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Registered Rep. February 4, 2011 Diana Britton |
ETF Goliaths Better Watch Out for the Davids Every month, the universe of exchange-traded products is expanding and taking market share from the mutual fund industry. |
The Motley Fool December 18, 2007 Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF. |
Financial Advisor March 2011 Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
The Motley Fool September 27, 2010 Michael Johnston |
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead. |
The Motley Fool June 7, 2011 Selena Maranjian |
Make Money in Large Caps the Better Way There's no need to guess which company will perform best when you can invest in 500 all at once. |
The Motley Fool June 29, 2010 Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
Investment Advisor February 2010 Vaughan Scully |
The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula. |
Investment Advisor March 1, 2011 Vaughan Scully |
Quantitative Methodology ETFs Search for Better Performance A new breed of ETF has emerged, based on indices that are designed not to reflect the investable universe of a particular market niche, but to pick the best stocks within a specific sector or style. |
The Motley Fool January 20, 2012 Selena Maranjian |
Make Money in Growing Mid Caps the Easy Way If you'd like to invest in a bunch of midsize companies, the Rydex Russell Mid Cap Equal Weight ETF could save you a lot of trouble. |
The Motley Fool June 9, 2009 Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
The Motley Fool November 27, 2006 Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
Investment Advisor November 2006 Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. |
Financial Planning June 1, 2006 Craig L. Israelsen |
Equal, But Better In a contest between an equally weighted S&P 500 index and the cap-weighted S&P 500, the former appears to offer superior performance most of the time. |
Registered Rep. July 1, 2006 Stan Luxenberg |
Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns. |
The Motley Fool December 14, 2009 Dan Caplinger |
Simple Ways to Win With Large Caps Put together a great set of investments in just a few steps by using exchange traded funds. |
The Motley Fool September 18, 2009 Chris Jones |
This Could Help You Beat the Market These equal-weight index funds and ETFs have an enviable track record. |
Financial Advisor April 2006 Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
The Motley Fool March 11, 2010 Selena Maranjian |
How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses. |
The Motley Fool April 6, 2011 MIchael Johnston |
AAPL Weighting in QQQ to Be Slashed What does the change mean for the ETF? |
The Motley Fool November 17, 2006 Ralph Casale |
Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index. |
The Motley Fool June 24, 2011 Dan Caplinger |
How to Pick the Best ETFs With so many choices, you can't afford to just grab the first one you see. Here's how to pick smarter. |
The Motley Fool October 6, 2009 Chris Jones |
Could These ETFs Be Your Ticket to Better Returns? Can revenue-weighted ETFs consistently beat the market? |
The Motley Fool January 18, 2011 Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general. |
The Motley Fool July 28, 2010 Jared Cummans |
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. |
Financial Advisor December 2011 James Picerno |
Model-Free Investing Is equal weighting's agnostic view of asset-pricing theory an advantage? |
The Motley Fool December 13, 2011 Selena Maranjian |
Make Money in the Overall Economy the Easy and Balanced Way If you want to invest in the overall economy in a balanced way, the ALPS Equal Sector Weight ETF could save you a lot of trouble. |
Financial Planning March 1, 2006 Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
Financial Advisor September 2011 Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
Investment Advisor August 2009 Vaughan Scully |
The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
The Motley Fool May 17, 2011 Michael Johnston |
XTL: A Better Telecom ETF? For those who want to cast a wider net with telecom exposure, the S&P SPDR Telecom ETF may have some appeal. |
The Motley Fool October 26, 2006 Shannon Zimmerman |
A Great First Investment At some point in our investing careers, we're all newbies. Looking to make a smart investing start? Try: the Rydex S&P Equal Weight exchange-traded fund. |
The Motley Fool April 25, 2011 Cindy Johnson |
It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive. |
The Motley Fool April 6, 2011 Cindy Johnson |
Nasdaq Rebalancing Is a Bad Omen for Apple Apple's growing weight in the Nasdaq-100 index was looking like a threat to Nasdaq's licensing business. |
Financial Advisor October 2011 |
Advisor Emporium Commonwealth Launches New Management System... Lincoln Enhances Series Of Funds... ByAllAccounts And Redtail Form Partnership... etc. |
Registered Rep. March 16, 2012 Diana Britton |
Yield of Dreams: Another Thumbs up for Index, ETF Investing The passive versus active management debate wages on, but a new report on 2011 performance gives more weight to index and ETF investing. |
The Motley Fool February 22, 2011 Dan Caplinger |
3 Strategies That Beat the Market Alternatives to index funds did well since 2000, but will they keep up the pace? |
The Motley Fool August 29, 2007 Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
The Motley Fool March 29, 2011 Michael Johnston |
Dividend ETF Investing: Mid-Cap Options These dividend paying ETFs are worth a look. |
Financial Advisor November 2010 James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both. |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
The Motley Fool May 26, 2011 Jared Cummans |
A Glimpse Into Goldman Sachs' ETF Holdings Will Goldman's ETF holdings surprise you? |
Financial Planning June 1, 2009 Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
The Motley Fool May 19, 2010 Dan Caplinger |
A Hidden Trap for Bond Investors Bond-index weighting methods may have you buying dangerous bonds. |
Investment Advisor October 2006 James J. Green |
Harvest Time All the Time A connoisseur explains how to use ETFs to harvest tax losses year-round. |
Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs). |
The Motley Fool May 21, 2007 Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings. |
The Motley Fool May 24, 2011 Amanda B. Kish |
This ETF Sector Is Getting Pricey While large-cap stocks dominated in the late 1990s, small-cap stocks have had a truly amazing run in the decade since then. |
Financial Advisor May 2004 C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. |
Registered Rep. October 5, 2015 Brad Zigler |
Recession-Testing Your Portfolio If you subscribe to common wisdom, the late-summer market selloff must have you thinking about the potential for a true recessionary slide. |