ETFS

This article is more than 10 years old. In this new Morningstar video, I discuss my forthcoming book, The Power of Passive Investing, and argue that the more actively managed funds you put in a portfolio, and the longer those funds are held, the lower the probability that this active fund portfolio will outperform a
0 Comments
(Photo credit: Wikipedia) Investment management is a complex business, sometimes unnecessarily so. Like any sector of the economy, it has entrenched interests who gain from keeping the mystique level high and barriers to entry intact. The first step for retirees, then, is to understand the players and their motivations. After all, it’s your money. Placing
0 Comments
Looking at the universe of stocks we cover at Dividend Channel, on 10/26/11, Epoch Holding Corp (NASD: EPHC) will trade ex-dividend, for its quarterly dividend of $0.08, payable on 11/11/11. As a percentage of EPHC’s recent stock price of $18.18, this dividend works out to approximately 0.44%. Below is a dividend history chart for EPHC,
0 Comments
If you’re reading these words, I’d wager it’s because the headline piqued your interest. From that, it seems clear that you already know what an IRA is and think you might need one. Mostly probably, though, you don’t have one. But you should, and you probably should have two. Let me explain why. If you have a
0 Comments
The polls are clear and dismaying. Just 13% of Americans are “very confident” in their retirement planning, while 38% are “somewhat confident,” the Employee Benefit Research Institute found in a 2013 poll. That means nearly half of us (49%) are somewhere on the other side of that line. Shockingly, nearly a third of Americans (28%) are
0 Comments
A prudent investor takes advantage of market dips. He buys oversold assets when the market panics—and stays the course during recoveries. Unfortunately, prudent investors looking to add to their portfolios now can’t capitalize on a panicking market. This year saw two great buying opportunities: first in February when the market freaked out over global economic
0 Comments
Retail cash outflows from U.S. high-yield funds deepened to $859 million in the week ended April 29, and there was a huge influence from the exchange-traded-fund segment, at 85% of the withdrawal, or $724 million, according to Lipper. The outflow expands upon the $162 million withdrawal last week, for a net $1 billion redemption over the
0 Comments
Travel Rewards Credit Cards Pexels As summer travel heats up, it’s an opportune time to consider a rewards credit card. Here’s what you need to know and how to choose the best rewards credit cards. What Are The Major Types of Rewards Credit Cards? There are several types of rewards credit cards, including cash back
0 Comments
Source: Goodfon Instrument The VanEck Vectors Russia ETF (BATS:RSX) is a fund that offers exposure to equities from Russia, which include publicly-traded companies that are incorporated in Russia or that are incorporated outside of Russia but have at least 50% of their revenues/related assets in Russia. Source: VanEck Source: TradingView Note: The RTS Index is
0 Comments
Since the COVID-related market meltdown in March, equity funds (including ETFs) have continued to suffer net outflows despite the average equity fund moving into positive territory and posting a year-to-date return of 2.93%. They have handed back some $317.0 billion year to date (their largest net outflows for any full one-year period) through the Refinitiv
0 Comments
Written by Nick Ackerman, co-produced by Stanford Chemist Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) is a diversified global call writing fund that offers investors a strong distribution. The fund has performed rather well, considering the market gyrations that 2020 has presented it. The widening discount has recently caught my attention. The last time
0 Comments
By Jeff Weniger, CFA Not many investors in 2020 give much consideration to the days of European and Asian communism. But maybe they should. The map below shows the reach of the USSR in the postwar years. Stalin negotiated well. One legacy the Cold War had on our industry was to leave us with a
0 Comments
The market had lost some of its mojo in September but has regained ground since the start of this month. The S&P 500 is attempting to make new all-time highs once again. So, what’s leading this fresh momentum? It’s probably a combination of many positive factors, for example, the renewed hope of a fresh round
0 Comments
This article series shows every month a dashboard with aggregate industry metrics in materials. Most of the companies used to calculate these metrics are holdings of the Materials Select Sector SPDR ETF (NYSEARCA:XLB). Therefore, this is also a top-down survey of XLB. Shortcut If you are used to this dashboard series or if you are
0 Comments
The VanEck Vectors Muni Allocation ETF (MAAX) tactically allocates among VanEck municipal bond ETFs based on interest rate and credit opportunities to seek capital appreciation plus tax-exempt income. It uses a data-driven, rules-based process that leverages technical and macroeconomic indicators to guide credit and duration exposure, seeking to avoid market risks when appropriate. Overview The
0 Comments
(Source: Unsplash) Introduction I recently published an article encouraging investors to avoid long-term bonds because they currently offer extremely low incremental yield pickups per unit of duration (interest rate) risk – lower than ever before in history. I have encouraged selling not only long-term bond funds, but even core bond funds because they have so
0 Comments
iShares Short Treasury Bond ETF (SHV) holds over $21.2 billion in assets when we last looked at it. It is one of the larger ETFs around and assets have actually gone up over the last few years. We examine this one today as its numbers gave us a mild case of indigestion. Returns Are Nothing
0 Comments
Vulnerability is basically uncertainty, risk, and emotional exposure. – Brene Brown The ProShares UltraPro QQQ ETF (NASDAQ:TQQQ) has set an ambitious goal – generating a daily return that is three times that of the NASDAQ 100 (NDX), before fees and expenses. It achieves its goals by leveraging its net assets and trading derivative contracts which
0 Comments
Author’s note: This article was previously released to CEF/ETF Income Laboratory members. Please check latest data before investing. The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund (CEF) sectors in the last week, as well as to highlight recently concluded or
0 Comments
Steadily lower CEF yields and heightened volatility have underlined the attraction of alpha-generation strategies. In this article, we take a look at a number of relative value CEF opportunities in the preferreds sector. Within the Flaherty & Crumrine suite of preferred CEFs, we highlight the Flaherty & Crumrine/Claymore Total Return Fund (FLC) over the Flaherty
0 Comments
Written by Nick Ackerman, co-produced by Stanford Chemist BlackRock Enhanced Capital and Income Fund (CII) provides an overweight to the attractive growth names of tech. However, to keep it more defensive, the fund utilizes an option strategy and offers exposure to a more diversified group of assets. As volatility has increased in the tech space
0 Comments