New ETFs to Protect Your Portfolio

Most investor portfolios are based on a traditional model of stocks and bonds (such as a 60/40 stock-bond allocation) or some other static allocation model. The more savvy investors might even rebalance their portfolios on a regular schedule. In recent years, risk...

BVAL: Capturing Brand Value in an ETF

Despite the recent hoopla surrounding all of the new ETFs coming to market focusing on various investment factors, the factors themselves have been around for decades. I myself have been a huge fan of the momentum factor since the mid-1980s, and the value factor is...

The Rise and Fall of Commodity ETFs

Purveyors of commodity investing vehicles have long touted the diversification benefits of adding commodity exposure to a portfolio. Indeed, the relatively low correlation of commodities to both stocks and bonds does provide diversification. However, to be truly...

Mega-Cap ETFs

Companies come in all market-capitalization sizes. Large cap, mid cap, and small cap are the most common size designations, and there are many exchange-traded funds (“ETFs”) targeting these categories. However, size delineations do not stop there. Micro-cap ETFs...