Independent ETF Consultant

Retired. Creator/founder of:

* ETF Deathwatch

* ETF Field Guide

* ETF Monthly Stats

* Invest With An Edge

* AllStarInvestor/All Star Fund Trader, All Star Funds, The Sector Ace

 

ALL CONTRIBUTIONS

BVAL: Capturing Brand Value In An ETF
The primary reason companies do not report on this aspect of corporate value is because of the historically qualitative nature of intangible assets such as brand value and customer satisfaction.
Read
Weekly Edge: The Technology And Utilities Conundrum
Investors typically place Technology and Utilities at opposite ends of the equity-investment spectrum. Technology falls squarely in the aggressive camp, while Utilities is often the textbook definition of a conservative equity investment.
Read
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.
Read
Weekly Edge: Factors With Persistence Of Performance
Persistence of performance, or the ability of an outperforming ETF to continue its market-beating run, is another way to describe the so-called anomaly that allows momentum strategies to work.
Read
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.
Read
ETF Stats For April 2017: Closing In On $3 Trillion
Asset growth for the year now totals $320 billion, with 50.8% coming from inflows and the other 49.2% produced by market gains.
Read

STOCKS I FOLLOW

AADR WCM/BNY Mellon Focused Growth ADR ETF
ABCS Guggenheim ABC High Dividend ETF
ACWI iShares MSCI ACWI Index Fund
ALD WisdomTree Asia Local Debt Fund
AMJ JP MORGAN ALERIAN MLP INDEX ETN
AMLP ALPS ALERIAN MLP ETF
ARGT Global X MSCI Argentina ETF
ASEA Global X Southeast Asia ETF
AXFN iShares MSCI ACWI ex US Financials Sector Index Fund
BAC Bank of America Corporation
BDCL UBS AG, Jersey Branch
BICK First Trust BICK Index Fund
BIZD Market Vectors BDC Income ETF
BKLN PowerShares Senior Loan ETF
BLK BlackRock Inc.
BOND PIMCO Total Return Exchange-Traded Fund
BRAF Global X Brazil Financials ETF
BRAQ Global X Funds
BSCC Guggehheim BulletShares 2012 Corporate Bond ETF
BSCD Guggenheim BulletShares 2013 Corporate Bond ETF
BSCE Guggenheim BulletShares 2014 Corporate Bond ETF
BSCF Guggenheim BulletShares 2015 Corporate Bond ETF
BSCG Guggenheim BulletShares 2016 Corporate Bond ETF
BSCH Guggenheim BulletShares 2017Corporate Bond ETF
CAPE Barclays ETN+ Shiller Capet
CARZ First Trust NASDAQ Global Auto Index ETF
CCX WisdomTree Dreyfus Commodity Currency Fund
CHIE Global X Funds
CHII GLOBAL X CHINA INDUSTRIALS E
CHIM Global X China Materials ETF
CHIQ GLOBAL X CHINA CONSUMER ETF
CHIX Global X Funds
CNDA IQ Canada Small Cap ETF
CNPF Ocean Resources Inc
CPER United States Copper Index Fund
CSLS Credit Suisse Nassau Branch
CU First Trust ISE Global Copper Index Fund
CVOL C-Tracks on City Volatility Index ETN
CVRT PowerShares Exchange-Traded Fund Trust II
DENT Dent Tactical ETF
DIV Global X SuperDividend™ US ETF
DRGS The Royal Bank of Scotland N.V.
DTO DB Crude Oil Double Short ETN
EAPS Pax World Funds Trust II
ECON EGSHARES EMERGING MARKETS CO
EEMS iShares Trust
EGPT Market Vectors ETF Trust
EIDO iShares MSCI Indonesia
EIPO UBS AG, London Branch
EIRL iShares MSCI Ireland Capped
EMER Indexiq ETF Trust
EMFN iShares MSCI Emerging Markets Financials Sector Index Fund
EMMT iShares MSCI Emerging Markets Materials Sector Index Fund
EPHE iShares MSCI Philippines
EPRO AdvisorShares EquityPro ETF
EUFN iShares MSCI Europe Financials Sector Index Fund
EUSA iShares Inc
EWA iShares MSCI Australia Index Fund
EWC iShares MSCI Canada Index Fund
EWJ iShares MSCI Japan Index Fund
EWT iShares MSCI Taiwan Index Fund
FAA Guggenheim Arca Airline ETF
FEFN iShares MSCI Far East Financials Sector Index Fund
FGEM EGA Emerging Global Shares Trust
FLOT iShares Floating Rate Bond ETF
FM iShares MSCI Frontier 100 Index ETF
FMK First Trust Mega Cap AlphaDEX Fund
FONE FT NQ CEA Smrtphone
FRAK Market Vectors Unconventional Oil & Gas ETF
GAZ iPath Dow Jones-AIG Natural Gas Total Return Sub-IndexSM ETN
GDX Market Vectors Gold Miners ETF
GDXJ MARKET VECTORS ETF TRJR GOLD MINES
GIY GUGGENHEIM ENHANCED CORE BON
GLD SPDR Gold Trust ETF
GLDX Global X Brazil Consumer ETF
GLTR ETFS Precious Metals Basket Trust
GNR SPDR Index Shares Funds
GREK Global X MSCI Greece
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRN iPath Global Carbon ETN
GSG iShares S&P GSCI Commodity-Indexed Trust
GTIP iShares Trust
GXG Global X/InterBolsa FTSE Colombia 20 ETF
HDGE AdvisorShares Active Bear ETF
HDGI AdvisorShares Athena International Bear ETF
HYD Market Vectors High Yield Municipal Index ETF
HYLD Peritus High Yield ETF
HYS PIMCO ETF Trust
IAU iShares COMEX Gold Trust
IBND SPDR Series Trust
IDX Market Vectors Indonesia Index ETF
INCO EGShares India Consumer ETF
IPFF iShares Trust
IPO Renaissance IPO ETF
IVOP Barclays Bank PLC
IVV iShares S&P 500 Index Fund
IWB iShares Russell 1000 Index Fund
IWV iShares Russell 3000 Index Fund
JUNR Global X Junior Miners ETF
KROO Indexiq ETF Trust
LEMB iShares Trust
LWC SPDR Barclays Capital Long Term Corporate Bond ETF
MLPA Global X MLP Shs
MLPI UBS E-TRACS Alerian MLP Infrastrctr ETN
MLPN Credit Suisse Nassau Branch
MLPX Global X MLP & Energy Infrastructure ETF
MORL UBS ETRACS Monthly Pay 2X Mortgage REIT ETN
MORT Market Vectors ETF Trust
MUAA iShares 2012 S&P AMT-Free Municipal SRS
MUAB iShares Trust
NASI North American Scientific, Inc.
NORW GLOBAL X NORWAY ETF
OFF UBS E-TRACS Fisher-Gartman Risk Off ETN
ONEF OneFamily.Com Inc
ONN UBS AG, London Branch
PEK Market Vectors China ETF
PERM Gbl X Permanent Shs
PFIG PowerShares Exchange-Traded Fund Trust II
PFXF Market Vectors Preferred Securities ex Financials ETF
PHDG PowerShares S&P 500 Downside Hedged ETF
PHYS Sprott Physical Gold Trust
PL Protective Life Corporation
PLND Market Vectors Poland ETF
PLTM First Trust ISE Global Platinum Index Fund
PRB Market Vectors Pre-Refunded Municipal Index ETF
PSCC PowerShares S&P SmallCap Consumer Staples Portfolio
PSCD PowerShares S&P SmallCap Consumer Discretionary Portfolio
PSCE PowerShares S&P SmallCap Energy Portfolio
PSCF PowerShares S&P SmallCap Financials Portfolio
PSCH PowerShares S&P SmallCap Health Care Portfolio
PSCM Primesource Communications Holdings Inc
PSCT PowerShares S&P SmallCap Information Technology Portfolio
PSCU PowerShares S&P SmallCap Utilities Portfolio
QABA First Trust NASDAQ ABA Community Bank Index Fund
QAI Indexiq ETF Trust
QEH AdvisorShares QAM Equity Hedge ETF
QMN IQ Hedge Market Neutral ETF
RALS PROSHARES RAFI LONG/SHORT
REMX Market Vectors ETF Trust
RMB Guggenheim China Yuan Bond ETF
ROOF General Roofing Systems Inc
RSXJ Market Vectors ETF Trust
RTSA Barclays Bank PLC
SCHD Schwab US Dividend Equity ETF
SCHW The Charles Schwab Corporation
SCIN EGShares India Small Cap ETF
SCPB SPDR Series Trust
SCZ iShares MSCI EAFE Small Cap Index Fund
SDIV Global X SuperDividend ETF
SEA Guggenheim Shipping ETF
SFSA Barclays Bank PLC
SGOL ETFS Physical Swiss Gold
SKYY First Trust ISE Cloud Computing Index Fund
SNLN Highland/iBoxx Senior Loan ETF
SOCL Global X Social Media Index ETF
SPGH UBS AG, Jersey Branch
SPY SPDR S&P 500
SRS ProShares UltraShort Real Estate
SYLD Cambria Shareholder Yield ETF
TPS 10 Stocks BRIDGES
TRND RBS US Large Cap Trendpilot ETN
TRSY PIMCO Broad U.S. Treasury Index Fund
TWTI Third Wave Technologies, Inc.
URA Global X Uranium ETF
UUPT PowerShares DB 3x Long U.S. Dollar Index Futures ETN
VB VANGUARD SMALL CAP ETF
VEA Vanguard FTSE Developed Markets ETF
VNM Market Vectors Vietnam ETF
VNQI Vanguard Global ex-US Real Estate ETF
VSS VANGUARD FTSE ALL WORLD SM CAP
VT Vanguard Total World Stock ETF
VV Vanguard Large-Cap ETF
VWO Vanguard FTSE Emerging Markets ETF
VZZB Barclays Bank PLC
WDTI WisdomTree Managed Futures Stra
WETF WisdomTree Investments Inc.
WMCR Wilshire Micro-Cap ETF
WSTE Tejas Inc
XXV iPath Inverse S&P 500 VIX Short-Term Futures ETN
YMLP Exchange Traded Concepts Trust
Load More

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Portfolio Manager
Flexible Plan Investments, Ltd.
April 2015 - Present (3 years 1 month)
Editor
AllStarInvestor.com
December 1990 - Present (27 years 9 months)
CEO. CIO
Capital Cities Asset Management
October 1993 - May 2015 (21 years 11 months)

Education

The University Of Texas At Austin
1979 / 1982
Electrical Engineering
University Of Cincinnati
BSECE
1973 / 1978
Computer Engineering

Publications