The Independent Adviser for Vanguard Investors is a monthly newsletter offering investors the unvarnished truth about Vanguard funds. By targeting a “chosen few” of Vanguard’s best funds, Dan Wiener and Jeff DeMaso’s model portfolios routinely beat the S&P 500.
Analysts: Dan Wiener and Jeff DeMaso
Focus: Mutual Funds & ETFs
Investor Profile: Any
Frequency: Ratings published monthly
Service Features: click here
Dan Wiener and Jeff DeMaso’s Independent Vanguard Fund Analyzer makes it quick and easy to spot which Vanguard funds are ideal for your investing goals. Log on anytime to give your Vanguard portfolio a “check up,” assessing risk, returns, management, turnover and more — in seconds.
Analysts: Dan Wiener and Jeff DeMaso
Focus: Mutual Funds & ETFs
Investor Profile: Any
Frequency: 24/7 online access
Service Features: click here
In Fidelity Investor, Jim Lowell deploys his proprietary Manager Ranking System to find you the best funds from the best managers at his favorite mutual-fund family, Fidelity Investments.
Analyst: Jim Lowell
Focus: Mutual Funds & ETFs
Investor Profile: Any
Frequency: Ratings published monthly
Service Features: click here
In Fidelity Sector Investor, Jim Lowell helps answer the perennial question: “What are the best sectors to own now?” His FSI algorithm helps you trade into the right funds to get the best returns out of each sector in the market.
Analyst: Jim Lowell
Focus: Mutual Funds & ETFs
Investor Profile: Moderate to Aggressive
Frequency: Monthly trades
Service Features: click here
