FMD Capital Management

Posts Tagged: portfolio management

What A Time To Be Alive

Written by David Fabian, October 12th, 2017

This morning I saw the graphic below posted on social media as a marketing tool for the new Schwab 1000 Index ETF (SCHK).  The intent of this message is to point out the advantageous expense ratio of SCHK in relation to its competition.  The fund charges just 5 basis points per year to own the 1,000 largest stocks in the United States. Read more

Stock Market Shortcuts & Hacks

Written by David Fabian, September 12th, 2017

Most people are hardwired to look for shortcuts.  The fastest way home from work.  The most efficient way to mow the lawn.  The chance to make our lives easier or more productive can be a positive in many work environments.  It may also make you feel more accomplished in other aspects of your life as well.

However, when that same impulse is applied to the stock market, it takes a much darker turn.  Read more

Meet The 3 Biggest ETFs of ETFs

Written by David Fabian, September 12th, 2017

The “fund of funds” style is a portfolio tactic that has been used successfully for many large investment companies. Think about those target-date or target-risk funds in your 401(k). They are essentially a single mutual fund filled with 8-12 underlying funds to create a highly diversified investment strategy using varying asset classes.

It was initially assumed that this same dynamic would be readily embraced in the exchange-traded fund format as well. However, after several failed attempts, it’s becoming apparent that ETF investors want certain attributes within a “fund of fund” strategy that they can’t find elsewhere. The following three examples highlight the largest of this breed and how they have developed over the last decade.

Read the complete article at NASDAQ.com

The Markets Are Doing That Thing Again

Written by David Fabian, July 18th, 2017

The markets are doing that thing again.  That thing where everything looks easy.  Where the trends are picture perfect.  Where good stocks keep doing good things and bad stocks keep doing bad things.  Where shorting the VIX seems like the easiest money in the world and where commodities are so fractured as to be all but unbearable to own.  Read more

4 Key Factors To Consider Before Selecting An Active ETF

Written by David Fabian, June 13th, 2017

ETF investors have wholeheartedly embraced the transparency and low-cost of passively managed investment vehicles.  Billions of dollars every year since the great financial crisis have left the obfuscated world of high-priced mutual funds and transitioned into index-based ETFs.

This rotation is almost entirely based on the foundation that you know exactly what you own, why you own it, and what the minimal expenses will be. There is a comfort and reliability that the fund will perform to an exacting standard with very little deviation from its benchmark.

Read the complete article at NASDAQ.com