Company Overview and News
Small-cap stocks, which were lagging in the first half of the year, staged a nice comeback over the past three months on talks of tax reform. The optimism intensified after the House and Senate passed the tax bill, though the version of the both the bills differ on some fronts. With the House and Senate in negotiation on the consolidated bill, Republicans are now closer to finalize the $1.5-trillion tax reform by the end of the year. (13-0)
The month of September saw investors being equally enthusiastic about stocks and bonds. While upbeat global economic readings boosted equities, North Korea’s nuke-related tensions boosted investors’ interests in treasuries too. Chances of the extension of the OPEC output cut deal and improvement in the demand scenario also kept the energy space steady. Against this backdrop, let’s find out the top gainers and losers in terms of asset growth in September (source: etf. (6-0)
Many investors want to simply set themselves up with a solid portfolio foundation with a long-term focus that requires little hassle or maintenance.
In a recent article, I laid out 20 top stocks with which to build a dividend-focused portfolio, and also included 2 "bonus" stocks to consider. (0-1)
Snapchat Inc. (SNAP - Free Report) has been hitting headlines in recent weeks with a wave of bad news as its shares hit an all-time low of $13.07, tumbling more than 25% over the past one month. In fact, the stock is currently trading 23% below its IPO price. The latest setback came when the social media network was dumped from the S&P 500 Index due to changes in the S&P Dow Jones Indices methodology.
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However, the index you choose matters. The article discusses structural differences between the two leading small-cap indices tracked by small-cap funds.
If you haven't yet read Mike Nadel's latest two-part compilation effort regarding "core" positions (I, II), you should really take the time to do so. It's an interesting series that polls a large group of SA's dividend crowd, revealing diverse thoughts on the subject, including the panel's current holdings deemed as core.
How's that factor strategy been working for 'ya lately? That's a topical question for a growing number of investors as "smart beta" products play a bigger role in portfolio design. You may not be drinking the factor Kool-Aid, but it's still worthwhile to check in on these risk premia periodically for some context on what's driving equity performance generally. With that in mind, let's review a set of eight ETFs that represent the usual suspects in the US equity factor space.
The iShares Russell 2000 ETF (NYSEARCA:IWM) returned 8.5% during the past 15 years, a great result compared to the 6.8% return of the S&P 500. However, the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) returned 10.1%. How can two index ETFs that track similar groups of stocks have such a large discrepancy in performance? The answer comes down to quality.
In an ongoing series of articles, I have highlighted five buy-and-hold strategies that have historically outperformed the S&P 500.
The U.S. stock market staged a rally led by small-cap stocks after Donald Trump won the presidential election. The Russell 2000 index tracking small-cap stocks recorded its longest rally in two decades. Among the many things, the President-elect has promised to introduce a burst of stimulus by increasing infrastructure spending package, easing regulations and tax cuts with an aim of accelerating economic growth and creating more jobs in the country (read: ETFs & Stocks That Topped or Flopped After Trump Won).
Small-cap ETFs are becoming a primary choice for passive small-cap investing. They provide a low-cost alternative for investors seeking a broader exposure to the small-cap market. The increasing popularity of robo-advisors, the new DOL fiduciary rule and the high number of underperforming active managers made small-cap ETFs an attractive investment choice for many investors and portfolio managers.
I recently reviewed the Seeking Alpha ETF Investing Guide and decided to implement it for a portion of my portfolio.
IJR is our top-rated Small Cap Blend ETF and BOSOX is our top-rated Small Cap Blend mutual fund.
2017-12-11 - Wilton
2017-12-11 - Wilton
2017-12-03 - Wilton
2017-11-27 - Wilton