Archive | Real Estate ETFs

Real Estate ETFs Hold the Key to the U.S. Stock Market’s Direction

I am not exactly going out on a limb, but let me say this about the circumstances in Syria: Missile strikes will not be the stock market’s downfall. Granted, the short-term trend toward higher oil prices is a thorn in the paw of consumption; consumer-oriented stocks may struggle a bit. However, the recent momentum in [...] Continue Reading...


Which Income ETFs Are Handling The “Taper Time” Pressure?

On Thursday, 8/15/2013, the 10-year yield broke through the psychological barrier of 2.75%. Since May, the intermediate-term 10-year Treasury has catapulted from a year-to-date low near 1.6% to a year-to-date high of 2.8%. Clearly, the U.S. Federal Reserve is having trouble persuading investors that — absent its $85-billion-per-month bond binge — they have the tools [...] Continue Reading...


Bond ETFs Could Shock Pundits In The Months Ahead

Who are these folks who keep insisting that the Federal Reserve will slow its bond purchases in September? Unless I’ve missed something, the press releases concerning Fed policy have explicitly stated that the central bank will maintain its zero percent interest rate policy for as long as the U.S. unemployment rate remains above 6.5% and [...] Continue Reading...


Investors Take Another Look At Stock ETFs With Above-Average Yields

Morningstar offers its paid subscribers a premium service called, “ETF Valuation Quickrank.” The company offers price-to-fair value estimates for several hundred ETFs that are based upon a proprietary analysis of the underlying stock holdings. At present, each investment is being labeled as fairly valued or overvalued; you will not a find a single fund — [...] Continue Reading...


REIT ETFs Recover On Declining Bond Yields

The 10-year Treasury flirted with a yield of 2.75% as recently as last week. That was before Fed Chairman Ben Bernanke did the Texas Two Step, clarifying the central bank’s intention to suppress interest rates for an extended period. Bernanke’s habituated partner in the rate dance? The yield hungry investor who is addicted to low [...] Continue Reading...


The Sector ETFs That “Dovetail” Best With The Fed Chairman’s Thinking

Is the current chairman of the Federal Reserve a genius, a knucklehead or a mere mortal? In late May, Ben Bernanke appeared to communicate that our central bank would soon be slowing down its bond purchasing program. Rate-sensitive assets from U.S. Treasury bonds to real estate investment trusts experienced a blood-letting that hardly seemed therapeutic [...] Continue Reading...


Choose ETFs With Relative Strength As Well As Defensive Attributes

The U.S. economy’s modest growth is attributable to the real estate market, corporate debt restructuring and big ticket consumption like auto. All of these areas are extremely rate sensitive. It follows that, with the Federal Reserve “taper talking” 10-year yields higher by 100 basis points (1%), the U.S. economy should slow in the coming months. [...] Continue Reading...


Touring the Asset Classes Via Vanguard ETFs

They are the 3rd largest provider of ETFs. They successfully leveraged their reputation as the low-cost leader of indexing. Regardless of your investment approach or philosophy, Vanguard offers more than 65 vehicles to get you to your destination. Halfway through 2013, it makes sense to evaluate the impact of a variety of market movers (e.g., global [...] Continue Reading...


Muni ETFs, Dividend ETFs For When The Fed Smoke Clears

In a recent article at WSJ.com, Jon Hilsenrath posed several hypothetical questions concerning the Federal Reserve as well as the U.S economy. As I read the piece, I found myself answering each query aloud. Later, I decided to chronicle some of the those thoughts in digital ink. Hilsenrath asked, “Might the prospect of withdrawing stimulus undermine the [...] Continue Reading...


Why Infrastructure ETFs Are Overrated

Early in 2007, a prospective client informed me that he would not be placing his $1,000,000 portfolio with my company, Pacific Park Financial. He explained that another Registered Investment Adviser specialized in leveraged emerging market ETFs and that the firm’s performance was amazing. I challenged the individual to better understand daily compounding versus annual compounding, though ultimately, I [...] Continue Reading...


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