Rekenthaler Report

Be different than the indexes--and execute, execute, execute!

Even if the vast majority of stocks will be poor investments, most equity portfolios will do just fine.

Conformity is comfortable--but not necessarily profitable.

Implications of the company’s decision to remove some of its active stock-fund managers.

Everybody gets it wrong sometimes—and most hang onto those errors, too.

The contrarian signal doesn’t translate well.

Getting out of the market is much easier than getting back in.

Not realizing when to hire professional help.

Morningstar data shows a persistent performance gap for fund investors, but DALBAR says the problem is much worse.

It can be difficult to invest by the rules, when life intrudes.

Morningstar's John Rekenthaler explains why he is comfortable with owning stocks, stocks, and more stocks.

Opportunities exist to be exploited, but they don't remain constant.

One year early, he celebrates winning his bet against hedge funds of funds.

Gloomsayers may not hurt the overall economy, but by playing into older people’s fears they can create plenty of misery.

It’s best to ignore their preconversion histories.

A (very) short history of investment legislation.

The arguments against the Department of Labor’s fiduciary rule grow ever stranger.

Yes, it can be profitable--but it sure is a hard way to make a living.

Don’t look to its government for the reasons.

For long-term investors, knowing higher math isn’t necessarily an advantage.