FMD Capital Management

Posts Tagged: portfolio management

Watch For These Key ETF Milestones In 2018

Written by David Fabian, December 06th, 2017

While 2017 is not quite yet in the books, some investors are already looking ahead to what the New Year might have in store for their portfolios. ETF investors have been repeatedly rewarded over the last decade with fresh and innovative funds, lower costs, and better liquidity. They are also becoming more discerning over the expenses and quality of their holdings rather than falling for marketing gimmicks or advisor distribution pipelines.

This foresight will come in handy as these products become even more mainstream in the coming years and 2018 will certainly bring many interesting funds to market. The following are some ETF insights to look out for in the New Year.

Read the complete article at NASDAQ.com

3 ETFs For 2017 Tax-Loss Harvesting

Written by David Fabian, November 28th, 2017

Tax-loss harvesting is one of the more underutilized strategies for taxable investment accounts. This approach involves selling holdings at a loss in the current calendar year to offset capital gains and income. Furthermore, there is the opportunity to replace a mutual fund or ETF with a similar investment to maintain a like-kind asset allocation. The net effect is to mitigate the impact of taxes in a particularly bountiful year.

The first step in this process is identifying holdings that are sitting at a loss and may be ripe for a transition. Your monthly brokerage statement or online portfolio view should allow you to easily spot these culprits. The following categories may be the most easily exploited tax-loss harvesting opportunities for 2017.

Read the complete article at NASDAQ.com

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