Archive
Sector Dividend Dogs ETF: Can Dividend Dogs Beat The Street? (SDOG, T, VZ, MRK, PFE)
ETF Base: Dividends make up the bulk of stock market returns, but can you find great stocks just by finding great dividends? Read more…
Covered Call ETFs: Do The Returns Justify The Fees For Investors? (BWV, PBP, SPY, INDEXSP:.INX)
ETF Base: As volatility pushes higher and expected future returns decline, investors are turning to income strategies to generate better long-run returns. Read more…
Is The Active Bear ETF A Perfect Hedging Fund? (HDGE, SPY, SDY)
ETF Base: John DelVecchio, manager of the Active Bear ETF, received a front page mention on the Wall Street Journal for his foresight to sell short Green Mountain Coffee Roasters just before the firm announced earnings Read more…
This New PIMCO ETF Seeks Global Yields With Inflation Protection (ILB, SCHP)
ETF Base: Carry trades are a key part of international speculation. Investors borrow funds in low-cost markets like the US and Japan to invest internationally for a higher yield. Read more…
Market Vectors Unconventional Oil & Gas ETF: An ETF For Fracking Stocks (FRAK, UNG, OXY, CNQ, EOG, DVN, HES)
ETF Base: Hydraulic fracturing, or “fracking,” may forever change the course of energy production in the United States. The energy boom is on – and it appears that there may be far more energy Read more…
IndexIQ Multi-Strategy Tracker: Are Hedge Fund ETFs Right For You?? (QAI)
ETF Base: If you were to put a group of rocket scientists, academics, and researchers in a jail cell for 10 years with nothing but historical stock market data and a dry erase board, you’d come up with a fund company like IndexIQ. Its rather exotic funds are unique Read more…
A Look At Two High-Yield International Bond ETFs Without Currency Risk (PCY, EMB)
ETF Base: Americans have a very different experience in the credit markets than international borrowers and investors. During the 2008 financial crisis –a US “export” to the rest of the world Read more…
Senior Loan ETFs: Safe Funds For Yield Chasers? (BKLN, SRLN, VCIT)
ETF Base: Investors everywhere have a dilemma: take a risky bet for higher-returns or accept bond yields that barely keep pace with implied inflation. Historically, investors swap stocks for bonds for higher returns in exchange for a riskier portfolio. Read more…
Is The Permanent Portfolio ETF (PERM) A Perfect Choice For The Long Term Investor?
ETF Base: Can you make a perfect, permanent portfolio out of four asset classes? One issuer, Global X, wants to do just that by turning Harry Brown’s 1980s permanent portfolio into the Permanent Portfolio ETF (NYSEARCA:PERM). Read more…
State Street Tackles Active ETFs With Three New Funds (GAL, RLY, INKM)
ETF Base: State Street Global Advisors, arguably the most influential player in the ETF space, announced the launch of three new actively-managed exchange-traded funds. Before the announcement, State Street sponsored only passive Read more…
ETF Transparency: For Big Investors Only
ETF Base: Exchange-traded funds might not be as transparent as you think. The industry of exchange-traded fund issuers has already come under fire from FINRA for disclosures on leveraged ETFs, but new complaints say the transparency rules favor larger investors over smaller, retail investors saving for goals Read more…
What Makes An ETF Tax Efficient? (SPY)
ETF Base: Exchange-traded fund investors know better than to ignore the cost of a particular investment in a portfolio. Most gravitate to ETFs for tax efficiency and low annual management fees Read more…
Equal Weighted ETFs To Counteract The Apple Inc. (NASDAQ:AAPL) Effect
ETF Base: Every alternative has its costs. Exchange-traded funds make investing less expensive, arguably less thoughtful, and certainly much less profitable for the investment management industry. From the perspective of an individual investor, these are all very good things. Read more…




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