Archive | March, 2012

2 ETFs For Those Who Agree With Jamie Dimon

Jamie Dimon, CEO of JP Morgan Chase, believes that the¬†housing market¬†has bottomed and that there’s¬†virtually no¬†risk of recession. However, the head of the most profitable U.S. financial corporation may be banking too¬†much on the Federal Reserve alone. Granted, Bernanke is unlikely to step away from the electronic money printing press until job growth is double what [...] Continue Reading...


Shifting Toward Non-Cyclical Stock ETFs In Q2

For 3 years, individual investors betting on the “End of Days” have been burned at the stake. Summertime corrections occurred in 2009, 2010 and 2011… and each time… markets recovered¬†handsomely. In 2012, it would be easy to employ the same pattern of¬†”selling in May and going away.”¬†On the other hand, the more predictable the pattern, the¬†less [...] Continue Reading...


Currency ETFs Won’t Fight The Fed’s Bernanke

In the last 8 weeks, bond traders have seemingly been willing to “fight the Fed.” The 10-year yield has crept up 50 basis since the start of February to 2.27%. What’s more,¬†you don’t have to look very far to¬†find an analyst willing to declare¬†an end to¬†the love affair that investors have had with U.S. government [...] Continue Reading...


March 25, 2012 – ETF Expert Radio Podcast

Europe Debt Crisis Update, Sector ETFs, Low Volatility ETFs, Multi Asset Income ETFs, Pipeline ETFs, Financial ETFs Click here to listen to the show: 3-25-2012 Continue Reading...


The Rain In Spain Will Benefit Battle-Tested Dividend ETFs

In the first two months of the year, SPDR Dow Jones Industrials (DIA) garnered 6.5% and the underlying benchmark made a successful run at 13000. It was a phenomenally fast start that persuaded many investors with cash on the sidelines to reconsider. Perhaps surprisingly, foreign stock ETFs dramatically outperformed domestic counterparts in January and February. For example, Vanguard Emerging Markets (VWO) raked [...] Continue Reading...


Why You Should Not Bank On The Stupefying Strength in Financial ETFs

Chartists often like to view sector performance relative to the S&P 500 via a price ratio. For instance, if you are interested in basic materials stock momentum, you might investigate XLB:SPY over a particular period of time. In comparing price ratios for each of the 9 largest sector ETFs on 3/20/2012, only two can be said to be gaining [...] Continue Reading...


Uncertainty Of Policy Direction Is Holding Back India ETFs

A seemingly endless string of interest rate hikes (unlucky 13) and bank reserve increases killed India ETFs in 2011. In fact, investors may not have feared inflation as much as they feared that the Reserve Bank of India would go too far. Yet a shift in central bank policy bias towards easing has given emerging market watchers reason to [...] Continue Reading...


March 18, 2012 – ETF Expert Radio Podcast

ETF Philosophy, ETF Strategy, ETF Benefits, ETF Drawbacks Click here to listen to the show: 3-18-2012 Continue Reading...


Relatively Tight Credit In Europe Still Weighing On Overseas ETFs

It’s a funny thing managing money for families, small businesses and high net worth individuals. One minute, you can be helping them overcome the terror of a 5% portfolio¬†pullback in a world that appears bent on self-destruction. (”OMG… Greece is going to default…war is going to erupt in the Middle East!”) The next minute, you [...] Continue Reading...


Some Sector ETFs Break Out To New Highs, Others Hesitate

My clients have benefited from a healthy slice of exposure to risk in 2012. Top ETF holdings include assets like SPDR S&P China (GXC), Vanguard Dividend Growth (VIG), iShares High Yield Corporate (HYG) and Vanguard Growth (VUG). My income-oriented winners like JP Morgan Alerian MLP (AMJ) and PowerShares CEF Income (PCEF) have been noticably slower on the [...] Continue Reading...


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