Archive | Small Cap ETFs

Everything Is Awesome? Time To Rethink Your ETF Asset Mix

Less than three months ago, analysts everywhere argued a case for economic acceleration. It was almost as if financial authorities big and small had held a convention at LEGOLAND in California to declare that, “Everything Is Awesome.” Everything is not awesome. Jobless claims hit 10-month highs, factory orders have dropped for six consecutive months, consumer spending [...] Continue Reading...


Risk Aversion Gains Momentum And Risk Taking Loses It

The case for investing in riskier assets has often been described as a sensible quest for yield and/or capital appreciation in a world with ultra-low interest rates. That helps to explain why the S&P 500 has defied the odds with respect to corrective activity, garnering double-digit percentage gains in 2012, 2013 and 2014. Yet the preference [...] Continue Reading...


Proof Positive That U.S. Stock ETFs Are Not The Only Place To Be

Financial professionals are blaming the latest round of risk asset uncertainty on a variety of factors, from the continuing sell-off in oil to the possibility of Greece being kicked out of the euro-zone. Still others are pointing to anxiety over the U.S. Federal Reserve’s intention to raise its overnight lending rate target in mid-2015 – [...] Continue Reading...


The Best ETFs For Positioning Your Portfolio In 2015

At the beginning of each New Year, Seeking Alpha, the popular financial web portal, interviews Gary Gordon for its¬†Positioning for 2015 series. Here is a transcript of that exchange. SA’s Carolyn Pairitz (CP): How would your clients describe your investing style/philosophy? Gary Gordon (GG): My clients would recite my mantra‚Ķ There are four possible investing outcomes (i.e., [...] Continue Reading...


Are The Media Exaggerating The Bull Market?

Notorious bears like Peter Schiff and John Hussman have been warning about the bull market’s inevitable demise for many years. Ignoring their gloom-n-doom predictions has been the better way to go. After all, six years of zero percent interest rate policy by the U.S. Federal Reserve successfully reflated portfolios heavily tilted toward U.S. equities. On the [...] Continue Reading...


U.S. Large Cap Stocks: The Only Risky Asset Class Capable of Avoiding a Chaotic World?

It should not be too difficult for investors to remember the financial media’s general recommendation for stock exposure in the previous decade. Based primarily on the enormous success of emerging markets and developed foreign markets – talking heads on CNBC regularly talked about total market cap of world equities being a 50% split between the [...] Continue Reading...


Why Did ETFs Become So Popular? Fewer Folks Are Buying The Hold-N-Hope Hype

Exactly how long should a buy-n-hold investor “hold?” For example, if you held the Dow Jones Industrials Average from 1916 through 1981, would you have made money in those 65 years? Not from inflation-adjusted price appreciation. Here are the returns: The above-mentioned data represent 65 years of buy-n-hold angst. Granted, naysayers might say that the dates have [...] Continue Reading...


Are All ETF Correlations Barreling Towards 1.0?

Since the S&P 500 hit 2011 on September 18, it has forfeited 4.1%. That may not represent a significant decline. Yet, the year-to-date damage across an array of 18 popular asset classes is a bit more vexing. Depreciation Across 18 Unique Asset Classes % Off 2014 High 200 Day MA Vanguard Total International Bond (BNDX) 0.0% Above Vanguard [...] Continue Reading...


The Barbell Approach To ETF Portfolio Allocation Continues To Shine

I did not invent the barbell strategy. At the start of the year, I simply offered readers a glimpse into the way that I would be managing ETF assets in the late-stage bull market. First, let me take you back to January when I explained that long-term rates would fall, not rise. The contrarian call had [...] Continue Reading...


Is The S&P 500 Now Safer Than A Diversified Portfolio?

Both the media and a wide array of financial advisers preach owning a diversified portfolio. Below, I have created a hypothetical asset mix that a moderate growth investor might employ: 30% iShares S&P 500 (IVV) 25% Vanguard Total Bond (BND) 12.5% iShares MSCI EAFE (EFA) 7.5% SPDR S&P Mid-Cap 400 (MDY) 5% SPDR High Yield (JNK) 5% Vanguard Short-Term Bond (BSV) 5% [...] Continue Reading...


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