FundX President Janet Brown has been capitalizing on major market trends for decades, and she shares her tips with The Street readers.
"Jason Browne, chief investment officer at FundX Investment Group — which uses funds and ETFs in executing an active-investment strategy, says new thematic issues [ETFs] ‘won’t make the watch list — much less the buy list — for a few years.’ He added: ‘Even if the name of the theme is on track, the implementation runs a high risk of missing the mark.’"
"Rebalancing lets a portfolio ride out a selloff. It also works because ‘you are selling gains and buying investments that have gone down,’ said Janet Brown, president of FundX Investment Group and editor of the NoLoad FundX newsletter."
"Long-term investors don’t want to put too much weight and emphasis on performance that happened during this or any short, fast correction,’ said Jason Browne, chief investment officer at the FundX Investment Group."
"Back in 1980, the Hulbert Financial Digest began monitoring investment newsletters...just three have topped the S&P 500's 11.7% annualized return, including dividends. They are the Prudent Speculator, edited by John Buckingham; NoLoad FundX, edited by Janet Brown ; and the Value Line Investment Survey, published by investment-research firm Value Line."
Chasing Hot Mutual-Fund Returns
"It's an article of faith among many investors that they should only buy mutual funds sporting the best long-term performance. Yet one of the best methods for picking mutual funds ignores the longer term altogether.. .This service—entitled No Load FundX and edited by Janet Brown—has produced an 11% annualized return over those two decades, versus 8.6% for the overall stock market."
"My concern is that people will get caught up in 'Ooh, look at what I am saving on the commission,' and not see that their costs have gone up or that the fund is not exactly the one they wanted," says Jason Browne, chief investment officer for FundX Investment Group, which uses momentum-driven strategies to trade in and out of both ETFs and traditional funds."
September 24, 2012
"Jason Browne, chief investment officer at FundX Investment Group, says that Europe has rebounded to the point it is showing some momentum."
“FundX Investment Group—the folks behind the newsletter NoLoad FundX—studied 306 diversified stock funds, both U.S. and foreign, over 21.75 years (that’s how many funds survived the entire period). From the cheapest to the costliest funds, there was an even mix of winners and losers. In other words, fees had no correlation with how well—or how poorly—a fund fared.”
June 4, 2012
“Jason Browne, chief investment officer at FundX Investment Group – publishers of the NoLoad FundX newsletter – says he hasn’t held an international fund ‘for a year and a half now, just because there haven’t been any international funds that have been performing anywhere near close to their domestic counterparts.’”
"The best-performing funds were not necessarily those with the lowest expenses, the ones run by the best-known managers, or the ones focused on any particular strategy."