Posts filed under “Index/ETFs”

John Bogle on the Rise of Index Funds

The founder of Vanguard explains why his invention is winning the battle for assets. Plus: The problem with ETFs, and why we need a transaction tax.

Category: ETFs, Index/ETFs, Investing, Video

Vanguard: Has Indexing Gotten Too Big?

Category: Index/ETFs, Investing, Think Tank

How the Dow S&P500 Has Changed

  S&P Closes Above 2,000 for First Time Source: WSJ

Category: Index/ETFs, Markets

Masters in Business: Rob Arnott of Research Affiliates

Rob Arnott turned the world of passive index investing upside down. Best known for creating “smart beta,” Arnott creates models weighted b y four factors: Sales, profits, book value and dividends. Market cap is not relevant to him. Funds running Arnott’s models manage about $200 billion dollars in smart-beta strategies. Assets have increased by 59…Read More

Category: Financial Press, Index/ETFs, Investing, Psychology

How Much Do S&P500 P/E Ratios Vary Historically?

Source: Bespoke Investment Group   How expensive are stocks? Its a question that seems to beget many different answers. Too often, the response reflects the responder’s investment posture. If they are long equities, they typically respond by saying “Not very.” If they are short, or in cash or in other risk assets, the answer is…Read More

Category: Index/ETFs, Investing, Markets, Valuation

The DJIA’s 22,000 Point Mistake

The Dow Jones’s 22,000 Point Mistake Bryan Taylor, Ph.D., Chief Economist, Global Financial Data One of the long-term components of the Dow Jones Industrial Average has been IBM. The company was originally added to the Dow Jones Industrials on March 26, 1932 in a reshuffle involving eight stocks including Coca-Cola, Nash Motors (later American Motors)…Read More

Category: Index/ETFs, Investing, Markets

Robotics Industry Taxonomy

Source: Myria Research

Category: Index/ETFs, Investing, Science, Technology

Active Fund Winners? Emerging Markets Small-Cap Funds

Twice a year, S&P releases a “SPIVA Scorecard” – a report comparing the performance of Active Managers versus three passive indices. The S&P 500 large caps, S&P MidCap 400, and S&P SmallCap 600 are pitted against the median returns of active managers. In the most recent report, the trailing 12 months returns for these indices…Read More

Category: Apprenticed Investor, Index/ETFs, Investing

Invest As If The Sun Is Coming Up Tomorrow

I did a long interview with Forbes, we discuss some investing themes and ideas: “Here’s the thing I think most people have a hard time understanding and putting into context. To say stocks are cheap or expensive today is to simultaneously discuss two different things. The first is future earnings power. So the real question…Read More

Category: Index/ETFs, Investing, Psychology

S&P500 % Change Relative to Government Shutdown

S&P 500 (% Change from Government Shutdown Start) Source: Chart of the Day

Category: Index/ETFs, Markets