Pass or Fail? Analyzing and Grading a $818,000 Investment Account
What’s a telltale sign of a poorly designed investment portfolio? Answer: A portfolio that underperforms indexed yardsticks. Is it reasonable to expect this type of…
What’s a telltale sign of a poorly designed investment portfolio? Answer: A portfolio that underperforms indexed yardsticks. Is it reasonable to expect this type of…
Do you own a portfolio of investments? IRA? 401(k) plan? Taxable brokerage account? This episode is for you! Regardless of whether you’re a rookie or…
Although we know market prices always trump seasonality in terms of importance, we shouldn’t completely ignore the significance of historical seasonal trends. Since 1996, the…
Sometimes the quirkiest predictors of stock market performance are the most accurate. And for whatever reason, the Super Bowl Indicator fits that precise description. It has…
How did market participants react to the ECB’s 1.1 trillion euro QE-styled asset purchase plan? By pouring money into European stocks. Europe focused stock ETFs…
Why does Wall Street use improper techniques to measure investment performance? Is it to distort their own performance results by comparing apples with oranges? Ron…
It’s that time of year again. You know, the wonderful season when Wall Street’s strategists crawl out of their crevices to make predictions about the…
Never mind how the U.S. stock market is posting modest year-to-date losses close to 2%. Momentum stocks are up and so is risk taking. A comparison of…
What does the optimal investment portfolio look like? Is it the portfolio with the hottest stocks and ETFs? Is it the portfolio managed by famous…
The financial services industry preaches long-term investing as the panacea to people’s investment problems. Is it true? Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes…
Stock market volatility is frequently portrayed as an evil force that all investors should strive to avoid. However, embracing volatility (ChicagoOptions:^VIX) rather than avoiding it can…
Your investment portfolio is nothing more than a reflection of you. Put another way, it’s a personal statement about how you view risk, taxes, diversification,…
After gaining five consecutive years and gaining nine out the past 10 years, the U.S. stock market is on a roll. And while it’s easy…
Is consumer credit quality deteriorating? TransUnion reports: “While delinquency levels for subprime borrowers have grown from 4.2% in Q3 2012 to 4.5% in Q3 2013…
Is there such thing as “smart” beta? Not according to Ron DeLegge, Chief Portfolio Strategist @ ETFguide. Ron examines the historical performance of three so-called…
Energy stocks slid 8.7% last year and was the only S&P 500 (NYSEARCA:VOO) industry sector to lose value in 2014. Have energy stocks (NYSEARCA:XLE) really bottomed? FactSet reports:…
All investment portfolios are comparable to a novel, where each individual chooses their own personal genre and classification. If your investment portfolio was a novel,…
When stocks go up volatility goes down and vice versa. While this historically inverse relationship plays out most of the time, there’s been a significant disconnect…
The U.S. stock market has gained five consecutive years and 9 out of the past 10 years. Put another way, an offensive oriented aggressive approach toward…
The U.S. stock market has gained 9 out of the past 10 years and it’s been an impressive run. Is it time for investors to…