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Article Archive For Leslie N. Masonson
DownloadGold ETFs: Is It A Good Time To Buy This Flashy Metal?
ARTICLE SYNOPSIS ...Gold had a stellar year. Could this asset be the place to be for the next few years? Here, we present a survey of gold-based ETFs and review some statistics and comparative return data to help you decide whether an allocation to one or some of these ETFs may be suitable for your portfolio and for your diversification purposes...
Consider Sector-Rotation ETFs? A Second Look After 5 Years
ARTICLE SYNOPSIS ...Sector rotation strategies and enthusiasm are alive and well. And six ETFs have joined the existing four in this tiny market niche. But one fact has not changed: There is approximately a 30 percentage-point difference between the annual performance of the best and worst stock sectors. Should you consider any of the newcomer ETFs, and are any of the longtime funds a viable portfolio addition? Here's an updated review...
Spot Bitcoin ETFs Have Finally Arrived: Wait Or Jump In Now?
ARTICLE SYNOPSIS ...Investors and traders have been waiting for a decade for spot bitcoin ETFs to arrive. Finally, on January 11, 2024, eleven of these ETFs came to market. Both trading volume and AUM growth ran at a torrid pace over their first eight weeks in existence. Find out which of these ETFs might offer the best bang for the buck...
Interview: A Conversation With Prashant Shah
ARTICLE SYNOPSIS ...Prashant Shah is co-founder and CEO of Definedge Solutions, which develops financial products and research. Shah has over 25 years of stock market experience that includes trading as well as developing software, technical indicators, algorithms, and trading rules. He has helped to bring the arcane subject of technical analysis to many individuals and institutions through his educational efforts, especially in his home country of India. We interviewed Prashant Shah to discuss his approach to trading and market analysis, his indicators, and how he acquired his deep knowledge...
Small-Cap Value ETFs: A Smart Bet For 2024?
ARTICLE SYNOPSIS ...Small-cap value stocks and ETFs may be the sleeper category that comes alive after underperforming their small-cap growth counterparts during the 2009 through early 2022 timeframe. Small-cap value performance overtook the S&P 500 index in December 2023 and the trend is expected to continue in 2024 and beyond. Discover which ETFs have the winning attributes to lead the category to higher returns...
Interview: A Conversation With Ari Wald, CFA, CMT
ARTICLE SYNOPSIS ...Ari H. Wald is managing director and head of technical analysis with Oppenheimer & Co. Inc., providing market-, sector-, and stock-level research to the firm's advisors and institutional clients. Previously, he served as equity research analyst at Brown Brothers Harriman. He also served as head of technical analysis at Wolfe Research. During his Wall Street career, his focus on portfolio strategy, economic cycles, market psychology, and quantifiable tools led him to merge aspects of fundamental analysis with an impartial technical approach...
A Look At ARK ETFs: Are They Ready For A Resurgence?
ARTICLE SYNOPSIS ...ARK ETFs got crushed from their 2021 peak. Are they ready for a resurgence, or is more bad news ahead for this well-known family of ETFs? We'll examine some potentially deciding factors...
Product review: FinancialWisdomTV.com
ARTICLE SYNOPSIS ...A stock market and investing education portal; a Breakout Scanner tool for stocks; nearly 100 YouTube videos; and "The Strategy: A Proven Stock Trading Strategy", a downloadable PDF fi...
Actively Managed ETFs And Mutual Funds: Worthwhile, Or A Waste Of Time And Money?
ARTICLE SYNOPSIS ...The portion of ETFs that are actively rather than passively managed has risen to 34%, and interest from retail investors is only increasing. But the data shows that active managers have a hard time beating their benchmark, and very few do over 20 years. Are there any active ETFs that are exceptional and ripe for purchase? We'll take a look...
Interview: A Conversation With Meb Faber
ARTICLE SYNOPSIS ...Mebane T. Faber, CMT, CAIA, is co-founder and chief investment officer of Cambria Investment Management, which manages a dozen ETFs, with $1.9 billion in assets under management. Faber is host of The Meb Faber Show Podcast. He also created The Idea Farm website (www.TheIdeaFarm.com) to offer investment research. We spoke with him to discuss his extensive investing career, Cambria's suite of ETFs, and his views on global diversification...
Two ETFs Based On IBD Indexes: Do They Live Up To Their Classic Approach?
ARTICLE SYNOPSIS ...IBD is a weekly financial newspaper well-known for its extensive stock market data crunching and top stock rankings. Here, we'll look at two ETFs that use stock-selection strategies developed and made famous by IBD. We'll begin with a review of IBD's history and then analyze the two ETFs, including key metrics and performance, to see how well they put into practice the classic investing themes given to investors by IBD...
Travel And Entertainment ETFs: About To Take Off, Or Crash?
ARTICLE SYNOPSIS ...Travel and entertainment ETFs offer an opportunity to participate in an industry that has experienced significant disruptions and revenue declines due to the Covid-19 pandemic and its lingering effects. Are they resurging? Here's a look...
Interview: A Conversation With Gail Dudack
ARTICLE SYNOPSIS ...Gail M. Dudack is a well-known and respected technical analyst, investment strategist, market commentator, and writer with a long and distinguished 50-year career on Wall Street. She is a past president of the CMT Association, and was a member of the New York Society of Security Analysts Board of Directors. Since 2011, she has been chief market strategist at Wellington Shields and its Dudack Research Group division. For this interview, we wanted to find out about her five decades of market experience, her technical analysis approach, and her insights as a strategist...
Cannabis's Promising Future Lies Ahead, or Does It?
ARTICLE SYNOPSIS ...Cannabis ETFs offer an opportunity to participate in an industry that is expected to mushroom in the decades ahead as more individuals on a worldwide basis participate in its recreational and medicinal uses. Certainly, there are legal and regulatory roadblocks ahead, and future happenings are unknown, but having a small slice of your portfolio in the "weeds" could turn out to be to be an investment "high." Check out some possible ETF and stock opportunities...
Interview: A Conversation With Charles Kirk
ARTICLE SYNOPSIS ...Charles E. Kirk is an independent, full-time ETF trader, and is the longtime publisher of The Kirk Report (www.kirkreport.org). The report started out as a popular blog in 2003, when Kirk began regularly posting about stocks, trading, investing, and the market, with an emphasis on education rather than recommendations or advice. Leslie Masonson interviewed Charles Kirk in January 2023 about his three decades of trading and investing, his philosophy on learning, and his experiences publishing his newsletter...
Food And Beverage ETFs: A Satisfying Investing Opportunity Or Gorging On Junk?
ARTICLE SYNOPSIS ...Food and beverage ETFs have experienced less volatility than the general market over the years, with the component companies housed in the consumer staples, materials, and industrial sectors. Are these ETFs ready to provide a delectable opportunity or will they languish in the years ahead? Take a look at ten ETFs to see if they offer a portfolio diversification opportunity...
Interview: A Conversation With Brian Shannon
ARTICLE SYNOPSIS ...Brian Shannon, CMT, has been involved with Wall Street for over three decades. He was lead trader and director of research at MarketWise Securities from 1999 to 2006, where his focus was providing technical analysis training and education to individuals. In 2010 he launched Alphatrends.net, providing stock trading education to traders and swing trading ideas to subscribers. STOCKS & COMMODITIES contributing writer Leslie Masonson interviewed him about his three decades of market experience, his technical trading approach focusing on VWAP and anchored VWAP, his approach to using charts that foc...
The Metaverse's Rosy Future Lies Ahead, Or Does It?
ARTICLE SYNOPSIS ...In newer technology spaces such as the "metaverse", investors need to consider whether they want to get in near the ground floor or take a "wait and see" approach to find out if the technology truly takes off. Here's a close look at ETFs related to the metaverse industry to help you consider whether any of these recently launched ETFs deserve a place in your portf...
Interview: A Conversation With Peter Eliades
ARTICLE SYNOPSIS ...Peter Eliades has been offering stock market cycle analysis for half a century. His analysis identifies key short- and long-term market highs and lows. He published the Stock Market Cycles newsletter for 36 years. He currently offers subscribers a nightly video commentary explaining his market projections, covering the three major market averages, S&P and NDX futures, gold, and Bitcoin, as well as select individual stocks and commodities as requested by users. His projection techniques are offered in the Eliades Cycle Price Projections app, which calculates short- and long-term cycle price pro...
Interview: A Conversation With Teresa Lo
ARTICLE SYNOPSIS ...Teresa Lo has enjoyed a productive and successful career in the stock market over several decades. After working at brokerage firms, she began trading for herself, first in daytrading and then swing trading before eventually becoming more of an investor with a diversified portfolio. She founded several websites including IntelligentSpeculator (1998), trendVUE (2000), and InViVo Analytics (2007). She joined forces with IQ Chart, which was absorbed by Infospace in 2001. As a TradeStation user since 1997, she developed her own suite of trading tools and made them available by subscription. We in...
Communication ETFs
ARTICLE SYNOPSIS ...Investors can directly participate in the growth and innovation of well-known companies in this everchanging industry by allocating a small position in their portfolio to a communications sector ETF. We will take a closer look at some of those ETFs here...
Interview: A Conversation With Gregory Morris
ARTICLE SYNOPSIS ...Gregory Morris has a 50-year investment career as a technical analyst, a prolific developer of indicators and trading systems, educational speaker, and an accomplished author of books on trend analysis, breadth, and candlesticks. Leslie Masonson interviewed Gregory Morris to discuss his indicator and systems development using technical analysis, his rules-based money management methodology, and his blog at StockCharts.com titled "Dancing With The Tren...
ETF Marketplace Review: $7.2 Trillion AUM And Counting
ARTICLE SYNOPSIS ...The first ETF, SPDR S&P 500 ETF Trust, was born on January 22, 1993 and has grown to $358.4 billion in AUM as of September 2, 2022. Its popularity is unrivaled. Join us here for a retrospective of the ETF industry, which has changed the investment landscape for millions of investors, while the mutual fund industry fortunes have begun to slow...
Amplify ETFs
ARTICLE SYNOPSIS ...Investors and traders looking for thematic ETFs with unique portfolios may want to check out those offered by Amplify ETFs. From cannabis to batteries to black swans and more, these ETFs are focused on the future earnings growth of companies in disruptive and fast-growing segments of the economy...
Investing In DWA-Branded ETFs: A Market-Beating Experience
ARTICLE SYNOPSIS ...Rules-based relative strength investing is not new. Its goal is to outperform its benchmark or a well-known market index. Dorsey, Wright & Associates has provided to five ETF sponsors its point-and-figure methodology using relative strength ranking. How have these DWA-branded ETFs performed over the past decade and more recently? Find out in this review of the 28 ETFs in this category...
Interview: A Conversation With Louise Yamada
ARTICLE SYNOPSIS ...Louise Yamada, CMT, was managing director of Louise Yamada Technical Research Advisors (LYA) for 15 years. Previously, she was managing director and head of technical research for Smith Barney. She received the CMT Association's lifetime achievement award in 2016. Stocks & Commodities Contributing Writer and ETF Columnist Leslie N. Masonson spoke with Louise Yamada to discuss her distinguished technical analysis career and her approach to the subject...
Fintech ETFs
ARTICLE SYNOPSIS ...Fintech ETFs offer a window into the exploding digital payments revolution, which drastically transformed the banking and payment system landscape around the world for consumers and small businesses, especially during the COVID-19 pandemic. From blockchain to crypto to mining to mobile payments to digital wallets, investors and traders may want to consider investing a small allocation to this disruptive arena. Check out the diverse leaders in this market segment in this article...
Leveraged And Inverse ETFs
ARTICLE SYNOPSIS ...Investors and traders looking for market-beating returns might consider placing a small portion of their assets in leveraged ETFs, especially in trending markets. Typically, it's recommended to hold a leveraged ETF for only one day, due to its daily reset and possible negative compounding if it declines. But does that advice always hold true? Multiyear returns for 3X bullish leveraged ETFs have been exceptional since 2010. Here, we'll take a look...
Interview: Conversation With Tom Dorsey
ARTICLE SYNOPSIS ...When point & figure charting (PnF) is mentioned in investment circles, Tom Dorsey's name instantly comes up. Interestingly, he first was introduced to PnF charts by a co-worker, and it changed his life's focus. Dorsey realized that the PnF approach was what he was searching for as the key to his stock market success. Stocks & Commodities Contributing Writer and ETF Columnist Leslie N. Masonson spoke with Tom Dorsey to discuss his unique contribution to technical analysis...
Interview: A Conversation With Katie Stockton
ARTICLE SYNOPSIS ...Katie Stockton, CMT, is founder and managing partner of Fairlead Strategies, LLC (FairleadStrategies.com), an independent research firm and investment advisor founded in 2018. The firm uses technical analysis as its main tool to discern the stock market's health and to select and recommend investments to individual and institutional clients. Through the firm, Stockton and her team offer research and consulting services, providing multiple reports throughout the week with their current recommendations. Stockton has 25 years of experience in technical analysis and market research. STOCKS & COMMO...
Interview: A Conversation With Ric Edelman
ARTICLE SYNOPSIS ...Ric Edelman founded the Digital Assets Council of Financial Professionals (DACFP) in 2018 to help financial advisors learn about the digital asset revolution encompassing blockchain, digital assets, and digital currencies. DACFP provides education, training, advice, and consulting to financial advisors and executives in the financial and crypto communities...
Basic Materials ETFs
ARTICLE SYNOPSIS ...The materials sector has had market-beating performance over the past year, especially those funds or securities with a metals and mining component. "Materials" is one of the S&P's 11 sectors, and investors and traders might take a look at this critical and growing area of the US's expanding economy, which could benefit from the billions of dollars that will be spent through infrastructure spending bil...
Product review: VectorVest 7 Premium, Part 1
ARTICLE SYNOPSIS ...Trading stocks has never been easier, more fun, or more affordable. But if new or experienced investors or traders learn the wrong approach instead of educating themselves, the results can be catastrophic mentally and financially. Platforms that offer good educational components and decision support can help, and that's what this review will focus on...
Interview: A Conversation With Stan Weinstein
ARTICLE SYNOPSIS ...Stan Weinstein's 50+ year career in the markets has been the joy of his life, after that of his family. He became interested in the stock market during his college days and decided to become a subject expert. After a short stint at two brokerage firms, he worked at Indicator Digest, and then in 1972 became a co-partner with Justin Mamis publishing the popular The Professional Tape Reader (PTR) newsletter...
Artificial Intelligence ETFs
ARTICLE SYNOPSIS ...AI-related companies and AI-focused ETFs have sprung to life with some ETFs having one-year gains ranging from 54% to 89%. AI will be a driving force in many future advancements, making it a trail blazer in this next advanced industrial revolution. Investors and traders can buy a basket of AI companies and participate in the next industrial revolution using ETFs. We'll take a look at some of them here...
Emerging Market ETFs
ARTICLE SYNOPSIS ...Emerging market stocks and ETFs appear to finally be coming out of a multiyear decline. Historically, such a rise has typically been followed by a multiyear advance. Given that historical pattern, six broad-based emerging market ETFs are reviewed here to provide a basis for comparison for possible investment...
Quick-Scan: StockCharts ACP
ARTICLE SYNOPSIS ...StockCharts ACP is the latest interactive streaming enhancement of StockCharts.com...
Interview: A Conversation With Dennis Tilley
ARTICLE SYNOPSIS ...Dennis Tilley has traded securities for over 25 years. Since 1999, he has been Director of Research and Chief Investment Officer at Merriman Wealth Management LLC, and is currently Director of Alternative Investments. He has extensive experience in asset class trading, portfolio management research, design, and implementation. Before joining Merriman, Tilley was a nationally recognized expert in the field of electric propulsion...
Aerospace & Defense ETFs
ARTICLE SYNOPSIS ...The US government provides high-level funding to aerospace and defense to expand its communication satellite networks, to continue building the US air defense, and to examine the far reaches of outer space. Investors may want to consider a small portfolio allocation to an ETF in this technologically exciting industry segment...
ETF Midcap Growth Investing
ARTICLE SYNOPSIS ...One group of stocks with market-beating performance over the past decade has been midcap growth stocks. ETFs provide a way to invest in a basket of stocks in this or other categories. Here's a look at a handful of ETFs in this category to consider...
Product review: VectorVest 7 Premium, Part 2
ARTICLE SYNOPSIS ...Last month in part 1 of my review of VectorVest 7 Premium, I focused on two of the three most important questions for traders and investors...
Natural Resource ETFs
ARTICLE SYNOPSIS ...Natural resource ETFs underperformed the S&P 500 over the past one and three years, but since the March 23, 2020 low, most of these ETFs have finally outpaced that index. With worldwide demand increasing for water, energy, oil and gas, timber, and other resources, investors taking a small position in this sector could take advantage of possible capital appreciation while receiving above-average dividends...
Interview: A Conversation With Joseph W. Cotton
ARTICLE SYNOPSIS ...Joseph Cotton first published his "Cotton's Technically Speaking" newsletter in 1986, which provides a weekly market assessment and several weekly stock picks along with charts. He has longtime experience in charting, tape reading, and technical analysis as well as a background in finance, giving him an interest in also incorporating fundamental analysis in his work. Stocks & Commodities contributing writer and ETF columnist Leslie N. Masonson interviewed Joseph Cotton to get his market insights from his 34-plus years in finance, to learn about his investing principles, and to find out his app...
Product review: 2020 Master Trader Program: Superperformance Workshop With Mark Minervini
ARTICLE SYNOPSIS ...Over the past 37 years, Mark Minervini learned the keys to profitable trading by studying over 10,000 best-performing stock charts and developing hard-and-fast trading rules, all of which helped to catapult him from novice to supertrader...
Interview: A Discussion With David Cox
ARTICLE SYNOPSIS ...David Cox is a portfolio manager with CIBC Wood Gundy in Waterloo, Ontario. As part of the Cox Daggett Advisory Group at CIBC, he manages several discretionary portfolios, and he regularly conducts educational forums and workshops for clients. He manages assets using a fundamentally screened yet technically driven investment process that uses both trend-following and swing trading techniques. S&C Contributing Writer Leslie N. Masonson interviewed Cox to discuss his extensive investment career, portfolio analysis, technical analysis focus, and overall educational efforts...
Homebuilder ETFs: Building Homes To Meet Demand
ARTICLE SYNOPSIS ...The homebuilding industry is tied to the health of the economy, employment, interest rates, and supply & demand for housing of all types. During difficult financial times, homebuilders and their stocks suffer. However, during strong parts of the economic cycle, homebuilder stocks do well. Here's a look at how this industry and some related industries have performed, as represented by the ETFs in this sector...
Interview: A Conversation With Jake Bernstein
ARTICLE SYNOPSIS ...Jake Bernstein, president of Network Press Inc., is an internationally known commodities and futures analyst, prolific author, trader and researcher. He is chief market strategist and publisher of the Jake Bernstein's Weekly Capital Markets Report, published continuously since 1972. He specializes in seasonal and cycle work and has developed numerous technical, cyclical, and seasonal methodologies for the futures and stock markets. Each year he produces annual forecasts. He is an educator and a consultant. Here, we talk with him about his extensive trading career and come away with some of his...
Interview: A Conversation With Ned Davis
ARTICLE SYNOPSIS ...Ned Davis, senior investment strategist, founded Ned Davis Research (NDR) in 1980. He has been professionally involved in the stock market for over 50 years. He is the author of Being Right Or Making Money (2014). His philosophy is that an investor can consistently do well by using a disciplined, rules-based strategy focused on weight of evidence...
Video Gaming And eSports ETFs
ARTICLE SYNOPSIS ...The gaming and esports industry is a very big, lucrative, and growing behemoth in the United States and overseas. The Covid-19 situation has resulted in unexpected revenue surges, skyrocketing stock prices, and possible antitrust investigations. Here's a look at the six ETFs in this industry sector...
Product review: ETFAction.com
ARTICLE SYNOPSIS ...Comprehensive ETF research platform to help advisors build customized diversified ETF client portfolios...
Renewable Energy ETFs: Saving the World
ARTICLE SYNOPSIS ...Renewable energy ETFs have become a popular investment category in the past year with returns greater than those of the S&P 500 index. And during the coronavirus market plunge, these ETFs held up well. Investors have a choice of very concentrated ETFs or more diversified ones...
The World Of Technology: QQQ Powering Ahead
ARTICLE SYNOPSIS ...Do you want to participate in the possible future growth of technology stocks without having to take on the effort and risk of individual stock selection? Here's a close-up look at the QQQ, the ETF that holds many Nasdaq technology stocks. We look at its components, its characteristics, and compare it to other similar or competing ETFs...
Interview: A Conversation With Charles D. Kirkpatrick II, CMT
ARTICLE SYNOPSIS ...The 50-year investment and trading career of Charles Kirkpatrick II has encompassed trading and investing, market analysis, research & development, writing, speaking, and teaching. As president and founder of Kirkpatrick & Company, Inc., a private technical analysis research firm, he was the publisher and editor of the Market Strategist weekly newsletter until 2017...
Interview: The Keys To Success With Mark Minervini
ARTICLE SYNOPSIS ...Mark Minervini has more than 37 years of market experience as an independent trader and is a market educator and performance coach for traders. He is the author of several books on trading as well as on how to develop a winning mindset. In 1997, he won first place in the US Investing Championship. He was featured in Jack Schwager's Stock Market Wizards: Interviews With America's Top Stock Traders. Leslie Masonson spoke with Minervini about his inspiring rise to the top of the trading world and his consistent trading performance over time...
Utility ETFs: Power Up With Dividend Payers?
ARTICLE SYNOPSIS ...Investing in our infrastructure power is critical to our daily lives. Without adequate energy, our country would grind to a halt. Conservative investors may want to invest a portion of their funds in this defensive sector for capital appreciation and dividends. Since 2007, they have provided an annualized return of 8.52% compared to 8.81% for the S&P 500 with less volatility and drawdown...
Interview: A Conversation With Jay Kaeppel
ARTICLE SYNOPSIS ...Jay Kaeppel has over 30 years of varied experience in options, equity, and futures trading as a research analyst, trader, and portfolio manager. For the past five years he has been a vice president and director of research at Alpha Investment Management. But S&C readers may know him best as our monthly Explore Your Options columnist, where he shares his know-how of option trading with readers. He has also contributed many articles to this magazine since 1999. Kaeppel is the author of four books on trading, and he also offers regular market commentary on his website, JayOnTheMarkets.com. S&C Co...
Product review: AbleTrend 7.0
ARTICLE SYNOPSIS ...Trading software providing real-time and end-of-day buy and sell signals on stocks, ETFs, futures, and eminis...
Interview: A Discussion with Robert W. Colby, CMT
ARTICLE SYNOPSIS ...Robert W. Colby, CMT, has 50 years of professional experience in research, trading, and portfolio management at several large Wall Street firms. Colby is the author of The Encyclopedia Of Technical Market Indicators, which is a standard reference on indicators and trading system design. Leslie Masonson interviewed Colby to discuss his extensive career in technical analysis, research, rules-based trading strategies, and money management...
Water ETFs: Go With The Flow Or Not?
ARTICLE SYNOPSIS ...Water is a lifesaver around the world and will always be an essential and critical element of our lives and the planet's survival. Some investors may wish to consider adding a small position of one of these ETFs to their portfolio Since two of these ETFs (CGW and FIW) have outperformed the S&P 500 over the last 12.5 years, they may have a place in an investor's portfolio...
Product review: Barchart.com
ARTICLE SYNOPSIS ...Barchart.com, a privately held company, was founded in Chicago in 2000. The website offers a comprehensive database of stock market and company fundamental information, charting, technical indicators, analysis, and commentary on multiple asset classes including stocks, ETFs, futures, options, commodities, and currencies as well as cryptocurrencies...
Interview: A Conversation With Julius de Kempenaer
ARTICLE SYNOPSIS ...Julius de Kempenaer is the founder and director of RRG Research and the developer of Relative Rotation Graphs (RRGs), which is charting technology for data visualization of sector rotation. The RRG software can be found on several major trading platforms. We interviewed Julius de Kempenaer to review what Relative Rotation Graphs are all about, how they can be used, and how he came to develop them...
Interview: A Conversation With Ziad Jasani
ARTICLE SYNOPSIS ...Ziad Jasani became a self-directed investor in 2008 and experienced an intensive education by training with top portfolio managers and trading mentors. He is currently Managing Director and Head Swing Trader of the Independent Investor Institute, which he co-founded in 2011. Recently, he merged his business with becomeabettertrader.com to start offering education and insight on a global scale. Its focus is to provide day and swing trading education to novice and advanced traders through a daily multi-session online trading room...
Interview: A Conversation With Jeffrey Saut
ARTICLE SYNOPSIS ...Jeffrey D. Saut's career on Wall Street began in 1971. He worked at a number of Wall Street firms over the years, most recently for Raymond James as chief investment strategist and managing director of the firm's equity research department, and is currently affiliated with Capital Wealth Planning as a market strategist and advisory board member. He also writes a weekly market commentary aimed at financial advisors and other firm clients. We spoke with Saut to discuss his long investment career, his research-based market calls, and his views on the market...
High-Dividend-Paying ETFs Offer Concentrated Returns
ARTICLE SYNOPSIS ...Are you looking to capture higher-than-normal dividends while still enjoying a solid total return? If so, then here are six ETFs to consider that focus on high dividend payments, and they all have billions of dollars in assets...
Interview: A Conversation With Eric D. Wish
ARTICLE SYNOPSIS ...Since 1990, Eric Wish, PhD, has been director of the University of Maryland College Park's Center for Substance Abuse Research (CESAR), where as a research psychologist, he has focused on drug abuse epidemiology. In addition, since 2006 he has taught courses on the stock market and technical analysis at the university. In 2005, Wish placed fifth in Barron's Stock Challenge, professors division, with a 30.8% return during the 2.5-month contest...
Infrastructure ETFs--Building A Better, Stronger America
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is https://buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
ETF/ETN Investing In The Dow Jones Industrial Average
ARTICLE SYNOPSIS ...The Dow Jones Industrial Average is the most well-known market index. In this article, we look at the so-called "Dogs of the Dow" strategy along with its performance record over the years. Then a handful of relevant ETFs that have Dow exposure are given for dividend-conscious investo...
Sector-Rotation ETFs Underperform
ARTICLE SYNOPSIS ...Rotating into leading sectors while switching to a defensive position in downturns is an ideal tactic if it can be implemented successfully, but can it? Are there any ETFs that have succeeded with it? If there are, they could save you the work of implementing the approach yourself, so we'll investigate...
Low-Volatility ETFs Outperform
ARTICLE SYNOPSIS ...Are you looking for a less-risky approach to ETF investing that still captures the return of the S&P 500 index or better? Then consider low-volatility ETFs, which have performed better than expected. A number of high-quality, low-volatility ETFs have been available for at least eight years. Here, we'll review the top ETFs in this small slice of the ETF market...
Product review: StockCharts.com
ARTICLE SYNOPSIS ...StockCharts.com is a comprehensive, easy-to-navigate and highly subscribed-to technical analysis and charting website designed for self-directed investors and traders...
Profiting From Inverse ETFs In Bear Markets
ARTICLE SYNOPSIS ...When the market heads down, there are still ways to profit that don't require taking an outright short position. Here's a look at some of the inverse ETFs available, how they have performed, and what risks are involved...
Interview: A Conversation With Sam Stovall
ARTICLE SYNOPSIS ...Sam Stovall, CFP, is currently Chief Investment Strategist at CFRA Research and provides commentary and analysis on the equity markets, with particular attention paid to industry and sector seasonality and momentum. He also serves as chairman of the CFRA Investment Policy Committee. Moreover, he writes a weekly column for the MarketScope Advisor website, as well as contributes to the well-known weekly The Outlook. He worked at S&P Global (later known as S&P Capital IQ) from April 1989 through September 2016, and was the Chief Equity Strategist of S&P Capital IQ, as well as chairman of its Inve...
Small-Cap Growth ETFs In The Spotlight
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Timing Consumer Staples & Discretionary ETFs
ARTICLE SYNOPSIS ...How do you know when to switch from an offensive to a defensive sector? This look at two ETF sectors, consumer staples and discretionary, could provide some clues...
Retail ETFs Are A Mixed Bag
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Gain International Exposure Through ETFs
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Biotech ETFs: A Slice Of Medical Science
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Socially Responsible ETF Investing
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Quick-Scan: XTF.com
ARTICLE SYNOPSIS ...ETF growth has been remarkable since the SPDR S&P 500 ETF (SPY) introduction on January 22, 1993. Since then, the number of domestic ETFs has increased to 2,097, valued at $3.28 billion, offered by 119 fund sponsors and listed on four exchanges, according to XTF.com. Year to date (as of November 6, 2017), there have been 206 new funds launched with 125 delistings, with a net increase of $730.9 billion in net assets...
Product review: MarketScope Advisor
ARTICLE SYNOPSIS ...CFRA, a privately held firm founded in 1994, is an independent research firm that provides subscribers with analytical tools and metrics to help them assess their investments in stocks, bonds, mutual funds, sectors, industries, ETFs, and options. Their proprietary methodology combines fundamental equity research, forensic accounting, and technical analysis to pinpoint investments showing the most promise at any given time. The company uses a mathematical rating system to assess investments as well as to pinpoint those falling to the wayside...
All-Inclusive ETF Websites
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Comparing ETF Sector Families
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
ETF Momentum Investing
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
The Reality Of REITs
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Quick-Scan: ETFScreen.com
ARTICLE SYNOPSIS ...Traders or investors looking for ETFs with the strongest relative strength (total return performance) will find ETFScreen.com useful and easy to use. And, as a bonus, this website also includes closed-end funds (CEF) and REITs as separate databases for viewing. Much of the site is free and there are many useful screens and options...
Theme-Based Investing
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
ETF Sector Investing
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
ETF Perspectives
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
ETF Sector Investing
ARTICLE SYNOPSIS ...Are you interested in learning more about using exchange traded funds (ETFs) in your trading? Leslie N. Masonson, an active ETF trader, is president of Cash Management Resources, a financial consulting firm that focuses on ETF strategies. He is the author of Buy-Don't Hold: Investing With ETFs Using Relative Strength To Increase Returns With Less Risk; and All About Market Timing, as well as Day Trading On The Edge. His website is www.buydonthold.com, where he writes a weekly blog. To submit topics for future columns, reach him at lesmasonson@yahoo.com...
Quick-Scan: The Wizard
ARTICLE SYNOPSIS ...A product that runs the gamut from stocks to exchange traded funds (ETFs) all the way to futures and forex is a good find. The Wizard has been meeting this need for over seven years...
Product review: StockCharts.com
ARTICLE SYNOPSIS ...Stockcharts.com is a well-respected and comprehensive online charting site used by advanced technicians, traders, and investors as well as by casual chartists. In 1999, Chip Anderson, president of StockCharts.com, founded the site and set it up as a privately held firm...
Product review: ChartCon 2016
ARTICLE SYNOPSIS ...StockCharts.com broadcast its first virtual ChartCon conference from Napa Valley, CA on September 23-24, 2016. Almost 1,400 registrants from around the world tuned in via their computers, laptops, and phones. This was the fourth year for the ChartCon event, but previously, attendance was in person. This live-streamed event focused on technical analysis as well as provided an investment education to help attendees improve their skills and generate better results...
Product Review: HGSI Investment Software
ARTICLE SYNOPSIS ...Visual analytical software for evaluating 10,234 US securities and 178 industry groups (Bloomberg industry grouping), 1,577 ETFs/ETNs, and 580 closed-end funds...
Quick-Scan: StockCharts University
ARTICLE SYNOPSIS ...Educational seminar covering features of StockCharts.com...
Quick-Scan: The Wizard
ARTICLE SYNOPSIS ...Following the trend and using support & resistance are two of the bedrocks of successful investing. These variables have been incorporated into the program using an algorithm to provide actionable buy & sell signals in four markets....
Product Review: The Wizard
ARTICLE SYNOPSIS ...The Wizard offers self-directed investors an end-of-day investment decisionmaking and market timing system that provides specific buy and sell points for investments in four markets tracking over 9,000 stocks, 900 exchange traded funds (Et fs), 70 futures contracts, and 24 forex pairs. The entry and exit decisions are based on key support and resistance levels. The program also pinpoints highprobability trades in all these markets based on the simple concept of following the trend. Historical backtested and live data for the market calls for each investment vehicle provid...
Product review: ETFreplay.com
ARTICLE SYNOPSIS ...ETFreplay.com is an exceptional website that provides the analytical tools and backtesting capability for developing profitable exchange traded fund (ETF) trading and investing strategies....
Product Review: High Growth Stock Invstor by Leslie N. Masonson
Product Review: VectorVest by Leslie N. Masonson
A Master Systems And Pattern Tester by Leslie N. Masonson
ARTICLE SYNOPSIS ...A Master Systems And Pattern Tester by Leslie N. Masonson Chris Manning has spent thousands of hours poring over published systems, models, and charting patterns. Now he is a widely recognized systems expert who regularly appears on the CNBC and the Bloomberg Channel cable networks, and speaks frequently at international investment seminars. Here Leslie Masonson, who featured an interview with Manning in his book Day Trading On The Edge, reveals this expert trader's approach. It wasn't until Chris Manning, who was a strategic consultant for a Big Five accounting firm, attended a popular inve...
Product Review: Sammy Chua's Cyber Trading School by Leslie N. Masonson
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