Given that S&P DJI’s indices benefited from having less exposure to Information Technology in 2022, one might expect this helped to explain relative performance in H1 2023. The consequences of Information
Tag: ETF building block
S&P U.S. Indices H1 2023: Analyzing Relative Returns To Russell
The different drivers of relative performance across the cap spectrum have once again demonstrated the importance of index construction and potential impact of stock selection and size exposures. Information
VOO: It’s Better To Be Roughly Right Than Precisely Wrong
The article discusses my favorite ETFs and self-indexing strategies for investment in this unsure environment. Nicholas Taleb’s Fooled By Randomness is a great introspective book I like to use to check my hubris.Time in the market always trumps timing the market, but be sure to protect your downside with diversification.
DBMF Up 7% Since Banking Crisis
Despite the challenges that such an uncertain environment creates for trend following strategies, iMGP DBi Managed Futures Strategy ETF (DBMF) continues to recover from March lows. Since March 24, the fund
Play the “Bank Walk” on Credit in Value ETFs
That could limit bank lending amid a broader credit crunch that may boost the case for value ETFs. Per WisdomTree’s mid-year outlook, the bank walk shifts of capital out of bank accounts and into money market funds.
International Value Investing Makes A Comeback
Not only are these leading firms attractively valued, in our view, but they also offer economic exposure to both US and emerging markets and can benefit from recent government spending initiatives. International stocks
How Quality and Low Volatility Can Work Together in Portfolios
You tend to see very low overlap between quality and low volatility: individual holdings, different kinds of sector makeups as well,” Chris Dahlin, factor & core equity strategist for ETFs and indexes strategies at
Dive Deep Into Active Diversification With This Multi-Income ETF
Per its fund description, MUSI pursues attractive income and total return by balancing interest rate and credit risk in a portfolio that spans investment-grade, high yield, securitized and emerging markets debt
UYG: Value-Weighted ETFs Will Work As Banking Becomes A Two-Tier System
The ProShares Ultra Financials ETF ( NYSEARCA: UYG ) tracks an underlying index of large-cap US financials in a typical value weighted fashion. While leveraged ETFs aren’t that well suited for longer-term
Harbor Capital launches multi-manager US small-cap ETF
Harbor Capital Advisors has launched a new actively managed ETF that utilizes a multi-manager approach to invest in the US small-cap equity market. Spenser Lerner, Head of Multi-Asset Solutions at Harbor Capital
Value Stocks Are The Place To Be
This may be the best period in many years to own Value ETFs, mutual funds, or sector funds.There is much evidence that Value funds tend to excel when inflation is high as well as interest rates.At the latter part of the economic cycle or in recession, the overall market tends not to do so well; Technology and Consumer Discretionary stocks often fade.Value stocks, with relatively large positions in defensive stocks, tend to outperform the overall market.
Automation Answers Found in These ETFs
Another reason that QQQ and QQQM are relevant in the AI/automation conversation is because the Invesco ETFs are homes to companies that are integral in driving costs of these technologies lower while enhancing
Why U.S. Large Caps Have Fared Better With A Factor Tilting Approach
And while US large cap equity indexes have generally fared well over the past five years, the Russell 1000 Invesco Dynamic Multifactor Index [RB1] has posted standout returns — shedding light on the potential
Tobin McDaniel: ETFs to Play a Crucial Role in SoFi’s Growth
When SoFi was founded in 2011, it was originally a student loan refinance company. Since then, it’s “evolved dramatically” to offer an array of products and services, including ETFs, through an investment management business, according to Tobin McDaniel, head of SoFi Invest.