Archive | Frontier Market ETFs

Low P/E ETFs Become Less Risky When They Boast Technical Uptrends

Many value-oriented stock pickers do not see a self-sustaining U.S. economy and they continue to play “Taps” on their trumpets. Commonly cited warning signs include: (1) The 10-year annualized price-to-earnings (P/E) ratio of U.S. stocks is above 25, (2) In absolute dollar terms, the amount of borrowed money (i.e. margin debt) in the stock market [...] Continue Reading...


How Diversified ETF Portfolios Can Make You Feel Like A Loser

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 [...] Continue Reading...


Resources-Based ETFs Coming Back From The Dead

If one focused his/her attention solely on year-to-date performance, he/she might eschew foreign stock ETFs altogether. With the S&P 500 SPDR Trust (SPY) and the iShares S&P Mid-Cap 400 (IJH) garnering 18% and 22% respectively, who needs to dabble in emerging markets? After all, Vanguard Emerging Markets (VWO) registered a dismal 9-month showing of -8%. Think [...] Continue Reading...


Profitable Stock ETFs That May Not Have Appeared On Your Radar Screen

What happened to the benefit of diversifying across different types of assets? Shouldn’t it be beneficial to own a mix of foreign stocks, U.S. stocks, foreign bonds, U.S. bonds and commodities (e.g., gold, oil, etc.)? Here‚Äôs a quick look at what has transpired over the last 3 months: Asset Classes Over 3 Months (2nd Quarter) ¬† ¬† ¬† ¬† ¬† ¬† ¬† ¬† 3 Months ¬† ¬† ¬† ¬† ¬† ¬† ¬† U.S. Stocks [...] Continue Reading...


Emerging Market Truths, Frontier Market Truths and ETF Statistics

China’s manufacturing sector is contracting, Brazil’s consumers are retrenching and India’s economy is growing at the slowest pace in a decade. Is it any wonder that commentators as well as investors are abandoning the concept of “BRIC” (Brazil, Russia, India, China) funds? Others muse that the real opportunities can be found in different emerging markets or [...] Continue Reading...


Does Diversifying ETFs Across the Asset Classes Cause Portfolio Abuse?

Several days ago, one of my clients referred a friend to Pacific Park Financial, Inc. The elderly gentlemen came to my office with a familiar dilemma. Specifically, he struggled to see the value of holding different asset classes in his portfolio. His investments had appreciated nicely over the years. What’s more, he was proud of the [...] Continue Reading...


Profit Takers Bid Farewell to the Highest-Flying Stock ETFs. Should You?

In 1986, I visited the Philippine Stock Exchange. There were few, if any, computers on the floor. Black markers registered trading activity on a giant whiteboard. And the feeling that I came away with was that I had caught a glimpse of an incomplete science experiment. Today, however, a number of frontier economies have upped their [...] Continue Reading...


Frontier Market ETFs Or Emerging Market ETFs?

Daisy Maxey is a talented financial columnist for WSJ.com. Ms. Maxey also follows me on Twitter. Not surprisingly, then, I may be slightly hesitant to question the timing of her recent feature, “Frontier Market Funds Offer Promise, Risk.” By the percentages, Ms Maxey cites data that is supposed to represent opportunity in the least developed countries [...] Continue Reading...


How Long Will Stock Market Exuberance Last? These 3 ETFs May Tell You

According to EPFR Global, money poured into stock funds at a faster pace over the last week than at any time since September of 2007. For those who may not immediately recognize the date as particularly significant, October 2007 kicked off one of the most volatile and bone-jarring bear markets in U.S. history. By no means [...] Continue Reading...


Exporter ETFs Unfazed By U.S. Political Drama

The S&P 500 traded in a 20-point range on Thursday, 12/27. And most of that activity was consistent with risk-off, “sell-it-all” fretfulness. What have investors been fretting? What else… the¬†fiscal stand-off. Early on Thursday, Senate Majority Leader Harry Reid sent broader indexes 1% lower on statements¬†suggesting that a budget deal could not be reached before year-end. Later [...] Continue Reading...


Free Sign-Up                     ETF Expert RSS Feed  Follow EtfExpert on Twitter

Receive ETF Expert Daily By Email
Get The Weekly ETF Expert Newsletter

Archives