News and Insights

MasterCard has been a Great Growth Company—But Now is it a Flower or a Weed?

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. Read More…

In a Narrow Market, Amazon is Essentially Must-Own for Benchmark-Conscious Investors. But is it a Flower or a Weed?

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 whether they are flowers to be nurtured or weeds to be removed.  Read More…

Monetta’s Bob Bacarella discusses current stock market dynamics with Money Life host Chuck Jaffe

June 7, 2018 

In a recent interview with Chuck Jaffe on Money Life, Bob Bacarella, Founder and President of Monetta Financial Services talked about what’s happening in this secular bull market’s ninth year. Read More…

Thoughts on Warren Buffett’s Winning Bet

May 2, 2018 

A message from founder and co-portfolio manager Bob Bacarella. Read More…

“Trump escalates attack on Amazon, focusing on tax, shipping”

March 29, 2018 | Reuters

Bob Bacarella comments on Amazon’s share price performance in the context of political news. Read article at Reuters . Read at CNBC or Yahoo .

Monetta Investment Guideline: Don’t Set Price Targets

April 4, 2018 | Monetta Funds Blog Post | By Bob Bacarella

During the dot-com turmoil of 2001, New York Times reporter Gretchen Morgenson wrote a powerful article titled “Price Targets are Hazardous to Investors’ Health.” Morgenson won a Pulitzer Prize for that article and others in which she dug into highly questionable assumptions and practices in the investment industry.

It seems obvious in retrospect that high-flying price targets in the heady days of the dot-com era contributed to investors losing their minds—and their money. But that period of intense irrational exuberance is now 20 years behind us. Are price targets still hazardous to investors’ health?

Our answer is yes. We believe price targets should be ignored. Here’s why. Read more

How a little-known ‘frequent saver’ program can help clients save for college

April 4, 2018 | Monetta Funds Blog Post | By Bob Bacarella

If you told your clients there is an easy way to earn scholarship money that can cover up to a quarter of their child’s or grandchild’s college tuition, they may think it sounds too good to be true. And if you told them that this same program offers scholarships simply by opening an investment account with a participating fund family, bank or financial advisor, with no requirement to demonstrate financial need, athletic prowess or academic achievement, they’d really be skeptical. But the reality is, this program exists through the SAGE Scholars Tuition Rewards program. Read more…

Monetta Young Investor Fund (MYIFX) Named a Finalist for Fund Intelligence’s “Fund Innovation of the Year” Award

News Release | WHEATON, IL—March 5, 2018

— Monetta Financial Services, Inc.’s “basic portfolio building block” mutual fund offering, the Monetta Young Investor Fund (MYIFX), has been shortlisted as a finalist in the 2018 Mutual Fund Industry Awards sponsored by Fund Intelligence.

The Monetta Young Investor Fund is a finalist in the “Fund Innovation of the Year” category, which is part of the Judge’s Choice Awards category. The full list of finalists, as announced by Fund Intelligence , includes:

  • Charles Schwab index mutual fund expense reductions
  • Great-West Financial’s Dynamic Retirement Manager
  • State Street Fund Modernization and Reporting tool for ETFs
  • The Monetta Young Investor Fund
  • WisdomTree Investments’ Advisor Solutions Platform

“We are honored to be included among the esteemed finalists for the Fund Innovation award,” said Robert Bacarella, founder of Monetta Financial Services and co-portfolio manager of the Monetta Young Investor Fund. “Especially since the 2008 financial crisis, investors have been searching for a ‘better way.’ There have been many innovations over the past 10 years, but we believe the combination of active and passive together in one basic portfolio building block is among the most useful to a broad range of investors.” Read more…

Why We Believe in a Symbiotic Active/Passive Investment Approach

March 5, 2018 | Monetta Funds Blog Post | By Bob Bacarella

After coming off a banner year in 2017 with the Dow Jones Industrial Average gaining 25%, some investors were caught off guard by the onslaught of market volatility in early 2018. In this environment—as in nearly all environments—we think it’s clear that investors are wise to stay invested in the market while being prepared to weather potentially higher volatility. We’d say the same thing even if storm clouds were looming larger, because the opportunity cost of getting out of the market can be high. Investors who shift to the sidelines miss potential further gains—as a downturn may not come—and, in the event the market does correct downward, they risk missing out on a subsequent upturn.

In our view, the best way to stay in the market—year in and year out—is for investors to bring together passive and active approaches in their portfolios, as our Monetta Young Investor Fund is designed to do in one investment vehicle. Read more…

Why we still say ‘Dilly, Dilly!’ to Apple, Amazon & Facebook

February 16, 2018 | Monetta Funds Blog Post

By now, just about everybody has seen the ad campaign with the king who calls out “dilly, dilly!” whenever a subject presents him with a gift of Bud Light. The catch-phrase went viral and Anheuser-Busch is rolling out multiple variations on the theme. But it’s worth remembering the original spot, where one poor wretch makes the mistake of offering his monarch a “spiced honey-mead wine” and is promptly dispatched to the Pit of Misery.

We generally don’t get our investment philosophy from beer commercials, but the takeaway from this one bears reflection: Deviate from what is working at your own peril.

That’s especially relevant when it comes to three longtime holdings on which, notwithstanding an incredible run, we remain constructive, at least for the time being. Read more…

“A Baker’s Dozen of Bargain-Bin Stocks Held Down By Year-End Tax-Loss Selling”

December 20, 2017 | MarketWatch

Bob Bacarella discusses stocks that could have the potential to rebound after year-end tax-loss selling with MarketWatch’s Michael Brush. Read article at Marketwatch.com

Chuck Jaffe Interviews Bob Baceralla

November 16, 2017 | MoneyLife

In a recent interview with Chuck Jaffe on Money Life, Bob Bacarella shared his views on the current market environment. To listen to the full 17-minute interview, click here.

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 Young Investor 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.

Monetta Fund Holdings
Monetta Young Investor Fund Holdings

Fund holdings are subject to change and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk. Manager views are subject to change at any time, are not guaranteed, and should not be considered investment advice.

Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 375 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com.

Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.

For custodial accounts, MFSI has a “college savings program” where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.

All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

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.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.

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Following the link to this article will take you out of the Monetta Funds website. The Monetta Funds website is not affiliated with, sponsored by, or endorsed by any 3rd party website. The Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on the third party site.