ETFS

Updated rankings are out. Go to Best ETFs 2017: Long-term Bonds. In this category the iShares ETF family lands in the top spot for cost efficiency, with its 7-10 Year Treasury Bond fund (IEF), and in the lead for assets, with iBoxx $ Investment Grade Corporate Bond (LQD). Long bonds offer some prospect of real
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A lot of financial advisors like to talk about “insurance” for their clients’ investments. Often, however, this takes the unlikely form of highly risky counter-investments. For instance, an advisor might choose a broad selection of blue-chip stocks. They pay a nice dividend and, assuming they are not too tightly concentrated, are pretty safe from causing a
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Many value investors underperformed as the market soared over the past several years, but the tables may soon turn for quality, large-cap, liquid stocks, Bank of America Merrill Lynch Global Research analysts said this week. “These days, value investing has been replaced by a preference for ‘growth at any price. But over the very long
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Steven A. Cohen’s Point72 Asset Management has made a big bet on Square, the payments processing startup created by Twitter co-founder and CEO Jack Dorsey. The over $11 billion family office for Cohen’s fortune disclosed on Friday it now owns nearly 6.7 million Square shares, or 5.4% of the company’s outstanding stock. Most of Point72’s investment in
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The volatility of the past 2 weeks has Goldman Sachs, and many others, selling stocks. Sam Miklosko is on the other side of that trade. In order to execute a simple strategy of buying low and selling high, you have to buy when prices are low. That means that when the bears come out, it’s
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Christian Magoon, the CEO of Amplify ETFs, has something new up his sleeve. The newcomer to the space (four years in now) is devising a strategy that will weed out some of what he calls the “zombie ETFs” in the market. Magoon started Amplify in April 2016, though he’s been in the ETF world for
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President Trump is eyeing cutting the Social Security payroll tax. If not replaced by another funding source, the move could kill the most popular inflation-adjusted retirement program. While putting money in workers’ pockets in the short term, nixing the payroll tax will undercut funding for the popular program and achieve the sinister goal of GOP
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As I have noted in past columns, I have been charting stocks for more than three decades, and my personal belief is that analysis of chart patterns is an essential part of sizing up the tradeoff between reward and risk for investors at any point in the market cycle.  This does not mean that so-called
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By James Zdralek, Senior Usability Design Expert, SAP What if the world ran on new classes of digital currency that are inflation resistant, create price stability, discourage bubbles and deflationary spirals? What if they could protect citizen’s savings without reducing liquidity when they save rather than spend? Rapid change will continue due to ongoing digital transformation.
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At long last, Brazil is back and it will blow Mexico away next year as a relatively safe bet for growth in 2018, analysts from Morgan Stanley suggested in a report dated Dec. 8. Mexico’s been doing quite well, thanks to the strong U.S. economy that it depends on for nearly all of its exports.
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Watch Now Jon Maier, Chief Investment Officer, Global X sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss their suite of income, thematic, country funds, and factor-based ETFs. Maier moved to Global X from Merrill Lynch to offer his experience and knowledge of ETF model portfolio management. As the due diligence manager and gatekeeper
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When I started cold calling for prospects at the Dean Witter Reynolds office on 17th Street in Denver in the early 80s, the 30-year municipal bonds I was pitching yielded 14%+ tax-free — without checking, I believe this was substantially more than is paid these days. I’d passed the securities exam and had just returned
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For some, moments like these on Wall Street were made for the risk takers. National economic advisor Larry Kudlow warned the Fed about an inverted yield curve and what it means for the economy: in short, it means recession. The Fed is hiking. The market is thinking the economy will slow, and that’s pushing Treasury
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Global markets were volatile again last week. Here are some of the major movers and indicators that investors should be watching. As you read through, note that the breakdown in historical relationships between different markets can be just as important as a new high or low in price or value. Gold & U.S. Real Yields
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History shows investors will stick with their mutual fund and Exchange Traded Fund holdings in the next downturn, Investment Company Institute Chair Ted Truscott asserted today. It’s a myth these investors are prone to panic when the markets go against them force and force funds to dump securities onto the market at fire-sale prices, Truscott
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That’s “big dividends” in the relative sense. With the U.S. 10-year Treasury rate at 2.7%, then stocks paying more than a 4% dividend yield are of interest. An equity has more risk intrinsically than a government bond — if you’re willing to accept that, then you may find the higher yield a more attractive choice.
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For years Boyar Research has offered up winning stock picks for value investors to study during the holidays when it publishes a list of 40 forgotten companies set to surge in the new year. Since Boyar Research began hunting for its so-called Forgotten Forty stocks, these picks have handily beaten the S&P 500 Index. The
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