Is your fund manager good from far, but far from good? If you only learn one thing this year, make it this. Learn how to quickly apply truth serum to performance numbers.
In this video, I will show you something that many pros don’t want you to know. Why? Because they want to keep collecting the management and performance fees.
My job is different. I am paid a flat fee to look out for you. That’s why I must tell you the truth behind so many of these numbers. Please do your own research. If you invest in a mutual fund, ETF or even a stock picking service, you should gather the information and do this at home. NOW. Remember, the truth as no agenda. That’s why it sets you free.
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Morningstar honored Robert Goldfarb and David Poppe, Brent Lynn and one other as Morningstar’s Managers of the Year for 2010. In addition to the Sequoia Fund (SEQUX) and the Janus Overseas Fund (JAOSX), we reviewed the following (click image to enlarge):
InvivoAnalytics U.S. Dollar Satellite Portfolio as of December 31, 2010
RevenueShares Navellier Overall A-100 Fund (RWV) as of January 13, 2011
PowerShares DWA Technical Leaders Portfolio (PDP) as of January 13, 2011
Hussman Strategic Growth Fund (HSGFX) as of January 13, 2011
CGM Focus Fund (CGMFX) as of January 13, 2011
Cambria Global Tactical ETF (GTAA) as of January 13, 2011