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Day: September 20, 2023

Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin
2 years ago
Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin

In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following…

Direct Indexing | How it Works and Whether It Is Worth It for Investors
2 years ago
Direct Indexing | How it Works and Whether It Is Worth It for Investors

Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial…

Vanguard’s New International Dividend Growth Fund
2 years ago
Vanguard’s New International Dividend Growth Fund

Last month, Vanguard launched an International Dividend Growth Fund designed to bolster dividends with shares of high-quality international companies—and investors should take notice, contends an article in Barron’s. That’s because…

Recent Original Research
October 22, 2025
Ten Top Peter Lynch Stocks – October 2025
Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
October 14, 2025
Ten Top Dividend Aristocrats
The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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