After The Perfect Storm In U.S. Smaller-Cap Stocks
AllianceBernstein - Seeking Alpha - Tue Feb 03, 12:04PM CST
By Bruce K. Aronow and James MacGregor Last year was a tough one for US small- and mid-cap stocks, but there's reason to think 2015 may be different. For investors who trimmed their smaller-cap allocation last year, we think it may be time to...
IWR: 172.51 (+0.82), TZA: 11.10 (-0.22), IVOO: 100.91 (+0.57), VO: 127.37 (+0.66), SDD: 37.52 (-0.62), SCHA: 56.51 (+0.33), SMLL: 131.78 (+0.45), SRTY: 28.61 (-0.53), UMDD: 126.31 (+1.86), CSF: 38.08 (+0.10), VB: 119.86 (+0.63), SCHM: 42.58 (+0.28), SMDD: 32.73 (-0.56), PXMC: 40.56 (+0.46), RWJ: 57.52 (+0.39), RWK: 49.90 (+0.45), MYY: 15.78 (-0.08), SLY: 106.23 (+0.36), SAA: 117.15 (+1.98), VIOO: 104.24 (+0.56), FNX: 54.08 (+0.40), RWM: 15.11 (-0.10), IWC: 76.92 (+0.43), MDLL: 132.31 (+0.24), FDM: 33.11 (+0.17), MVV: 78.62 (+0.92), SMLV: 77.37 (unch), IWM: 121.53 (+0.72), IJR: 115.87 (+0.63), MZZ: 38.58 (-0.45), SBB: 51.33 (-0.76), TNA: 83.54 (+1.47), FYX: 49.83 (+0.38), MIDU: 107.67 (+1.78), RSCO: 85.50 (+0.14), TWOK: 72.24 (+0.26), DWAS: 39.58 (-0.01), TWM: 37.80 (-0.52), MIDZ: 10.84 (-0.18), IJH: 149.97 (+0.87), EZM: 95.35 (+0.77), WMCR: 27.05 (+0.16), CZA: 50.71 (+0.03), URTY: 96.92 (+1.67), XSLV: 33.63 (-0.01), PXSC: 35.75 (unch), VTWO: 97.11 (+0.60), EWRS: 45.53 (+0.32), XMLV: 33.65 (-0.15), ZSML: 26.10 (unch), UWM: 92.76 (+1.09), PZI: 15.94 (unch), JKJ: 141.02 (+0.91), MDY: 273.50 (+1.76), JKG: 152.83 (+0.97), EWRM: 52.21 (+0.31)
A Closer Look At Small Caps
Manning & Napier - at Seeking Alpha - Fri Jan 09, 2:54AM CST
When we wrote about small cap stocks in June 2011, we concluded that they faced a number of headwinds and were unlikely to continue their strong outperformance versus large caps that began in 2000. This outlook was strongly supported by relative...
IJR: 115.87 (+0.63), SBB: 51.33 (-0.76), TZA: 11.10 (-0.22), SDD: 37.52 (-0.62), FYX: 49.83 (+0.38), SCHA: 56.51 (+0.33), TNA: 83.54 (+1.47), SMLL: 131.78 (+0.45), SRTY: 28.61 (-0.53), TWOK: 72.24 (+0.26), RSCO: 85.50 (+0.14), DWAS: 39.58 (-0.01), CSF: 38.08 (+0.10), TWM: 37.80 (-0.52), VB: 119.86 (+0.63), WMCR: 27.05 (+0.16), XSLV: 33.63 (-0.01), URTY: 96.92 (+1.67), RWJ: 57.52 (+0.39), PXSC: 35.75 (unch), VTWO: 97.11 (+0.60), EWRS: 45.53 (+0.32), SLY: 106.23 (+0.36), SAA: 117.15 (+1.98), VIOO: 104.24 (+0.56), RWM: 15.11 (-0.10), IWC: 76.92 (+0.43), UWM: 92.76 (+1.09), PZI: 15.94 (unch), FDM: 33.11 (+0.17), JKJ: 141.02 (+0.91), SMLV: 77.37 (unch), IWM: 121.53 (+0.72)
All About That Base
Jeffrey Saut - at Seeking Alpha - Tue Jan 06, 1:56AM CST
The transition from one year to the next is always accompanied by a whole host of traditions intended to help people celebrate this annual new beginning. The resolutions, parades, fireworks, football games, food, furniture sales – they all seem...
TZA: 11.10 (-0.22), IWO: 146.77 (+1.10), IWN: 101.90 (+0.51), SCHA: 56.51 (+0.33), TNA: 83.54 (+1.47), FYX: 49.83 (+0.38), UVT: 58.90 (+1.67), SJH: 49.87 (-2.39), SMLL: 131.78 (+0.45), SRTY: 28.61 (-0.53), TWOK: 72.24 (+0.26), TWM: 37.80 (-0.52), VB: 119.86 (+0.63), URTY: 96.92 (+1.67), VTWO: 97.11 (+0.60), EWRS: 45.53 (+0.32), SKK: 33.55 (-1.31), VTWV: 88.12 (+0.50), RWM: 15.11 (-0.10), UWM: 92.76 (+1.09), JKJ: 141.02 (+0.91), UKK: 104.31 (+4.41), VTWG: 106.55 (+0.88), IWM: 121.53 (+0.72), EWZ: 35.05 (+0.57)
Vanguard Russell 2000 ETF announces annual distribution of $1.071
Seeking Alpha - at Seeking Alpha - Fri Dec 19, 9:05AM CST
VTWO: 97.11 (+0.60)
ETF Investing Guide: Understanding The Core Portfolio
David Jackson - Seeking Alpha - Wed Dec 17, 7:29AM CST
OK, now the rationale for the core portfolio. First, we cover the US stock market. You could do this by buying a single “total market” ETF index fund, such as the iShares Dow Jones U.S. ETF (NYSEARCA: IYY ), or the iShares Russell 3000...
VTWO: 97.11 (+0.60), VOO: 192.39 (+0.84), DBC: 18.30 (+0.20), IJH: 149.97 (+0.87), LQD: 120.83 (-0.48), SCHP: 54.49 (-0.11), IEFA: 58.11 (+0.39), VNQ: 85.06 (-0.57), IEMG: 48.87 (+0.48), PLW: 33.20 (-0.21)
ETF Investing Guide: A Core ETF Portfolio
David Jackson - Seeking Alpha - Wed Dec 17, 7:01AM CST
Now that we’ve seen the case for buying ETFs in an online brokerage account, we’ll look at how to assemble a portfolio in practice. Here's what we're going to end up with (the next section will explain why): Important note: As the ETF...
VTWO: 97.11 (+0.60), VOO: 192.39 (+0.84), DBC: 18.30 (+0.20), IJH: 149.97 (+0.87), LQD: 120.83 (-0.48), SCHP: 54.49 (-0.11), IEFA: 58.11 (+0.39), VNQ: 85.06 (-0.57), IEMG: 48.87 (+0.48), PLW: 33.20 (-0.21)
A Crucial Week For Markets Lies Ahead
Travis McPherson - at Seeking Alpha - Mon Dec 15, 12:59AM CST
We just completed the worst week for the S&P 500 since May 2012 and there are more warning signs out there across markets than there are Christmas lights on my neighbor's house. However, every time things have begun to look bleak, this equity...
URTY: 96.92 (+1.67), VTWO: 97.11 (+0.60), EWRS: 45.53 (+0.32), TZA: 11.10 (-0.22), TNA: 83.54 (+1.47), SRTY: 28.61 (-0.53), SMLL: 131.78 (+0.45), RWM: 15.11 (-0.10), TWOK: 72.24 (+0.26), TWM: 37.80 (-0.52), SPY: 209.78 (+0.86), UWM: 92.76 (+1.09), QQQ: 106.91 (+0.91), DIA: 180.34 (+0.50), IWM: 121.53 (+0.72)
Wary, Leuthold IDs Bounce-Back Stocks
YCharts - Seeking Alpha - Fri Nov 14, 6:56AM CST
By Carla Fried Back on October 3rd the Leuthold Group announced it had reduced its core portfolio equity exposure from 55% to 40% as its proprietary Major Trend Index (MTI) fell into negative territory. The MTI is a mash up of 130 metrics...
WFM: 56.15 (-0.15), VTWO: 97.11 (+0.60), KR: 72.86 (+0.41), SWY: 35.10 (-0.04), GAS: 50.07 (+0.27), IEFA: 58.11 (+0.39), CNP: 21.76 (-0.35), DO: 35.21 (+0.36), COH: 39.85 (+0.64), BTU: 7.65 (+0.46), SPY: 209.78 (+0.86), NI: 42.52 (-0.85), RIG: 19.05 (+0.42), MAT: 27.61 (+0.17), NE: 18.54 (+0.30)
Small caps lead late-session bounce
Seeking Alpha - at Seeking Alpha - Wed Oct 15, 2:08PM CDT
IJR: 115.87 (+0.63), SBB: 51.33 (-0.76), TZA: 11.10 (-0.22), SDD: 37.52 (-0.62), FYX: 49.83 (+0.38), TNA: 83.54 (+1.47), SCHA: 56.51 (+0.33), SRTY: 28.61 (-0.53), TWOK: 72.24 (+0.26), RSCO: 85.50 (+0.14), DWAS: 39.58 (-0.01), CSF: 38.08 (+0.10), TWM: 37.80 (-0.52), VB: 119.86 (+0.63), WMCR: 27.05 (+0.16), DIA: 180.34 (+0.50), XSLV: 33.63 (-0.01), URTY: 96.92 (+1.67), RWJ: 57.52 (+0.39), PXSC: 35.75 (unch), VTWO: 97.11 (+0.60), EWRS: 45.53 (+0.32), SLY: 106.23 (+0.36), SAA: 117.15 (+1.98), VIOO: 104.24 (+0.56), RWM: 15.11 (-0.10), IWC: 76.92 (+0.43), UWM: 92.76 (+1.09), QQQ: 106.91 (+0.91), PZI: 15.94 (unch), FDM: 33.11 (+0.17), JKJ: 141.02 (+0.91), SMLV: 77.37 (unch), IWM: 121.53 (+0.72)
The S&P 500 Hits 2,000: Celebration or Time to Worry? - Real Time Insight
Tracey Ryniec - ZACKS - Mon Aug 25, 11:58AM CDT
The large cap indexes continue to hit new highs while the small caps lag.
VTWO: 97.11 (+0.60), SPY: 209.78 (+0.86)
Top ETF Stories of July - ETF News And Commentary
Sweta Killa - Zacks Investment Research - Thu Jul 31, 1:00PM CDT
Lets look at the top stories that impacted the ETF world either in a positive or negative way in July.
WEAT: 11.33 (+0.21), PGAL: 10.97 (+0.18), VTWO: 97.11 (+0.60), RSXJ: 21.52 (+0.46), CORN: 26.02 (+0.33), IWM: 121.53 (+0.72), VIOG: 108.32 (+0.52), IDXJ: 13.46 (unch)
How to Build a Low-Cost, Long-Term Portfolio
Kent Thune, The Motley Fool - Motley Fool - Tue Jun 24, 12:54PM CDT
Building a solid investment portfolio that can stand the test of time is like any other kind of smart construction: You can always customize the structure to suit your personal needs, but it is wise to begin with the best building methods and...
VTWO: 97.11 (+0.60), VOO: 192.39 (+0.84), VDE: 115.76 (+2.32), VNQ: 85.06 (-0.57), BND: 82.80 (-0.19), VXUS: 50.47 (+0.33), VHT: 130.56 (+0.66)