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September 19, 2014
Successful ETF Investing

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September 17, 2014
Weekly ETF Report

A Trip Around the World with Four Key ETFs I love to travel, but the constraints of running a business, family obligations and the fondness I have for my hometown of Huntington Beach, California, mostly keep me tethered to my personal fort. Yet not choosing to travel doesn’t stop me from taking a daily trip around the world with exchange-traded funds (ETFs). To do so, all we need to look at is four key ETFs that will tell us what we need to know about what’s going on in the major markets around the globe. The four ETFs I watch on a daily basis (and you should, too) are the SPDR S&P 500 (SPY), the iShares MSCI EAFE Index (EFA), the iShares MSCI Emerging Markets (EEM) and the iShares China Large Cap (FXI). Starting here at home with SPY, we can see that after a brisk pullback in early August that took the index below its 50-day moving average, stocks have continued to power to new all-time highs. As far as domestic stocks are concerned, the bull still is very much on the run. Now you have to watch the price to see when that bull runs out of gas, because he always runs out of gas at some point before the next refuel. To see how things are going in Europe, Australia and the Far East, we can look at the proxy for the biggest equities in those respective markets such as those held in EFA. As you can […]

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 […]

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These are the Four ETFs Key to Understanding the Global Economy

September 19, 2014

A Trip Around the World with Four Key ETFs I love to travel, but the constraints of running a business, family obligations and the fondness I have for my hometown of Huntington Beach, California, mostly keep me tethered to my personal fort. Yet not choosing to travel doesn’t stop me from taking a daily trip around the world with exchange-traded funds (ETFs). To do so, all we need to look at is four key ETFs that will tell us what we need to know about what’s going on in the major markets around the globe. The four ETFs I watch on a daily basis (and you should, too) are the SPDR S&P 500 (SPY), the iShares MSCI EAFE Index (EFA), the iShares MSCI Emerging Markets (EEM) and the iShares China Large Cap (FXI). Starting here at home with SPY, we can see that after a brisk pullback in early August that took the index below its 50-day moving average, stocks have continued to power to new all-time highs. As far as domestic stocks are concerned, the bull still is very much on the run. Now you have to watch the price to see when that bull runs out of gas, because he...

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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:...
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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