From the category archives:

Ultimate Guide

The Complete History of the SPY

by on July 25, 2013 | Updated April 21, 2014

The S&P 500 SPDR (SPY, A) is the oldest and best-known exchange-traded fund. Here’s a quick primer on the history of SPY, by the numbers:

Vital Stats [click to continue…]

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Ultimate Guide To The Spin-Off ETF (CSD)

by on March 19, 2013 | Updated March 22, 2013

Spin-offs may be somewhat common among publicly-traded corporations, but they tend to offer uncommon returns to savvy investors. According to a 25-year study entitled “Restructuring Through Spinoffs,” published in 1993 by Penn State University, spin-offs tend to outperform peers and the S&P 500 by approximately 10% per year in the first three years after the spin-off. A second study of 168 restructurings conducted in 1999 by McKinsey confirmed these trends, showing two-year annualized returns of 27%, compared to 14% for the Russell 2000 and 17% for the S&P 500 over the same time period. The Guggenheim Spin-Off ETF (CSD) was designed to capitalize on these trends and offer investors an easy way to gain exposure [Download How To Pick The Right ETF Every Time].  [click to continue…]

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Ultimate Guide To COBO

by on February 18, 2013

Bonds are an enormous investment category, but investors often have to accept one of two related drawbacks with fixed income investments. Bonds where repayment is not an issue (like U.S. government securities) offer very low yields, while higher-yielding bonds like corporate debentures offer significantly greater repayment risk. Covered bonds are something of a “middle ground,” […]

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Ultimate Guide To TDIV

by on January 28, 2013

One of the common historical criticisms of tech stocks is that they by and large do not pay dividends. That has changed dramatically in recent years, as the blue chip tech stocks of the 1980s and 1990s have matured and accumulated more cash than they can effectively reinvest. With numerous tech stocks now offering dividends, […]

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Emerging markets have long been popular investment destinations, as these countries generally offer considerably greater growth potential than more mature markets. Given the lack of emerging market listings on major U.S. exchanges and the difficulties of direct investments in many of these countries, ETFs have become a compelling means of achieving diversified exposure to these […]

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Real estate has long been a popular asset class as it tends to offer excellent long-term returns with relatively low correlation to equities and can also serve as a viable hedge against inflation. One of the best things about the expansion of the ETF universe is the extent to which it has spawned numerous vehicles for […]

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Fixed income securities have long been a major part of investor portfolios; corporate bonds in particular often hold a key role. In many cases investment-grade corporate bonds can have a “win-win” impact on portfolios, reducing overall volatility while also delivering income. Unfortunately, bonds have some attributes that make them less than ideal for many individual […]

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Over time, the up and comers of the market have demonstrated the potential for better risk-adjusted returns than larger cap stocks in certain economic environments. If you want capital growth, the small cap equity asset class is the place to be; however, picking individual small cap stocks that will outperform is no easy task. These higher […]

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Japan isn’t getting much love in the eyes of investors these days. The benchmark Nikkei is down significantly from the highs of the early 1990s and the country continues to feel the impact of a high debt burden. Furthermore, the yen has remained strong adding further pressure to the struggling exporting economy. As such, many believe that […]

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Gold ETFs have become exceptionally popular as these instruments mitigate many of the most pressing drawbacks to gold ownership – wide bid/ask spreads, physical storage needs, and convenient buying and selling options. Investors have more than a couple of choices within the gold ETF space, including choosing between bullion-oriented funds, futures-oriented funds, and funds which […]

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While the correlations of various asset classes have increased significantly over the past decade, emerging market investing is nevertheless likely here to stay. Even if foreign market returns are now more correlated with U.S. returns, the higher growth of emerging markets is still appealing in its own right. For investors looking for a convenient vehicle which […]

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Interest in commodity investments has boomed in recent years, and billions of dollars have poured into the space, most noticeably in the form of exchange-traded products. With so many choices out there, it’s well worth taking the time to highlight special cases that may offer investors unique opportunities; the United States Commodity Index Fund (USCI) […]

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