It’s become difficult to distinguish the efficacy of various index weighting strategies that pervade the ETF universe. Some work best during specific market cycles or are designed to take advantage of distinguishable trends. Others are tailor-made for the long-term with the broad diversification, reasonable costs, and sensible philosophy that investors can identify with.
It’s these latter characteristics that best describe the revenue-weighted index methodology that is delivered by a select group of Oppenheimer funds. The Oppenheimer Large Cap Revenue ETF (RWL) is a fund that was born during the nascent months of the great financial crisis and has risen from those dark times with an impressive track record.
In this month’s video, I look at the technical trends developing in stocks and bonds. Chart review includes analysis of large-cap, small cap, international, Treasury bonds, and gold prices. Observations of risk and reward are noted throughout with an emphasis on moving averages as a source of support or resistance. Recorded on April 11, 2017.
In this month’s video, I look at key trends developing in global stock and bond markets. Chart review includes analysis of large-cap, small cap, emerging market, high yield, interest rates, and gold prices. Observations of risk and reward are noted throughout with an emphasis on caution for new money at this phase of the rally in stocks. Recorded on March 7, 2017.
The strength of broad domestic stock market indices in 2017 has been the dominating story in global financial markets. The expectation of new government policies, coupled with the lack of risk asset volatility, has many investors feeling confident in a continuation of the bullish trend.
As of last week, ETFs trading in the United States have accumulated over $75 billion in fresh capital inflows since the start of the year. The majority of that money has gone towards stock-focused index funds such as the SPDR S&P 500 ETF (SPY).
Some would say (read: my wife) that I’m a creature of habit. However, I think that having consistency with your investment routine creates a culture of success. It allows you to continually act on what works and avoid straying from a predesigned plan of attack.
One of my habits is to write an annual review of the lessons I learned over the preceding twelve months. The purpose is to impart both successes and missteps in a way that bolsters your own investment endeavors. Many of these lessons are ones that I continue to re-learn or emphasize every single week. Read more