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  1. Portfolio Strategies Content Hub

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More Portfolio Strategies Content Hub Articles

This Equal-Weight ETF Is a Beacon of Strength
Portfolio Strategies Content Hub

This Equal-Weight ETF Is a Beacon of Strength

Tom LydonMay 09, 2022
2022-05-09

With the S&P 500 in the midst of its worst weekly skid in more than a decade, investors are...

RSPE: Right Idea for Clarity on ESG Ratings
Portfolio Strategies Content Hub

RSPE: Right Idea for Clarity on ESG Ratings

Tom LydonMay 06, 2022
2022-05-06

As advisors increasingly direct client dollars to environmental, social, and governance (ESG)...

Amazon Earnings Highlights Equal-Weight ETF Benefits
Portfolio Strategies Content Hub

Amazon Earnings Highlights Equal-Weight ETF Benefits

Tom LydonMay 05, 2022
2022-05-05

With the S&P 500 down 8% over the past month — a period encompassing a significant...

S&P 500 Equal Weight Outperformance Continues in April
Portfolio Strategies Content Hub

S&P 500 Equal Weight Outperformance Continues in April

Elle Caruso   May 04, 2022
2022-05-04

Equal-weight indexes have often outperformed their market cap-weighted counterparts, as...

Investors Want Quality ESG Data and RSPE is Relevant
Portfolio Strategies Content Hub

Investors Want Quality ESG Data and RSPE is Relevant

Tom LydonMay 03, 2022
2022-05-03

Environmental, social, and governance (ESG) principles are increasingly important to professional...

Utilities ETFs Can Win Even as Rates Rise
Portfolio Strategies Content Hub

Utilities ETFs Can Win Even as Rates Rise

Tom Lydon   Apr 28, 2022
2022-04-28

There’s plenty of conventional wisdom as it pertains to asset allocation against the backdrop of...

S&P 500 Equal Weight Outperforms on Q1 Reports
Portfolio Strategies Content Hub

S&P 500 Equal Weight Outperforms on Q1 Reports

Elle Caruso FitzgeraldApr 27, 2022
2022-04-27

Markets in recent weeks have largely been moving in reaction to first quarter earnings reports.

...

Go With Equal-Weight ETFs to Split Growth/Value Difference
Portfolio Strategies Content Hub

Go With Equal-Weight ETFs to Split Growth/Value Difference

Tom Lydon   Apr 26, 2022
2022-04-26

On a year-to-date basis, value stocks and the related exchange traded funds are easily...

Certain ESG Stocks Are Offering Discounts
Portfolio Strategies Content Hub

Certain ESG Stocks Are Offering Discounts

Tom LydonApr 25, 2022
2022-04-25

Owing to the fact that many stocks with favorable environmental, social, and governance (ESG)...

Twitter Shares Rose on Reports That Deal With Elon Musk Is Immin
Portfolio Strategies Content Hub

Twitter Shares Rose on Reports That Deal With Elon Musk Is Imminent

Elle Caruso   Apr 25, 2022
2022-04-25

Twitter shares increased again on Monday on reports that the firm is nearing a deal to sell...

Fiduciaries Matter When It Comes to ESG Fund Application
Portfolio Strategies Content Hub

Fiduciaries Matter When It Comes to ESG Fund Application

Tom Lydon   Apr 22, 2022
2022-04-22

As the landscape of ESG ETFs continues growing, so does investors’ interest in applying ESG...

RGI Rises as Airline Stocks Soar on Q1 Earnings Reports
Portfolio Strategies Content Hub

RGI Rises as Airline Stocks Soar on Q1 Earnings Reports

Elle Caruso FitzgeraldApr 21, 2022
2022-04-21

U.S. airline stocks took flight on Thursday on strong first quarter earnings reports and outlooks...

RCD Is a Way to Spread Consumer Discretionary Bets
Portfolio Strategies Content Hub

RCD Is a Way to Spread Consumer Discretionary Bets

Tom LydonApr 19, 2022
2022-04-19

The consumer discretionary sector and the related cap-weighted funds were long dominated by...

S&P 500 Advanced on Q1 Earnings Indicating Consumer Strength
Portfolio Strategies Content Hub

S&P 500 Advanced on Q1 Earnings Indicating Consumer Strength

Elle Caruso   Apr 19, 2022
2022-04-19

U.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
Portfolio Strategies Content Hub

RYE Is a Good Place for Energy’s Impressive Profit Margins

Tom Lydon   Apr 18, 2022
2022-04-18

The 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
Portfolio Strategies Content Hub

S&P 500 Equal Weight Index Outperforms After Peaks

Elle Caruso FitzgeraldApr 14, 2022
2022-04-14

After peaks in S&P 500 concentration, the S&P 500 Equal Weight Index has tended to...

When Diversification Matters, Think Equal Weighting
Portfolio Strategies Content Hub

When Diversification Matters, Think Equal Weighting

Elle Caruso FitzgeraldApr 12, 2022
2022-04-12

The 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
Portfolio Strategies Content Hub

S&P 500 Earnings Growth Could Power This ETF

Tom Lydon   Apr 11, 2022
2022-04-11

Despite an array of headwinds, expectations are in place for another quarter of double-digit...

Value Exists in Healthcare Sector
Portfolio Strategies Content Hub

Value Exists in Healthcare Sector

Tom LydonApr 08, 2022
2022-04-08

Broadly speaking, the healthcare sector’s returns in 2022 are middling. In theory, that shouldn’t...

Equal Weighting Outperformed in Q1
Portfolio Strategies Content Hub

Equal Weighting Outperformed in Q1

Elle Caruso FitzgeraldApr 06, 2022
2022-04-06

Equal-weight indices have often outperformed their market cap-weighted counterparts, as...

Musk’s Twitter Investment Material for Surprise ETF
Portfolio Strategies Content Hub

Musk’s Twitter Investment Material for Surprise ETF

Tom Lydon   Apr 05, 2022
2022-04-05

One 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
Portfolio Strategies Content Hub

Unique Utilities ETF Might Be Ready for Its Moment

Tom LydonApr 04, 2022
2022-04-04

The 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
Portfolio Strategies Content Hub

RSP Takes in Nearly $1 Billion in March

Elle Caruso   Apr 04, 2022
2022-04-04

March was a promising month for investors who held onto their equities despite substantial market...

Sector Clues Might Signal Equal-Weight Outperformance
Portfolio Strategies Content Hub

Sector Clues Might Signal Equal-Weight Outperformance

Tom LydonMar 31, 2022
2022-03-31

Avoiding concentration risk is one of the primary reasons that investors turn to equal-weight...

Quality and Value Linger in This Equal-Weight ETF
Portfolio Strategies Content Hub

Quality and Value Linger in This Equal-Weight ETF

Tom Lydon   Mar 30, 2022
2022-03-30

Locating quality and value under the umbrella of a single exchange traded fund isn’t easy, but it...

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Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

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