FMD Capital Management

Posts Tagged: etf

Energy ETFs Fall Hard To Kick off 2018

Written by David Fabian, February 14th, 2018

The buzzword of the year may well be “volatility” after the swift beating that stocks have taken in the early days of February.  The profound absence of any tangible downside price action over the last eighteen months has left many investors over-exposed and under-prepared for a correction.  That may well be the spot that energy investors have found themselves in over the last several weeks as the pernicious selling engulfs many funds in this sector.

The Energy Select Sector SPDR (XLE) had just found its footing in the second half of 2017 as surging commodity prices boosted demand for oil and gas stocks.  That rally has now come under fire as XLE has dropped 16% from high to low this year and now trades 8% below its starting point for 2018.

Read the complete article at NASDAQ.com

Say Hello To Artificial Intelligent ETFs

Written by David Fabian, February 06th, 2018

Artificial intelligence is one of those buzz words that sound so futuristic. A computer that functions with the speed and intellect of a human without all the underlying emotion. Scientists and technology experts have spent decades working to develop this next innovative leap with mixed results. While some may argue that we aren’t all the way there yet, it should come as no surprise that investors can apply these themes directly in their portfolio using exchange-traded funds.

There are really two ways to accomplish this feat: 1) invest in companies that are working on artificial intelligence and robotics projects or 2) use intelligent algorithms to select stocks for you.

Read the complete article at NASDAQ.com

Should ETF Investors Worry About Their Interest-Rate Sensitive Stocks?

Written by David Fabian, January 24th, 2018

Stocks have come roaring out of the gate to start 2018 as the bull market extends to unprecedented heights. Momentum and volatility-agnostic investors have been treated to a continuation of the same strong trends that dominated last year’s markets. Yet, even with so much enthusiasm spread among the major diversified indices, there remains lackluster sentiment for many interest-rate sensitive stocks and sectors.

Interest-rate sensitivity has traditionally been the realm of fixed-income, where bond prices and bond yields are negatively correlated. Nevertheless, there are many areas of the U.S. equity markets that also key in to the fluctuations of U.S. Treasury yields. The foremost of which are utility, REIT, and financial stocks.

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