by Leslie N. Masonson, MBA About 15 years ago, forward-thinking institutions and pension funds were exploring groundbreaking, long-term strategies to enhance their global returns. They delved into ETF thematic investing and some firms dove in head first to capture assets from interested investors. The world of Exchange-Traded Funds (ETFs) investing is no stranger to [...]
by Leslie N. Masonson, MBA Last week, I reviewed leveraged bullish ETFs. Now, I’ll focus on the polar opposite – bearish leveraged (inverse) equity ETFs. In total, there are 162 equity leveraged ETFs valued at $71.6 billion with an average expense ratio of 1.02%. As a subset, inverse leveraged equity ETFs account for 67 [...]
by Leslie N. Masonson, MBA In 2006, a handful of equity leveraged ETFs came to market. And over the years the number has expanded to the current 154 with assets under management of $70.3 billion with an average expense ratio of 1.03%. They come with various levels of leverage from 1.5, 2 and 3 [...]
by Leslie N. Masonson, MBA Currently, out of the 3,278 ETFs available, just over 800 are actively managed, while the rest are passively managed. However, the assets under management (AUM) for the latter make up only 6% of all ETF assets. The availability of actively managed ETFs didn't occur until a handful of them [...]
by Leslie N. Masonson, MBA Last week’s Part 1 September 30 article provided background on Fidelity’s select sector mutual fund since its 1981 inception, as well as State Street Global Advisors’ (SSgA) ETF sector funds introduction in 1998. The listing of Fidelity and SSgA sectors with their tickers were provided. This article will cover [...]
by Leslie N. Masonson, MBA Sector rotation is the practice of ascertaining and purchasing market sectors that hopefully will produce market-beating returns. The problem is sectors fall in and out of favor, similar to the changing cycles in small-caps, mid-caps, and large-caps where their dominance ebbs and flows, for months or years at a [...]
by Leslie N. Masonson, MBA The powerful VectorVest UniSearch tool provides subscribers with over 200 pre-set (default) searches (e.g., strategies) to identify stocks/ETFs that meet specific screening criteria. The four variables in the UniSearch screen have the following descriptions: Date/Time, Parameter, Operator, and Value. Each criterion in the search requires that each of these [...]
by Leslie N. Masonson, MBA My September 9th blog article on ETF investment strategies covered the basics for investors. This article focuses on ETF trading strategies, which is much more challenging than simple investing, as they may involve entering and exiting positions over minutes, hours, days or weeks, depending on the type of trading [...]
by Leslie N. Masonson, MBA Investing in the markets scares many individuals because of the emotional and financial devastation and frequency of corrections and bear markets. For example, since 2000 there have been two instances of bear markets: 49% and 56% decline during March 2000 to October 2002, and from October 2007 to March [...]
If you started investing for retirement early enough and followed sound advice on building out your retirement plan, you'll likely have no need to produce additional income after you've retired. However, that's not always the case. Even if you've done everything right, life happens. Unexpected costs pop up here and there. Or, maybe your [...]
