The Barbell Approach To ETF Portfolio Allocation Continues To Shine

07 October 2014 at 3:33 pm by Gary Gordon

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...


October 5, 2014 – ETF Expert Radio Podcast

05 October 2014 at 8:00 am by Staff

Employment Numbers & ETFs, Interest Rates & ETFs, ETFs & Diversification, ETF Strategies in Today’s Market, Small Cap ETFs, Commodities ETFs, Bond ETFs, Large Cap ETFs   Click here to listen to the show: 10-5-2014 Continue Reading...


Jobs Data Great For ETFs, Grisly For The Economy

03 October 2014 at 2:02 pm by Gary Gordon

“Holy Moly!” exclaim the financial media. They marvel at a headline unemployment number of 5.9%. They celebrate year-to-date job growth that is averaging about 220,000 positions per month. “This economy is much better than people think!” However, the economic optimists are wrong. The labor market is uncommonly weak. So why did stocks rocket higher on the job [...] Continue Reading...


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

02 October 2014 at 3:19 pm by Gary Gordon

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...


What The Daily 1% Price Swings Mean For ETF Investors

29 September 2014 at 2:58 pm by Gary Gordon

In the first half of the U.S. stock market bull (i.e., 2009-2011), 10%-19% corrections occurred annually. That has not been the case in the second half of the bull market. Instead, the frequency as well as the duration of setbacks lessened. There were several 7% sell-offs in 2012, a couple of 5% pullbacks in 2013 [...] Continue Reading...


When Canaries Stop Singing, Riskier ETFs Can Croak

25 September 2014 at 11:53 am by Gary Gordon

In a recent article at WSJ.com, the author interviews Michael Hartnett, a primary investment guru at Merrill Lynch. The top strategist explains that commodities, emerging markets, high-yield bonds and small-cap U.S. stocks are the “four classic canaries” in the investment mines. Moreover, he warns, the archetypal canaries have stopped singing. Yet Hartnett simply views the absence [...] Continue Reading...


Preparing Your ETF Portfolio For Increased Volatility

23 September 2014 at 3:23 pm by Gary Gordon

HSBC’s most recent Purchasing Managers’ Index (PMI) for the Chinese economy rose to 50.5 from a final reading of 50.2 in August. The manufacturing sector may be expanding, but the growth is noticeably restrained. Meanwhile, German factories registered their slowest growth in 15 months and the French manufacturing segment continues to shrink. Equally disconcerting, the [...] Continue Reading...


September 21, 2014 – ETF Expert Radio Podcast

21 September 2014 at 8:00 am by Staff

Global Economic Weakness & ETFs, Small Cap vs. Large Cap ETFs, Fed Policy & ETFs, Bond ETFs, ETFs & Currency Valuations   Click here to listen to the show: 9-21-2014 Continue Reading...


Reduce Your Allocation To Small Cap U.S. Stock ETFs

19 September 2014 at 11:06 am by Gary Gordon

The Wall Street media may celebrate the 35% intra-day jump in Alibaba shares. They may tout the record highs in the Dow and the S&P 500. However, they are missing the boat on both the economy as well as key stock market divergences. Let us start with the economic environment. The all-important Conference Board’s Leading Indicators [...] Continue Reading...


What the Federal Reserve’s Policy Guidance Means For ETF Investors

17 September 2014 at 1:48 pm by Gary Gordon

The market supposedly climbs a “Wall of Worry,” at least until those concerns overwhelm participants. Yet the only apprehension that might send stock investors for the exit doors today relates to the timing and the pace of central bank rate hikes. When it comes to a number of the traditional alarms – geopolitical struggles, global [...] Continue Reading...


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