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 be a strong year for most equity markets around the world.
MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to be a strong year for most equity markets around the world.
MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to be a strong year for most equity markets around the world.
For many investors, “growth” means how much and how consistently a company can increase its sales and earnings. These investors care little about the academic
Barron’s 400 Newsletter Beginning this week this column will highlight some of the many stories found within the Barron’s 400 Index and offer our insights
In terms of growth vs. value, the Barron’s 400 leans distinctly toward the growth end of the spectrum. This trait might have been surmised from
The Barron’s 400 outperformance so far this year can be traced to the intersection of size and sector. Previous posts have noted how size can
People like to pigeonhole indexes. It’s large-cap or small-cap, they say for example, referring to the market capitalization values of the components. The Barron’s 400
Stocks selected for the Barron’s 400 are all in great shape, financially speaking. But that doesn’t mean they all perform “great” in the market. MarketGrader
Like many other stock-market indexes, the Barron’s 400 Index is setting records this spring. But it is doing so in its own unique way. That’s
A front page article in Friday’s Wall Street Journal, titled “Investors Sour on Pro Stock Pickers,” revisits what is now becoming a familiar theme: investors
Our family of MarketGrader indexes had a strong, across the board 2012, with nine out of 14 beating their benchmarks and all 14 improving on
MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to be a strong year for most equity markets around the world.
Investors in Chinese equities should move past macroeconomic concerns and focus instead on the country’s technological transformation.
Market Imbalance Sets Up Fundamental Investing for Big Comeback Here’s our list of some
In 2022 investors rediscovered the importance of capital allocation when money is no longer
Investors Continue to Underestimate the Impact Higher Interest Rates Are Having Across the Economy. Beware Expensive Large Cap Stocks.
Part 1 of 3. The Tactical Case for China With 2022 coming to an
The Barron’s 400 index approach is focused on consistency rather than market timing. To
MarketGrader’s ratings, which are designed to help investors identify the world’s best compounders of
Our Take on the 20th Party Congress of the Chinese Communist Party Clarity is
The Barron’s 400 Index (B400) started the week with a newly reconstituted roster of