Rotating Regimes – What to Plan For in 2023

In general, the 2022 US Stock Market was a conflagration that wiped out almost everything in its path with the exception of a few industries and ETFs.  The ETF reports on ValuEngine for ETFs that follow market benchmarks provide a side benefit in writing market analyses.  They are a window to implicit forecasts for 3-, … Read more

ESG & ETFs: Between BlackRock and a Hard Place

An excellent ETF.com article was posted on September 22.  “NYC Comptroller: Blackrock ESG Standards Alarming” highlighted a very public effort by Brad Lander to shame Blackrock into being more environmentally conscious.  New York City Comptroller Brad Lander demands the company bolster its climate disclosures and publish a plan that establishes its commitment to net-zero greenhouse … Read more

Communications Services – 4 Years After Its Debut

In 2018, the General Industry Classification System (GICS) that defines the sector and industry groups of the S&P 500 made major changes to better reflect the changing global stock market environment.  The primary change was the creation of the Communications Services sector and elimination of a separate Telecommunications Services Sector.   All of the approximately 5,000 … Read more

3rd Quarter US Benchmark ETF Update

The third quarter was a tale of two halves.  The market staged what turned out to be a bear market rally throughout July and the first two weeks of August.  Then it was as if somebody blew a whistle.  The next six weeks saw the bear return with a vengeance.  The ETF reports on ValuEngine … Read more

Bank Stocks and ETFs in a Rising-Rate Environment

According to Investopedia, the industry that is best equipped historically to deal with a rising interest-rate environment is banks.  Generally, higher rates have led to wider spreads which in turn have led to higher profits for regional and money center banks. Therefore, we looked through Bank ETFs to see which ones our models found attractive … Read more

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

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

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

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

2nd Quarter US Benchmark ETF Update

The first quarter was rather turbulent. But given the unexpected burst of inflation and the savage Russian invasion of the Ukraine, the final price reading of the S&P 500 of -5.2% comes almost as a relief.  A late rally in March mitigated the overall damage The ETF reports on ValuEngine that follow market benchmarks provide … Read more