• Posted By Jacob Gifford
    Sunday, August 13 2017 at 11:30 AM
    If the past is an indicator, the above weak sectors are where we should be over-allocating a client's portfolio. I have found that the weakest fund sectors over trailing 5 year periods re-emerge as among the best over the following 5 year period. Happens every time and I've been doing this since 1982.
  • Posted By Ed S
    Saturday, August 12 2017 at 10:27 AM
    I find articles of "best performing" or "worse performing" to be borderline useless. Typically all the funds on the list are the result of a surge or decline in one sector (energy, gold, tech etc) or another. One could almost predict the list just by monitoring the returns of most ETFs
  • Posted By JerryV
    Thursday, August 10 2017 at 1:59 PM
    Comparing natural resource funds with an S&P 500 index fund is like comparing apples and car parts. It's easy to buy large cap, highly liquid stocks, so naturally S&P 500 index funds are significantly cheaper. Diversification often comes at a cost. Obviously, some funds in this list will be better than others, but the fact that U.S. equity has been the best-performing asset class for a number of years doesn't mean that the long-term value of diversification has gone away.