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RWJ

The last two earnings season have seen a familiar pattern play out: companies of all shapes and sizes are consistently beating Street estimates on earnings, but falling short on revenue forecasts. In many cases, revenue is coming out either flat or even down compared to the same period in the prior year. There’s a growing list of companies that fit this description, including Merck, Eastman Chemical, Starwood Hotels, and AT&T this week alone (AAPL was one of the few companies that flipped this scenario, beating on revenue but falling short on the earnings side) [see Free Report: How To Pick The Right ETF Every Time].  [click to continue…]

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The rapid growth of the ETF industry in recent years has altered the investment landscape in more ways than one. The low expense ratios offered by most exchange-traded products have brought increased scrutiny on active managers and called into question their ability to add value to client portfolios. The immediate diversification offered by a basket of securities has caused some to shift away from the complex research associated with individual stock picking towards more macro analysis required for tactical strategies. And as indexes have evolved from hypothetical measures of performance to essentially investable assets, the methodologies utilized in the construction and maintenance of benchmarks have become increasingly important to investors [see our database of ETF indexes]. [click to continue…]

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Although most U.S. investors build their portfolios around a core of large cap domestic equities, small-cap firms, which generally have a market capitalization’s under $2 billion, are a vital component as well. Because small cap stocks tend to have smaller customer bases, shorter operating histories, and less cash on hand, they are often more volatile […]

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The rise of the ETF industry has changed a lot about the business of investing. It has altered the way investors look at expenses, making it difficult to justify handing over 200 basis points (or more) each year to an active manager who can’t regularly beat a benchmark. It has also expanded the universe of […]

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Advisors and individuals who favor a tactical asset allocation to investing have historically analyzed broad macroeconomic trends and statistics to identify asset classes and sectors poised deliver strong returns. In the early days of the ETF industry, this meant homing in on a certain sector or style and picking the fund that tracked that segment. […]

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It’s been an interesting week in the world of ETFs:  The unemployment rate moved up to 9.8% and Rio De Janeiro won the 2016 Summer Olympics over Chicago. Here are the ETF Database staff picks of the week’s most important and interesting stories from around the Web:

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Sean O’Hara is the President of RevenueShares Investor Services. He recently took time out of his busy schedule to talk about weighting methodologies, alpha, and more with ETF Database.

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As ETFs have become the investment vehicle of choice for an increasing number of asset managers and individual investors, the landscape continues to evolve, sometimes seemingly on a daily basis. The first ETFs to burst onto the scene generally tracked traditional asset classes and indexes. And while these “plain vanilla” funds remain among the most […]

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