Six-Month Update – Wealth Preservation with Limited Market Participation in a Risk-On Environment

Six months ago, I discussed ways that investors could stay invested with one eye squarely on wealth preservation in a risk-on environment.  We are still in a risk-on environment where the choices we reviewed in March are still relevant. One half of the list included five stock-based ETFs without derivatives that focus on stocks with … Read more

Do Not Be Alarmed By the Closing of JP Morgan Indexed ETFs.

Do Not Be Alarmed By the Closing of JP Morgan Indexed ETFs.  I say this even as I say that I believe this may be part of an emerging trend.  Many mutual fund companies that are known for touting active management but stuck their feet in the water with ETFs will likely follow suit.   The … Read more

Navigating the Volatility Vortex – How Well Have Safe Harbor ETFs Performed?

In the past January Year-End review, I noted that ValuEngine models were predicting a down market for 2022.  In March, as fears of interest rate hikes, continued runaway inflation and global implications of the Russian invasion played on investors’ minds, I wrote a column specifically on potential safe harbors in the wake of the perfect … Read more

Rotating Industry and Strategy ETFs YTD 2022

Between inflation skyrocketing beyond expectations, the drumbeats of war and increasing global sanctions on Russian Oil, macroeconomic themes have dominated the 2022 stock market 15 weeks into the year.  Throwing out derivatives-based ETFs, the top 11 US ETFs ranked by price performance this year are primarily focused on energy companies.   All of the approximately 5,000 … Read more

ETFs combining Wealth Preservation and Equity Participation Objectives

Two months ago, I noted that ValuEngine models were predicting a down market for 2022 and wrote a column on redeployment of core assets for investors with short-to-medium equity time horizons.  The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how … Read more

Is It Time for Actively Managed Value ETFs?

There is no sugarcoating it.  January was a lousy month for the market.  Many pundits are certain that this is the beginning of a yearlong downturn. Other experts are calling this a dip and a buying opportunity.  Our models at ValuEngine are mixed with a six-month forecast on S&P 500 ETFs of +2.6% but a … Read more