Among our eight sector indexes, the best performance last quarter was turned in by the MG Consumer Discretionary index, which was up 16.38% in the period, besting the S&P 500 Consumer Discretionary and S&P 1500 Consumer Discretionary indexes, which gained 10.05% and 10.93% respectively. We consider the S&P 1500 sector indexes the [...]Carlos Diez
We are proud to present you with our latest research explorations. In our pursuit of Growth at a Reasonable Price (GARP), MarketGrader takes a systematic bottom-up fundamental approach to analysis of companies and markets, globally.
Our Market Cap indexes also had a strong first quarter, with the Mid Cap index leading the way. This index, which selects companies with a market capitalization between $1 billion and $10 billion, gained 8.84% in the period compared to 8.70% for the S&P 400 (mid cap) index. Our small cap index didn’t do as well against its benchmark, [...]Carlos Diez
The MarketGrader Core Indexes, which include MG 40, MG 100 and MG 200 had a solid showing during the year’s first quarter, which ended yesterday. The leader was MG 100, which gained 8.84%, compared to the S&P 500 index’s 4.87%. MG 100 is now up 63.75% in the last 52 weeks, besting the S&P 500’s 46.57%. Please see [...]Carlos Diez
The Barron’s 400 index is being rebalanced prior to Monday’s open (3/22/10) and now you can see the complete stock selection list on our new web site. In fact, the B400 will be the Featured Index on our home page for the next two weeks, which means that all our guests can view a complete MarketGrader analysis of any of its components for [...]Carlos Diez
After a bruising 2008 the MarketGrader Indexes returned to form in 2009, posting all-around strong results relative to their benchmarks and to actively managed fund averages. To those of you not familiar with our indexes here’s a brief history: MarketGrader published its original index, the MarketGrader 40, in 2003 concurrently with our [...]Carlos Diez
As we explain throughout our web site our research methodology is based on the belief that the companies that consistently create economic value today are those that, most of the time, create lasting shareholder value in the future. This is why our research focuses on understanding and highlighting the strengths and weaknesses in a company’s [...]Carlos Diez
After two long years of development we’re very proud to unveil our brand new web site as well as our new blog, with this being its very first entry. This particular column will inform you of the web site’s biggest changes compared to our prior web site, its biggest enhancements and will introduce you to some of its new features and tools. [...]Carlos Diez