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Alt Energy ETFs

3 Rate-Sensitive ETF Categories Demonstrate High-Caliber Endurance

By | Alt Energy ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, Global ETFs, International ETFs, Real Estate ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Many of the word’s most respected economists projected the direction of interest rates at the start of the year. The average assessment? Experts collectively anticipated that the 10-year Treasury bond yield would rise from 3.03% to 3.41% by the end of 2014. I didn’t see it. For one thing, the well-being of real estate in a below-trend recovery largely depends on rate containment. Yet rising interest rates adversely impacted home sales in the 2nd half of 2013.  Second, the Federal Reserve…

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Are Record Levels Of Consumer Credit Dangerous To Your ETF Portfolio?

By | Alt Energy ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Large Cap ETFs, Retail ETFs, Special Sectors ETFs, Technology ETFs, US Markets and ETFs | No Comments

Technology was the best performing sector in the five years prior to the 2000-2002 stock market bear. The acceleration of dot-com mania created a boom-to-bust scenario that few had ever seen. Yet “tech” actually weakened before other segments of the economy. What’s more, corporate shares of technology companies witnessed far more violent sell-offs than stock shares of other sectors. Financial corporations led the bull market advance in the five years prior to the 2007-2009 collapse. Questionable underwriting practices fueled a…

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Liquidity Makes Alternative ETFs Less Peculiar

By | Alt Energy ETFs, Commodity ETFs, Current Affairs and ETFs, ETF Philosophy, Special Sectors ETFs, US Markets and ETFs | No Comments

Increasingly, clients and prospective clients have been asking me about “liquid alternatives.” On the one hand, I like the thinking behind an inquiry where the liquidity of an investment is at the forefront of a consideration. Alternative assets (e.g., art, wine, commercial real estate, commodities, etc.) often sound intriguing on the surface, but unless one is able to convert the asset to cash easily, gains can erode and financial hardships can ensue. It follows that assets in the alternative space…

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Great Rotation? ETFs Encounter A Different Kind Of Shift In 2014

By | Alt Energy ETFs, Biotechnology ETFs, China ETFs, Commodity ETFs, Consumer ETFs, Current Affairs and ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Frontier Market ETFs, Health ETFs, Internet ETFs, Large Cap ETFs, Materials ETFs, Natural Resources ETFs, Retail ETFs, Small Cap ETFs, Special Sectors ETFs, Technology ETFs, US Markets and ETFs | No Comments

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks. The notion picked up steam shortly after the Federal Reserve announced its intention to taper its quantitative easing (QE) program in May of 2013. Yield-sensitive assets of all stripes — corporate bonds, Treasury bonds, munis, preferred shares, REITs — experienced the type of rapid wealth destruction that is more commonly associated with significant stock slumps….

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Three Characteristics Of ETFs Near 52-Week Highs

By | Alt Energy ETFs, Biotechnology ETFs, Commodity ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Health ETFs, Special Sectors ETFs, US Markets and ETFs, Utilities ETFs | No Comments

The investing public tends to place a great deal of faith in the forecasts of economists. To be frank, I am not entirely sure why. An overwhelming majority missed the impact that well-documented declines in real estate were having on the economy in 2007. Here in 2014, the latest housing data may be showing cracks as well. For example, the National Association of Home Builders (NAHB) puts out a monthly housing market index. In February, the index plummeted to 46,…

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The Reappearance Of Resources-Rich Country ETFs

By | Alt Energy ETFs, Commodity ETFs, Currency ETFs, Current Affairs and ETFs, Emerging Market ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Global ETFs, Materials ETFs, Natural Resources ETFs, Special Sectors ETFs, US Markets and ETFs | 2 Comments

For the better part of three years, investing in mining companies has been an exercise in extraordinary patience. A significant portion of the poor performance is attributable to the slowdown in emerging market growth. Economic weakness from China to Brazil to India has contributed to plummeting commodity prices and fresh lows for industrial metals. Shares of miners suffered alongside commodity angst. Market Vectors Gold Miners (GDX) had been particularly battered, experiencing price erosion of 65% between May of 2011 and…

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Why Certain Energy ETFs Are Better Choices Than Others

By | Alt Energy ETFs, Commodity ETFs, Emerging Market ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Natural Resources ETFs, US Markets and ETFs | No Comments

Most sector ETFs have hit new year-to-date highs. Some sector investments like SPDR Select Sector Health Care (XLV) are not only blazing a trail in 2014, they’re crushing all-time records. Meanwhile, REIT ETFs like iShares DJ Real Estate (IYR) have shaken off the hangover of 2013’s massive spike in rates and have rallied back to take advantage of declining 10-year bond yields. In contrast, a few segments of the economy have failed to significantly engage market participants. SPDR Select Sector…

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3 Lesser-Known ETFs For An Escalating Ukraine Conflict

By | Alt Energy ETFs, Bond ETFs, Commodity ETFs, Defense & Aerospace ETFs, ETF Philosophy, US Markets and ETFs, Utilities ETFs | No Comments

Russia’s “beef” with Ukraine is leading to a variety of near-term repercussions. The turmoil is producing interest in traditional safer-haven assets like the Japanese yen, U.S. Treasuries as well as gold. It should be noted, however, that these perceived safer holdings have been gaining in price since the year began. Russia’s recent military maneuvering has merely intensified a desire for protection. Yet not all investments that currently show relative strength fit as neatly into the “risk-off” category. There are a number…

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3 New Year’s Resolutions An ETF Investor Can Keep

By | Alt Energy ETFs, Bond ETFs, China ETFs, Current Affairs and ETFs, Emerging Market ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Global ETFs, Health ETFs, International ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

The first Monday after the New Year’s celebration is unofficially known as, “Blue Monday.” Apparently, media outlets are crediting a United Kingdom purveyor of protein drinks with coming up with a name for the most depressing day of the year. Granted, it may sound as though I am making this up or perhaps pulling it from an episode of the television series, “The Incredibly Poor Decisions of Todd Margaret.” Nevertheless, there seems to be support for the notion that we…

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How Diversified ETF Portfolios Can Make You Feel Like A Loser

By | Alt Energy ETFs, Asia ETFs, Bond ETFs, Commodity ETFs, Current Affairs and ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Frontier Market ETFs, International ETFs, Large Cap ETFs, Mid Cap ETFs, Small Cap ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

Financial professionals often talk about the importance of diversifying across the asset classes. Had you chosen to do so in 2013, however, you may be feeling less giddy than the “Holy Cow, Look at the Dow” cheerleaders on CNBC. ETFs For 14 Asset Classes 2013 YTD Approx % Large Cap US: SPDR S&P 500 Trust (SPY) 31.9% Mid Cap US: SPDR MidCap (MDY) 33.1% Small Cap US: iShares Russell 2000 (IWM) 34.0% Large Cap Foreign: iShares MSCI EAFE (EFA) 21.7%…

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