ETFS

This article is more than 10 years old. In this new Morningstar video, I discuss my forthcoming book, The Power of Passive Investing, and argue that the more actively managed funds you put in a portfolio, and the longer those funds are held, the lower the probability that this active fund portfolio will outperform a

Looking at the universe of stocks we cover at Dividend Channel, on 10/26/11, Epoch Holding Corp (NASD: EPHC) will trade ex-dividend, for its quarterly dividend of $0.08, payable on 11/11/11. As a percentage of EPHC’s recent stock price of $18.18, this dividend works out to approximately 0.44%. Below is a dividend history chart for EPHC,

(Photo credit: Wikipedia) Investment management is a complex business, sometimes unnecessarily so. Like any sector of the economy, it has entrenched interests who gain from keeping the mystique level high and barriers to entry intact. The first step for retirees, then, is to understand the players and their motivations. After all, it’s your money. Placing

The polls are clear and dismaying. Just 13% of Americans are “very confident” in their retirement planning, while 38% are “somewhat confident,” the Employee Benefit Research Institute found in a 2013 poll. That means nearly half of us (49%) are somewhere on the other side of that line. Shockingly, nearly a third of Americans (28%) are

If you’re reading these words, I’d wager it’s because the headline piqued your interest. From that, it seems clear that you already know what an IRA is and think you might need one. Mostly probably, though, you don’t have one. But you should, and you probably should have two. Let me explain why. If you have a

Retail cash outflows from U.S. high-yield funds deepened to $859 million in the week ended April 29, and there was a huge influence from the exchange-traded-fund segment, at 85% of the withdrawal, or $724 million, according to Lipper. The outflow expands upon the $162 million withdrawal last week, for a net $1 billion redemption over the

A prudent investor takes advantage of market dips. He buys oversold assets when the market panics—and stays the course during recoveries. Unfortunately, prudent investors looking to add to their portfolios now can’t capitalize on a panicking market. This year saw two great buying opportunities: first in February when the market freaked out over global economic

Shutterstock If you have the choice between making a major purchase on a credit card or a personal loan, your first choice should be neither. Your first choice – if you will not be able to pay back the purchase by the end of the month – should be cash. If you do not have

Photographer: Krisztian Bocsi/Bloomberg If you’re in the market for a new credit card, and also use Uber, then this credit card hack may save you money. American Express is offering $200 in annual Uber ride credit for cardholders of The Platinum Card® from American Express. How It Works If you have a Platinum Card, you

Income investors are always on the lookout for “quality” funds, and there is no dearth of commentary extolling the virtues of various supposedly quality CEFs. In this article, we try to pin down the characteristics that make a “quality” CEF. More specifically, we settle on two key features. The first is historic outperformance in absolute

Travel Rewards Credit Cards Pexels As summer travel heats up, it’s an opportune time to consider a rewards credit card. Here’s what you need to know and how to choose the best rewards credit cards. What Are The Major Types of Rewards Credit Cards? There are several types of rewards credit cards, including cash back

Introduction With President-elect Biden promising higher tax rates, high income investors might want more tax-exempt income investments. While he says only the top 2% of returns will be effected, massive deficits have others doubting that promise can hold. Investors also have concerns that COVID-19-reduced state and local tax revenues might cause municipal bond downgrades or

The Asia-Pacific region enjoys stability as a whole, and broad and multiple forms of regional cooperation has produced market results. – Wu Bangguo The iShares Asia 50 ETF (NASDAQ:AIA) enables prospective investors to dabble with 50 of the largest Asian stocks. In this article, I will highlight some of the good and bad aspects of

This is a crucial moment for the Invesco S&P 500 High Beta ETF (SPHB). The fund has been on an impressive winning streak. For the month of November alone, fueled by the end of the election cycle and back-to-back positive news on the rollout of a coronavirus vaccine, SPHB has been up an impressive 27%

Introduction With interest rates trading close to or at zero percent in most of the developed economies, we have been questioning if bonds still remain a good hedge against equity drawdowns in the medium term. Historically, we know that three major assets that perform well when uncertainty and price volatility rise have been US Treasuries,

Through 2Q20, the top five Technology companies (measured by core earnings), Apple (AAPL), Microsoft (MSFT), Alphabet (NASDAQ:GOOG) (GOOGL), Facebook (FB), and Intel (INTC), accounted for 59% of the sector’s total core earnings. With just a few firms driving the performance of the “tech” sector, there are many stocks that benefit from the “tech” label and

“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” – Benjamin Graham The VanEck Vectors Preferred Securities ex Financials ETF (PFXF) is an exchange-traded fund that invests in preferred shares from companies exclusively in the United States. It seeks to invest in companies of

Written by Nick Ackerman, co-produced by Stanford Chemist Preferred shares offer investors a combination of equity and fixed-income features. For the equity similarities, they can trade on a stock exchange throughout the day. Additionally, they can be converted to common shares if they are issued as convertible preferred stocks. For the fixed-income features, they offer

Listen on the go! Subscribe to The Cannabis Investing Podcast on Apple Podcasts, Google Podcasts, Spotify, and Stitcher. By Jonathan Liss Today’s guest is the co-founder, CEO and CIO of Cambria Investment Management, Meb Faber. He has authored numerous white papers and books on factor-based portfolio construction and favors value- and momentum-tilted strategies in Cambria’s

Thesis Summary The Fidelity Blue Chip Growth Fund (FBGRX) is an ETF that invests most of its assets into blue-chip growth stocks. It has outperformed its peers and the market over the last few years and I have strong reasons to believe this will continue. The fund invests in large and established companies, which have

Since the COVID-related market meltdown in March, equity funds (including ETFs) have continued to suffer net outflows despite the average equity fund moving into positive territory and posting a year-to-date return of 2.93%. They have handed back some $317.0 billion year to date (their largest net outflows for any full one-year period) through the Refinitiv

Invesco Dynamic Leisure and Entertainment ETF (PEJ) is a fund that invests mainly in consumer cyclical and communication companies. A little over twenty-five percent of the ETF is invested directly in the U.S. restaurant industry. I estimate that thirty-one percent of the ETF has U.S. restaurant exposure. It is for this reason that I am

We are pleased to report another strong quarter. The Mercator International Opportunity Fund (MOPPX) had another very strong quarter, outperforming the Morgan Stanley EAFE index by more than 15% and its peers in the Foreign Large Blend category by more 14%. YTD, the fund is once again ranked in the top 1% of Foreign Large

The following data is derived from trading activity on the Tradeweb Markets institutional European- and U.S.-listed ETF platforms. European-Listed ETFs Total traded volume Notional volume executed on the Tradeweb European-listed ETF marketplace reached EUR 30.7 billion in September. The proportion of transactions processed via Tradeweb’s Automated Intelligent Execution (AiEX) tool was 72%. Adriano Pace, head

Written by Nick Ackerman, co-produced by Stanford Chemist PIMCO Dynamic Income Fund (PDI) is finally trading at similar valuations to the other popular MBS fund, the PIMCO Dynamic Credit and Mortgage Income Fund (PCI). This was after several years of PDI trading at larger premiums than PCI. At the CEF/ETF Income Laboratory, we took advantage

(Pexels) Financial markets have been very quiet over the past two months. The S&P 500 is up about 2% while gold and long-term bonds are down a few points. It is eerily quiet considering we are just two weeks away from one of the most contentious elections in U.S history. Not only that, but economic

This article series shows every month a dashboard with aggregate industry metrics in healthcare. Most of the companies used to calculate these metrics are holdings of the Health Care Select Sector SPDR ETF (XLV). Therefore, this is also a top-down survey of XLV. Shortcut If you are used to this dashboard series or if you

The market had lost some of its mojo in September but has regained ground since the start of this month. The S&P 500 is attempting to make new all-time highs once again. So, what’s leading this fresh momentum? It’s probably a combination of many positive factors, for example, the renewed hope of a fresh round

This article series shows every month a dashboard with aggregate industry metrics in materials. Most of the companies used to calculate these metrics are holdings of the Materials Select Sector SPDR ETF (NYSEARCA:XLB). Therefore, this is also a top-down survey of XLB. Shortcut If you are used to this dashboard series or if you are

The VanEck Vectors Muni Allocation ETF (MAAX) tactically allocates among VanEck municipal bond ETFs based on interest rate and credit opportunities to seek capital appreciation plus tax-exempt income. It uses a data-driven, rules-based process that leverages technical and macroeconomic indicators to guide credit and duration exposure, seeking to avoid market risks when appropriate. Overview The