Actively Managed ETFs

A Market-beating Portfolio of Strategy ETFs

July 28, 2013

The rise of the strategy ETFs and tactical asset allocation has some worried that exchange-traded funds are losing their ties to traditional indexing. John Bogle of Vanguard says that ETF trading is no way to invest. Barron’s recently penned a piece on how ETFs have become a proxy through which financial advisors can deploy speculative […]

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Why Your Target Date Fund is Leaving You Behind

June 23, 2013

The U.S. Equity markets are rocking this year. Up 15.04% after dividends the S&P 500 index (SPY) is on track for one of its best years since 2009. Not all investors are taking part in the upside, however. Traditional asset allocation leaves some target date funds out of the running for excellent market performance. Are […]

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Target Maturity ETFs Shelter Your Bond Holdings from Rising Rates

June 16, 2013

Some ETFs have billions in assets. Some have mere millions. Last week I wrote about one of my favorite dividend ETF, which had assets in the millions. This week I’ll uncover another hidden gem in the bond market: the target maturity fund. A target maturity fund invests in bonds with a fixed maturity date. For […]

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Microcap ETFs: Indexing Leads Investors to Low Returns

January 6, 2013

The idea of indexing is to produce returns that are good enough; returns equal to a benchmark that fits an investor’s risk tolerance. In most of the investable markets, indexing works perfectly. Previously, we’ve talked about how indexing does not work so well in less liquid bond markets, with active management producing alpha by avoiding […]

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New Sector Rotation ETF Launches with Market Beating Management

August 5, 2012

Sector rotation became popular years ago as investors realized that whole sectors were “hot or not” together, moving in sync as if there were no distinguishable differences between stocks in the same industry. Fast forward several years and sector rotation funds are finally catching on. Bancshares recently launched the Huntington US Equity Rotation Strategy ETF […]

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