Debating which investing style, passive or active, is the superior method is unlikely to end soon. The research is too conflicting and exceptions still exist. The difference of opinion has a long and acrimonious history – and it continues to this day. Before we enter the debate and provide some opinions, it is important to […]
In anticipation Platinum members will have questions related to managing a portfolio using one of the risk reduction models, I’ve chosen the “Momentum” plus SHY example for this blog post. Instead of using iShare ETFs, I moved over to Vanguard ETFs, but the principles are the same. I did add RWX and SDS to the […]
Readers of ITA Wealth Management know my preference for Vanguard ETFs over iShares ETFs. The preference is primarily due to lower costs. Many ETFs from both companies are available commission free through discount brokers such as TDAmeritrade. Are we giving something up by going with Vanguard ETFs? To answer this question I provide a ranking […]
Platinum members using ETF ranking data will find this list useful for the coming week. Small and mid-cap growth asset classes continue to lead the pack. ETF Rankings: Pay particular attention to those ETFs with positive absolute momentum percentages.
In the following rankings, I substituted VNQI for RWX as it shows up as a better performer in the international REIT space over the past two plus years. Otherwise, this is the list of ETFs readers can use to populate their portfolios. A few things to note. An international bond (BWX) and a corporate bond […]
What changes occurred, if any, after the strong market we experienced yesterday (10/10/2013)? The following Sample portfolio shows both the rankings and the Buy-Hold-Sell Recommendations. International equities occupy the top three positions followed by several U.S. Equity ETFs. It is quite a switch to see international ETFs leading the way. Call it reversion to the […]
In preparation for the Huygens, Gauss, and Copernicus reviews coming up this coming week, I ran the following “Cluster Analysis” to see where to focus the first rounds of buys – if any are needed. The left-hand column of the third screen shot shows the list of ETFs available for purchase of these three portfolios. […]
A market drop of 1.5% over the past five days creates interest in how our basic ETFs are performing with respect to SHY, our cutoff ETF. The table below does not include the drop that is showing up today. ETF Rankings: Several observations are in order as we see the market drift downward. We have […]