small caps

ETF Battles: IJR vs. IWM – Which Small Cap ETF is Better?

This is an excerpt of ETF Battles between IJR vs. IWM on ETFguide TV – it’s an arm wrestle between two U.S. small cap stock ETFs.  Who wins the battle? IJR and IWM go against each other in key areas, including cost, performance and a mystery category Both funds own small company stocks but with …

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Is Style Drift Increasing Your Financial Risk?

Do you own mutual funds? If you do, there’s a hidden trap called “style drift” that could be increasing the risk of your investment portfolio. How does style drift happen? Style drift occurs when the fund’s portfolio manager begins to deviate from the fund’s investment objective. For example, a mutual fund that is labeled and categorized as …

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Gift-Wrapped Trades Courtesy of the Fed

The almost +2% jump in the S&P 500 (SNP:^GSPC) just three-days before the release of the Federal Reserve’s no rate hike decision looks suspicious and so does the heavy call buying volume. And while this type of curious trading activity resembles insider buying right before a big corporate takeover, I’m confident the Securities and Exchange Commission will …

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The Stock Market’s Small Cap Problem

The extraordinary performance of U.S. stocks over the past six years has been like the 1960s Boston Celtics: Dominant and unbeatable. But is the tide changing? From 2009 to present the SPDR S&P 500 ETF (NYSEARCA:SPY) has gained almost +135%, while the SPDR S&P MidCap 400 ETF (NYSEARCA:MDY) surged +149.72% and the iShares S&P SmallCap 600 (NYSEARCA:IJR) jumped …

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Ocean Waves

Is Elevated Volatility on Modest Losses Normal?

Stock market volatility creeps up when most investors least expect it. But even more intriguing about the latest upward explosion in equity volatility is that it occurred on small percentage losses in major stock index benchmarks like the S&P 500 (NYSEARCA:SPY) and Russell Small Cap 2000 (NYSEARCA:IWM). (Audio) Portfolio Report Card: Diseccting a $1.2 Million …

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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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Stock Market Fear is Tapering, Greed is Back

The stock market’s wild mood swings from fear to greed and back are in full swing again. And this time around, the investing public’s fear of missing out on potential stock gains is greater than its fear of losing money. The latest Fear and Greed Index shows that stock market greed is now at extreme …

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