Can the VIX Cushion Your Portfolio?

That’s a strategy Ben Levisohn explores in the article A Four-Month Rally: Time to Protect Profits?. A Merrill Lynch study shows that allocating 10% of a portfolio to the index underlying the iPath S&P 500 VIX Mid-Term Futures ETN (VXZ) while keeping the balance in the S&P 500 would have gained 5.6% per year since December […]

ETF Advisor Spotlight: Lambert Advisors – Philadelphia, PA

Lambert Advisors is a registered investment advisory firm offering wealth management services to various categories of institutional, family and individual clients in a fiduciary capacity. Our work with clients begins with a thorough process in which we develop together a Wealthcare plan. Lambert Advisors’ service is implemented on a discretionary basis managed by the firm […]

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Money Fund Equivalents

The market is embracing a short maturity ETF as exchange traded funds bid to compete with money market mutual funds. John Spence writes that the Pimco Enhanced Short Maturity Strategy Fund (MINT) has added more than $800 million in assets in a little more than a year.  The fund invests in government bonds, mortgages and […]

Doubling Your Money with ETFs

Forbes’ William Baldwin has a prescription for investors who would like to double their money in the stock market – be very patient and use exchange traded funds. Baldwin recommends different portfolios for a taxable and tax-sheltered account.  In the $100,000 taxable account, put $10,000 each into Vanguard funds that track large, medium and small […]

Silver Market Driven by Investors

The relatively small size of the silver market means that silver prices are sensitive to investor inflows according to Liam Pleven and Carolyn Ciu. At $19 billion, the silver market is just a fraction of the $170 billion gold market.  The largest silver exchange traded fund – the $10 billion iShares Silver Trust (SLV), took […]

Uncertain Outlook for International ETFs

International funds trailed US funds in 2010 performance and the outlook for 2011 isn’t any better according to Sam Mamudi. High valuations in the emerging markets and the continuing debt crisis in Europe continue to drag on international equity performance.  One bright spot – Canada. According to Mamudi, the iShares MSCI Canada Index (EWC) added […]

Caution on VIX ETNs

Although useful as hedging tools, the exchange traded notes that track market volatility, the VIX, can potentially burn individual investors. That’s the conclusion drawn by the WSJ’s Brendan Conway in the article Caveat Buyer: ETNs Tied to VIX.  Conway highlights the use of the S&P 500 VIX Short Term Futures ETN (VXX) by Forward Management, […]

More Equal Weight ETFs to Choose From

John Spence reports that Rydex has expanded its lineup of equal-weight ETFs to 15 with the addition of 5 new funds. The new exchange traded funds include: Rydex Russell 1000 Equal Weight ETF (EWRI) Rydex Russell 2000 Equal Weight ETF (EWRS) Rydex Russell Midcap Equal Weight ETF (EWRM) Rydex MSCE EAFE Equal Weight ETF (EWEF) […]

Turning Gold into Green

What’s the best way to turn the yellow metal into green?  That’s the question the WSJ recently asked four prominent investors. Turns out that Greenlight Capital‘s David Einhorn, in addition to a Queen’s warehouse full of gold bars, also likes the Market Vectors Gold Miners ETF (GDX) where he owns 2% of the fund. The […]

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