ETFs

Is this the Beginning of the Great Bond Exodus?

Never mind the outstanding performance that long-term U.S. Treasury ETFs (NYSEARCA:TMF) delivered last year, ETF investors are bailing on bonds. (Audio) Listen to Ron DeLegge @ The Index Investing Show The latest data on ETF asset flows show that five bond funds are among the top 10 ETFs with money leaving. Among this group are three U.S. …

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Binocular Man Searching

Q&A: How Many ETFs Do You Need for a Well-Rounded Portfolio?

Q. How many ETFs do I need to own to have a balanced and diversified portfolio? – C.L. in Plano, TX A. One of the common investing fallacies is that the number of holdings within your investment portfolio should increase as your portfolio’s value increases. This is wrong. Why? Because having a well-rounded investment portfolio is never …

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Do ETFs Tempt People to Become Daytraders?

ETFs seduce people to become daytraders! That’s the populist claim lodged against ETF investing, but is it supported by facts? What does the data show? To find out, a Vanguard study titled “ETFs: For the Better or Bettor?” examined more than 3.2 million transactions in more than 500,000 positions held in the mutual fund and ETF share classes …

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A Seasonal Snapshot of the S&P 500

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 S&P 500 (SNP:^GSPC) has ended higher during the month of January 55% of the time but with a flat return. This particular January appears to be an obvious divergence from this trend. …

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Portfolio Management 3

Portfolio Report Card: A Misaligned $182,000 Retirement Plan

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 money managers? Actually, the optimal portfolio is perfectly compatible with you. Furthermore, optimal portfolios deliberately minimize investment cost and taxes, diversify across a variety of asset classes, and deliver investment …

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Volatility: Friend or Foe?

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 be extremely lucrative. On 12/17/14 we told our subscribers the following via our Weekly ETF Picks: “The VIX has been on a tear, gaining almost 40% since early December. Here’s …

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Portfolio Management 3

Q&A: Why Can’t Leveraged ETFs be Bought and Held?

Dear ETFguide, You and just about all the other ETF specialists are very adamant about using leveraged ETFs as short-term trades only. Please comment about what I’ve done for a 5-year period of time that I’ve outlined below. I’ve been investing in the ProShares 2X leveraged S&P 500 ETF (NYSEARCA:SSO). My calculations are from charts …

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Portfolio Chart 1

Worst Performance for Stock Pickers in 30 years? Here’s What to Do About It

Isn’t it more than ironic that of all the times stock picking fund managers would post their worst multi-decade performance – that it would be smack dab in the middle of a raging bull market? Never mind how the S&P 500 (SNP:^GSPC) is about to record its fifth consecutive yearly gain and ninth gain out of the …

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Portfolio Management 3

Rules for Trading Leveraged ETFs

If you think the stock market is a volatile place, you ought to get a load of ETFs that use leverage. From Oct. 10 to Oct. 15, the Direxion Daily S&P 500 Bull 3x ETF (NYSEARCA:SPXL) collapsed 10.07%. But from Oct. 15 through today, SPXL soared 13.40%. That’s a breathtaking swing of 23.47% from negative …

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Slow Turtle

Portfolio Report Card: A $408,303 Retirement Account Stuck in First Gear

World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual. Since May, I’ve already executed Portfolio Report Cards on $10.6 million in investments and too many investors are still coming up short. This time around, my latest Portfolio Report Card is for S.G., …

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Smart Order Execution for Stocks and ETFs Doesn’t Happen by Chance

Choosing the right investments is half the battle. The other half is knowing when to buy and sell. The invention of commission free ETF trading (NYSEARCA:DBC) doesn’t mean you should be ignorant about the types of buy and sell orders you place.  The same can be said of rock-bottom online stock commission rates. This is true …

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BBQ Grill 2

Treasury Bonds Sizzle, High Tech Fizzles

What do you get when you add up Twitter, Yelp, and Weibo? Answer: Deflation. That’s the latest joke as former high-flying tech stocks fizzle, while Treasury bonds sizzle. Over the past several weeks we’ve seen a major shift in the market’s psychology away from risky equity bets. And as these high risk/high beta equity segments …

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