Archive | Large Cap ETFs

Which ETFs Are Benefiting From U.S. Dollar Woes?

The U.S. dollar has certainly lost value since the Federal Reserve began printing greenbacks to purchase U.S. bonds. On the other hand, most of the damage occurred at the onset of the Fed’s quantitative easing program(s). Since the “euro” came under extreme pressure during the sovereign debt crisis of 2011, and since Japan’s campaign to [...] Continue Reading...


Equal Weight ETFs: Will Tilting Your Portfolio Help You Or Hurt You?

Over the years, I have written articles extolling the virtues of “Equal Weight” ETFs at the expense of traditional market-cap weighted index ETFs. The folks at Rydex (now Guggenheim) certainly appreciated my observations; several equal-weight advocates even asked for republishing rights. Here are a few examples: 1. Equal Weight Edging Out Market Cap (June, 2007). In this [...] Continue Reading...


ETF Trends That May Not Have Hit Your Radar Screen

A do-it-yourself investor would be wise to track institutional money. Are there surprising, or not so surprising, moves that advisers make via their block trades? Often, the activity will give you the heads-up if advisers like myself are on their way to a party before the rowdier guests arrive; similarly, tracking block allocations might tell [...] Continue Reading...


August ETF Selling Into Strength

Throughout the bulk of 2013, investors became accustomed to seeing U.S. stock market benchmarks close near their intra-day highs. In August, however, we may be witnessing the birth of a disconcerting pattern whereby institutional investors sell broad-based equities into strength. Consider the trading activity on seven of the most popular ETFs on Tuesday, 8/20: On Tuesday, 8/20/2013, [...] Continue Reading...


Why U.S. Small Cap ETFs May Be Running On Fumes

Dennis Lockhart is a non-voting member of the Federal Reserve’s monetary policy committee, yet his opinions can still move stock markets. On Tuesday (8/7/2013), stocks pulled back because Mr. Lockhart suggested that the Fed may indeed slow its bond buying program as early as September. One of the main criteria? Job creation in August would [...] Continue Reading...


5 Reasons To Pursue Alternatives To More U.S. Stock ETF Exposure

In September of 2012, the central bank of the United States (a.k.a. “the Fed”) announced its largest debt-buying policy ever. The $85-billion-per-month endeavor sent mortgage rates to amazingly low levels. Real estate purchases soared, property prices rose sharply and homeowners became enamored with “3.4% Fixed for 30 years.” Naturally, the central bank hoped that its manipulation [...] Continue Reading...


Alpha-Oriented ETFs in a Beta-Dominated Stock Market

If I spent more time on Twitter, I might react to media commentary as follows: 1. Fundamentals? LOL! RT @YahooFinance. Investors now concentrate on fundamentals after weeks when Federal Reserve policies dominated markets. 2. Did not matter in Q1. RT @CNBC. This might be time when the market takes its lumps for not showing real sales growth. 3. [...] Continue Reading...


The Great Resistance? U.S. Stock ETFs Stumble At Key Price Points

According to the U.S. National Bureau of Economic Research (NBER), the “Great Recession” began in December 2007 and ended in June 2009. Eighteen months hardly constitutes a lengthy economic contraction. Just ask Portuguese and Spanish citizens whose countries have never quite recovered from the slump that began in the U.S. and spread across the globe. [...] Continue Reading...


3 Reasons to Embrace This Particular Active ETF

Long-time readers and listeners know that I am an active manager of passive “Index ETFs.” I favor exchange-traded index vehicles because the diversification comes with low expenses, exceptional tax-efficiency and intra-day liquidity. The media have regularly inquired why I rarely endorse the use of “Active ETFs.”  For one thing, these funds involve more frequent trading, creating [...] Continue Reading...


The Evidence Still Favors Low Volatility ETFs

Right now, the good folks at Morningstar view Low Volatility ETFs as too expensive. The analysts at the investment evaluation giant believe that investors should focus on mega-cap brand name corporations instead — companies that may have more reasonable prices relative to earnings and/or fair value estimates. Mega-cap ETFs include assets like Guggenheim Russell Top 50 (XLG) [...] Continue Reading...


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