FMD Capital Management

Posts Tagged: ive

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.

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My Favorite ETFs Have Nothing To Do With Trump

Written by David Fabian, April 29th, 2017

The first 100 days of Donald Trump’s presidency has been good for the stock market.  Whether you agree with his policies or not, there is optimism for the future of the global economy that is being reflected in the recent price action.

Now, of course, that doesn’t mean we are going to see a straight path of gains for the next four years.  There are going to be a myriad of stumbling blocks, uncertainty, and possibly even a bear market that will creep up when we least expect it.  Those declines will be opportunities for those who are ready to take advantage with cash on the sidelines and a well-tuned watch list of solid funds to buy. Read more

How To Properly Utilize Growth and Value ETFs

Written by David Fabian, October 06th, 2016

One of the tremendous benefits of using exchange-traded funds (ETFs) is the ability to customize your exposure to target a specific theme.  This flexibility allows for greater control of your sector and position sizing relative to a broad-market benchmark such as the S&P 500 Index. Read more

3 Value ETFs For A Surging Market

Written by David Fabian, July 16th, 2016

The stock market has now broken out to new all-time highs and many investors may be ill-positioned to take advantage of the latest surge.  Based on sentiment indicators, fund flows, and structural positioning the overwhelming momentum has been with defensive areas of the market.

The unrelenting decline in interest rates and grasp for yield has been a tremendous beneficiary to traditional safe havens.  Treasury bonds, utility stocks, REITs, low volatility indexes, and precious metals have all surged this year.  Read more

6 ETFs For Growth and Value Purists

Written by David Fabian, September 22nd, 2015

Typical benchmarks such as the iShares S&P 500 ETF (IVV) contain a blend of both growth and value companies that are based on characteristics of the companies that comprise the index. A blended mix can create better overall diversification for most ETF investors, yet may not serve the needs of those that are looking to incorporate a specific style or avoid certain sectors.

To address this need, the iShares S&P 500 Growth ETF (IVE) and iShares S&P 500 Value ETF (IVW) contain large-cap companies within the bellwether index that have been designated with a growth or value style. Not surprisingly, the growth index is chocked full of technology, health care and consumer discretionary names. Conversely, the value ETF is loaded with financial, industrial, and energy companies.

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