New “Death Cross” Tactical ETF Chases Alpha and Beta

July 15, 2012

AdvisorShares just launched a new fund it calls the AdvisorShares Global Alpha & Beta ETF (RRGR). An actively-managed fund, AdvisorShares will run the portfolio with a goal to beat a benchmark comprised of a weighting of stocks and bonds. The fund will compete with a benchmark similar to a 60-40 mix of the S&P 500 […]

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Low Interest Rates Here to Stay – What’s Impacted and What’s Not

July 11, 2012

With the Fed projecting a low interest rate policy at least through 2014, that has done a few things.  Primarily, it has allowed the long end of the yield curve to drop quite a bit, reducing borrowing costs for borrowers, corporations and governments alike.  Conversely, it has wreaked havoc on projected pension returns and the […]

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Can Dividend Dogs Beat the Street?

July 8, 2012

Dividends make up the bulk of stock market returns, but can you find great stocks just by finding great dividends? Some seem to think so – and the historical performance makes a fairly convincing argument. Dogs of the Dow Smashes the S&P 500 In every period in the past 20 years, the Dogs of the […]

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Reasons for Individual Trading Accounts

July 8, 2012

There are many reasons to use an individual trading account like one with City Index, rather than relying on the lousy yields in savings accounts and other income instruments or employer-sponsored plans alone. Let’s take a look at a few: You Want More: For one, if you’ve already maxed out employer contributions and want to invest more, […]

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Covered Call ETFs: Do the Returns Justify the Fees?

June 24, 2012

As volatility pushes higher and expected future returns decline, investors are turning to income strategies to generate better long-run returns. Covered calls are one such way to boost returns and reduce volatility. Covered Call ETFs There are only two American covered call ETFs: CBOE S&P 500 BuyWrite Index ETN (BWV) – The BuyWrite ETN tracks […]

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Is the Active Bear ETF A Perfect Hedging Fund?

June 17, 2012

John DelVecchio, manager of the Active Bear ETF, received a front page mention on the Wall Street Journal for his foresight to sell short Green Mountain Coffee Roasters just before the firm announced earnings that missed Wall Street estimates. The company lost nearly half its market cap in a single day. DelVecchio’s investors who own […]

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PIMCO Fund Seeks Global Yields with Inflation Protection

June 10, 2012

Carry trades are a key part of international speculation. Investors borrow funds in low-cost markets like the US and Japan to invest internationally for a higher yield. PIMCO thinks it can beat benchmarks to seek global yields with inflation protection. Its new fund, the Global Advantage Inflation-Linked Bond Strategy Fund (ILB) will invest in global […]

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FRAK – An ETF for Fracking Stocks

June 3, 2012

Hydraulic fracturing, or “fracking,” may forever change the course of energy production in the United States. The energy boom is on – and it appears that there may be far more energy that can be brought to surface economically than anyone had ever thought. Thanks to technological improvement, natural gas can be recovered as far […]

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IndexIQ Multi-Strategy Tracker: A Hedge Fund for the Middle Class?

May 28, 2012

If you were to put a group of rocket scientists, academics, and researchers in a jail cell for 10 years with nothing but historical stock market data and a dry erase board, you’d come up with a fund company like IndexIQ. Its rather exotic funds are unique in the world of plain vanilla-indexing, and the […]

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