by Leslie N. Masonson, MBA Investors and traders may not give much thought to the weighting of the ETF that they purchase. However, the price performance of the ETF is heavily dependent on how the stocks are weighted in the portfolio. I will provide a tutorial on the two weighting methods that everyone should [...]
by Leslie N. Masonson, MBA If it wasn’t for the concept and development of “indexing,” no-load mutual funds and index-based ETFs would not exist in their current format or popularity. Today, there are currently 1901 passive indexed ETFs in existence in the United States. ETF indexing is based on a sponsoring firm’s selection of [...]
by Leslie N. Masonson, MBA Purchasing ETFs is more complex than purchasing mutual funds and individual stocks when you take into account their key attributes and the dizzying number of choices available. With a universe of 3,159 ETFs, investors and traders struggling to select a few ETFs for their regular and retirement portfolios may [...]
by Leslie N. Masonson, MBA Risk is the name of the game in life as well as investing. No matter what you do there is an element of risk that things may not turn out the way you want. In the investment arena the common belief is that the riskier an investment the higher [...]
by Leslie N. Masonson, MBA Investors dream of a reasonable portfolio return devoid of risk, but that precondition does not exist and is naive. Even investing in bonds is not without risk, as investors learned in 2022, when both stocks and bonds declined by 18.6% (S&P 500) and 13.7% (Vanguard Total Bond Index --BND), [...]
by Leslie N. Masonson, MBA The investment arena is very large with multiple stock exchanges listing thousands of companies, over 26,000 mutual funds with multiple share classes, and 3,149 ETFs, as well as options on stocks and ETFs, and Futures, among other choices. How does an investor or trader decide where to start? That [...]
by Leslie N. Masonson, MBA In my previous article, I reviewed the VectorVest ETF Viewer which contains a multi-column sortable database of over 1,800 ETFs. They are ranked on their VST (default), the master ranking criteria, which ranks them from the highest to lowest. Of course, any other metric column can be used to [...]
by Leslie N. Masonson, MBA VectorVest provides investors and traders with the tools and analytics to find the best performing ETFs with a few clicks. Whether you are a beginner or advanced market participant, the software provides the key metrics to identify the most appropriate ETFs for your portfolio and risk tolerance. This article [...]
by Leslie N. Masonson, MBA My ETF post of June 12 compared the key differences between mutual funds and ETFs. One of the primary ETF differences was the lower expense ratios. This ratio is an annual fee charged to cover an ETF’s operational expenses, as well as the management and administrative costs. It is [...]
by Leslie N. Masonson, MBA With an expanding ETF universe, investors and traders have almost an unlimited reservoir of possible alternative market exposure, much more so than with mutual funds which are much more restrictive in their offerings. ETFs follow a variety of strategies. Of all the ETFs, 831 (26.5%) were “actively” managed with [...]
