Posts filed under “Index/ETFs”

Stock Market Since 1900

Click to enlarge
Chart

Source: J.P. Morgan

Category: Index/ETFs

128 Years of Dow Components

Want to know what has been in the Dow Jones Industrials over the past century and change? Click thru for an interactive chart that shows the full history of the Grandpappy all of indexes. 128 years of the Dow — what’s in and what’s out click for interactive chart Source: CNNMoney Hat tip Tal Yellin

Category: Digital Media, Index/ETFs, Markets

Drivers of the Dow

click for interactive version Source: WSJ     Nice graphic and article explaining how only 5 stocks (of 30) in the Dow are the prime drivers of the rally, responsible for one third of the gains. Before you go Oooh, consider the simple math of this. If every stock contributed equally to the Dow’s rise,…Read More

Category: Index/ETFs, Markets

QQQE: Equal Weight Nasdaq

Traditional QQQ Weighting click for larger graphic Source: Nasdaq   Long overdue and excellent idea: Part of the problem with the Nasdaq QQQ’s has bee on the oversize weighting of a few giant market names in it. Certainly Apple (AAPL), but also Microsoft (MSFT), Google (GOOG) and others. Note that chart above dates from 12/31/2012…Read More

Category: Index/ETFs, Technology

History Of The S&P 500′s Biggest Components

More looks from various decades of the the top 10 S&P500 caps.

 

Click for Complete History

More charts after the jump

Read More

Category: Digital Media, Index/ETFs, Valuation

U.S. Equity Sector ETF Weekly Performance

  The Relative Strength Index (RSI) is a momentum oscillator that measures the speed and change of price moves. The RSI moves between zero and 100 and is considered overbought with a reading above 70 and oversold when below 30.  Note the RSI can sustain an overbought (oversold) reading in a strong up (down) trend….Read More

Category: Index/ETFs, Think Tank

Simplifying Your Investment Strategy

>

My Sunday Washington Post Business Section column is out. This morning, we look at the advantages of avoiding complexity in your investment process. The print version had the simple headline Simplifying Your Investment Strategy while the online version used the hedder Keep it simple, avoid the pitfalls.

There are know advantages to certain complex investing strategies, but these complexities become harmful disadvantages most of the times, as Humans are emotionally unable to follow them.

By creating an investment plan that is simple and easy to follow, you make it more likely that you will ultimately succeed and reach your goals. Hence, all of the familiar themes get mentioned in my focus on simplicity: ETFs, lower costs, diversification, rebalancing, dollar cost averaging, etc.

Here’s an excerpt from the column:

We must recognize our own behavioral errors. To be blunt, you are not likely to become a cognitive Zen master anytime soon. But a little enlightenment could keep you from making some common investing errors.

Knowing these limitations, we can design an investment plan to circumvent the behavioral pitfalls. And a good step is to simplify. Toward that end, keep these 10 ideas in mind when approaching your portfolio”

The 10 ideas are not groundbreaking — but they are often overlooked.

Less can be more.


>

Source:
Keep it simple, avoid the pitfalls
Barry Ritholtz
Washington Post, January 25 2013  
http://www.washingtonpost.com/business/keep-it-simple-avoid-the-pitfalls/2013/01/24/210063fc-65a3-11e2-9e1b-07db1d2ccd5b_story.html

Read More

Category: Apprenticed Investor, Index/ETFs, Investing, Rules

5 Biggest Market Caps As % of S&P500

Why cheap Apple shares can’t gain any traction click for larger graphic Source: Barron’s     The chart above shows the 5 largest market cap firms as a percentage of the S&P500 index. Barron’s points out that when companies hit 5% of the S&P500, it often acts as a cap on further valuation growth. The…Read More

Category: Index/ETFs, Valuation

Wacky Email of the Month: Obama to Rejigger DJIA

Since its the Friday before a 3 day weekend, let me share with you the goofiest email I have received this month, from somewhere in the Netherlands. The full email (which is all over the Internet in its original language) is reproduced below, immediately following my response.   My response: That is hilarious. I presume…Read More

Category: Index/ETFs, Really, really bad calls

A Breakdown Of ETF Assets & Flows

MarketWatch – Investors win as ETF wars heat up The ETF wars are once again heating up to the benefit of everyday investors. BlackRock, the leader and pioneer of ETFs through its famous iShares products, is feeling the pressure of increased competition in the ETF space and is likely to lower their pricing. Comment Recently we pointed…Read More

Category: Index/ETFs, Investing