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Investing

The Best and Worst All-ETF Portfolios of 2014

by on December 23, 2014 | Updated December 24, 2014

Major equity indexes on the home front continued their ascent in 2014, much to the bears’ growing frustrations. Amid the run-up, the fairly short-lived periods of profit-taking served as buying opportunities throughout the year. These rounds of selling saw volatility levels spike more than they did the previous year, perhaps showcasing the increasingly cautious nature of investors in light of the stellar five-year bull run seen thus far [see also The Best and Worst Sector ETFs of 2014].  [click to continue…]

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Following a multi-day stretch of profit-taking on Wall Street, the bulls returned with full force in light of soothing words from the Federal Reserve on Wednesday of this week. Policymakers at home inspired a great deal of confidence among investors when they said that the Fed would remain “patient” with regards to the timing of the first rate hike. Overseas, investors remained fixated on the collapse of Russia’s equity market amid back-and-forth trading in oil futures [see BioShares and Reality Share Make Their Debut, ValueShares Launches IVAL]. 

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Profit taking pressures finally swept over Wall Street this week following a prolonged stretch of major equity indexes posting fresh all-time highs. On the home front, some investors stepped to the sidelines following a hint that the Fed might soon change its forward guidance, with regards to the timing of the first rate hike. On […]

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Recent developments in China have helped to open the doors to foreign investors, prompting many to re-examine the country’s growth outlook, which is as lucrative as it is riddled with uncertainty. Recently, we had an opportunity to talk with Dodd Kittsley, head of ETF strategy at Deutsche Asset & Wealth Management, and he shared his insights on what […]

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Following the holiday weekend, investors came back to Wall Street in a buying mood and managed to push the S&P 500 Index to fresh highs yet again, with the benchmark settling just below 2,080 ahead of Friday’s employment report. On the data release front, better-than-expected ISM and motor vehicle sales served as tailwinds throughout the week. Overseas, […]

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Much to the bears’ frustrations, the bulls remain in the driver’s seat although their foot has eased off on the gas pedal considerably over the past two weeks. Overseas, the ECB dropped another hint of expanding stimulus while upbeat sentiment data from Germany helped to spark a minor rally across the currency bloc. At home, […]

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ETFs have managed to find their way into countless portfolios over the years, as investors of all walks have embraced this vehicle as the preferred means of employing low-cost, diversified strategies. More recently, the rise of ETF managed portfolios has caught the attention of individual investors and financial advisors alike; professionally managed portfolios that utilize ETFs […]

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Amid the vast ETF landscape, investors are bound to run into seemingly-identical offerings from different issuers. In many of these instances, the differences between the products are often trivial; sometimes it’s just a few basis points in the expense ratio or slight differences when considering the underlying holdings. On the other hand, there are instances when […]

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The ETF product structure has been embraced by traders and investors of all walks, because cost-efficiency, instant-diversification, and transparency are hard offerings to pass up. While passive, index-based strategies offering exposure to core asset classes undeniably command an overwhelming majority of the assets under management in the industry, investors have also started to get involved with the more […]

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The inevitable interest rate hike has prompted many investors to re-think their equity exposure, and perhaps more importantly, their allocation to bonds in recent weeks. Founded in early 2004, AltaVista Research recently announced the launch of its Fixed Income ETF Coverage via the firm’s ETF Research Center website, which is aimed at helping investors to more favorably […]

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The evolution of the ETF universe has helped to democratize the investment landscape over the years, allowing for self-directed investors to easily access virtually any corner of the global market, and do so in a cost-efficient and transparent manner. The advantages of the exchange-traded product structure have also caught the eye of asset managers servicing […]

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Over the last 20 years, Wall Street has witnessed both the rise and fall of hundreds of exchange traded products. For the most part, many of the funds that struggled during their first few years of trading were forced to close their doors. In this piece, however, we take a look at five ETFs that managed […]

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