Archive | Bond ETFs

Stick With Stock ETFs, But Consider A Multi-Asset Hedge

According to updated GDP reports, the U.S. economy grew at its fastest back-to-back quarterly rate since 2003. Yet few would attribute the U.S. dollar’s surge against competing currencies to the upbeat news. Rather, the dollar’s ascent is mostly a function of declining economies in Europe and Asia. Even the most ardent optimists realize that the [...] Continue Reading...


Stock ETF Investors Should Track Junk Bond ETF Apathy

Perhaps as long as China is cutting rates and Europe is buying asset-backed securities – and as long as the U.S. maintains its policy of zero percent interest rates – investors can ignore traditional risk in stock assets. Then again, contrarian assessments suggest that participants are closing in on euphoric extremes and credit spreads are [...] Continue Reading...


A Diversified, Safer Way To Hedge Against Stocks Using ETFs

There are plenty of ways that you can hurt a man and bring him to the ground. You can beat him, you can cheat him, you can treat him bad and leave him when he’s down. Queen – Another One Bites The Dust Over the last 12 months, most efforts to hedge against U.S. stock risk have proven [...] Continue Reading...


ETF Flows: Nobody Believes In Europe, Everyone Believes In North America

The SPDR S&P 500 Trust (SPY) trades at a P/E (trailing 12 months) of 18.64 and a P/B of 2.7. The average P/E ratio since the 1870’s is roughly 15, while the current P/B is higher than 82% of the bull market tops since the mid-1920s. Although several may try to describe the U.S. stock market [...] Continue Reading...


Expect Rate Sensitive ETFs To Extend Their Lead Due To Housing Uncertainty

I have not been able to sell my house. I have lowered the original asking price ($1,139,000) by more than 5%. I have jacked up the commission for buyer agents. None of it matters – million dollar homes throughout Orange County, California are not receiving a whole lot of offers. Granted, real estate is local. What’s [...] Continue Reading...


Keeping More of Your ETF Capital Gains and Income

According to the Social Security Administration, the average monthly benefit for retired workers of 65 years of age is $1,300 per month, or $15,600 per year. Median family income in the United States is currently $54,000. With roughly 20 percent of people near 65 years old having saved zero for retirement, how can these folks [...] Continue Reading...


New 52-Week Highs: Which Stock ETFs Are Shining The Brightest?

In spite of a stock market sell-off that nearly set the S&P 500 back 10%, some stock ETFs have already recovered. That’s right. A handful of funds barely trembled during last week’s frightful liquidation. Shortly thereafter, this intrepid group ascended to record heights. Here are the more notable stock ETFs on the latest 52-Week High list. [...] Continue Reading...


Why Did ETFs Become So Popular? Fewer Folks Are Buying The Hold-N-Hope Hype

Exactly how long should a buy-n-hold investor “hold?” For example, if you held the Dow Jones Industrials Average from 1916 through 1981, would you have made money in those 65 years? Not from inflation-adjusted price appreciation. Here are the returns: The above-mentioned data represent 65 years of buy-n-hold angst. Granted, naysayers might say that the dates have [...] Continue Reading...


It Is Not Too Late To Hedge Against Stock ETF Risk

Since October of 2011, the US. stock market has not only been resilient, it has repelled more water than Gore-Tex. The pullbacks in 2012, 2013 and the first eight months of 2014 have been unrepentant buying opportunities. The current downpour that began in mid-September, however, has presented bears with more compelling reasons to sell. Market valuations [...] Continue Reading...


The Barbell Approach To ETF Portfolio Allocation Continues To Shine

I did not invent the barbell strategy. At the start of the year, I simply offered readers a glimpse into the way that I would be managing ETF assets in the late-stage bull market. First, let me take you back to January when I explained that long-term rates would fall, not rise. The contrarian call had [...] Continue Reading...


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