Category Archives: $SPY

Tracking The Smart Beta Horse Race With ETFs

Posted on in $SPY, Finance News, IJR, IJS, QUAL, USMV | 0 comments

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 […]

Smart Beta Asset Allocation: A Preliminary Test

Posted on in $SPY, Finance News, IJJ, IJS, IVE, MTUM, QUAL, RSP, USMV, VYM | 0 comments

In theory, there’s a strong case for building portfolios based on risk factors. In practice, the jury’s out. The transition from academic research to real-world portfolios, as usual, is a rocky affair. The results you achieve will depend on the factors you hold (and don’t hold), the funds you select to represent the factors, the […]

Smart Beta Asset Allocation: A Preliminary Test

Posted on in $SPY, Finance News, IJJ, IJS, IVE, MTUM, QUAL, RSP, USMV, VYM | 0 comments

In theory, there’s a strong case for building portfolios based on risk factors. In practice, the jury’s out. The transition from academic research to real-world portfolios, as usual, is a rocky affair. The results you achieve will depend on the factors you hold (and don’t hold), the funds you select to represent the factors, the […]

Smart Beta Asset Allocation: A Preliminary Test

Posted on in $SPY, Finance News, IJJ, IJS, IVE, MTUM, QUAL, RSP, USMV, VYM | 0 comments

In theory, there’s a strong case for building portfolios based on risk factors. In practice, the jury’s out. The transition from academic research to real-world portfolios, as usual, is a rocky affair. The results you achieve will depend on the factors you hold (and don’t hold), the funds you select to represent the factors, the […]

Smart Beta Asset Allocation: A Preliminary Test

Posted on in $SPY, Finance News, IJJ, IJS, IVE, MTUM, QUAL, RSP, USMV, VYM | 0 comments

In theory, there’s a strong case for building portfolios based on risk factors. In practice, the jury’s out. The transition from academic research to real-world portfolios, as usual, is a rocky affair. The results you achieve will depend on the factors you hold (and don’t hold), the funds you select to represent the factors, the […]

Smart Beta Asset Allocation: A Preliminary Test

Posted on in $SPY, Finance News, IJJ, IJS, IVE, MTUM, QUAL, RSP, USMV, VYM | 0 comments

In theory, there’s a strong case for building portfolios based on risk factors. In practice, the jury’s out. The transition from academic research to real-world portfolios, as usual, is a rocky affair. The results you achieve will depend on the factors you hold (and don’t hold), the funds you select to represent the factors, the […]

Financials Continue To Lead US Equity Sectors Higher

Posted on in $SPY, Finance News, VOX, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY | 0 comments

The bullish trend in financial companies remains intact through early March, based on trailing one-year returns via a set of proxy ETFs. Although all ten sectors of the US equity market are posting gains for the 12-month comparison, financial shares enjoy a sizable lead over the rest of the field. Financial Select Sector SPDR (XLF) […]

Financials Continue To Lead US Equity Sectors Higher

Posted on in $SPY, Finance News, VOX, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY | 0 comments

The bullish trend in financial companies remains intact through early March, based on trailing one-year returns via a set of proxy ETFs. Although all ten sectors of the US equity market are posting gains for the 12-month comparison, financial shares enjoy a sizable lead over the rest of the field. Financial Select Sector SPDR (XLF) […]

Financial Stocks Take The Lead As Energy Stumbles

Posted on in $SPY, Finance News, VOX, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY | 0 comments

The recent decline for the formerly high-flying energy patch has left financial stocks in the lead among US equity sectors for one-year total return, based on a set of proxy ETFs. Financial Select Sector SPDR (XLF) is up a sizzling 38.9% over the past 252 trading days through yesterday (Feb. 2). The lion’s share of […]

Financial Stocks Take The Lead As Energy Stumbles

Posted on in $SPY, Finance News, VOX, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY | 0 comments

The recent decline for the formerly high-flying energy patch has left financial stocks in the lead among US equity sectors for one-year total return, based on a set of proxy ETFs. Financial Select Sector SPDR (XLF) is up a sizzling 38.9% over the past 252 trading days through yesterday (Feb. 2). The lion’s share of […]