JT

Target Maturity ETFs Shelter Your Bond Holdings from Rising Rates

June 16, 2013

Some ETFs have billions in assets. Some have mere millions. Last week I wrote about one of my favorite dividend ETF, which had assets in the millions. This week I’ll uncover another hidden gem in the bond market: the target maturity fund. A target maturity fund invests in bonds with a fixed maturity date. For […]

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WisdomTree Taps into Dividend Growth Investing

June 10, 2013

Previously, I laid the case for why yield-hungry investors were driving investment returns. Yields are depressed in every corner of the market, from risk-free treasuries to riskier levered REITs and junk bonds. That doesn’t stop new ETF creation, however. Dividends are Main Street’s way into Wall Street; even Jim Cramer hopped on board to call […]

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Dogs Trump the Market Despite Dividend Fallout

June 2, 2013

The Dogs of the Dow strategy might as well be an initiation to the stock market. It’s often the first “strategy” that investors run into on their way into the market. As simple as the Dogs of the Dow strategy is, an ETF based on a variant of this popular investing strategy is beating the […]

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Smaller Stocks are Paying Off this Year

May 28, 2013

Smaller companies are known for higher risks, but higher returns. In broad bull markets, small cap companies generally lead. This year, that has been half true. Leading investments in 2013 are concentrated in anything yield (from junk debt to utilities) and low volatility consumer staples. Following these winners are smaller stocks and midcap indexes. Going […]

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An ETF for Rising Inflation

May 12, 2013

Low interest rates are starting to fuel an economic fire. In the financial markets, I believe low-yield alternatives are leading investors to pay up for less attractive dividend funds and junk bonds. (The Wall Street Journal said the same this week). In the housing market, low interest rates are pushing investors back into single family […]

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3 Signs Yield Investors are Driving the Market

May 5, 2013

Investors have been on the hunt for yield ever since policy pushed investors to risk assets to generate any real return. Yields on US Treasuries, certificates of deposit, and short-term corporate bonds is without question well below the rate of inflation. Yields are certainly lower than the true rate of inflation as defined by the […]

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Media is Red Hot for Good Reasons

April 28, 2013

Netflix (NFLX) may be this year’s best performer as a provider of internet TV, but investors are seeing impressive gains in media as a whole. PowerShares Dynamic Media Portfolio (PBS) ranks among several leveraged funds and Japanese equity ETFs as a top YTD performer. The fund tracks an index of 32 different media companies, most […]

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A Low(er) Volatility Mid Cap Fund

April 21, 2013

When iShares isn’t too busy leading the world of exchange traded products, it’s designing new funds to take public. One of its newest launches, the MSCI USA Size Factor ETF (SIZE) could be a winner given its focus as a new, lower volatility mid cap ETF. This new ETF from iShares will track the MSCI […]

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Gold is Out – Is the Fear Trade Over?

April 14, 2013

This week gold entered bear market territory, plunging by more than 20% from the market highs set in 2011. Gold also lost its correlation to equities, seeing as the SPDR Gold Trust (GLD) is off by 10% while equities, as measured by the SPDR S&P 500 ETF (SPY), are up 12%. Is the gold rush […]

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