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,…
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,…
Sitting atop this year’s performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged…
Portfolio diversification is an investment strategy designed to limit risk by spreading money across multiple asset classes and securities. Most financial literature along with your…
The difference between well-built and poorly designed buildings can be strikingly drastic. Take for example, I.M. Pei, the Chinese-American architect, who is a legend in…
If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…
What’s more important? Making gains in the stock market or preventing losses? Before answering that question, let’s list a few common fallacies about risk: •…
Does your portfolio have a margin of safety? I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past…
Imagine hiring a builder to construct you a home. You tell the builder how you want the home to look and you tell them about all your desired features.…
Jack Bogle has made changes inside his personal investment portfolio. In a news interview last week, the legendary indexer revealed that his 60% allocation to U.S.…
Real estate investment trusts (REITs) have long been buried inside the S&P 500 (NYSEARCA:SPY) but have now received a giant promotion. S&P Dow Jones Indices and…
It’s commonly and incorrectly presumed that people with large investment portfolios are smart investors. But as counterintuitive as it may sound, this false presumption is…
People do the darndest things. For example, they put their investments in places where they don’t belong. This is a common problem suffered not just by retail investors, but…
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this…
Multi-asset class funds and ETFs are designed to invest across various asset classes like stocks, bonds, commodities, real estate, and other alternatives. In the ETF marketplace, examples…
Your investment portfolio is nothing more than a reflection of who you are. In other words, it’s a personal statement about how you approach financial…
What are the hallmarks of a well-built investment portfolio? Low cost, broad diversification, tax-efficiency, risk compatibility with the owner, and performance that matches or beats…
A good investment plan today is better than a perfect plan tomorrow. Unfortunately, most people don’t have either. What about you? Building a healthy portfolio with sustainable and satisfactory…
All investment portfolios are comparable to a novel, where each individual chooses their own personal genre and classification. If your investment portfolio was a novel,…
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…
When measuring the investment performance of a portfolio, the biggest mistakes people make are 1) not tracking performance at all, or 2) comparing a portfolio’s…