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September 12, 2014
Successful ETF Investing

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September 10, 2014
Weekly ETF Report

A Red-Hot August for ETF Inflows What can you say about the world of exchange-traded funds (ETFs) besides the fact that they are just red hot? Well, we can start by looking at the numbers for August to see just how hot these investment vehicles have become. One data point that tells us a lot about just how earnest the embrace of ETFs has been is fund inflows. In August, U.S.-listed ETFs saw approximately $15 billion in fund flows, pushing the number of total assets into the segment up by 3% to another new record total. As of the end of August, U.S.-listed exchange-traded funds held more than $1.19 trillion in assets. Interestingly, 2013’s stellar gains in U.S. stocks actually outpaced the inflows so far in 2014. According to data from the industry, U.S.-listed ETFs have seen approximately $106 billion in fund flows through the first eight months of the year. That compares relatively modestly with the $130 billion through the same eight-month period last year. Still, the gains in August were impressive, and there just seems to be no stopping the popularity and appeal of ETFs to individual investors, institutional buyers, professional traders – and just about any type of investor who wants low-cost, efficient exposure to specific indices, sectors, countries or asset classes. So, which funds notched particularly strong inflows in August? This may come as a surprise to some, but to readers of this publication, it shouldn’t. In fact, throughout the year I’ve been talking about the biggest […]

September 5, 2014
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September 3, 2014
Weekly ETF Report

Will September Bring Back the Volatility? The summer is over, at least in Wall Street’s eyes, and traders now have returned to the floor after the long Labor Day weekend. Back to work means back to big trading volume, and I suspect that means we could see a return of volatility. To be certain, this year volatility has been largely absent, and, except for a few scattered weeks of fearful selling in January, April, late July and early August, things have been steadfastly bullish. In fact, recent action in the S&P 500 tells the tale of a market determined to push higher. After falling to an approximate three-month low on Aug. 7, equities staged a nice rally that saw the S&P 500 rise in 12 of the last 16 trading sessions. The broad-based measure of the domestic market now trades just above the psychologically significant 2,000 level. The question many, including me, are asking is can this rally keep going without another significant pullback? I suspect the answer is “no,” but this market has continued to surprise. The biggest surprise to me is the continuation of extremely low bond yields (interest rates), which has caused bond prices to continue to move higher. I doubt many market pros thought that after the first eight months of the year, the iShares 20+ Year Treasury Bond ETF (TLT) would be up 17%, more than doubling the S&P 500’s 8.4% year-to-date gain. Given this market’s penchant for surprise, I think we have to be […]

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What August's Red-Hot ETF Data Means

September 12, 2014

A Red-Hot August for ETF Inflows What can you say about the world of exchange-traded funds (ETFs) besides the fact that they are just red hot? Well, we can start by looking at the numbers for August to see just how hot these investment vehicles have become. One data point that tells us a lot about just how earnest the embrace of ETFs has been is fund inflows. In August, U.S.-listed ETFs saw approximately $15 billion in fund flows, pushing the number of total assets into the segment up by 3% to another new record total. As of the end of August, U.S.-listed exchange-traded funds held more than $1.19 trillion in assets. Interestingly, 2013’s stellar gains in U.S. stocks actually outpaced the inflows so far in 2014. According to data from the industry, U.S.-listed ETFs have seen approximately $106 billion in fund flows through the first eight months of the year. That compares relatively modestly with the $130 billion through the same eight-month period last year. Still, the gains in August were impressive, and there just seems to be no stopping the popularity and appeal of ETFs to individual investors, institutional buyers, professional traders -- and just about any type of investor who wants low-cost,...

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Welcome to Successful ETF Investing

Investors have become complacent. Stocks are near all-time highs. Volatility is low. It's almost like investors are blind to the three coming catastrophes that can crash the market 30% or more in 2013:...
Current Recommendations
Fund Allocation
abc
25%
def
25%
ghi
25%
jkl
25%
Name Ticker Date Buy Price Stop Price
number 1 abc 08/30/2009 19.74 17.74
number 2 def 10/13/2009 19.72 17.72
number 3 ghi 05/15/2009 19.35 17.35
number 4 jkl 03/30/2009 20.08 17.08