mid cap

Stock Market Pit

Are Equal Weight Indexes Bias-Free?

Over the past several years there’s been a lot of derogatory talk against traditional market cap weighted indexes. And one of the oft-repeated arguments against traditional indexing that you’re guaranteed to read about or see is something like, “Market cap weighted indexes overweight overvalued large-cap stocks and underweight undervalued smaller-cap stocks.” As a result of these arguments, there’s been a relentless …

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How to Increase Your Odds of Investment Success

Investing and gambling share at least one common thread; it’s all about odds. And depending on how you build your portfolio of investments, you will either increase or decrease your odds of investment success. (Audio) The Stock Market’s Last 10% Correction + How to Judge Performance Properly The latest data from Morningstar’s Active/Passive Barometer illustrates …

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Here’s Why a Total Market Approach is Better vs. the S&P 500

Last year, Warren Buffett said he would direct the trustees of his estate to put 90% of his remaining assets in an S&P 500 index fund and 10% in short-term government bonds.  Is there a better approach for individual investors to follow? Although popular benchmarks like the S&P 500 get most of the headlines, broader funds like …

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Stock ETFs Rake in Assets

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).  IJH raked in almost $1 billion while QQQ …

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The Crowd Votes for Stocks over Cash

What do investors love and what do they hate? Where are they putting their money? Analyzing the money inflow/outflow data for ETFs gives us some clues. In a study of U.S. ETF flows just published by the SPDR ETFs, David B. Mazza, the Head of Research observed: “Equities drove a disproportionate share of September’s inflows with …

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Is the Stock Market’s Momentum Fading?

This just in: U.S. stocks are at record highs, but caveat emptor. Why? Because fewer and fewer stocks are participating in the rally. Almost half of the stocks (47%) within the Nasdaq Composite (NYSEARCA:ONEQ) are 20% lower from their peak over the past year. And although Apple (NasdaqGS:AAPL), Facebook (NasdaqGS:FB), and Microsoft (NasdaqGS:MSFT) have lifted …

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Gambling Roulette

What Does a Professional Gambler’s Investment Portfolio Look Like?

I’ve always wondered what a professional gambler’s portfolio would look like. Would it be a broadly diversified portfolio of penny stocks with a Kenny Rogers box set and a shot of whiskey to boot? Or perhaps, it would contain none of these worldly possessions. How would a gambler invest his or her winnings? I recently …

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