ETFs & Funds

Transparency, diversification, and low-cost access to practically any market, sector, or asset class make exchange traded funds highly attractive to investors and traders alike. But, to outperform benchmark index funds, you really need expert guidance and a sound strategy that gets results. Our experts will cover all the bases and provide the tools and knowledge you need to tap into outperforming investments, year in and year out.

Articles on ETFs & Funds

Two of the eleven sectors rose, with nine sectors performing worse than the SPDR S&P 500 ETF Trust (SPY) up +0.04%. Energy (XLE) and Communication Services (XLC) were the leading sectors, while Consumer Discretionary (XLY) and Real Estate (XLRE) were the weakest, states Bonnie Gortler of bonniegortler.com.
Those that read my analysis regularly know that I do not take general market fundamentals or news into account when I analyze the stock market, states Avi Gilburt of ElliottWaveTrader.net.
I spotted an anomaly in the market last week which makes me wonder what may happen next. And here is a hint: something big may be brewing, says Joe Duarte of In the Money Options.
Since the beginning of 2019, the S&P 500 has almost exactly doubled in value. That even includes the COVID recession, which saw the index drop more than 30% in just more than a month, but also ushered in the loosest monetary conditions in history, explains David Dierking, editor of TheStreet's ETF Focus.
For some time, everything ‘retro’ from the 80s—such as synthesizer pop and square G-Shock watches—have been back in vogue, so it’s only fitting 80s style inflation is back too, states Ian Murphy of MurphyTrading.com.
Our world is changing — and one of the biggest changes is our switch from fossil fuels to renewables in all the many ways we power our transportation, our factories, our homes and our lives, asserts Neil Macneale, editor of 2-for-1 Stock Split Newsletter.
2021 was bullish with bouts of brutal volatility. 2022 is singing from the same song sheet so far, states Steve Reitmeister, editor of Reitmeister Total Return.
CBRE Clarion Real Estate Income Fund (IGR) — a closed-end fund — offers an indicated yield of 6.13%. Its current price of $9.79 represents a 6.50% discount to net asset value and is 18% below our fair value estimate of $12.00, notes Marty Fridson, editor of Fridson/Forbes Income Securities Investor.
With the market breaking the support I noted last week, it has sent a warning shot across the bow of the bulls, states Avi Gilburt of ElliottWaveTrader.net.
Four of the eleven sectors rose, with seven sectors performing better than the SPDR S&P 500 ETF Trust (SPY), down -1.87%. Energy (XLE) and Financials (XLF) were the leading sectors, while Health Care (XLV) and Real Estate (XLRE) were the weakest at the start of the week, states Bonnie Gortler of bonniegortler.com.

Experts on ETFs & Funds



Virtual Expos

Virtual Learning

Asbury Research's Chief Market Strategist, John Kosar, CMT uses his 40 years of experience and Asbury's in-house models to identify the specific parts of the market that still have some upside potential following an extremely strong 2021. And, in a year that is likely to be heavily influenced by increasing inflationary pressures, John will also share Asbury's tools and models that identify emerging market declines quickly-before they can do serious damage to your portfolio. Mr. Kosar's presentation will cover US and global stock markets, US market sectors and industry groups, US interest rates, key commodity markets, and the latest signals from Asbury Research's quantitative models.

The digitization of the developing world has now reached an inflection point. The unique innovation born in Silicon Valley has spread, been adapted, and matured to a point where unicorns from all corners of the developing world are now going public. With billions of digital natives as a tailwind, these companies will be the drivers of transformation that lead their respective countries into the Digital Age. Kevin Carter will delve into these new names, the fundamental changes taking place in developing economies, preference for online shopping via the smartphone, and how Gen-Z will drive the next leg of this growing digital revolution spreading the globe.


What's covered:


  • How to capitalize on the next five billion connected consumers in the developing world.

  • Explain how McKinsey's "biggest growth opportunity in the history of capitalism" is now on discount.

  • The coming great leap forward for a rapidly digitizing India.

  • How traditional broad Emerging Market ETFs are fundamentally flawed.



The year ahead will be challenging for traders and to succeed, we will need a strategy which can adapt to changing market conditions while remaining profitable. In this presentation, Ian Murphy will introduce his favorite daily swing trading strategy and show how it can be used in any equity market with any trading platform. This reliable and consistent strategy is not complicated, and recent trades will be demonstrated on Mr. Murphy's charts.

The market is in sync with the market cycles and timing is key to trading success. By having a roadmap and simple timing tools, a trader has a structure to navigate the markets for consistent profits. In this session, learn to anticipate market direction and have a sense of where the market is going before placing a trade by reading the Market Map. Ms. Samuels will provide live market examples to show you how you can find better trade entries and profit targets using simple tools.
Pilots are taught to use a checklist for every process performed in the cockpit, allowing them to minimize emotional reactions and focus on the evidence. Investors should use the same approach to improve consistency and inject more discipline into the investment process! In this session, Mr. Keller will share his own technical analysis checklist and use current market examples to demonstrate how investors can maximize returns, minimize behavioural biases, and better manage downside risk.

Buying just the index (S&P 500 or TSX) would simply outperform over 95% of fund managers, mutual funds, and private broker client accounts over any five-year period. This is due, not because of a lack of expertise, but because of investment fee (MER), the overhead cost to the analyst, commission fees to the broker, and just keeping the lights in the home office. This combination can be anywhere from 2% to a whopping 5%. This can be a big chuck of the profits. However, to outperform the index, a slightly different approach is needed besides simply buying and holding the index. This is where the fun starts.
The Federal Reserve has finally talked tough about inflation; but will do little. The year ahead will be treacherous: President Biden's agenda is stalled and much of the rest of the world is already slipping back into recession. In this webinar, expert Chris Temple explains the market dynamics of the New Year and how to manage your portfolio for The Great Stagflation.

Our 2022 playbook session will focus on three main areas. First, the thematic investment implications of a macro backdrop featuring above trend growth supported by sustained negative real yields. Second, SPEED's impact on thematic investing be it Covid speed, Climate speed, or Analytical speed, and the powerful implications of convergence amongst all three. Third, our take on whether the late 2021 selling of thematics represents the start or the finish of a bear market before concluding with our favored themes and thematic ETFs for the year ahead.
Long Covid symptoms lasting more than 30 days-and sometimes for years-are a developing post-Covid pandemic shock to the economy and have implications for financial markets. The latest estimates suggest that the United States will have 10 million persons with Long Covid, and about half of them will be in the labor force. They will be temporarily, partially, or permanently disabled. David Kotok will discuss these developing implications.

Got any questions about trading the markets? Will the bull market stay intact, or will a new bear market develop? How can you transition from making profitable trades in bull markets to making profitable trades in bear markets? What's the difference between forecasting and measuring?

Mike Turner has spent the last 25 years developing computer systems that consistently deliver stock market profits. The key to his success is the set of rules and discipline he uses to profit in both bull and bear markets. For 30 minutes, you'll have exclusive access to Mike and can ask him any questions you have about his algorithmic process and how he's investing to take advantage of the current market conditions.

During this session you can interact directly with Mike Turner and your fellow audience members! This session is hosted via Zoom, and for the best experience for all we ask that you have video and audio enabled when you enter the Zoom meeting. Limited attendees will be admitted to the room at one time. Those who would only like to watch the discussion, can do so right in the presentation room on the Virtual Platform without joining the Zoom meeting-as you would with any other workshop in this event.

Instructions on How to Participate:

  1. Five minutes prior to the start of the session, the presentation room will open.
  2. Please click on the "Join Discussion" button just above the live chat to gain access to the Zoom meeting.
  3. You will be placed in a waiting room and will be admitted when a spot becomes available.
  4. Feel free to continue watching the presentation from the Virtual Platform while waiting to be admitted.
  5. Upon admittance to the Zoom room, be sure to mute your Virtual Platform video player as to not hear an echo.

We look forward to connecting with you!

By Entering the Zoom Meeting, You Agree to be Recorded.


Conferences


Cruises



In the past decade or so, exchange traded funds have been transformed from obscure institutional trading vehicles to extraordinarily popular investment tools. They now dominate the investing landscape with over 2,000 products available and have empowered investors and traders as never before, enabling them to build highly effective portfolios. Yet there's more to the ETF universe than investors and traders may even know. MoneyShow.com’s roster of top ETF and ETF-trading experts can show you how to use ETFs to achieve peak results. From factor ETFs to leveraged ETFs to smart-beta ETFs to buffered ETFs, learn how you can use ETFs to effectively transform your own portfolio.

ETFs can provide a cost-effective way to get into areas of the market that are poised to deliver results. Simple portfolio rotation can meet the goals of solid performance with few trades, little time and effort spent analyzing ETFs, and confidence from side-stepping huge drawdowns. Learn proven ETF-trading strategies from some of the top professional traders in the country who consistently achieve stellar results. More than just the very best in ETF picks, you’ll take away real, practical knowledge about how to recognize the best growth, income, and value opportunities, choose the right sectors and asset classes, and know when (and precisely how) to rotate ETF holdings for optimum results through every economic and market cycle.

Whether you are a seasoned ETF investor or just starting to get your feet wet, you can get actionable advice from some of the top names in the industry here.