Portfolio Management

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 …

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

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 …

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

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 …

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

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 …

ETF Battles: QQQ vs. XLK, who wins? Read More »

ETF Battles: LQD vs. JNK, Who Wins?

This is an excerpt from ETF Battles on ETFguide TV between LQD vs. JNK – two bond ETFs at opposite spectrums of credit risk.  Who wins the battle? In our latest ETF Battles, Ron DeLegge at ETFguide referees the match-up between the iShares iBoxx $ Investment Grade Bond ETF (LQD) and the SPDR Barclays Capital …

ETF Battles: LQD vs. JNK, Who Wins? Read More »

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 …

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

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, …

How to Protect Your Capital in a Dangerous Climate Read More »

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 …

Will the Cooling IPO Market Regain its Footing? Read More »

Retirement Pro: Think Cash Flow, Not Rate of Return

This is an excerpt from the video titled Think Cash Flow, NOT Rate of Return with Lynn Dolan at ETFguide and Mark Mappa, CFP and Author of Cash Flow is King. Lynn: Cash flow is important for everyone. But it’s especially important for retirees as income from working turns off and income from retirement savings …

Retirement Pro: Think Cash Flow, Not Rate of Return Read More »

First Look ETF: Analyzing New and Interesting ETFs like NETL, HOMZ, and NERD

This is an excerpt from the video titled First Look ETF: Analyzing NETL, HOMZ, and NERD with Ron DeLegge at ETFguide.  Several years ago, Dos Equis, a beer brand, ran a “most interesting man in the world” campaign with a gray-bearded debonair gentleman who could do no wrong. On today’s episode, we’re going to APE that …

First Look ETF: Analyzing New and Interesting ETFs like NETL, HOMZ, and NERD Read More »

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 …

3 ETFs in Your Portfolio: Is it Enough? Read More »

Investing Trends in 2020: Where to Invest

This is an excerpt from our latest video, Investing Trends in 2020 and Where to Invest with Lynn Dolan at ETFguide and Dave Mazza at Direxion Investments. Lynn: As we head into a new decade, the market is already taking shape and new investment themes and trends are starting to take shape. Here to discuss …

Investing Trends in 2020: Where to Invest Read More »

Investing great John Bogle: “Here’s how to use ETFs!”

Note: This 2013 interview between Ron DeLegge at ETFguide and John Bogle from the Vanguard Group is from ETFguide’s archives of investing greats. Bogle passed away on January 16, 2019. Hi everybody. I’m Ron DeLegge with ETFguide.com and we’re pleased to have with us John Bogle, founder of the Vanguard Group, author of many books, …

Investing great John Bogle: “Here’s how to use ETFs!” Read More »

Is Your Retirement Cushion Adequate?

As we get closer to retirement, we need to have an adequate cushion, or would I like to call, a margin of safety? Why? Well, because as we age, our investment time horizon compresses, meaning we have less time to recover should the stock market suffer a severe decline. Now, I’m not the one who …

Is Your Retirement Cushion Adequate? Read More »

How to Minimize Taxes on Your Investments

Taxes are tangled web. So tangled, Will Rogers once quipped, “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” For the investor, taxes represent a real threat to wealth and a cost that must absolutely be controlled. And the only way to do this is to take …

How to Minimize Taxes on Your Investments Read More »

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 …

4 Rules for Financial Speculators Read More »

Battle of the Tech ETFs: TECL vs. XLK

Question from our mailbag: Which technology ETF is the better choice – TECL or XLK? – Victor in Kansas It’s not surprising to see a high level of interest in the tech sector. Whether its the promise of cloud computing (NYSEARCA:SKYY), clean energy transportation (NYSEARCA:LIT), or improved cyber-security (NYSEARCA:HACK), technology always leads other sectors with …

Battle of the Tech ETFs: TECL vs. XLK Read More »

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 …

Is it Time to Sell? Read More »

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 …

Here’s What’s Driving Your Investment Returns Read More »

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 …

3 Strategies for Managing Higher Volatility Read More »