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The Motley Fool
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6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead.   |
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AAPL Weighting in QQQ to Be Slashed What does the change mean for the ETF? |
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June 1, 2006
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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. |
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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. |
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. |
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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. |
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New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
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March 1, 2006
Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
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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
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
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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. |
Registered Rep.
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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. |
Financial Advisor
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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
November 27, 2006
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57 Flavors of Funds New versions of ETFs mean more choices for investors. |
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. |
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. |
On Wall Street
August 1, 2011
Tony Davidow |
Watch Your Weight: Sector Allocations By investing in a specific sector, or a group of securities within the same industry, advisors may be able to help their clients take advantage of a market segment that is well positioned for growth. |
The Motley Fool
June 7, 2011
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Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
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January 26, 2010
Brad Zigler |
The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value. |
The Motley Fool
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Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. |
The Motley Fool
November 17, 2006
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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
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
June 9, 2009
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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
April 25, 2011
Cindy Johnson |
It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive. |
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
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. |
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
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. |
The Motley Fool
September 30, 2010
Eric Dutram |
Thursday's ETF to Watch: S&P 500 SPDR (SPY) Two reports on the current state of the economy put this ETF in focus today. |
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. |
Registered Rep.
June 7, 2011
Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points |
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December 2011
James Picerno |
Model-Free Investing Is equal weighting's agnostic view of asset-pricing theory an advantage? |
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. |
Financial Planning
June 1, 2008
Arnott et al. |
Heads I Win, Tails I Lose Less A Fundamental Index portfolio is neutral relative to the economy, weighting companies in accordance with their current economic footprint. When is it the right choice for investors? |
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. |
Financial Advisor
June 2010
Marla Brill |
ETF Tune-Up The middle of the year is a good time to re-evaluate ETF portfolios and do fine-tuning. |
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February 1, 2006
Craig L. Israelsen |
The Wages of Sin Are investors sacrificing returns by engaging in socially responsible investing? |
Financial Planning
May 1, 2008
Craig L. Israelsen |
Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks. |
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. |
Investment Advisor
April 1, 2011
Tom Lydon |
ETFs and Liquidity: A Primer If you're an advisor concerned about liquidity in low-volume ETFs, you're not helpless. Among your options is using the services of alternate liquidity providers. |
The Motley Fool
July 20, 2011
Jared Cummans |
Wednesday's ETF to Watch: NASDAQ Fund (QQQ) In light of yesterday's after-hours earnings announcement from Apple, today's ETF to watch will be the QQQ Trust, of which Apple is the top held stock. |
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). |
Investment Advisor
June 2006 |
Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc. |
The Motley Fool
April 27, 2011
Mike Pienciak |
How to Beat the Market Without Lifting a Finger Use this simple options strategy to beat a major index. |
