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Seven conservative mutual funds and one exchange-traded fund are evaluated for defensive performance. The shortlist of funds is TMSRX, HSTRX, GAVIX, ADVNX, AEDNX, COTZX, FIXD, and SUBFX. These funds were selected from my last article on Seeking Alpha and shortlisted based on Port...
Different types of risk are defined along with metrics from Mutual Fund Observer and Morningstar. Fifty funds are evaluated over 20, 15, 10, 5, and 2 year periods for maximum drawdown, risk adjusted return (Martin Ratio), risk (Ulcer Index), and total return. Short term performanc...
The zero interest rates problem is forcing investors to rethink the traditional 60-40 portfolio and evaluate just what is the role of the "40." Alternatives are increasingly being used as 'bond surrogates' in the place of traditional fixed income allocations. These strategies have...
Reward For The Risk Taken Investors expect to be rewarded for the risk that they are taking. One method to measure risk is the Ulcer Index , which measures the length and depth of a fund's drawdown. It is available through Mutual Fund Observer Premium. The data in this article reflects up...
Technical Indicators The Moving Average Convergence Divergence (MACD) indicator shows that what I consider to be a bear market rally is fading. Chart #1: Technical Indicators Source: Created by the Author Investment Model It is no surprise that the Investment Model is cautioning to b...
Gainers: Direxion Daily S&P 500 High Beta Bull 3X Shares (NYSEARCA: HIBL ) +73.4% . More news on: Direxion Shares ETF Trust - Direxion Daily S&P 500 High Beta Bull 3X Shares, BMO MicroSectors U.S. Big Oil Index 3X Leveraged ETN, Direxion Daily Latin America 3x Bull Shares ...
When doubtful about the future of equity returns, many investors look to alternative or "hedge fund" ETFs as a source of "absolute" returns, hopefully uncorrelated to whether the market goes up or down. Traditional hedge funds can sometimes command high fees for working on these returns, stere...
Of the dozens of ETFs that "remix" the S&P 500 index to try and earn higher returns and/or reduce risk, Invesco Ltd ( IVZ ) seems to have the most comprehensive line up of their S&P 500 variant ETFs having 10+ year track records. In this article, I wanted to take a quick look at how so...
Introduction The bottom line for me is that I’m not at all troubled saying (a) markets may well be considerably lower sometime in the coming months and (b) we’re buying today when we find good value. I don’t find these statements inconsistent. - Calibrating , ...
Introduction Monday was an enlightening day with the S&P 500 falling 7.6%, real estate falling 4% to 5%, corporate bonds falling 0.8% to 2%, and gold was not much protection. Tuesday was a choppy day with the S&P 500 rising 4.9%. As I conclude this article, Wednesday stock futures ap...
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2024-06-20 08:36:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-19 18:10:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-21 06:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...