Blog Archives

Should You Make Portfolio Decisions Based Upon Historical Correlations?

Market correlations explain to us the similarity in performance and behavior by different types of assets.

For investors,  correlation comparisons might be between two commodities (NYSEARCA:DBC), two stocks, a stock and a commodity, or even a stock and an index. Should correlations be used to make investment decisions?

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Q&A: How do Foreign ETFs Track their Assets When Markets are Closed?

Q. Trading hours in Asia (NYSEARCA:VPL) and Europe (NYSEARCA:FEZ) don’t coincide with the U.S., so how are ETFs that own foreign securities still able to closely track their indexes even when trading in these securities may be closed?

A. Price discovery is an around the clock 24-hour process and capital markets constantly add information that can change the underlying value of stocks held in ETFs.

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Prioritize This Task Before Buying Your Next Individual Stock

The age of not having a believable investment plan is over. But that still hasn’t solved the problem of having too many investment choices. That leaves the prudent investor with no other option but to establish a logical framework that increases the odds of investment success. What should you do before buying your next individual stock?

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Stock ETFs Keep Vacuuming in Assets

Never mind how U.S. stocks are at all-time highs.  People are pouring more money into stock tracking ETFs.

The top three ETFs by asset inflows over the past week were the iShares S&P MidCap ETF (NYSEARCA:IJH), iShares S&P 500 ETF (NYSEARCA:IVV), and the PowerShares Nasdaq 100 ETF (NasdaqGM:QQQ).  

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Portfolio Report Card: A $171, 000 Retirement Portfolio Weighed Down by Cost

What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents a person’s psychology, life circumstances, financial needs, and future goals.

My latest Portfolio Report Card is for K.B., a 49 year-old U.S. Marine Officer serving overseas.

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