By Rob Brown, Ph.D., CFA, Julex Capital Advisory Board Member “Advisors tend to be somewhat skeptical about Tactical Asset Allocation. A large part of this skepticism stems from a misunderstanding about the role of tactical strategies within a portfolio. In this webinar, Dr. Rob Brown explains some of these misconceptions and misunderstandings, as well as [...] Read more at ETFtrends.com.
Large-cap technology equities might get all the fanfare in capital markets, but that doesn’t mean investors should shy away from small-caps. Getting small-cap exposure even in these uncertain times can allow investors to capture any potential upside that maximized large-caps may not be able to provide. Traders looking for a bullish play on small-caps can [...] Read more at ETFtrends.com.
It could be a wild ride for the markets in an election week, which should spur a demand for investors seeking safe havens. In the case of silver, price action in December futures could dictate what the precious metal will do through the rest of 2020. Currently, fortune slightly favors the bulls. “December silver futures [...] Read more at ETFtrends.com.
Gold investors need to ensure their safety belts are buckled tight this week, especially since the forthcoming election could give them a stomach-churning roller coaster ride of volatility. Other key movers for gold will only add to the dips and dives. “The first week of November will not only see the most anticipated event of [...] Read more at ETFtrends.com.
Commodities don’t have the panache of most equities but it’s an opportunity investors can consider when it comes to investing in needs versus wants. In the case of water, something the world obviously needs, clean water initiatives can be vital for exchange-traded funds (ETFs) that focus on infrastructure. Today’s contentious times amid the pandemic stress [...] Read more at ETFtrends.com.
The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) is an increasingly prominent retirement strategy, but that doesn’t mean the exchange traded fund lacks for demographic relevance. NUSI is an actively managed portfolio of stocks included in the Nasdaq-100 Index and an options collar. Per index rules, the fund only invests in the top 100 largest by [...] Read more at ETFtrends.com.
One of the objectives of model portfolios should be to help advisors deliver alpha to clients, but not all model portfolio structures succeed on this front. Advisors should be mindful of the concept of performance alpha. A good place to start is with the Global Multi-Asset Income Model Portfolios, which are part of WisdomTree’s menu [...] Read more at ETFtrends.com.
The ARK Innovation ETF (NYSEArca: ARKK) is one of the disruptive technology frontrunners among ETFs. Its exposure to artificial intelligence also makes it a credible long-term idea. “Companies within ARKK include those that rely on or benefit from the development of new products or services, technological improvements and advancements in scientific research relating to the [...] Read more at ETFtrends.com.
Click here to read Astoria’s Investment Committee Quarterly Report YTD and historical performance of Astoria’s dynamic ETF managed portfolios Historical perspective on the growth vs. value spread. This is a key reason why we diversify across factors. Some election commentary. Astoria believes that the Economic and Earnings Cycles are more important than the Presidential Cycle [...] Read more at ETFtrends.com.
Broadly speaking, actively managed exchange traded funds carry higher fees than their passively managed counterparts. While fees aren’t the sole determinant of investor outcomes, advisors and investors typically gravitate toward cost-effective products. However, there are other ways for issuers to lower investors, namely eliminating trading commissions, which can provide a significant boost to investors of [...] Read more at ETFtrends.com.
Sage Advisory has put together this infographic that looks at how U.S. sustainable mutual funds and ETFs have changed over the past decade. Read more at ETFtrends.com.
There’s been significant chatter about cyclical stocks making a comeback if Democratic nominee Joe Biden claims the presidency on Tuesday, a scenario that could bode well for the value factor. Investors can play that theme with the FlexShares Morningstar U.S. Market Factor Tilt Index Fund (NYSEArca: TILT). TILT is a compelling way for investors to [...] Read more at ETFtrends.com.
The coronavirus pandemic is driving increased adoption of e-commerce and as the Emerging Markets Internet & Ecommerce ETF (NYSEArca: EMQQ) proves, that theme is not confined to the U.S. EMQQ includes access to EM companies related to online retailers or the quickly expanding e-commerce industry. To be included within the ETF’s underlying index, companies must [...] Read more at ETFtrends.com.
Emerging markets assets are receiving renewed attention as Election Day looms. A victory by former Vice President Joe Biden on Election Day could lift emerging markets assets because it’s expected his tone toward China – the largest developing economy – will be far less bellicose than President Trump’s has been. The ALPS Emerging Sector Dogs [...] Read more at ETFtrends.com.
Plenty of exchange traded funds offer exposure to growth stocks, but few do so with the visionary style of the Entrepreneur 30 Fund (NYSEArca: ENTR). The Entrepreneur 30 Fund tries to reflect the performance of the Entrepreneur 30 Index, which is comprised of 30 U.S. companies with the highest market capitalizations and composite scores based [...] Read more at ETFtrends.com.