Why Pay More for Your Investments?

Consumers have never been happy about paying more for the same (or less) from one place than from another.  It has only been within the past twenty years or so that investors have gotten wiser to this practice. Financial advisors, planners and the media have increasingly made investors more aware of how much less expensive … Read more

2022 Market Forecasts: Sell in May and Go Away?

A common toast has been: “May 2022 be better than 2021!”  However, where the US Stock Market is concerned, most of us would gratefully accept a repeat of 2021’s returns.   The ETF reports on ValuEngine.com for funds that follow market benchmarks provide a side benefit in writing market analyses.  They are a window to implicit … Read more

Dividend-oriented ETFs

Income-oriented investors disgusted by the pitiful yields available in US fixed income securities during the past five years have turned increasingly to dividend ETFs. However, in the ETF world, dividend-oriented ETFs and ETFs constructed to pay owners the highest possible dividend yields aren’t necessarily the same thing. Today, we’ll compare 5 dividend-oriented ETFs with very … Read more

How Have Major Declines Affected S&P 500 and Nasdaq-100 Investors?

In the wake of the Chinese Evergrande collapse, the S&P 500 shed more than 2% last Monday.  Analysts speculated that Chinese real estate contagion might be especially detrimental to Apple, Google and Netflix, all purported to have huge exposures to China. In fact, two major investment banks issued predictions last week that the market would … Read more

Seven Simple Rules for Owning ETFs and Exchange-Traded Products

Since the beginning of this month traditionally marks back-to-school time for many, I thought the timing was appropriate for this article on basic investor education with a focus on ETFs and similarly traded instruments.  The following seven actions reflect practices, many quite common, I’ve seen executed often that I consider major mistakes.  In fact, I strongly … Read more

Time to Rev Up the JETS?

Airline stocks have been a favorite of many analysts as the economy resumed reopening and restrictions eased.  Is it too late to join the party? If not, which ETFs should be considered? When this blog analyzed opportunities in specific industries such as banks or sectors such as consumer staples, I compared representative ETFs before identifying … Read more

Cap-Weighted vs. Equally Weighted S&P 500 ETFs – Which is Better?

By Herb Blank Research Affiliates and Dimensional Fund Advisors have been among the esteemed research and investment firms proclaiming that equally weighted portfolios will deliver superior performance to portfolios weighted by market capitalization also known as cap-weighted. This article explores to what extent that has been true in recent years. IVV is the iShares S&P … Read more

Inside Bank and Financial ETFs: How Do They Compare?

Two other analysts whose blogs I monitor wrote in their midyear reports that they were bullish on bank and financial ETFs. My analysis using ValuEngine data below differs significantly. One analyst singled out KRE and the other’s favorite was FTXO.  They cited that the P/B and P/E ratios were considerably lower than the market averages.  … Read more

Mid-Year Market Forecasts

The ETF reports on ValuEngine for funds that follow market benchmarks provide a side benefit in writing market analyses.  They allow me to discuss the implicit forecast for 1-, 3-, 6- and 12-month forecasts our models are making for each benchmark’s ETF portfolio.  This is because the ratings and projections combine bottom-up constituent analysis with … Read more

Drill, Baby, Drill? Oil ETFs

For each blog article, I scan through relevant groups of ETFs that relate to possible investment strategies.  Three ETFs from iShares by BlackRock stood out to me this week: IEO, IEZ, IYE.  All have ValuEngine’s strongest rating of 5 checks and all have fared very well in price performance during the past 6 months since … Read more