CLS’s Chief Investment Officer, Rusty Vanneman discusses two important studies recently released from Dalbar and Vanguard.
Category: Exchange Traded Funds
What About Cash?
Content provided by Kostya Etus, CLS Investment/Research Analyst Most asset classes can be put into two broad categories which are stocks and bonds. The combination of these categories is perhaps the most widely recognized form of investment diversification, in the simplest sense, and has been for decades. The idea of diversification stems from correlation (parallel… Continue reading What About Cash?
What’s Happening with CLS’s International Rotation Quad Portfolio
Content provided by Rui Wang, CLS Investment/Research Analyst It has been a very good run for CLS International Rotation Quad portfolio so far this year. At the end of April, CLS International Rotation Quad gained 2.97% since its inception on October 30, 2012, outperforming its benchmark (MSCI ACWI ex U.S. index) by over 100 basis… Continue reading What’s Happening with CLS’s International Rotation Quad Portfolio
Keep Calm and Invest On (KCIO)
Content provided by Kostya Etus, CLS Research/Portfolio Analyst Increased tensions between Russia and Ukraine, as well as involvement from the West, have the public worried. With worry comes fear and with fear comes panic. As investors panic markets could tumble. But I have good news: history has shown that the U.S. market would likely recover… Continue reading Keep Calm and Invest On (KCIO)
ETF Costs: More Than Just the Expense Ratio…
Content provided by Paula Wieck, CLS Manager of Investment Research One of the first things investors ask before buying a fund is, “What does it cost?” They diligently look up the expense ratio on a popular financial website such as Morningstar or Yahoo Finance and make their decision. The problem is that the cost of… Continue reading ETF Costs: More Than Just the Expense Ratio…
A Quick Analysis on the 20 Hottest ETFs
Content provided by Rui Wang, CLS Investment Research Analyst Since the 2009 market recovery, the ETF industry has continued to thrive. I have researched the ETFs that were launched two to three years ago, and summarized the top 20 ETFs with the largest average monthly net cash inflow since inception. As the below chart shows,… Continue reading A Quick Analysis on the 20 Hottest ETFs
CLS Morningstar Ranking – Top 4%
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Each quarter Morningstar publishes a report entitled the Morningstar ETF Landscape Report. The report tracks 648 ETF strategies from 153 firms on a regular basis. The CLS Aggressive ETF model ranks in the top 4%1 for its 5-Year performance as of December 31, 2013, with… Continue reading CLS Morningstar Ranking – Top 4%
Innovative Proposals for Active ETFs
Content Provided by Rui Wang, CFA, CLS Investment Research Analyst As the ETF industry keeps booming, more and more traditional asset managers are lured into this business. Unlike index-based ETFs, these asset managers are intended to offer their active management specialty to clients by launching active ETFs. One of the biggest obstacles for asset managers… Continue reading Innovative Proposals for Active ETFs
Value Investing 101 from Graham to Buffett
Content provided by Kostya Etus, CLS Investment Research Analyst I read a couple articles recently from The Wall Street Journal and CNBC about the basics of value investing. They described stories and research from some of the greatest value investors in history including Benjamin Graham, as well as Graham’s most prized pupil, Warren Buffett. I… Continue reading Value Investing 101 from Graham to Buffett
Ryan Tannehill and Factor ETFs
Content provided by CLS Chief Strategist Scott Kubie. “And the Miami Dolphins, with the eighth pick in the 2012 NFL draft, select Ryan Tannehill from Texas A&M.” Tannehill’s high selection in the 2012 draft was controversial. He only started 19 games in college, spending more games catching passes than throwing them. Statistically, he ranked 56th… Continue reading Ryan Tannehill and Factor ETFs