Good track record? Who cares!

Morningstar has updated it’s research on the factors that might help investors decide which investment funds to choose.  Once again they find that costs are the only reliable indicator of future fund performance.  The evidence is so clear in this area that they believe it should be among the top two criteria to use when screening funds.  We […]

How do you like them Apples?

“In short, these ETFs live by the big stock sword but they also die by the big stock sword.” This quote from a Bloomberg article this morning “Apple Takes a $4 Billion Bite Out of ETFs as Smart-Beta Shines”, captures one of the obvious shortcomings of investing in simple exchange traded funds (ETFs) that weight their holdings […]