Company Overview and News
For the fourth week in five, investors were net purchasers of fund assets (including those of conventional funds and ETFs), injecting $17.5 billion. Investors padded the coffers of equity funds (+$4.7 billion), taxable bond funds (+$1.6 billion), money market funds (+$10.8 billion), and municipal bond funds (+$463 million). Despite the lower-than-expected October nonfarm-payrolls report, investors continued to send the three major indices to new record highs during the fund-flows week ended November 8, 2017. (166-0)
Consumer prices in the United States rose 2.2% year over year in September 2017, falling shy of market expectations of 2.3% and after a 1.9% increase in the prior month. However, the September reading came in the highest since April, as hurricane-induced output outages at oil refineries in the Gulf Coast area favored energy prices (read: Hurricanes Impact on Earnings ETFs?). (15-0)
Tiaa, Fsb has disclosed 366 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 29,073,923,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Tiaa, Fsb's top holdings are iShares TIPS Bond ETF (NYSE:TIP) , Vanguard Short-Term Bond ETF (NYSE:BSV) , iShares Russell Mid-Cap Value ETF (NYSE:IWS) , iShares Russell 1000 Value ETF (NYSE:IWD) , and iShares Russell 1000 Growth ETF (NYSE:IWF) . (10-0)
Finally, U.S. consumer prices rebounded and hit a three-month high in August. Consumer prices in the United States rose 1.9% year over year in August 2017, ahead of July’s 1.7% increase and market expectations of 1.8%. (0-2)
Many investors want to simply set themselves up with a solid portfolio foundation with a long-term focus that requires little hassle or maintenance.
U.S. inflation level may be subdued, but several analysts are bullish on the prospect of higher inflation in the medium term. Vanguard and BlackRock expect to see inflation returning to 2% irrespective of what happens in Washington.
A new REIT, Safety, Income and Growth, Inc. (Pending:SAFE) provides a superior-risk adjusted return than TIPS. With about as much income surety as something that is not government insured can have, SAFE gives investors more than double the return of the iShares TIPS Bond ETF (NYSEARCA:TIP). Further, it provides a similar inflation hedge in that its revenues have CPI adjustments. Investors with a reasonable risk tolerance should consider selling TIP and buying SAFE.
If you have been heavily invested in U.S. stocks, likely your portfolio has performed extremely well of late, particularly since Donald Trump's surprising win in the presidential election. Following an initial overnight drop in futures in the early morning hours on November 9, the markets rocketed upwards once they opened and, more or less, have not stopped since. At their closing prices on March 31, the Dow was up 12.
U.S. consumer inflation started off 2017 at a five-year high reading. Inflation rose 2.5% year over year in January 2017, following a 2.1% rise in December and above market expectations of 2.4%. On a sequential basis, the consumer price index grew 0.6% in January, exceeding market expectations and last month's reading of 0.3%.
U.S. consumer inflation started off 2017 at a five-year high reading. Inflation rose 2.5% year over year in January 2017, following a 2.1% rise in December and above market expectations of 2.4%. On a sequential basis, the consumer price index grew 0.6% in January, exceeding market expectations and last month’s reading of 0.3%.
This is my Q4 and full-year update on the performance of The ETF Monkey 2016 Model Portfolio.
Building a portfolio can be a daunting task, especially at an economic and political turning point like now. Here are three things that investors can consider doing to start the new year.
As 2016 draws to a close, I've been busy encouraging millennials to invest as well as working on the ETF Monkey Focus series of articles.
Following a long period of sub-par inflation, investors are too hesitant to properly weight the current inflationary signals, making them blind to future inflation.
I was really looking forward to writing this article. My last gold article is about two weeks ago, when I reviewed gold miners (VanEck Vectors Gold Miners ETF GDX) and the gold price (SPDR Gold Trust ETF GLD). Before I continue, I have to say that I was overwhelmed by the amount of comments. I saw amazing discussions between gold bulls and perma bears and people who shared amazing information. The negative side was that I was not able to answer all questions directed to me.
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