Monthly Archives: June 2016

ETF & Mutual Fund Watchlist for June 29, 2016

SPDR S&P 500 (SPY) iShares 20+ Year Treasury (TLT) iShares iBoxx $ Investment Grade Bonds (LQD) iShares Core High Dividend (HDV) Vanguard Dividend Appreciation (VIG) iShares MSCI Edge Minimum Volatility USA (USMV) Dividend-paying funds are once again outperforming as Brexit … Continue reading »

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Market Perspective for June 27, 2016

Markets will look for stability this week following Britain’s stunning decision to leave the European Union. Volatility is likely to continue as investors and fund managers reposition portfolios in light of the referendum, though trading had already moderated considerably by … Continue reading »

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Global Momentum Guide for June 27, 2016

Today's Global Momentum Guide is NOW AVAILABLE. Click Here to view -  WEEKLY SECTOR PERSPECTIVE - Speculators struggled on Friday following Great Britain’s surprise vote to leave the European Union. Confident the Brexit would be averted, traders ran up asset prices prior to the vote and were ...more
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Market Perspective for June 24, 2016

United Kingdom voters caught speculators off guard with Thursday’s vote to leave the European Union. Odds were overwhelmingly in favor of the Remain side throughout the week, which led to a great deal of re-pricing.  While markets predictably sold off … Continue reading »

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Mutual Fund & ETF Watchlist for June 22, 2016

Fidelity Select Financials (FIDSX) SPDR S&P Regional Banking (KRE) Fidelity Select Insurance (FSCPX) Fidelity Select Banking (FSRBX) Fidelity Select Consumer Finance (FSVLX) Financials rallied with global markets on hopes that Britain will vote to remain in the European Union. European … Continue reading »

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ETF Investor Guide for June 2016

The June issue of the ETF Investor Guide is NOW AVAILABLE!  Click Here to read - Links to the ETF Data Files is posted below. Market Perspective: Investors Continue to Favor Dividend Funds - The economy improved in May as rising retail sales lifted GDP growth estimates. The Job Openings and Labor ...more
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Market Perspective for June 20, 2016

Equities opened the week with a strong rally following a shift in Brexit polling. Fed Chair Janet Yellen will deliver her semi-annual testimony before Congress on Tuesday and Wednesday. Investors hope for clarification on the mixed signals sent by the … Continue reading »

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Global Momentum Guide for June 20, 2016

Click here to view today's Global Momentum Guide - WEEKLY SECTOR PERSPECTIVE - Major indexes corrected in reaction to the Federal Reserve’s lackluster June meeting and in anticipation of Britain’s June 23 referendum. Last week’s volatility favored largecaps. The Dow Jones Industrial Average ...more
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Market Perspective for June 17, 2016

Equities headed lower during the week with the Federal Reserve’s interest rate hold and Brexit concerns. The Federal Reserve kept interest rates unchanged this week and Fed Chair Janet Yellen conveyed uncertainty, lowering expectations for the pace of rate hikes. … Continue reading »

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Investor Guide to Vanguard Funds for June 16, 2016

The Investor Guide to Vanguard Funds  for June is NOW AVAILABLE! -   - Links to the Vanguard Data Files have been posted below. Market Perspective:  Expect Volatility & Buying Opportunities - Economic data strengthened over the past month, though a weak data point from the labor market ...more
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