Archive | Latin America ETFs

Emerging Markets Versus U.S. Small Caps: Which Provides Better Reward For The Risk?

Downward revisions to economic growth going forward have little to do with the weather in the first few months of the year. Yet economists are already concluding that gross domestic product (GDP) in the second, third and fourth quarters will be lower than originally anticipated. Similarly, the National Retail Federation (NRF) is blaming the so-called [...] Continue Reading...


Bargain ETFs Are Sitting In Plain View

Last week, at the same time that the Dow had been hitting an all-time high, the Russell 2000 had been crossing below its long-term 200-day trendline. This particular divergence between U.S. large-cap stocks and U.S. small-cap stocks has only occurred on two other occasions over the past four-and-a-half decades — in early 2000 and in [...] Continue Reading...


Smoking Hot Emerging Market ETFs: The Real Thing Or Just Another Head Fake?

In a matter of weeks, funds like Vanguard Emerging Markets (VWO) surged forward by as much as 8.5%. Do investors suddenly believe that Russia, Brazil and China will collectively get their developing economies back on track? Not necessarily. Is the investing community waking up to the 40% price-to-earnings (P/E) discount for shifting capital into emergers [...] 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...


Is Gold Just Another Metals ETF?

There was a time when Gold ETFs seemed unstoppable. They worked when the global economy hummed. They provided relative safety when the world economy collapsed. They hedged against inflation. Heck, they even appeared to hedge against deflation. And there were very few folks who benefited from bad-mouthing the yellow metal as the commodity ran from [...] Continue Reading...


The Rich ETFs Get Richer, The Poor ETFs Get Poorer

The best performing exchange-traded stock funds over the last three months are essentially the same ones that outperformed over the last six months and over one year. The worst performers were consistently weak over all three time periods as well. Simply stated, the rich ETFs are getting richer, while the poor ETFs are becoming impoverished. Consider [...] 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...


Emerging Market Stock ETFs: Too Much Risk For Too Little Reward?

Wayne Lin manages money at Baltimore-based Legg Mason Inc. In a phone interview with the folks at Bloomberg, he explained that many investors have been surprised by the significant under-performance of emerging market equities in the global “risk-on” rally. How anemic have the upside gains for emergers been? ¬†Since the October lows of 2011, Vanguard Emerging [...] Continue Reading...


Do These Country ETFs Provide Better Value Than U.S. Stock ETFs?

Over several decades, I have produced content for radio, television, magazines and web sites. And one of my longest-standing themes has been the silliness surrounding what constitutes a “bargain” in a stock market. Advocates for employing price-to-earnings ratios (P/Es) debate whether to use trailing 12 months or forward 12 months or trailing 10 years; some even [...] Continue Reading...


Domestic ETF Risk Taking Vibrant, International ETF Risk Taking Constrained

The S&P 500 has not merely been resilient in its six consecutive weeks of gains. The celebrated U.S. stock benchmark has been unstoppable in its 8.3% unrealized run-up. Granted, nearly everyone expects a period of mild selling activity (a.k.a. “a breather”). Indeed, history certainly suggests that unbridled enthusiasm usually gets a reality check or three. The [...] Continue Reading...


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