Written by David Fabian, March 14th, 2017
The world of exchange-traded funds is filled with heavy weight indexes geared towards a variety of stock selection criteria. The venerable SPDR S&P 500 ETF (SPY) is the largest and most heavily traded of the top ten funds by asset size. SPY is known for its meaningful diversification, tremendous liquidity, and low costs. It’s the benchmark by which nearly every stock-focused strategy is ultimately compared against.
Having a benchmark is important because it allows investors the opportunity to compare similar investment styles to determine if a fund is meeting their expectations. It can easily identify consistent trends that are worthy of greater interest or evasion. One such outlier among the largest U.S. stock ETFs is the pattern of outperformance demonstrated by the PowerShares QQQ (QQQ) over the last decade.
Written by David Fabian, December 06th, 2016
A simple screen for the year’s top-performing unleveraged ETFs reveals the unabashed strength of natural resource stocks as a standout group. Much of this momentum can be attributed to a combination of the rebound in commodities paired with an extremely beaten down industrial complex. In a year where the unexpected has become the norm, this sector has risen to the top despite its skeptics and also experienced some volatile bumps along the way.
As we head into the final stretch of 2016, the strongest ETFs are primarily made up of companies with a metals and mining focus.
Read the complete article at NASDAQ.com
Written by David Fabian, November 13th, 2015
As I peruse the list of over 1,800 exchange-traded products, I am struck by how many new funds are dedicated to niche strategies. Now I’m not talking about a unique value style fund or low volatility strategy with hundreds of underlying holdings spread across multiple sectors. I’m speaking specifically about ETFs that are dedicated to small corners of the investment universe such as restaurants, cancer research, mobile payments, and others. Read more
Written by David Fabian, March 12th, 2014
Over the last several months it has been more and more popular to take speculative positions in fast moving stocks to try and reap quick profits. After the majority of broad-based indices appear to have plateaued somewhat in 2014, aggressive investors are starting to look elsewhere for fast returns. Read more