Archive | Dividend ETFs

Don’t Fight The Fed? Don’t Fight The Treasury Bond ETF Trend

Media pundits have attributed recent stock skittishness to geopolitical tension in Eastern Europe, military conflict in the Middle East, a 4.0% initial reading for 2nd quarter GDP growth, a hawkish dissenter in the ranks of the Federal Reserve, a surprisingly strong jump in employment costs, a 10-basis point pop higher in the 10-year yield, deflation [...] Continue Reading...


Sector ETFs In 2014 And 2007: The Inconvenient Comparison Feels Like A Bone In The Throat

The S&P 500 has served up a 7%-plus return through the first six-and-a-half months of the year. That’s remarkably impressive when one considers the depth of geopolitical conflict, the implication of structural under-employment, the October end of quantitative easing (QE3) and the strong possibility of a significant change to the legislative branch this November. Naturally, some [...] Continue Reading...


Is A Little “Bubble Paranoia” Good For Your ETF Portfolio?

Authors Lu Wang and Joseph Ciolli at Bloomberg described the fear of U.S. stocks falling as “bubble paranoia.” Yet, if fundamental and technical indicators both suggest that U.S. stock assets are extremely overvalued, is the maladjustment with some investors or with the markets themselves? The above-mentioned writers explained that U.S. Federal Reserve members believe asset prices [...] Continue Reading...


Are M&A ETFs The Logical Choice For The Sharp Decline In Corporate Share Buybacks?

Government debt around the globe is roughly 40% higher than it was just five-and-a-half years ago. In fact, the majority of “top 10″ economies, including the United States, carry untenable debt burdens of more than 100% debt-to-GDP ratios. How dangerous are these circumstances? Well, imagine a family that earns $120,000 per year and carries credit card [...] Continue Reading...


Buyback ETFs: Hold Off On The U.S. Version, Evaluate The International Adaptation

According to a study by LPL Financial, the “smart money” may be exiting equities. Hedge funds, institutions, insiders and foreigners were net sellers of stock in June. The net buyers? Individuals and corporations. The brokerage firm’s chief market strategist, Jeffrey Kleintop, further explained that companies buying back shares of their own stock accounted for most [...] Continue Reading...


Are Stock ETF Investors Placing Too Much Faith In The Fed?

“The contraction in the first quarter is not reflective of the underlying state of the U.S. economy and the subsequent flow of data points to a significant snap-back in the second quarter,” explained the chief economist at Regions Financial. Keep in mind, Richard Moody, like the overwhelming majority of economic pundits, projected rising interest rates [...] Continue Reading...


Seven Investments That Are Beating The SPDR S&P 500 ETF (SPY)

Imagine for a moment that you are not familiar with ticker symbols. Now, let me name seven contenders for your investment dollars — assets that simultaneously diversify your portfolio as well as increase your risk-adjusted performance. Ticker Symbols (Imagine That You Are Unfamiliar With Them) Approx YTD % EDV 19.0% LTPZ 14.4% CLY 11.9% MLN 11.8% BLV 11.7% PCY 10.5% BAB 9.8% SPDR S&P 500 (SPY) 6.5% Cut to the chase, right? [...] Continue Reading...


3 Rate-Sensitive ETF Categories Demonstrate High-Caliber Endurance

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 [...] Continue Reading...


When The S&P 500 Breaks A Record, Reduce Your ETF Portfolio Risk

In the history of the NBA Finals, no team had ever come back from a 3-1 deficit. Miami Heat believers explained that records were meant to be broken. And Lebron James asked, “Why not us?” To the dismay of some basketball fanatics, the San Antonio Spurs mercifully disposed of their inferior competition in the fifth game. [...] Continue Reading...


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

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 [...] Continue Reading...


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