jason explained what we look for in a fund: “From our perspective, it’s all about can we understand how much risk a fund is […]

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How to Capitalize on Emerging Market Trends

May 2, 2017

Emerging markets have been one of the best performing areas in 2017, up 12.5% for the first quarter. Could this be the start of a new trend? Historically, market trends shift between foreign and domestic markets, including emerging markets, as FundX Chief Investment Officer Jason Browne explained on CNBC’s Squawk Box on April 19, 2017. […]

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3 Reasons To Steer Clear Of Individual Bonds — And Focus On Bond Funds Instead

March 22, 2017

What can you do to prepare yourself for higher rates? “My broker says that if interest rates rise, I’d be better off owning individual bonds than bond funds because I can hold a bond to maturity,” an investor said recently. We believe that investors are far better off with bond funds than individual bonds, particularly if […]

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How Funds Can Make a Difference

March 16, 2017

How you invest your money can be a vote for the issues you want to support—from fairness and equality to safety and sustainability. But how does it actually work? How do your mutual funds try to make difference in the world? There are three strategies that mutual funds have been using for years: 1. Divestment: Avoid objectionable companies […]

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A Better Plan for Rising Interest Rates

March 7, 2017

Have you ever wished that you had a better plan for rising interest rates? You know that interest rates will rise eventually and that this could really affect the bond market. And you also know that many people—even experts—have been predicting higher rates for years now, and those predictions haven’t really panned out. Even the Federal Reserve doesn’t […]

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4 Myths of Momentum Investing

February 16, 2017

Stocks and mutual funds experience momentum—meaning that recent performance tends to persist. A stock or a fund that is doing well lately tends to continue to do well in the coming months or even years. Momentum investing strategies, like our own Upgrading approach, attempt to take advantage of this by investing in funds that have […]

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The Best Performing Momentum Strategy

February 11, 2017

Did you see Mark Hulbert’s recent Marketwatch article about momentum investing, How to bet on stock market momentum? It’s focused on momentum investing strategies, like our Upgrading approach. Not all momentum strategies have a good track record, Hulbert noted. But NoLoad FundX’s strategy was an exception: “The best-performing momentum strategy over the long term, among the […]

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