by Leslie N. Masonson, MBA Currently, out of the 3,278 ETFs available, just over 800 are actively managed, while the rest are passively managed. However, the assets under management (AUM) for the latter make up only 6% of all ETF assets. The availability of actively managed ETFs didn't occur until a handful of them [...]
by Leslie N. Masonson, MBA Last week’s Part 1 September 30 article provided background on Fidelity’s select sector mutual fund since its 1981 inception, as well as State Street Global Advisors’ (SSgA) ETF sector funds introduction in 1998. The listing of Fidelity and SSgA sectors with their tickers were provided. This article will cover [...]
by Leslie N. Masonson, MBA Sector rotation is the practice of ascertaining and purchasing market sectors that hopefully will produce market-beating returns. The problem is sectors fall in and out of favor, similar to the changing cycles in small-caps, mid-caps, and large-caps where their dominance ebbs and flows, for months or years at a [...]
by Leslie N. Masonson, MBA My September 9th blog article on ETF investment strategies covered the basics for investors. This article focuses on ETF trading strategies, which is much more challenging than simple investing, as they may involve entering and exiting positions over minutes, hours, days or weeks, depending on the type of trading [...]
by Leslie N. Masonson, MBA Investing in the markets scares many individuals because of the emotional and financial devastation and frequency of corrections and bear markets. For example, since 2000 there have been two instances of bear markets: 49% and 56% decline during March 2000 to October 2002, and from October 2007 to March [...]
by Leslie N. Masonson, MBA The investment arena is very large with multiple stock exchanges listing thousands of companies, over 26,000 mutual funds with multiple share classes, and 3,149 ETFs, as well as options on stocks and ETFs, and Futures, among other choices. How does an investor or trader decide where to start? That [...]
by Leslie N. Masonson, MBA In my previous article, I reviewed the VectorVest ETF Viewer which contains a multi-column sortable database of over 1,800 ETFs. They are ranked on their VST (default), the master ranking criteria, which ranks them from the highest to lowest. Of course, any other metric column can be used to [...]
by Leslie N. Masonson, MBA VectorVest provides investors and traders with the tools and analytics to find the best performing ETFs with a few clicks. Whether you are a beginner or advanced market participant, the software provides the key metrics to identify the most appropriate ETFs for your portfolio and risk tolerance. This article [...]
Dr. DiLiddo may be retired, but he’s not done sharing his wisdom. I don’t believe that he’ll ever retire from sharing his insights and expertise in an effort to help individual investors, like you and me, make money in the stock market. His most recent brainchild, The Seven Deadly Sins of Investing, is one [...]
Written by: Angela Akers The market began the New Year with a bang. In the first two trading weeks, the Dow added 3.5%, the S&P500 rose 4.2%, the Nasdaq climbed 5.9% and the Price of the VectorVest Composite (VVC) increased 5.6% through January 13, 2023. However, the mood soured a bit this week as [...]
