Monetta Money Talk
You can’t predict a market decline, but you can prepare for it
Cannabis Stocks: Ripe for Investment or Weeds to be Pulled?
By Robert Bacarella | August 19, 2019 The cannabis market is rapidly expanding and subject to enormous hype as cannabis is increasingly becoming legalized for recreational and medical use worldwide. There has been a “Green Rush” to invest in the sector as numerous...
Investment Lessons Learned from Playing Fortnite
By Robert J. Bacarella | July 9, 2019 As someone that deals with financial topics throughout my day, I like to bring up some of what I learn with my kids. Now, I don’t know if your kids or grandkids are like mine, but my kids would rather do chores than hear me talk...
Investment Advice….What would Jack Reacher Do?
By Robert Bacarella | July 9, 2019 I am a big fan of author Lee Child’s “Jack Reacher” novels. I like the Jack Reacher character, as he reflects the idea of always doing the right thing and helping the little guy. Jack Reacher is a big guy, six feet five inches,...
December 2018 Message to Shareholders on Current Market Volatility
Monetta Core Growth Fund Combines active management and indexed investing together in one fund. December 2018 - Dear Fellow Shareholders, During periods of heightened market volatility there is a tendency to take money out of the market to safeguard it....
Disney could be an attractive buy. But is it a flower or a weed?
By Robert Bacarella | August 3, 2018 The first rule before buying a stock is to assume that all known information about a company is already reflected in the stock price. The current price is the majority appraisal of a stock’s worth at the moment. A second rule is to...
Why Warren Buffett is Half-Right about Passive Investing
By Robert Bacarella | July 25, 2018 Warren Buffett won his million-dollar 10-year charitable wager that passive would outperform active, as he highlighted in his shareholder letter this spring. In a nutshell, Buffett and a fund of hedge funds called Protégé Partners...
MasterCard has been a Great Growth Company—But Now is it a Flower or a Weed?
By Robert Bacarella | July 10, 2018 One of the most difficult portfolio management decisions is when to sell a security. If a stock price is falling, first determine whether the decline is market-related or for a company-specific reason. For market-related declines,...
In a Narrow Market, Amazon is Essentially Must-Own for Benchmark-Conscious Investors. But is it a Flower or a Weed?
By Robert Bacarella | June 26, 2018 Portfolio management is somewhat like gardening. Just as you need to prune your garden to keep if flourishing, so must you prune your portfolio. You need to pick through your holdings, isolate the underperformers and determine...
Thoughts on Warren Buffett’s 10-Year Bet: Active, Passive—or a Combination
By Robert Bacarella | May 2, 2018 I haven’t been in the investment business as long as Warren Buffett, but in over forty years of observing the industry, I’ve seen a lot—and certainly enough that I’m not surprised Warren Buffett won his 10-year bet that a passive...
Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: info@monetta.com
Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.
Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Monetta Core Growth Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.
Click here for the Monetta Fund Top Ten Holdings
Click here for the Monetta Core Growth Fund Top Ten Holdings
Fund holdings are subject to change and are not a recommendation to buy or sell any security
The SEC does not endorse, indemnify, approve nor disapprove of any security.
The Fund’s website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.
Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.