FMD Capital Management

Posts Tagged: Technology

FANG ETF Takes Performance Chasing To The Next Level

Written by David Fabian, July 15th, 2017

We’ve finally hit peak “FANG”.  The acronym used to describe a handful of high growth stocks including Facebook, Amazon, Netflix, and Google.  It’s a way for market watchers and CNBC aficionados to easily reference these big winners without overtaxing their jaw muscles.

All four of these household names have gained more than 30% over the last 52-weeks.  Their momentum has become so unstoppable that someone felt it would be a good idea to create an ETF geared specifically towards this theme. Read more

Sector Rotation: Sell Tech and Buy Energy?

Written by David Fabian, June 15th, 2017

Every year brings with it new challenges with respect to sector leaders and laggards.  This is particularly acute for investors that own individual stocks or that like to add tactical exposure via sector-focused ETFs.  Sometimes you are in the sweet spot and other times you miss the mark entirely.

That scenario perfectly encapsulates the recent divergence between the top and bottom performing sectors this year.  Technology has been the big outperforming growth theme that has been driven by tremendous momentum and enthusiastic sentiment.  Conversely, energy stocks have languished by the wayside as falling oil and natural gas prices weigh on valuation prospects.  Read more

Investors Are Latching On To Robotics ETFs

Written by David Fabian, May 23rd, 2017

Technology is one of those sectors where consumers and investors are constantly looking for the next big thing.  The truly innovative service or product that is going to have life-changing impact and ultimately lead to extensive profits for shareholders.  One of the emerging frontiers in this race is the application of robotics and artificial intelligence in our everyday lives.

Companies that research, develop, and bring to market ground-breaking robot technology can make a significant contribution to both businesses and ordinary consumers.  Not surprisingly, there are now several ways for investors to play this thriving industry through diversified and globally-focused exchange-traded funds (ETFs).

Read the complete article at NASDAQ.com

Emerging Market ETFs Ignite 2017 Growth Prospects

Written by David Fabian, April 04th, 2017

Emerging market stocks have been the perennial underdog for the last half decade.  Their persistent underperformance has been blamed on commodity fluctuations, currency woes, and a host of other fundamental headwinds.  Nevertheless, these regional stocks are making a bold statement in the first quarter of 2017 that may ignite further interest in their ongoing growth potential.

A screen of the top performing, non-leveraged or inverse exchange-traded funds through the first three months of the year reveals a pointed theme.  Brazil, China, India, Argentina, and other emerging market indexes mounted the strongest returns of all asset classes.  Of those nations, smaller company shares were the biggest standouts.

Read the complete article at NASDAQ.com

QQQ Is Once Again A Top Growth ETF

Written by David Fabian, March 14th, 2017

The world of exchange-traded funds is filled with heavy weight indexes geared towards a variety of stock selection criteria.  The venerable SPDR S&P 500 ETF (SPY) is the largest and most heavily traded of the top ten funds by asset size.  SPY is known for its meaningful diversification, tremendous liquidity, and low costs.  It’s the benchmark by which nearly every stock-focused strategy is ultimately compared against.

Having a benchmark is important because it allows investors the opportunity to compare similar investment styles to determine if a fund is meeting their expectations.  It can easily identify consistent trends that are worthy of greater interest or evasion. One such outlier among the largest U.S. stock ETFs is the pattern of outperformance demonstrated by the PowerShares QQQ (QQQ) over the last decade.

Read the complete article at NASDAQ.com