All posts tagged "etf"

  • Portfolio rebalancing
    Global X MLP ETF Allocation Increased in the SMA Portfolio

    Due to price weakness and improved valuation, allocation to the Global X MLP ETF (MLPA) was increased from 2.8% to 4.7% in the SMA Portfolio.

    • Posted November 14, 2017
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  • Global X MLP ETF
    Global X MLP ETF to be Added to the SMA Portfolio

    The rout in the energy complex has decimated the energy MLP sector. I plan on initiating a portfolio allocation of 3% in the Global X MLP ETF (MLPA).

    • Posted December 7, 2015
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  • Adams Natural Resources - PEO
    Closed-end Fund Adams Natural Resources to be Added to the SMA Portfolio

    There are occasions when a Closed-End Fund (CEF) is preferable to holding a comparable ETF due to the positive effect a high discount has on expected return.

    • Posted July 1, 2015
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  • John Bogle - Vanguard Group
    John Bogle on What Investors Should Do in Volatile Markets

    John Bogle, founder and retired CEO of The Vanguard Group, was on Fox Business News with Liz Claman and commented on the gyrating markets. According to Bogle the traditional reaction by investors when markets are in flux...

    • Posted June 25, 2013
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  • Corning Inc
    Top Three Stock Picks (August 2012 Edition)

    An ongoing addition to this website will be my three favorite stocks (or ETFs) to be updated on a monthly basis. I screen for stocks meeting certain criteria on a regular basis and occasionally find, what I...

    • Posted August 1, 2012
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  • Stock Market Advantage Sell Signal
    Stock Market Advantage Sell Signal

    The Tactical Timing System has generated a sell signal. To comply with the system the following positions were sold today. The proceeds were allocated equally between the Vanguard Short-Term Corporate Bond ETF (VCSH) and the Vanguard Intermediate-Term...

    • Posted February 21, 2012
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  • Market Vectors Coal ETF
    Coal: Another Chance at Landing a Bargain

    During the financial crisis of 2008-2009 investors were offered a once in a lifetime opportunity to pick up stocks at bargain basement prices. I had my list prepared and snapped up as many as I could afford...

    • Posted October 17, 2011
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  • Vanguard European ETF
    Europe is on Sale

    Horrible news headlines emanating for the euro region has, along with a collapsing currency, created seeming bargains in this slow-growing, but normally stable region of the world. Things have gotten so bad that European stocks as a...

    • Posted September 14, 2011
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  • Vanguard Makes International Investing Cheaper

    On January 26th, Vanguard launched a new ETF based on its Total International Stock Index Fund.   It’s called the Vanguard Total International Stock ETF, symbol VXUS.  The expense ratio is 0.20%; extremely low for an international fund....

    • Posted January 31, 2011
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  • Another View of Muni Bonds

    Municipal bonds have been remarkably weak performers since August 2010.  Over the past two days I’ve initiated a position in the ETF iShares S&P National AMT-Free Muni Bond Fund (MUB) in my discretionary account.  Rick Ashburn, Principal Chief Investment...

    • Posted January 14, 2011
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