Index Funds As Businesses — Fundamental Indexing
Introducing fundamental index funds that align with business owner’s approach in investing. We also show how these funds have consistently outperformed.
Introducing fundamental index funds that align with business owner’s approach in investing. We also show how these funds have consistently outperformed.
Investing in ‘good’ industry sectors that exhibit strong business models can beat a broad base market index like S&P 500
We examine the latest business metrics for the four favorable S&P 500 sectors and discuss the latest performance of the portfolios using these sector ETFs as candidate funds.
We review the state of the economy, market trends, valuation and internals.
We discuss two Growth At A Reasonable Price (GARP) ETFs: T. Rowe Price Capital Appreciation ETF TCAF and Invesco S&P GARP ETF SPGP. We further show one can again do better to outperform PRWCX by utilizing the GARP ETFs and total return bond portfolios