Indexes & Model Portfolios How Do MarketGrader’s Smart Beta Indexes Stack Up Against Active Managers? We reported recently on the stellar performance of the MarketGrader Indexes in 2024, when a majority of them beat their...
Indexes & Model Portfolios U.S. Stocks Have Delivered Returns of at Least 20% in Six of the Last 10 Years – MarketGrader’s U.S. Core Indexes Have Done Even Better The MarketGrader Indexes closed a solid 2024 with 68% outperforming their benchmarks across global markets, and now nine out of...
Global Equities MarketGrader Indexes – 2023 Performance Review MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to...
Global Equities Chinese Equities: Positioned for a Rebound Part 1 of 3. The Tactical Case for China With 2022 coming to an end, global equity investors will be...
Indexes & Model Portfolios The Barron’s 400, An Index for all Seasons The Barron’s 400 index approach is focused on consistency rather than market timing. To use a baseball analogy, B400 focuses...
Indexes & Model Portfolios The Barron’s 400 Index Makes Historic Sector Changes In its Latest Semi-Annual Reconstitution The Barron’s 400 Index (B400) started the week with a newly reconstituted roster of constituents following its most recent rebalance,...
Indexes & Model Portfolios Are Stocks Cheap Enough Yet? It Depends Where You Look While some parts of the U.S. market still look expensive, the recent selloff has created buying opportunities among overlooked names....
Indexes & Model Portfolios Barron’s 400 Index Leans Into Natural Resource Companies In Latest Rebalance The Barron’s 400 Index (B400), a collaboration between MarketGrader and Barron’s, which seeks to track the most fundamentally sound companies...
Global Equities Indian Stocks Outshine Chinese and Emerging Market Equities in 2021 In what proved to be a challenging year for emerging markets, especially China, India stood out as one of the...
Indexes & Model Portfolios The Barron’s 400: Tangible Growth In a Metaverse World U.S. markets threw a small tantrum on the last trading day of November when Federal Reserve chairman Jerome Powell suggested,...