Trend Following

Dollar ETF Rally Could Be Over
November 20, 2008 – Despite concerns that an eighth-month rally of the U.S. dollar may be dissipating, mutual funds and exchange traded funds (ETFs) that make dollar bets continue to perform. In the last two weeks, the PowerShares DB... Continue Reading »

ETF Prospects On a Market Rebound
November 19, 2008 – Exchange traded funds (ETFs) are set to be one of the best-kept market bets when the stock market decides to rebound. So far, the ETFs that are tied to worldwide market indexes have gone through a... Continue Reading »

Protecting Your Retirement In Turmoil
November 14, 2008 – The dramatic drop in the value of securities, exchange traded funds (ETFs) and the overall economy has tarnished retirement portfolios. Better living conditions, superior healthcare, and advancements by the pharmaceutical and drug industry have lead to... Continue Reading »

ETF Strategies in Volatile Markets
November 13, 2008 – The markets are as volatile as ever today, making it a good one for an article I wrote to appear in Investment News, outlining our strategy when it comes to exchange traded funds (ETFs). Many advisors... Continue Reading »

Short ETFs Popular Now, But Be Cautious
November 13, 2008 – Long-short exchange traded funds (ETFs) are attracting more interest than ever it seems, especially on days such as this one where the markets are poised to break through new lows. Investors still want to earn... Continue Reading »

Microcap ETFs Might Be Poised to Look Upward
November 12, 2008 – Have microcap exchange traded funds (ETFs) found the elusive bottom in what is a seemingly bottomless pit? Recent selloffs in the markets have diminished iShares Russell Microcap Index Fund (IWC), leaving it more than 50% off... Continue Reading »

Economy Coping Strategies With ETFs
November 7, 2008 – In the midst of staggering losses and the downfall of the market, stocks seem relatively cheap and some find relief in buying beaten down index funds as exchange traded funds (ETFs).  As the financial crisis still continues... Continue Reading »

Utilities ETF Is Sending Signals
November 3, 2008 – It’s been tough going for stock exchange traded funds (ETFs) lately Among other things, fear and greed tend to influence the markets more than anything and right now nobody knows if the “Big Money” is done... Continue Reading »

ETF Bulls, Bears Have Different Takes On Events
October 29, 2008 – Whether you’re an exchange traded fund (ETF) investor who’s bearish on the market or bullish on it, no doubt you’re finding your own way to interpret the recent market activity and what it all means. But... Continue Reading »

Let’s Get Ready to Rebound
October 28, 2008 – As the Dow Jones Industrial Average soared today to a nearly 900-point gain, the largest financial exchange traded fund (ETF) rode the top of the wave. The Financial Select Sector SPDR (XLF) gained a one-day trading... Continue Reading »

The $64K Question: What Do I Do Now?
October 28, 2008 – We received this question from an ETF Trends reader this weekend: What do you suggest for right now? Our portfolio is down to almost half its value and everything seems to be trading below the trend... Continue Reading »

ETF Investors Need to Watch and Wait
October 24, 2008 – We’re in interesting and unprecedented times, and many investors have questions about their exchange traded funds (ETFs) and what to do now that many of them are 40% and even 75% off their highs. There’s no... Continue Reading »

Global ETFs Hit Especially Hard In Slowdown - Now What?
October 23, 2008 – Global exchange traded funds (ETFs), for the most part, have been hit harder than any other area. Most are at least 50% off their highs, while some are a full two-thirds or even more. As the... Continue Reading »

Bear Market Mistakes with ETFs to Avoid
October 21, 2008 – As the markets and exchange traded funds (ETFs) remain decidedly bearish, investors often wonder if there’s anything they can do. While no one has the power to turn things back around or make a bear a... Continue Reading »

Keeping It Cool With ETFs In These Markets
October 17, 2008 – The best way to keep the emotional-investing habit in check when it comes to exchange traded funds (ETFs) is to have a strategy. Our strategy hinges on the long-term trend line (200-day moving average), which represents... Continue Reading »

Tom Lydon Talks ETF Entry Strategies on Fox Business
October 16, 2008 – Tom Lydon talked about using the 50-day moving average with exchange traded funds (ETFs) as a strategy for getting back into the markets when there’s a recovery. Continue Reading »

An ETF Strategy Can Save You From Market Slapshots
October 14, 2008 – History repeats itself, even when it comes to exchange traded funds (ETFs). There’s plenty to be learned from this bear market. The common tendency for most investors is 100% equities, and the potential just isn’t there,... Continue Reading »

Government Considers Plan B to Jump-Start Markets, ETFs
October 13, 2008 – The markets and exchange traded funds (ETFs) rocketed higher at the opening today on optimism over the government’s latest plan to prop up the crumbling economy. Central banks around the world are opening their wallets to... Continue Reading »

ETF Investors Try to Cope With Crisis
October 10, 2008 – Everyone’s talking about the financial crisis, exchange traded funds (ETFs) and what’s to be done about it. Americans’ retirement plans have lost as much as $2 trillion over the past 15 months. And while Money Magazine... Continue Reading »

Dow Extends Losses, But ETF Investors Should Stick to Plan
October 9, 2008 – It’s ugly out there for exchange traded fund (ETF) investors, but we have always said and will reiterate that while the temptation is to panic, it’s wise for investors to keep their cool. These are uncertain... Continue Reading »

Commodity ETFs On Ice for Now
October 9, 2008 – The hot streak commodity exchange traded funds (ETFs) saw this year is now on a cooling trend, as values have dropped 26-44% in the three months leading to Tuesday. The commodities slide is vast, and mutual... Continue Reading »

First Nine Months of Year Have Lessons for ETF Investors
October 3, 2008 – Exchange traded funds (ETFs) are in the homestretch of 2008, and the last nine months have got us reflecting on where we’ve been and where we’re going from here. The big question is: can it get... Continue Reading »

Buy-and-Hold ETF Investors Don’t Have to Sit Back
October 2, 2008 – Most investors and advisors had an idea that the bear was coming to Wall Street, so this gave most fair warning to shore up and be prepared, taking necessary steps to protect shares and exchange... Continue Reading »

Making Predictions With Financial ETFs Is Impossible
September 30, 2008 – The financial sector and related exchange traded funds (ETFs) are in a pit these days. Most of them are trading 50% or more off their highs, and who knows where we’re going to go from... Continue Reading »

What ETF Investors Have On Their Minds
September 30, 2008 – With all the news and uncertainty going on in the markets, many investors are wondering what to do with their exchange traded funds (ETFs) and their portfolios. Here are some questions that we’ve received from... Continue Reading »

House Votes No On Bailout; ETFs, Stocks Sink
September 29, 2008 – As the government’s $700 billion bailout plan failed to pass in the House, fear tore through Wall Street and exchange traded funds (ETFs). As the vote was shown on TV, stocks plunged as investors worried that... Continue Reading »

ETF Investors Need To Buckle Up And Hang On
September 28, 2008 – The market’s meltdown has stock, mutual fund and exchange traded fund (ETF) investors wondering where to go. Katy Marquardt for US News & World Report put the question to experts in each area. Overall, the consensus... Continue Reading »

An ETF Entry Plan Is As Important As An Exit One
September 23, 2008 – On the flip side of having an exit strategy when it comes to your exchange traded funds (ETFs), eventually there’s a time to get back in. Is it now? There, after all, have been days with... Continue Reading »

Having An Exit Strategy Protects Your ETFs On the Downside
September 23, 2008 – As the markets and exchange traded funds (ETFs) see-saw - up 300 points there, down 500 points there - you can’t blame investors for questioning what those good days really mean. The Dow Jones Industrial Average... Continue Reading »

Sticking to a Strategy With ETFs Is Also a ‘Safe Haven’
September 19, 2008 – After a week like this, in which many financial exchange traded funds (ETFs) have rapidly gained, then just as rapidly plummeted and so on, it’s worth taking a look at the assets. Although today was a... Continue Reading »

The Worst Is Over for Financial ETFs, Or It Isn’t
September 19, 2008 – The government has announced that it’s hatching a plan to save our financial system - time to get back into financial exchange traded funds (ETFs), right? Well, not so fast. The government’s plan isn’t fully fleshed... Continue Reading »

The Past, Present and Future of Financials and ETFs
September 17, 2008 – After months of turmoil in the credit markets and exchange traded funds (ETFs), one can’t help but wonder: what’s next? What’s Happened So Far The markets were mostly down this morning ahead of the anticipated Federal Reserve... Continue Reading »

With ETFs, There Are Ways to Play Lower Industrial Output
September 15, 2008 – Industrial output has broad implications for the economy and exchange traded funds (ETFs), so it isn’t good that it plunged by the largest amount in three years. Output fell by 1.1% last month, and economists were... Continue Reading »

Greed Can Be Death to Your ETF Portfolio
September 14, 2008 – Exchange traded funds (ETFs) are touted for their transparency, but does transparency matter when fear or greed rules the markets? Howard Lindzon says people wanted Russia, Brazil, oil, China, coal and agriculture, and all the transparency... Continue Reading »

There Are ETFs You Can Use to Hide From the Bear
September 11, 2008 – The markets are ugly, and many exchange traded funds (ETFs) are reflecting that. But as we always say, even as some areas are down, there are other areas that are performing well. You just have... Continue Reading »

Breaking Up With ETFs Is Hard To Do
September 5, 2008 – After a rough day for the markets like Thursday, many investors might wonder when it’s time to let go of their exchange traded funds (ETFs). Breaking up is hard to do, as the old song so... Continue Reading »

ETFs Around the World Sneeze After Dow Sinks
September 5, 2008 – Wall Street coughed yesterday, and Europe and Asia’s markets and exchange traded funds (ETFs) caught a cold. After the Dow Jones lost more than 340 points, Europe’s FTSE-100, Germany’s DAX and France’s CAC all fell by... Continue Reading »

Some Staying In Gold and ETFs, Hoping for a Turnaround
August 15, 2008 – Hope springs eternal: despite the retreating price of gold, some investors are still hanging on tightly to their exchange traded funds (ETFs). Mark Hulbert for MarketWatch reports that gold is posting a loss for the year-to-date,... Continue Reading »

There Are Questions To Be Asked, But ETFs Aren’t Really a Riddle
August 14, 2008 – Keeping your exchange traded fund (ETF) portfolio on the right track is a matter of asking some simple questions. Gary Gordon of ETF Expert has the queries investors should think about: Does a bad economy equal bad... Continue Reading »

ETFs Bullish on the Dollar Gain During Global Economic Slowdown
August 13, 2008 – As the dollar has been rallying hard against the euro, exchange traded funds (ETFs) that are bullish on the dollar have benefited. The dollar has done this as a U.S. slowdown has spread to... Continue Reading »

ETF Investors, Advisors Have Been Coming Back Home
August 11, 2008 – When it comes to exchange traded funds (ETFs), maybe you can go home again. For the first time this decade, the U.S. stock market and ETFs are outperforming the global ones, and many advisors are... Continue Reading »

Attention First Time Investors: Consider An ETF First
August 10, 2008 – If you are an investing newbie and considering buying some stocks for your first time, there is a better way to go: exchange traded funds (ETFs). First consider who you are: Are you 30 and starting... Continue Reading »

When A Bear Is On The Loose, Don’t Give Up On Your ETFs
August 9, 2008 – Many stocks and exchange traded funds (ETFs) have taken a mauling from the bear market, and commodities ETFs are doing their best to fight it off, but they may stumble just from sheer exhaustion. Financials were... Continue Reading »

Emerging Markets ETFs Locked In a Race
August 6, 2008 – One of the most efficient ways to access emerging market countries is through exchange traded funds (ETFs). The ETF that reigns supreme in assets is iShares MSCI Emerging Markets ETF (EEM) which has garnered $20 billion... Continue Reading »

Four Little Words Can Do Big ETF Portfolio Damage
August 4, 2008 – What four words could do the most damage to your exchange traded fund (ETF) portfolio? “This time it’s different.” Jonathan Burton for MarketWatch notes that fortunes have been made and lost on that one little phrase. Remember... Continue Reading »

Is It Time To Get Back Into Financial ETFs?
August 1, 2008 – For more than a year now, the financial sector has taken a beating and financial exchange traded funds (ETFs) have since been bruised and battered. However, such stocks as Wachovia Corp. (WB), have been selling at... Continue Reading »

ETFs Help You Act Local And Go Global
July 25, 2008 – Going global with exchange traded funds (ETFs) has never presented a better opportunity than now, and it has become so much easier and cost-efficient with the advent of these funds. MoneyShow.com interviewed us regarding the ETF... Continue Reading »

Building Up With Materials ETFs
July 18, 2008 – When it comes to investing, exchange traded funds (ETFs) make it easy to access specific sectors. While some sectors have become beaten-down in recent months (hello, financials and homebuilders), others have been poster children for success,... Continue Reading »

ETFs Can Be your Safe Haven
July 11, 2008 – Have you ever considered exchange traded funds (ETFs) as a safe haven for your money when markets get rough? Sure, there are the old standbys, such as gold, to offer investors a calm harbor, but... Continue Reading »

An ETF Trend-Following Plan For All Seasons
July 9, 2008 – It’s hard to believe that the S&P 500 Index has been flatter than a pancake for the past nine years. It’s had its ups and downs, but when you connect the dots, it went virtually... Continue Reading »

Looking for the ETF Silver Lining Amid the Clouds?
June 30, 2008 – With the markets and exchange traded funds (ETFs) getting socked by near-daily bad news, you might be wondering how Pollyanna did it. Wasn’t she exhausted? How can you stay optimistic when: Oil keeps hitting new... Continue Reading »

When It Comes to ETFs, Keep Your Eyes Open
June 27, 2008 – Exchange traded funds (ETFs) can have a number of objectives for the investor, aside from the immediately obvious ones. Beyond the goal of building wealth for the investor, ETFs have several other functions, suggests Peter... Continue Reading »

ETFs for a Rainy Season
June 17, 2008 – Everybody knows that when it rains, it pours, and exchange traded funds (ETFs) are no exception. The uncertainty is pouring in all around us, with a looming presidential election, a Dow Jones industrial average that... Continue Reading »

When It Comes to ETF Investing, Don’t Get So Emotional, Baby
June 13, 2008 – Removing the emotions from your investing, whether it’s exchange traded funds (ETFs) or something else, is one of the smartest things you can do. Money Coach Alvin Hall turned up on NPR this week and... Continue Reading »

Steel Is Solid, But Metal’s Volatility Could Impact ETF
May 28, 2008 – Already up 24.6% year-to-date, the steel exchange traded fund (ETF) has been going strong. But analysts see a weakening ahead that’s some investors wondering if they should keep their eye on this material or look... Continue Reading »

With ETFs, You Gotta Know When to Hold ‘Em, Know When to Fold ‘Em
May 22, 2008 – Knowing when to hang on to your exchange traded funds (ETFs) and when to let them go is one of the hardest things for an investor to do. This is why it’s so imperative... Continue Reading »

Playing Defense With the Domestic Portion of Your ETF Portfolio
May 15, 2008 – Have you been playing defense with your exchange traded fund (ETF) portfolio lately? If so, good. The time to dribble to the other side of the court has not occurred, as the domestic market... Continue Reading »

The Market Will Eventually Swing Back, But Which ETFs Can We Turn To?
May 13, 2008 – It doesn’t seem like it now, but the markets won’t always be depressed and there will come a time to get back into exchange traded funds (ETFs). But will the ETF marketplace benefit when the... Continue Reading »

Using Energy ETFs To Offset Gas and Oil Prices
May 9, 2008 – Frenzy in the energy sector has reached a fever pitch, but are exchange traded funds (ETFs) that allow investors to hedge those prices necessarily a great idea? The summer driving season is going to kick... Continue Reading »

Now Is It Time to Invest in Financial ETFs?
May 7, 2008 – Everyone’s looking for signs that the markets have rebounded and some stocks are at rock-bottom prices, but does that mean it’s a good idea to get in on financial stocks and exchange traded funds... Continue Reading »

Green ETF Marketplace In a Growth Spurt
May 5, 2008 – When it comes to exchange traded funds(ETFs), is it in style to be green? The clean energy market is growing faster than ever, and fund companies are right on the  money, launching so-called green funds.... Continue Reading »

If Commodity ETF Bubble Bursts, Your Strategy Can Be Used As a Flotation Device
April 28, 2008 – Market turmoil is leading to more and more investors turning to agriculture ETFs and exchange traded notes (ETNs), reports Hannah Glover for Ignites. Especially in places such as China and India, a rising middle... Continue Reading »

Has the Bottom Arrived for Financial ETFs?
April 28, 2008 – Are financial exchange traded funds (ETFs) turning the corner? Steve Halpern for Blogging Stocks reports that the Financial Select Sector SPDR (XLF) has barely fallen since the Bear Stearns (BSC) collapse. In fact, the fund... Continue Reading »

Government Tax Cuts on Stocks Make China ETFs Soar
April 23, 2008 – China’s exchange traded funds (ETFs) are making a big rally today after the government lowered taxes on stock transactions. The share-trading stamp tax was cut by the government from 0.1% from 0.3%, reports John Spence... Continue Reading »

Using the Moving Average When Investing In ETFs
April 21, 2008 – Some investors want to use exchange traded funds (ETFs) to exploit short-term movements in the markets. Loren Fleckenstein for Trading Markets gives a primer on using 10-day and 30-day moving averages and the crossovers as... Continue Reading »

Blue Chip ETFs or Not, Stick to the Strategy
April 14, 2008 – According to some, opportunity is knocking for blue-chip stocks and the exchange traded funds (ETFs) that count them as components. The S&P is around 14% undervalued right now, according to Morningstar Analyst Jeffry Ptak.... Continue Reading »

What Type Of ETF Investor Are You?
April 6, 2008 – When it comes to trading your exchange traded funds (ETFs) are you a mechanical type, or a discretionary? A discretionary trader uses experience and judgments to make trading decisions, with a documented trading plan set... Continue Reading »

Utility ETFs Can Have a Home In Long-Term Portfolios
April 3, 2008 – The utility sector is represented by a few exchange traded funds (ETFs), and in volatile markets, they’ve acted as a good hideout spot. Over the last five years, utility ETFs such as the iShares Dow... Continue Reading »

It’s Tempting to Panic, ETF Investors, But Resist the Urge
March 26, 2008 – We’re only human: in the midst of all the ups and downs of the market in recent months, it’s natural to consider doing something rash, like dumping all of your exchange traded funds (ETFs)... Continue Reading »

Homebuilders ETFs Stage a Turnaround
March 24, 2008 – Two exchange traded funds (ETFs) in one of last year’s weakest sectors, home construction, are beginning to show renewed vigor. In the last two weeks, both SPDR S&P Homebuilders (XHB) and iShares Dow Jones... Continue Reading »

ETF Investing in Volatile Times
March 22, 2008 – If you’ve got nervous hands as your exchange traded funds (ETFs) swing up one day and down the next, the best thing you could do is to just sit on them. Matthew Hougan for... Continue Reading »

Financial ETFs Look Different In the Afternoon
March 19, 2008 – It just goes to show: these days, exchange traded funds (ETFs) and the market can turn on a dime, and today was a perfect case in point. This morning, things kicked off nicely off... Continue Reading »

Wait - Financial ETFs Are Up and Commodities Are Down? What’s Wrong With This Picture?
March 19, 2008 – Have we entered a bizarro exchange traded fund (ETF) world? First, financials and internet are staging a turnaround for the better. Now commodities are turning lower after being on a bull run in recent months.... Continue Reading »

Agriculture ETFs Are Mooooo-vin’ Right Along
March 16, 2008 – The agriculture sector was once a real yawner, but these days, exchange traded funds (ETFs) are livening things up. Market Vectors Global Agribusiness (MOO) is up 36.6% since its Sept. 5 launch, and it was... Continue Reading »

Even In These Markets, You Can Still Find ETF Movers and Shakers
March 12, 2008 – Yesterday, the markets delivered outstanding performance and some exchange traded funds (ETFs) finished up in the double digits. But one good day doesn’t mean we’re out of the slump yet. It’s still time to take... Continue Reading »

Short ETFs Can Help If Handled With Care
March 6, 2008 – In a down market, short exchange traded funds (ETFs) gain popularity, but they need to be used with caution and education. ProShares UltraShort QQQ (QID) is one of the more popular ETFs of this... Continue Reading »

Do’s And Don’ts With ETFs In An Uncertain Market
March 3, 2008 – When the market is rocky, it can be difficult to continue moving your exchange traded fund (ETF) portfolio in a strong direction. The market direction is unclear and investors are left to fend for themselves.... Continue Reading »

If the Bottom Is In Sight, Is It Time to Snap Up ETF Bargains?
February 25, 2008 – New existing home sales numbers are in, and home construction and real estate exchange traded funds (ETFs) went higher on investors’ hopes that the slump is approaching the bottom. Martin Crutsinger for the Associated Press... Continue Reading »

Understanding the Anatomy of a Crash Can Help With ETF Investments
February 24, 2008 – Today’s market environment can be confusing - one minute market averages and exchange traded funds (ETFs) are at all-time highs, the next they’re heading for the bottom. The volatile market has created a lot... Continue Reading »

UltraShort S&P ETF Doubles Up in Downward Trend
February 17, 2008 – Short exchange traded funds (ETFs) are meant to head up as the market heads south - something it seems to have been doing a lot of lately. The ProShares UltraShort S&P 500 (SDS) and Rydex... Continue Reading »

Mexico Will Put Billions Into Infrastructure - ETF Might Say ‘Ole!’
February 9, 2008 – Mexico will soon start pouring money into its infrastructure, benefiting its economy and exchange traded funds (ETFs). On Monday, Doug Krizner and Dan Grech for Marketplace report, President Felipe Calderon will make his first presidential... Continue Reading »

Asian ETFs Are At a Crossroads
January 30, 2008 – Risk aversion with exchange traded funds (ETFs) appears to be oh-so-stylish right now. That’s what Michael Kahn for Barron’s is noticing. Investors are pushing aside anything that isn’t blue chip, regardless of its asset class. This... Continue Reading »

Advisors Lay Out Their ETF Strategies
January 24, 2008 – As stocks and exchange traded funds (ETFs) tumbled on Wall Street on Tuesday, the phone calls began in Orange County financial managers’ offices. The question on everyone’s lips was, "Now what?" Mary Ann Milbourne for... Continue Reading »

Retail, Homebuilders ETFs See The Light
January 23, 2008 – SPDR S&P Homebuilders (XHB) and Retail HOLDRs (RTH) are two of the few exchange traded funds (ETFs) seeing positive numbers these days. Yesterday, XHB was up 8.5% and is up over 4% at the... Continue Reading »

ETF Investors Feel Relief at the End of a Long Week
January 18, 2008 – Investors in stocks and exchange traded funds (ETFs) are probably shouting: "TGIO!" That’s "Thank God It’s Over." It’s been a long week, and today wasn’t much better. This morning, things kicked off looking hopeful. Madlen... Continue Reading »

Another Rough Day; Save Your Portfolio By Having an ETF Sell Strategy
January 17, 2008 – The markets wrapped up another ugly day for stocks and exchange traded funds (ETFs) this afternoon. The Dow Jones industrial average fell more than 2%, says Tim Paradis of the Associated Press, and it was... Continue Reading »

What’s Your ETF Sell Strategy?
January 15, 2008 – The S&P has not had a 10% correction in many months….until today. Joe Bel Bruno for the Associated Press reports that persistent fears of a recession, weak retail sales figures and disappointing results from... Continue Reading »

Are Your ETFs Keeping You on Track for Retirement?
January 15, 2008 – Quick: will your exchange traded fund (ETF) portfolio take you into your golden years? Not sure? Yahoo! has a nifty calculator you can use to see if you’re on track. Be aware, though, that saving for... Continue Reading »

The Sleeping Bear And ETFs
January 9, 2008 – One of the puzzles for investors of exchange traded funds (ETFs) and other securities to solve is figuring out when the bear is going into hibernation, and when it’s coming back out. Keeping an... Continue Reading »

Following Trends With ETFs
January 8, 2008 – The exchange traded fund (ETF) winner’s circle for 2008 has been assembled and examined by many. Jonathon Burton for MarketWatch on Fox Business reports that Will Danoff, manager of Fidelity Contrafund, and Bill Gross,... Continue Reading »

Make Your ETF Resolutions, and Stick to ‘Em
January 2, 2008 – Some people hate making resolutions (especially because some of you have been writing variations on the "get in shape" theme since college, but this year, you’re serious. We know you are.), but now is... Continue Reading »

Digesting Good News, Bad News And ETFs
December 30, 2007 – Exchange traded funds (ETFs) and stocks go hand-in-hand with the latest news, whether it’s a solid earnings report or a political event. An investor usually wants to hold onto a company if it’s positive... Continue Reading »

ETF Portfolio Strategy With Market Volatility
December 3, 2007 – Why not invest 100% of your portfolio into stocks or exchange traded funds(ETFs)?  Each investor has their own financial goals, risk tolerance and strategy to reach those goals.  Jonathon Clements for The Wall Street... Continue Reading »

Manage Your Portfolio Like a Hedge Fund With ETFs
November 29, 2007 – Investors are always looking to turn a profit on their portfolio, whether it is with stocks, bonds or exchange traded funds (ETFs).  By following the trends and watching fundamentals in the economy and globally,... Continue Reading »

Fed Official’s Warning a Reminder to Have an Exit Strategy for ETFs
November 28, 2007 – A warning by the Fed today about yet more Wall Street turmoil only stresses the fact that when it comes to exchange traded funds (ETFs), you need to have an exit strategy. We’ve said... Continue Reading »

Do You Have an ETF Exit Strategy?
November 23, 2007 – ETF Investors Weigh Heading For The Exits Jesse Emspak - Investors Business Daily With many of the year’s most popular ETFs starting to look shaky, it’s a good time to look at exit strategies. IShares FTSE/Xinhua... Continue Reading »

Happy 5th Birthday to the ETF Bull Market
October 11, 2007 – Today, Oct. 10, marks the fifth birthday for the bull market that has blessed the markets and exchange traded funds (ETFs). The S&P 500 received official cyclical bull market status on Nov, 21, 2002,... Continue Reading »

The ETF Trends Are Back in Town
September 21, 2007 – Now that the Federal Reserve’s rate cut has come to the rescue, the general market and many exchange traded funds (ETFs) have come back above their long-term trend lines (200-day moving average). The S&P... Continue Reading »

Not All ETFs Are Created Equal
September 7, 2007 – Exchange traded funds (ETFs) might all seem the same to a new investor, but it couldn’t be further from the truth. For example, an ETF in the real estate sector, such as SPDR S&P... Continue Reading »

The Pros and Cons to ETF Stop-loss Points
September 4, 2007 – When investing in exchange traded funds (ETFs), having an exit strategy limits your downside. So if your exit strategy is similar to ours where you sell if an ETF dips below its long-term trend... Continue Reading »

Places to Go When ETFs Plummet with the Market
August 28, 2007 – When the markets and exchange traded funds (ETFs) get shaky, investors have several safety shelters: Health care, consumer staples, large-cap, utilities, mega-cap, fixed-income are a few options that tend to ride the volatile market... Continue Reading »

Are ETFs and Wall Street Getting Bailed out Prematurely?
August 18, 2007 – Going into Friday, I was feeling pretty happy we had raised cash positions for our clients. Over the past three weeks, many of our exchange traded fund (ETF) holdings hit their individual sell points... Continue Reading »

A Little Sunshine for Gloomy ETF Conditions
August 16, 2007 – With all the sour news in the markets and about exchange traded funds (ETFs) lately, it can be difficult to stay positive. So it was refreshing to see Gary Gordon for ETF Expert talk... Continue Reading »

Market Update: Stocks and ETFs Suffer Losses
August 14, 2007 – No bulls are in sight today for the markets or exchange traded funds (ETFs). The Dow Jones industrial average and it’s ETF counterpart DIAMONDS Trust, Series 1 (DIA) dropped more than 200 points, and... Continue Reading »

Market Update: Stocks and ETFs Rebound from Friday’s Losses
August 6, 2007 – As we reported Friday in our weekly Market Update newsletter, most of the major indexes and the exchange traded funds (ETFs) that track them were down: The Dow Jones industrial average ended the week... Continue Reading »

Part of Invesco’s Success Attributed to PowerShares ETFs
August 3, 2007 – Money manager Invesco, whose exchange traded fund (ETF) unit is PowerShares, reports higher assets under management and the resulting fees helped boost its quarterly profits 42% from the previous year. International equities, fixed-income and... Continue Reading »

Analyze and Strategize ETFs to Protect Portfolios
August 3, 2007 – Is there anything you can do to protect the money in your exchange traded funds (ETFs) as the market bounces up and down? If your money is in an ETF versus a single stock,... Continue Reading »

Important ETF Index Questions to Ask
August 1, 2007 – When it comes to investing in exchange traded funds (ETFs), we often talk about the importance of having an investment strategy…and sticking to it. As the ETF industry grows and new indexes that attempt... Continue Reading »

ETFs and Summer Volatility
August 1, 2007 – The summer market is ripe with volatility and returns, so opportunities to sell short or go long are everywhere, with exchange traded funds (ETFs) or stocks. With conditions like this, the bulls and bears... Continue Reading »

I Sold My ETF, What Do I Do Now?
July 31, 2007 – Last week’s market plunge and subsequent exchange traded fund (ETF) decline unsettled many investors. However, if you had an exit strategy with specific stop-loss points, then the drop was hopefully less stressful for you... Continue Reading »

With the Dow Jones Sale Inevitable, Murdoch’s Media Empire Will Control America’s Most Trusted Index and ETF Counterpart
July 31, 2007 – The Dow Jones industrial average and its exchange traded fund (ETF) counterpart, DIAMONDS Trust, Series 1 (DIA), will soon be under the control of Rupert Murdoch’s News Corp. The currently controlling Bancroft family has... Continue Reading »

Get an ETF Portfolio Bargain: Only 15 Basis Points
July 30, 2007 – An exchange traded fund (ETF) portfolio with a total expense ratio of 0.15%? While such a dream might seem to good to be true, it’s real, and it’s practically a steal. Matt Hougan for Index... Continue Reading »

ETFs on the Rise Despite Recent Giant Market Drop
July 30, 2007 – Exchange traded fund (ETF) investors are still a little nervous after last week’s plunge sent the Dow Jones industrial average and the S&P 500 on their largest drop in five years. The Dow is... Continue Reading »

Industrials: The Catch-all Category for ETFs
July 30, 2007 – Some exchange traded funds (ETFs) can be difficult to define. For example, "industrials" represent companies that produce and distribute goods and services but don’t fall into a specific niche. Some big name examples include... Continue Reading »

Current Affairs Highlight Why an ETF Sell Discipline Is Crucial
July 27, 2007 – It’s no secret that the market and numerous exchange traded funds (ETFs) are meeting challenges lately. A market decline is never easy. Whenever a market correction occurs, it’s understandable to feel anxious about your portfolio’s... Continue Reading »

Make an ETF Investment Plan and Stick to It
July 25, 2007 – When it comes to investing in exchange traded funds (ETFs), it’s essential you determine what factors you will use to set your stop/loss points. Some follow trend lines, others use historical indicators while others... Continue Reading »

Stock Market and ETF Indexes Decline
July 25, 2007 – Although indexes such as the Dow Jones industrial average and the S&P 500 reported record highs just last week, they dropped sharply yesterday along with their exchange traded fund (ETF) counterparts. The Dow fell 226.47... Continue Reading »

The Dow Rides Record Highs; its ETF Follows
July 18, 2007 – Lately the Dow Jones industrial average index has reached record highs. It even passed 14,000 (in intra-day trading) for the first time, and its exchange traded fund (ETF) counterpart, the DIAMONDS Trust, Series 1... Continue Reading »

Bull vs. Bear ETFs
July 17, 2007 – Ah, the age-old argument that plagues the market and exchange traded funds (ETFs) within it: Will this bull market continue or do we have a bear in our future? Russell Bailyn of Russell Bailyn’s... Continue Reading »

ETFs Restrain the Bear
July 5, 2007 – Although the market has been volatile lately, on a long-term basis, exchange traded funds (ETFs) seem to be doing well. Some of the major ETFs, such as SPDRs (SPY) and iShares Russell 2000 Index... Continue Reading »

Establish a Strategy to Buy ETFs Back After Being Sold
July 2, 2007 – We often discuss the importance of having an exit strategy when investing in exchange traded funds (ETFs). Recently, we wrote about a disciplined ETF strategy, using the 200-day moving average. After writing about this,... Continue Reading »

Use a Disciplined ETF Strategy
July 2, 2007 –   What a pleasant surprise it was to see someone else touting the importance of discipline when investing in exchange traded funds (ETFs). As we’ve rigorously outlined our ETF investing philosophies in various posts, I’ll... Continue Reading »

ETFs and Recent Market Volatility
June 14, 2007 – With the recent volatility in the markets, we have seen some price swings in exchange traded funds (ETFs).  Michael Bommarito of ETF Central looks at the volatility and possible arbitrage opportunities created by the... Continue Reading »

Re-Thinking Your ETF Strategy
May 9, 2007 – The simple moving average can be a basic indicator for technical analysis when investing in exchange traded funds (ETFs).  We use the 200-day moving average as an indicator when to buy and sell ETFs... Continue Reading »

REIT ETFs Following the Trends
May 4, 2007 – Barclays launched five new iShare real estate exchange traded funds (ETFs) on the New York Stock Exchange.  These ETFs will follow FTSE NAREIT Index, which cover many disciplines and aspects of REITs according to... Continue Reading »

How We Invest In ETFs For Our Clients
May 1, 2007 – We get many inquires about how we manage our client portfolios using exchange traded funds (ETFs).  Recently we wrote a piece for Index Universe describing our process.  With the growing list of available ETFs... Continue Reading »

ETF Advice for Small-Caps
January 5, 2007 – Matt Krantz of USA Today advises that waiting for the right time to buy small-cap stocks or exchange traded funds (ETFs) is pretty expensive. Market-timers are usually foiled. When an investor waits for the... Continue Reading »

Exit Strategy for Emerging Markets ETF
December 22, 2006 – What’s the exit strategy for your ETF (exchange traded fund) portfolio? As Jonathan Bernstein of ETF Zone illustrates, some of the best performing ETFs year-to-date are emerging market ETFs. These same funds gave back 20-40%... Continue Reading »

Potential in Small Companies with Stealth ETF
December 19, 2006 – The Claymore/Sabrient Stealth ETF (exchange traded fund) tries to find the best investments that haven’t caught Wall Street’s eye. Claymore/Sabrient Stealth (STH) is based on a theory that companies with undiscovered potential will produce... Continue Reading »

ETFs and Tactical Asset Allocation
August 23, 2006 – Tom Leswing of Ignites reports that tactical asset allocation funds that use exchange traded funds are having a hard time.  There are very few of these funds that focus on ETFs and the two... Continue Reading »

ETF Volume May Affect Trends
August 18, 2006 – Brett Steenbarger writes on his site, TraderFeed, about how tradable indexes can kill a trending market.  He points out that with more indexes comes more volume and less volatility.  Exchange traded funds continue to... Continue Reading »

ETF Investing With Morningstar
August 18, 2006 – Morningstar’s approach to exchange traded fund investing is to be long-term, cost conscious and safe.  Maybe too safe.  Although their advice is sage for textbook long-term investing, you wouldn’t buy sector or global ETFs... Continue Reading »

ETF Trends - How to Stop the Bleeding
June 6, 2006 – In the past two trading days, global markets have seen new recent lows.  The vast majority of exchange traded funds are below their 50-day moving average.  In addition, most ETFs have hit our recommended... Continue Reading »

ETF Trends - Waiting For A Correction
April 7, 2006 – The S&P has not had a 10% correction in many months. Yes, the market is due. Yes, around here would be a perfect time for one to start as May through November is historically the worst... Continue Reading »

Know When to Get Out of a Hot ETF
March 3, 2006 – Jen Ryan of Dow Jones Newswires wrote an article on using a disciplined exit strategy when investing in exchange-traded funds.  We spoke to her about the 200-day moving average. "Lydon says he’ll keep a watchful... Continue Reading »

Having an ETF Sell Rule
January 30, 2006 – Buying is easy. Selling is the hard part of investing. With global markets and certain industry groups hitting new highs, most investors are concentrating on buying more rather than when they might sell to... Continue Reading »

Follow the Trend
August 29, 2005 – Follow the Trend Over time, the stock market and individual securities, follow general trends and these trends are identifiable. The idea is that you want to be more fully invested in stocks when the market is... Continue Reading »

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    • Tom Lydon: Terry, Yes, this strategy can be applied to any type of ETF. Just be aware of the heightened volatility in...
    • Isis: I think that this is wow.
    • Terry: Great article! Does the same trend strategy apply to the ETFs that short the market or sectors, such as SH?...
    • Tom Lydon: PC, you can find the answer to your question in a post we wrote based on it:...
    • Bill Hungate: Tom, what about the short ETF’s in a Bear market such as this? Is there any reason we...

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