ETF

Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems

In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L. in Spokane, WA. Many investors still don’t understand the difference between an architecturally sound investment portfolio versus one that’s not. And the Portfolio Report Card is designed to identify strengths …

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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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ETF Battles: TQQQ vs. FNGU – A Duel Between Leveraged High Tech ETPs

This is an excerpt of ETF Battles between TQQQ vs. FNGU – it’s a duel between these technology leveraged ETPs.  Who wins the battle? TQQQ and FNGU go against each other in key categories, including cost, performance and a mystery category Both products track technology stocks with 300% or 3x daily leverage Both products have …

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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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ETF Battles: GLD vs. GDX, who wins?

This is an excerpt from ETF Battles on ETFguide TV between GLD vs. GDX – two of the most popular gold ETFs by assets and trading volume.  Who wins the battle? GLD and GDX duke it out in four key battle categories, including cost, performance and a mystery category. Over the past decade, the performance …

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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 …

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ETF Battles: XLE vs. ICLN Who Wins?

This is an excerpt from ETF Battles on ETFguide TV between XLE vs. ICLN – two beaten up energy ETFs with very different goals. Who wins the battle? Energy ETFs were pulverized during the first quarter along with the rest of the broader stocks market.  And the collapse in oil prices and energy stocks has …

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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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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 …

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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, …

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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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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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How Safe are Bonds?

News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise. Since mid-2016, the performance for U.S. bonds (NYSEARCA:BND) with top credit grades have sunk almost 4%. For perspective, the 12-month yield on ETFs tracking the Barclays U.S. Aggregate Bond Index is just 2.40%. Put another …

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Your Investment Portfolio’s Missing Piece

The framework for an architecturally sound investment plan is to have a core portfolio built upon core asset classes. Like the foundation of a building, your portfolio’s core must be built on a solid and stable footing. While there are many things within your investment plan that are optional, this isn’t one of them. Before …

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Utilities, Anyone?

With 2016 officially half over, the celebratory nature of the stock market is being masked by another telling trend: Defensive sectors are outperforming higher risk areas. Formerly hot groups drenched with elevated risk like solar energy (NYSEARCA:TAN) and biotechnology stocks (NasdaqGS:IBB) have fallen out of favor and are down more than 20%, putting them into bear …

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Should You Hedge Currency Risk?

Currency prices go up, they go down, and sometimes they crash. And just like other financial markets, currency prices are not immune to volatility. Should you be hedging your portfolio against currency volatility? Chaos Happens The first argument in favor of currency hedged investments is that chaos happens. It can occur at any time in any …

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Fund Shareholders with SunEdison Get Zapped by Bankruptcy Filing

SunEdison now joins the endless parade of defunct stock market ex-darlings like Enron, eToys, IndyMac, and Washington Mutual. Yes, the circumstances are different, but the results are the same: bankruptcy. Once the largest renewable energy developer in the U.S., the Missouri-based company listed $16.1 billion in debt in its Chapter 11 bankruptcy filing on April 21. SunEdison might …

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Lagging Small Cap Warning Sign For Stock Market?

The Performance of Active Managers Keeps Getting Worse

Years ago John Bogle once quipped, “If the data do not prove that indexing wins, well, the data are wrong. ” Here’s the latest: There’s no need to second guess Bogle on this particular matter because a) the data proves indexing wins, and b) the data is completely right. The table below shows the 1, 3, …

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4 Moments When “Stay the Course” is the Wrong Investment Advice

The worst January start for U.S. stocks since 2009 should get your attention. If you’ve been hiding underneath a rock or hibernating in a cave-like dwelling, it’s time to come out. “A little sunlight is the best disinfectant,” as Judge Brandeis might say. Most global stock yardsticks from China (NYSEARCA:ASHS) to Japan (NYSEARCA:EWJ) and even the United …

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