More Portfolio Strategies Channel Articles
Fiduciaries Matter When It Comes to ESG Fund Application
2022-04-22As the landscape of ESG ETFs continues growing, so does investors’ interest in applying ESG...
RGI Rises as Airline Stocks Soar on Q1 Earnings Reports
2022-04-21U.S. airline stocks took flight on Thursday on strong first quarter earnings reports and outlooks...
RCD Is a Way to Spread Consumer Discretionary Bets
2022-04-19The consumer discretionary sector and the related cap-weighted funds were long dominated by...
S&P 500 Advanced on Q1 Earnings Indicating Consumer Strength
2022-04-19U.S. stocks and government bond yields gained on Tuesday as investors continue to digest the...
RYE Is a Good Place for Energy’s Impressive Profit Margins
2022-04-18The S&P 500’s net profit for the first quarter is 12.1%. That’s below the 12.3% forecast at...
S&P 500 Equal Weight Index Outperforms After Peaks
2022-04-14After peaks in S&P 500 concentration, the S&P 500 Equal Weight Index has tended to...
When Diversification Matters, Think Equal Weighting
2022-04-12The S&P 500 EWI is designed to be a size-neutral version of the S&P 500. It includes the...
S&P 500 Earnings Growth Could Power This ETF
2022-04-11Despite an array of headwinds, expectations are in place for another quarter of double-digit...
Value Exists in Healthcare Sector
2022-04-08Broadly speaking, the healthcare sector’s returns in 2022 are middling. In theory, that shouldn’t...
Equal Weighting Outperformed in Q1
2022-04-06Equal-weight indices have often outperformed their market cap-weighted counterparts, as...
Musk’s Twitter Investment Material for Surprise ETF
2022-04-05One of Monday’s biggest headlines pertains to Elon Musk taking a 9.2% stake in social media giant...
Unique Utilities ETF Might Be Ready for Its Moment
2022-04-04The utilities sector is classified as a defensive group. As such, it’s often viewed as boring. It...
RSP Takes in Nearly $1 Billion in March
2022-04-04March was a promising month for investors who held onto their equities despite substantial market...
Sector Clues Might Signal Equal-Weight Outperformance
2022-03-31Avoiding concentration risk is one of the primary reasons that investors turn to equal-weight...
Quality and Value Linger in This Equal-Weight ETF
2022-03-30Locating quality and value under the umbrella of a single exchange traded fund isn’t easy, but it...
Mute the Volatility in the Energy Sector With This ETF
2022-03-29With heavy volatility going on in the energy sector, an equal-weight strategy can be ideal to...
What Equity Investors Could Learn From the Bond Market
2022-03-25The spread between the 10-year U.S. Treasury rate and the two-year U.S. Treasury rate is 22 basis...
Help Ease Volatility By Concentrating Less in Your Portfolio
2022-03-24A confluence of various market events in the current environment is making for a volatile 2022...
Boring Could Be Beautiful With This Utilities ETF
2022-03-24For all the talk about the utilities sector being negatively correlated to rising Treasury...
Investors Bestowing Love on Bank Stocks
2022-03-23Leading up to and in the wake of the Federal Reserve’s first interest increase of 2022, which was...
Hot Energy Sector Remains Inexpensive
2022-03-22The energy sector was the best-performing group in the S&P 500 last year, and it’s repeating...
This ETF Offers Strong Returns During Rising Rates
2022-03-21The Federal Reserve said last Wednesday that it would raise the target federal funds rate 25...
Keeping ESG Simple
2022-03-17There’s no denying that advisors and investors are flocking to environmental, social, and...
As U.S. Major Indexes All Enter ‘Death Cross’, Is It Time To Add Exposure?
2022-03-17The S&P 500 Index made headlines earlier this week for entering a “death cross” technical...
Solving the Concentration Quandary
2022-03-15Although the start to 2022 by stocks is among the worst on record, concentration risk remains...