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Stoyan Bojinov: Ongoing worries of a global economic slowdown coupled with Euro zone debt woes have prompted many investors to reallocate capital to safer corners of the market in recent months. Read more…
David Fry: Our goal in this profile is to help investors wade through the many competing ETF offerings available. Using our long experience as an ETF publication, we can help select those ETFs the matter and may not be repetitive. The result is a more manageable list of issues from which to Read more…
Small cap and mid-cap stocks and ETFs have been known to be at the forefront of growth during times of economic recoveries, and over the past few months, they have been leaving large caps in Read more…
As the ETF industry has expanded at a breakneck pace in recent years, keeping track of all the products out there has become no easy task. There are now well more than 1,000 exchange-traded Read more…
IWV, JNK, LAG, LQD, MDY, NYSE:AGG, NYSE:BND, NYSE:CPI, NYSE:EEM, NYSE:EWX, NYSE:HYG, PHB, SCHB, SPY, TIP, VOO, VWO
“At least one trader is showing bullishness toward Midcap stocks, but it may be part of a larger strategy. optionMONSTER’s Heat Seeker monitoring system is detecting call buying in the S&P Read more…
Patricia Oey, an ETF analyst at Morningstar, recently compiled the funds with the highest net cash inflows and outflows for April. Oey states that, “Investors poured another $12.2 billion into exchange-traded funds in April 2010, bringing total year-to-date net inflows to $19.9 billion. Flows were Read more…
IVV, MDY, NYSE:DIA, NYSE:EFA, NYSE:FXI, NYSE:GLD, QQQ, QQQQ, SHY, SLV, SPY, TBT, TIP, UUP, VB, VWO, VXZ, XLK, XLP, XLV
“An ETF for U.S. small-cap stocks, iShares S&P Small Cap 600 Index Fund (IJR), set a fresh 52-week high on Friday and is trading at levels last seen right around Lehman Brothers filed for Read more…
An overlooked, underutilized, and perhaps misunderstood ETF trading strategy is “pairs trading” where one essentially would marry a long position in one ETF with a short position in another Read more…
“Unfortunately, job cuts have affected every industry sector. Job cuts in the technology sector (NYSEArca: XLK) have reached the highest level in four years. Even WalMart, a low-price leader and a virtually Read more…
“Based on a reliable set of common sense indicators (more about them in a moment), the stock market will have to fall hard to reach fair valuations. Based on a number of short-term indicators, this rally has come within striking Read more…
ETF BASIC NEWS, IWM, KBE, MDY, NYSE:DBC, NYSE:DIA, QQQQ, SPY, SSO, UYG, XLB, XLF
There has been much talk about an economic recovery lately. Without analyzing WHETHER a recovery is even validated, the focus of attention has shifted to the actual shape of a recovery. Rather than getting caught up by wishful thinking, we actually bothered to take a look at the big picture. Sooner or later, the missing link in the above chain of reasoning will become painfully obvious…..
Those who fail to learn from history…
This bear market has often been compared to the 1972-1974, or 1980-1982 bear. The 80’s bear was fairly shallow with a 27% decline in the S&P 500 (NYSEArca: IVV). The 70’s bear did send the S&P 500 tumbling by 48%. So far, the current bear market has melted the Dow Jones (top to bottom) 55%. This exceeds the 70’s and 80’s bear, and makes them unsuitable for comparison purposes. Read more…
Even though the stock market has rebounded from its March lows, millions of individual investors are still stuck in the mud. They’re lost, scared, disillusioned, and confused, which means they’re probably still losing money. Only the best investors adjust their investment strategies to avoid financial catastrophe. And what about the worst investors? They just keep repeating their mistakes, perfecting them until they can stand no more.
Let’s analyze four basic strategies to help you get your investment portfolio on track. If your money is already on track, these strategies will reinforce the rightness of your way.
Stop Betting on the Wrong Horses
Around 85% of all mutual fund assets are invested with fund managers that propose to beat the market, while the remaining portion is in index funds and index ETFs that propose to match the market. Even though most fund investors are betting that fund managers will lead them to the Promised Land of outperformance, look at what the numbers say.
Over the past 5 years, Standard & Poor’s reports 71.9% of active large cap funds failed to beat the S&P 500 index (NYSEArca: SPY), 79.1% of active mid cap funds failed to beat the S&P MidCap 400 index (NYSEArca: MDY) and 85.5% of active small cap funds failed to beat the S&P SmallCap 600 index (NYSEArca: IJR). What does all of this mean?
The financial lesson you can take from this, is not that investors need to pick their mutual fund managers more carefully as those that suffer from data misinterpretation deficit (a form of financial puberty) would conclude. Here’s the real lesson: Trust the indexes and the financial products tracking them, not the portfolio managers that try to beat them and fail. Translation: Align your money with winners not losers.
Full Story: http://www.etfguide.com/commentary/545/4-Portfolio-Strategies-to-Grow-Your-Money/
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