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When building a diversified buy-and-hold portfolio, many investors utilize a well-balanced combination of fixed income and equity securities. Historically, investors have also embraced material allocation to real estate; however, since the housing crisis, investors are still quite hesitant to jump back into this corner. As the real estate market continues to grow, an allocation to this unique asset class should certainly not be overlooked. [click to continue…]


Gold Soars Past Equities

by on July 6, 2011

Investors returned quietly to Wall Street after the long holiday weekend as equity markets oscillated between small gains and losses for most of trading on Tuesday. Moody’s downgraded Portugal’s sovereign debt to junk-status, sending the euro lower in the currency markets and gold even higher. The hot yellow metal lead the way up and jumped more than $30 at the start of trading, and was able to climb back above the psychologically significant $1,500 level. Oil went along for the ride as well, gaining upwards of 2% for the day, as crude futures marched past $97 a barrel.

On Wednesday domestic equity indexes were able to edge higher as investors bought in on the dip. However, light trading volumes are always a risky environment to participate in, simply because volatility can strike even quicker. Investors are waiting to hear from the ECB on Thursday regarding its interest rate decision, while on the home front the employment report due out on Friday will be the main event. Gold continued its advance and closed just under $1,530 an ounce on Wednesday, while oil also crept higher above $97 a barrel, despite tightening from China.

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Debuting Our All-ETF Portfolio

by on May 25, 2011

The last few days have seen a number of interesting developments in financial markets, as commodities have seemingly resumed their skyward trajectory and Europe once again seems headed for a complete meltdown. Against this backdrop, we introduce the ETF Insider all-ETF portfolio, a hands-on portfolio that seeks to establish a small handful of tactical positions […]

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Last year was a good year for most asset classes, as investor portfolios continued to recover from the recent recession. The difference in performance between many comparable funds was significant, and many of the best performers of 2010 are relatively small funds that maintain considerably smaller asset bases than their more popular competitors. Below, we […]

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As ETFs have become increasingly popular among more active traders in recent years, it may be easy to forget that the vehicle was  originally designed with the long-term buy-and-holder in mind. For those who take stock in the numerous academic studies indicating that active management generally destroys value over the long haul, cost efficient vehicles […]

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Time For A Real Estate ETF?

by on January 26, 2010 | Updated November 9, 2012

Historically, no portfolio was complete without a material allocation to real estate. Consistently high real returns and low correlations to stocks and bonds made it easy to overlook the out-of-whack fundamentals that ultimately led to an unprecedented collapse. But when real estate markets got a reality check in late 2008, many investors swore off the […]

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