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The ETF Report

An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other asset, but unlike mutual funds, ETFs can be purchased or sold on a stock exchange the same way that a regular stock can. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities. ETFs can even be structured to track specific investment strategies.

Don’t Let Home-Bias Investing Trip You Up

The total U.S. stock market has gained over 20% during the past year and is doing great. But for U.S. investors that are under-weighted to foreign stocks, it’s not so great. Why? Because foreign stocks have convincingly outperformed U.S. equities, … Read more ›

Don’t Let Home-Bias Investing Trip You Up

The total U.S. stock market has gained over 20% during the past year and is doing great. But for U.S. investors that are under-weighted to foreign stocks, it’s not so great. Why? Because foreign stocks have convincingly outperformed U.S. equities, … Read more ›

Risk and Volatility: Know the Difference

On financial networks and in finance classrooms around the globe, stock market volatility is routinely mis-classified as “risk.”  Unfortunately, this erroneous view causes people to make investment mistakes. Elroy Dimson, a London Business School professor once wrote, that risk “means more things can happen than will happen.” It’s an eloquent way for describing risk, … Read more ›

Risk and Volatility: Know the Difference

On financial networks and in finance classrooms around the globe, stock market volatility is routinely mis-classified as “risk.”  Unfortunately, this erroneous view causes people to make investment mistakes. Elroy Dimson, a London Business School professor once wrote, that risk “means more things can happen than will happen.” It’s an eloquent way for describing risk, … Read more ›

4 Benefits of Leveraged ETFs

Sitting atop this year’s performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged ETFs right for you? Before tackling this question, let’s examine key trends within this arena. … Read more ›

4 Benefits of Leveraged ETFs

Sitting atop this year’s performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged ETFs right for you? Before tackling this question, let’s examine key trends within this arena. … Read more ›

Republicans and Democrats now have their own ETFs; so does Trump

Political Exchange Traded Funds (ETFs) are exploding on the scene with a Republican and Democratic ETF launching this week: DEM and GOP, along with a tax reform ETF, joining the Make America Great Again (MAGA) ETF, which launched in September.

Republicans and Democrats now have their own ETFs; so does Trump

Political Exchange Traded Funds (ETFs) are exploding on the scene with a Republican and Democratic ETF launching this week: DEM and GOP, along with a tax reform ETF, joining the Make America Great Again (MAGA) ETF, which launched in September.

Top exchange capping fees for some exotic U.S. ETF listings

The top listing venue for U.S. exchange-traded funds is capping the fees it charges asset managers for a category of exotic products that can be the hardest to bring to market, according to a U.S. Securities and Exchange Commission disclosure this week.