Benjamin Shepherd

Benjamin Shepherd is a recognized exchange-traded fund (ETF), mutual fund and stock expert with an extensive background analyzing time-tested funds, including their managers and strategies. Ben looks for investments that have proven themselves in both bull and bear markets. Ben also specializes in covering emerging markets, pinpointing the most dynamic investments in developing nations for market-beating growth.

Ben is an analyst for Global Income Edge and regularly contributes to Personal Finance, Investing Daily’s flagship product. 

Analyst Articles

Regular payouts from dividend-paying stocks can make a big contribution to total returns. Last month we profiled three basic growth and income funds with long track records of success; this month we highlight a newer offering with a lot of long-term potential. Read More

At 41 years old, this offering is a senior citizen in the mutual fund world. Having returned 9.7 percent since its inception, the fund has outperformed a small-but-venerable group of long-lived peers with only slight tweaks to its investment approach. Read More

Despite the prevailing economic uncertainty, many master limited partnerships (MLP) have performed extraordinarily well, generating solid returns for investors through tax-advantaged payouts and capital gains. We spoke with Elliott Gue, co-editor of MLP Profits and editor of The Energy Strategist about his outlook for the group and some of his favorite MLPs. Read More

Socially responsible investing isn't just for hippies; it can make you money--provided you choose the right fund. Here are two of our favorite exchange-traded funds whose portfolios are geared toward the feature. Read More

Most of the innovation that comes out of Wall Street is more about fee harvesting than anything else, but the exchange-traded fund (ETF) phenomenon is one case where creativity has actually benefited investors. Read More

Every month we review our selections under the Income, Growth and Short-Term Portfolio. But sometimes an event will occur in between issues that merits your attention. That’s where the “Alerts” section comes in. Generally, I’ll be keeping you in the loop regarding a critical development involving a recommendation. Note that I may… Read More