Archive | Dividend ETFs

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...


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...


Preparing Your ETF Portfolio For Increased Volatility

HSBC’s most recent Purchasing Managers’ Index (PMI) for the Chinese economy rose to 50.5 from a final reading of 50.2 in August. The manufacturing sector may be expanding, but the growth is noticeably restrained. Meanwhile, German factories registered their slowest growth in 15 months and the French manufacturing segment continues to shrink. Equally disconcerting, the [...] Continue Reading...


Reduce Your Allocation To Small Cap U.S. Stock ETFs

The Wall Street media may celebrate the 35% intra-day jump in Alibaba shares. They may tout the record highs in the Dow and the S&P 500. However, they are missing the boat on both the economy as well as key stock market divergences. Let us start with the economic environment. The all-important Conference Board’s Leading Indicators [...] Continue Reading...


How ETF Investors Can Prepare For A 10% Correction

What is the longest period of time that the S&P 500 has traded without a 10% correction? According to Bespoke Investment Group, the record is a blissful 1,127-day run from July 1984 to August 1987. The current rally? 1,069 days. The waters are so calm, in fact, that only 13.3% of respondents to the most [...] Continue Reading...


Why Overvalued Stock ETFs Still Offer Opportunity

Let us recall that every significant economist and every major U.S. investment firm predicted interest rates would climb in 2014. The primary basis for the assessment? U.S. economic growth would accelerate and encourage the Federal Reserve to end ultra-easy monetary measures. Well, now that we’ve seen a so-called acceleration in the second quarter – now [...] Continue Reading...


Profit Margins And ‘Fairly Valued’ U.S. Stock ETFs

Money managers like myself may not discuss it often, but they probably have an “Uh Oh Indicator.” What is it? When certain clients ask why any amount of cash rests in money market accounts – why more of the money is not being committed to the stock benchmark du jour (i.e., NASDAQ in 1999, MSCI [...] Continue Reading...


Questions For U.S. Stock ETF Bulls

Have you studied the history of stocks in the U.S? Most people are aware of the crash in 1929 as well as the capital depreciation that occurred through 1932. Yet many may not be aware of the government stimulus in 1933 that helped the market soar 200% over the next four years. While the stimulus [...] Continue Reading...


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