FMD Capital Management

ETFs

Comparing Bond ETFs: Same Yield, Less Interest Rate Risk

Written by David Fabian, January 16th, 2018

The two biggest risks that bond investors face are rising inflation and rising interest rates. This dual threat has been moderated for many years now as global central banks set accommodative policies to boost asset prices. The ultimate result of which has been tame inflationary metrics, steady jobs growth, corporate earnings expansion, and firm declines in Treasury yields.

The more recent roundabout (or tightening) of Federal Reserve fiscal policy has created a unique environment for bond investors to evaluate. Namely a flattening yield curve, whereby the 2-year U.S. Treasury Yield is sharply rising compared to its 10-year and 30-year counterparts.

Read the complete article at NASDAQ.com

3 Emerging Market ETFs With Factor Influences

Written by David Fabian, January 10th, 2018

Emerging market stocks have been red-hot over the past year amid a global rise in asset prices fueled by economic confidence.  As a result, exchange-traded funds that track these companies have become an increasingly bigger focus among investor portfolio decisions.

The most common starting place in the hunt for emerging market exposure are the largest and most well-known funds in this group.  The Vanguard FTSE Emerging Market ETF (VWO), for instance, has over $68 billion dedicated to a diverse group of nearly 5,000 stocks spread throughout the globe.  China, Taiwan, India, and Brazil dominate the top country rankings in this broad index for a miserly cost of just 0.14% annually to own.

Read the complete article at NASDAQ.com

Preparing Your ETF Portfolio For A Successful 2018

Written by David Fabian, January 02nd, 2018

Everyone starts out the New Year with a fresh metaphorical slate and the expectation that the next twelve months will be full of opportunity. This view is one that many investors are now embracing as we continue to experience expanding prices through the breadth of the current bull market.

The turning of the calendar is also a perfect opportunity to evaluate your positions and diligently prepare your portfolio for success. The following tips can help balance risk and shore up any holes in your existing asset allocation.

Read the complete article at NASDAQ.com

6 Lessons I learned In 2017

Written by David Fabian, December 27th, 2017

The end of every calendar year brings about a sense of accomplishment from both a personal and professional standpoint.  It’s also a wonderful time to reflect on lessons that were learned or re-enforced over the course of the preceding twelve months.  I have made this somewhat of an annual tradition and believe wholeheartedly that this process makes me a better investor, advisor, and writer.  Read more

Value ETFs: Lost But Not Forgotten

Written by David Fabian, December 19th, 2017

The 2017 market has been defined by momentum-driven trends in high growth sectors such as technology and consumer discretionary stocks. The pervasive strength can be attributed to a cadre of household names that have made impressive new highs this year. Apple, Amazon, Facebook, Google, Netflix and others have crushed traditional broad-market benchmarks as their stock prices surge and volatility remains muted.

As these market forces exert themselves, the concomitant effect is that conventional value stocks have shown a far more muted pace. Companies in the energy, financial, utility, and consumer staples sectors have lagged the major indexes as investors focus on chasing the strongest performers of the year.

Read the complete article at NASDAQ.com