Asset Allocation

ETF Battles Doubleheader: VTI vs. SCHB vs. ONEQ – Who Wins?

This is an excerpt of a ETF Battles doubleheader between VTI vs. SCHB vs. ONEQ– it’s a broad market rumble!  Who wins the battle? VTI and SCHB face off in key areas, including cost, diversification, performance and a mystery category Winner of VTI vs. SCHB battle advances to face ONEQ All ETFs in this doubleheader …

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Signs of Leadership Change: Growth vs. Value Stocks

This is an excerpt from Growth vs. Value Stocks: Signs of Leadership Change on ETFguide TV with Lance McGray at Advisors Asset Management. This episode examines: Signs that could trigger a leadership change between growth and value stocks Capturing growth and value without sacrificing quality  Understanding how diversification within strategies works Positioning your portfolio for …

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ETF Battles: BND vs. TLT – Which Bond ETF is Better?

This is an excerpt of ETF Battles between TLT vs. BND on ETFguide TV – it’s a showdown between two ETFs focused on the U.S. bond market.  Who wins the battle? TLT and BND go against each other in key areas, including cost, performance and yield TLT is focused on long-dated U.S Treasuries, while BND covers …

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ETF Battles: EEM vs. VWO – Which Emerging Markets ETF is Superior?

This is an excerpt of ETF Battles between EEM vs. VWO on ETFguide TV – it’s a face-off between two ETFs focused on emerging market stocks  Who wins the battle? EEM and VWO go against each other in key areas, including cost, performance and exposure strategy Both funds are among the largest emerging markets ETFs …

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ETF Battles: QQQ vs. XLK, who wins?

This is an excerpt from ETF Battles on ETFguide TV between QQQ vs. XLK – two of the largest technology ETFs by assets and trading volume.  Who wins the battle? QQQ and XLK go against each other in four key battle categories, including cost, performance and exposure strategy. Over the past decade, technology has been …

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Beefing up Your Investment Portfolio’s Tactical Side in the Coronavirus Era

The Coronavirus outbreak has turned out to be more than just a Black Swan – it’s a totally random Black Piano from the sky that takes the Black Swan by complete surprise, landing on the poor bird. The global pandemic has penetrated nearly every element of society, totally upending healthcare, politics, business and education. What …

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What’s Ahead for the Oil and Metals Markets?

The energy market has seen some record breaking moves in 2020.  Never mind how the May 2020 crude oil contract went $37 negative, the magnitude of the ups and downs has been off the charts. In our latest analysis at ETFguide TV, John Love the CEO at USCF Investments provides historical context. Love points out …

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ETF Battles: USMV vs. SPLV Who Wins?

This is an excerpt from ETF Battles on ETFguide TV between USMV vs. SPLV – two volatility minimizing stock ETFs. Who wins the battle? Stock market volatility per the CBOE S&P 500 VIX Index (VIX) has skyrocketed in 2020. In mid-March, the VIX jumped near +500% and has since backed off. Nevertheless, daily volatility remains …

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How to Protect Your Capital in a Dangerous Climate

“For those properly prepared, the bear market is not only a calamity but an opportunity,” said investing great Sir John Templeton. Are you ready or are you running?  News headlines are drenched with the same old same old: Coronavirus is spreading, business and travel interruptions are occurring, and global stock prices are sinking fast. Blah, …

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Will the Cooling IPO Market Regain its Footing?

Despite a mostly favorable stock market in 2019, over-hyped IPOs like Lyft and Uber disappointed.  This is an excerpt from ETFguide TV about the Cooling IPO Market and the Surprising Performance of IPO focused ETFswith Ron DeLegge at ETFguide. Stocks were hot, but initial public offerings, also known as IPOs still struggled. And despite the …

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Stocks: What’s the Most Profitable Trading Strategy during the U.S. Presidential Election Cycle?

Which years within the U.S Presidential election year cycle are best for equity investors? This is an excerpt from ETFguide TV How Stocks Behave during the Presidential Election Cycle with Ron DeLegge at ETFguide. Super Tuesday is over and leading candidates for the U.S. presidency on the Democratic side are becoming more clear. One of …

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3 ETFs in Your Portfolio: Is it Enough?

This is an excerpt from the video titled Is a 3 ETF Portfolio Enough? with Ron DeLegge at ETFguide and Andrew Kadjeski at the Vanguard Group. Ron: The U.S. ETF Marketplace has grown to just over 2,350 ETFs with $4.4 trillion dollars. And with a marketplace that’s become this crowded, it’s created both chaos and …

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4 Rules for Financial Speculators

Speculation in financial markets carries a hugely negative connotation. For the broader economy, speculation, especially by Wall Street’s heavy hitters that control trillions of dollars in leveraged contracts, poses systemic threats.  For the individual investor, speculation poses the risk of large losses that may never be recuperated. In both cases, the predictable advice by financial …

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Is it Time to Sell?

With 2018 already half over, the U.S. stock market (NYSEARCA:SCHB) is outperforming its global peers, plus it still trades near all-time highs. Is it time for investors to cash in their equity holdings? The perennially dilemma for investors and traders – right after when to buy – is but of course, when to sell. Investing …

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Here’s What’s Driving Your Investment Returns

Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or unconsciously made.  Let’s examine the factors driving your returns. Your Asset Mix Back in the 1990s, Gary Brinson’s landmark study highlighted the acute impact of a portfolio’s returns by how …

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Your Market Correction Checklist

“It’s wise to remember that too much success in the stock market is in itself an excellent warning,” once quipped Gerald Loeb. After nine consecutive yearly gains, it’s fair to say that our generation has enjoyed more than its fair share of stock market success. But someday very soon, a stock market correction will happen. …

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3 Strategies for Managing Higher Volatility

“Everyone has the brain power to make money in stocks. Not everyone has the stomach,” once observed legendary fund manager Peter Lynch. His point was that most people don’t have the stomach – or emotional stamina – for sticking to an investment plan when market conditions get choppy. What makes 2018 remarkably different from the …

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Avoiding the Mutual Fund Tax Trap

Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a mutual fund – even ones that purport to …

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A Wonderful Fluke

One online dictionary defines the word “fluke” as an “unlikely chance occurrence, especially a surprising piece of luck.” Alternative descriptions include chance, coincidence, and accident. All of these synonyms are accurate adjectives for the cryptocurrency market. For the record, I am not cryptocurrency hater. In fact, my stake in Litecoin – a smaller cousin of Bitcoin – …

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Don’t Let Home-Bias Investing Trip You Up

The total U.S. stock market has gained over 20% during the past year and is doing great. But for U.S. investors that are under-weighted to foreign stocks, it’s not so great. Why? Because foreign stocks have convincingly outperformed U.S. equities, thereby causing a performance deficit. What’s the problem? The tendency of investors to concentrate and …

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