Archive | Large Cap ETFs

ETFs For Those Seeking Greater Tax Freedom

A leading non-partisan tax policy researcher, The Tax Foundation, estimates that your first 111 days belong to the U.S. government. When the estimate includes the effect of federal borrowing, the date moves to May 6. In other words, you work for Uncle Sam in your first 125 days of a given year, while the remaining [...] Continue Reading...


Great Rotation? ETFs Encounter A Different Kind Of Shift In 2014

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks. The notion picked up steam shortly after the Federal Reserve announced its intention to taper its quantitative easing (QE) program in May of 2013. Yield-sensitive assets of all stripes — [...] Continue Reading...


An Easy Way To Insure Against A Big Loss With Your ETFs

One of the more noticeable trends in the current U.S. stock bull has been the flip-flopping of the bears. Steven Russolillo at WSJ.com recently profiled a variety of prominent voices who received accolades in the past for extreme pessimism. Yet, even as price gains started to pile up in 2009, 2010, 2011, 2012, these folks [...] Continue Reading...


U.S. Stock ETFs Completely Decouple From U.S. Economic Concerns

Can we really attribute all of the horrendously weak economic data to icy pavements and polar vortexes? The Institute of Supply Management (ISM) services sector report for February recorded its weakest data point in four years (51.6), posting a percentage decline that is the second worst ever. In the same report, a sub-index on jobs [...] Continue Reading...


Will Foreign Developed ETFs Finally Outperform Domestic Stock ETFs?

Investors who allocated a portion of their capital abroad have been experiencing a whole lot of performance envy lately. For instance, those who concentrated their dollars in the S&P 500 last year savored 30% price appreciation, while those who allocated some money to the MSCI EAFE Index struggled to come to terms with a disappointing [...] Continue Reading...


Positioning Your ETF Portfolio For 2014

Seeking Alpha’s Abby Carmel and Jonathan Liss recently spoke with Gary to find out how he selects specific ETFs and plans to use them to position clients in 2014. SA Editors (SA): How would you describe your investing style/philosophy? Gary Gordon (GG): Information processing is the best way to describe the way that I invest. I gather [...] 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...


The ETFs To Buy Near Dow 16000

My wife Denise asked me why stocks were hitting record highs this morning (11/18/13). I grinned in a manner that probably appeared smart-alecky. For one thing, stock benchmarks hit record peaks on numerous occasions over the last two months without much in the way of resistance. The only difference on this particular Monday are the [...] Continue Reading...


Should Changing Market Dynamics Concern Small Cap ETF Owners?

For the better part of 6 months, small company stocks have outperformed large company stocks. That’s not unusual for an unapologetic bull rally. Indeed, if investors are embracing risk, then they are typically willing to pay a higher price to own faster growing corporations. Since the beginning of October, however, riskier holdings have been losing momentum [...] Continue Reading...


Alternative ETFs: Can You Increase Your Risk-Adjusted Performance?

Is anyone bothered by the bizarre relationship between a sub-par economy and ever-rising stock prices? In brief, dismal hiring coupled with negligible wage growth encourage the Federal Reserve to continue suppressing interest rates with its emergency bond buying program. Corporations use the ultra-low rates to refinance debt, repurchase stock shares, cut costs and enhance profit [...] Continue Reading...


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