Archive | Small Cap ETFs

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...


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...


Money Flows Into European ETFs During The Shutdown

Economists worldwide continue to raise their forecasts for the economies of European countries as well as the region as a whole. In particular, the International Monetary Fund (IMF) hiked its 2013 prediction for the 17 country euro-zone from a contraction of 0.6% to a contraction of 0.4%. Absolute numbers notwithstanding, the direction represents improvement. The expectation [...] Continue Reading...


What Can Apple Teach ETF Investors About Performance Chasing?

The hottest ETFs have taken the biggest hit over the past five trading days. Global X Social Media (SOCL), Market Vectors Biotech (BBH) and iShares Russell 2000 Small Cap Growth (IWO) have shed 7.0%, 6.5% and 4.0% respectively. Most attribute the over-sized losses to generalized anxiety over the debt ceiling showdown between Congress and the [...] 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...


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