web analytics
image

I was having a pool day, you know drinking & doing dumb stuff,  this past weekend with my some friends of mine, and my friend Patrick told me he had recently made an investment into an ETF called “spider”.  I wasn’t familiar with spider, so my spidey senses quickly led me SPY the S&P 500 ETF.  I said asked him that’s what he was talking about and he said “yes”.  Now we were…

continue reading
image

My interest in stocks started when I was teenager, before I had cash to invest. I recognized a few things in the equity markets.  First, when stocks are going up they seem to go up for a long time, so in an economics class essay I proposed buying whatever stocks had gone up the most in the last 6 months; I was on to momentum.  I even attempted to implement my momentum strategy…

continue reading
image

Introduced in 2003, dividend ETFs are a new vehicle for a well-tested equity performance metric – dividend yield. Dividends have long been recognized as a key driver of long-run stock returns. Stock performance has been especially strong for the defensive duo of regular and increasing dividend payments. During low interest-rate environments, market volatility, and market downturns, investors in dividend ETFs can continue to receive a steady and reliable income stream. Here’s how: Consistent…

continue reading
image

Over the long term, small capitalization stocks have produced higher returns than large cap stocks but in exchange for more volatility. After two decades of small cap stocks outperforming large caps in the 1970s and 1980s, investors wanted to know what, if any, premium they were being paid for the bumpy ride. So when an American-Swiss finance professor Rolf Banz analyzed the size effect of small cap stocks in 1982, among the paper’s…

continue reading