Share to facebook Share to twitter Share to linkedin Shutterstock Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself.
ETFS
A copy of a IRS 1040 tax form Photo by Joe Raedle/Getty Images Both ETFs and mutual funds typically hold a set of investments on your behalf. Yet, in many cases ETFs can be a smarter decision from a tax standpoint, we’ll explain why. First off, there are many reasons to hold ETFs and mutual funds,
How much should you invest outside the U.S.? Photo: Tobias Schwarz/AFP/Getty Images) One critical question for all stock investors is, what should my international exposure be? Unfortunately, here investors can be their own worst enemy. This issue may end up hurting performance, or increasing risk, or both. On average, U.S. investors hold around 15% of their
(Photo by Mark Schiefelbein- Pool/Getty Images) The reason China is in Africa is simple; to exploit the people and take their resources. It’s the same thing European colonists did during mercantile times, except worse. The corporations owned by the Chinese state are trying to turn Africa into another Chinese continent. They are squeezing Africa for
Tax and financial advisory firm RSM estimates that a full-scale trade war will cost the U.S. over $1 trillion. (Shutterstock) Wars aren’t free. That includes trade wars. The Trump Administration is currently fighting a trade war with China, but also has tariffs on goods coming from Russia and Brazil. And trade relations with the European Union,
The author owns shares in AP Moeller-Maersk, CVS Health, Jardine Matheson, the PIMCO 15+ Year U.S. TIPS Index Fund and the SPDR Gold Trust. The trend is your friend is an investment adage that is usually associated with short term traders, employing technical analysis or other momentum strategies. It can also apply to thematic investors seeking to
More tariffs, Mr. President? (Photo by Jim WATSON / AFP) President Trump is expected to provide an update on the China trade war later today. Expectations are that the $200 billion worth of Made in China goods being tossed around to get hit with a 10% duty at American ports will not be upped to
David Einhorn, president of Greenlight Capital Inc., speaks. Photographer: Michael Nagle/Bloomberg Famed hedge fund investor David Einhorn is having a brutal year. He’s down over 18% in 2018, posting some of the worst performance in the entire hedge fund industry. Surprisingly, it could have been worse for Einhorn. Despite his losses, Einhorn actually dodged a big bullet
Ever since members of the oil cartel OPEC, led by Saudi Arabia, and 10 non-OPEC producers, led by Russia, came together in a historic 2016 agreement to take 1.8 million barrels per day (bpd) of production out of the global supply pool, there has been a lot of chatter about it leading to something more
A Toyota Mirai model car is prepared ahead of the start of the Geneva International Motor Show 2018 on March 5, 2018 in Geneva. This year’s Geneva Motor Show comes at a curious time for an auto world enjoying record profits yet also gripped by doubt midway through the grand transition from diesel to electric
The stock market moved higher early in the week, as the better-than-expected earnings from Alphabet (GOOGL) helped fuel a 0.48% gain in the S&P 500 on Tuesday. The market was hit by selling pressure late in the week, however, as the plunge in Facebook (FB) added to the investor nervousness ahead of Friday’s GDP report.
I mean exactly what the headline says. Value is fine. It always was. It is. It always will be. The reason why you might think otherwise is because Value is often assumed to mean low P/E, low Price/Sales, low Price/book, etc. That’s not necessarily so. I present here, a screen that finds value stocks that
The Pathway to American Energy Independence. Source: Shutterstock Although an MLP fund selling most of its MLPs might seem implausible, it represents a growing risk for their holders. MLP-dedicated funds are structured as corporations, which means they pay corporate taxes. They’re unique in this regard; few ETF or mutual fund investors stop to check
A once-reliable indicator of future recessions may be broken. The metric in question is the so-called treasury yield-curve which measures the difference in the cost of the government borrowing for two years and the cost of the government borrowing for 10 years. In the past, when the two-year interest rate on U.S. Treasuries was higher than
Shutterstock San Francisco-based Bitwise Asset Management has filed a registration statement for a publicly-offered cryptocurrency index ETF with the Securities and Exchange Commission. The company said in a statement that the new ETF will track the returns of Bitwise’s market-cap-weighted index of the 10 largest cryptocurrencies, the HOLD 10 Index. It is intended to serve both
Billionaire hedge fund manager Leon Cooperman, one of this generation’s most successful and highly watched investors, is closing his hedge fund Omega Advisors after 27 years and will convert it to a family office. Cooperman, 75, characterized the move as returning client money at a high after a run of strong performance, citing a famous
Shutterstock Bitcoin’s wall of worry is quite different than the stock market’s wall of worry. The equity world is concerned with the effects on earnings of interest rates, the price of oil and the latest thinking of the current White House occupant. With the crypto-currencies, all of that is interesting and ultimately relevant, but the
Share to facebook Share to twitter Share to linkedin Shutterstock Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself.
Photographer: Stefan Wermuth/Bloomberg Introduction Many investors like to keep some gold in their investment portfolio — “just in case”. This may be especially true now, considering recent geopolitical strife — which is about as acute as it has been in a long time. However, in our view, adjusting your portfolio allocations based on what you
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City. Photo: Spencer Platt/Getty Images Exchange Traded Fund (ETFs) can be a great way to manage your portfolio, but you have so many choices now, so which are the best ETFs to use? This question is not as straightforward as it seems.
Shutterstock The major stock market indices have rallied steadily since the April lows — it’s been a decent 3-month run for both the Standard & Poor’s 500 and for the Nasdaq Composite. Although overall market strength is measurably good, some well known stocks with highly recognizable brand names have not been going along with the
Traders work on the floor of the New York Stock Exchange. Asset allocators at Neuberger Berman think emerging markets have been shunned for too long. It’s time to buy. (Photo by Spencer Platt/Getty Images.) The dollar and the Fed once again tag-teamed the living daylights out of emerging markets like Brazil, but that’s the end
Shutterstock The financial media loves to get predictions from experts about where they think the Dow Jones Industrial Average index is headed. Some experts look at technical analysis patterns, others look at valuation metrics, others apply a broad macro view of the economy. In this article, we present another forecasting approach that investors may find
Can you make money from trading in gold? With an increasing number of technology startups diversifying and innovating in a number of different industries within the financial sector, this has in turn, has opened up many ways that retail consumers can make a little bit of cash on the side. Tomorrow Goldex, the first smart
The stock market started off the week on a bullish note, as the strong close on July 6th, a reaction to the strong jobs report, signaled that the markets major trend had resumed. The short-term analysis forecasted a likely pullback during the week, which was supported by the fact that the averages hit my initial
Russian President Vladimir Putin meets with his American counterpart on Monday. Expect fireworks and collusion hashtags. (Photo by Mikhail Svetlov/Getty Images) President Trump and Vladimir Putin meet on Monday. Oh no. Run for your life. It’s collusion. Go nuts on Twitter; hyperventilate… Bloomberg’s Leonid Bershidsky said it best when he predicted the July 16 meeting
Hello friends! No one wants a trade war except for maybe Trump and his team of staunch China hawks. In the early stages of battle, they are winning. But for how long is anybody’s guess. No one wants this to last long enough to get to the answer on whether a trade war with China
(Photo by Oliver Contreras-Pool/Getty Images) My best advice for you today is this: ignore the breathless trade-war panicking and focus on one thing: cash. Because the truth is, US companies—like the 3 stout dividend growers we’ll dive into below—are swimming in it. So much so, in fact, that they don’t know what to do with
Share to facebook Share to twitter Share to linkedin Shutterstock Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself.
Successful executives in many businesses know that the secret to getting the most out of people is first finding great people and then holding them accountable for their results. The investment business is no different. To get your portfolio back on track, the first step is to figure out if you have great investment managers. Hold