China ETFs “Trampoline” Off Of The Bear’s Bottom
The bear has been ruthless to investors in Chinese companies. For example, from an early November 2010 multi-year peak to an October 2011 valley, the iShares FTSE China 25 Fund (FXI) plummeted -36.6%....
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Using The CurrencyShares Euro Trust (FXE) As An ETF Selection Tool
In my 10/27/11 commentary, “3 Reasons Stock ETF Investors Should Continue To Tread Lightly,” I pointed to the fact that the month-long stock surge had not come from the spectacular earnings season; in...
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Relative Strength Rankings Strongly Favor Value ETFs Over Growth ETFs
How do “value” gurus determine worth? Bill Miller spent 30 years at the helm of Legg Mason Value (LMVTX), buying companies that he believed were deeply discounted. This often meant that he would...
View ArticleTroubled Spirits In The Materials ETF World
Month-over-month, most sector investments have provided investors with ample capital appreciation. Country ETFs with ties to technology, energy and infrastructure have all performed admirably. Yet...
View ArticleUncertainty Of Policy Direction Is Holding Back India ETFs
A seemingly endless string of interest rate hikes (unlucky 13) and bank reserve increases killed India ETFs in 2011. In fact, investors may not have feared inflation as much as they feared that the...
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3 Phenomenal ETF Performers That You Should Avoid
In a recent screen of stock ETF performers since the October 2011 bottom, I came across PowerShares Small Cap Financials Portfolio (PSCF). The fund has catapulted 45% off the 52-week low through...
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3 Market-Defining ETFs Suggest More Stock Pullbacks To Come
European headlines are getting the lion’s share of the blame for across-the-board stock weakness. And, in fact, every investor worry pales in comparison to Eurozone debt concerns. On the other hand,...
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Are You Placing Too Much Faith In The “Risk-On” ETF Trade?
It doesn’t take much for stock markets to rev up their “risk-on” engines. For instance, European leaders have offered little more than verbal promises in their desire to push equity prices higher....
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How Real Is The Need For Emerging Market Dividend ETFs?
In the last few days, investors have been willing to take on a bit more cyclical growth risk. Specifically, they’ve pushed up the prices on technology and materials stocks, and pushed down the prices...
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Large Cap ETFs: New 52-Week Highs Across The Sector Spectrum
The CBOE S&P 500 VIX Volatility (VIX) is screaming that stock market participants have become too complacent. Specifically, the current price (14.29) is well below 15 — the level at which...
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Startling Demand And Impressive Relative Strength For Smaller Stock ETFs
Last week, U.S. equities rocketed more than 2 percentage points on an enthusiastic embrace of potential progress in alleviating Europe’s debt woes. Nevertheless, money managers and “mom-n-poppers”...
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Buying The Risk Rally? ETF Transparency Has Never Been More Important
Mom-n-pop investors may not be taking on more risk, but institutional investors are. Perhaps the best example came in a Wall Street Journal article today by Kirsten Grind. Specifically, fund managers...
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Value ETFs Have All Of The Momentum That Growth ETF Investors Crave
Ten short weeks ago, financial journalists celebrated a growth stock renaissance in 2012, applauding the super-sized gains for growth funds and downplaying the performance of value-oriented...
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How Long Will Stock Market Exuberance Last? These 3 ETFs May Tell You
According to EPFR Global, money poured into stock funds at a faster pace over the last week than at any time since September of 2007. For those who may not immediately recognize the date as...
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Brazil ETFs: Should Investors Buy The Gold Medals and Golden Crosses?
If you look hard enough, you can find a whole lot of things that are wrong with the “B” in BRIC. The country’s GDP growth is virtually non-existent. Government regulatory intervention in both the...
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Are Small Cap ETFs Still Beautiful?
Over the last 3 months, U.S. small cap stocks as well as foreign and emerging market small caps logged spectacular profits. Moreover, they beat the pants off of larger-cap competition. Consider the...
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Are Energy and Technology ETFs Cheap?
What exactly makes an exchange-traded fund in a given economic segment “cheap?” I am beginning to think that the concept is as arbitrary and as disobliging as the automatic spending cuts in Washington...
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Breakdown ETFs: Go Ahead And Give It To Me
Over the course of the 4-year bull market, I’ve kept an eye on the percentage of S&P 100 stocks that reside above a long-term 200-day trendline. Market pressures always seemed to develop when the...
View Article3 Reasons to Embrace This Particular Active ETF
Long-time readers and listeners know that I am an active manager of passive “Index ETFs.” I favor exchange-traded index vehicles because the diversification comes with low expenses, exceptional...
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Does Diversifying ETFs Across the Asset Classes Cause Portfolio Abuse?
Several days ago, one of my clients referred a friend to Pacific Park Financial, Inc. The elderly gentlemen came to my office with a familiar dilemma. Specifically, he struggled to see the value of...
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