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The Motley Fool June 24, 2009 Dan Caplinger |
6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes. |
The Motley Fool December 19, 2011 Dan Caplinger |
You Probably Just Bought These Stocks More index moves demand investor attention. |
The Motley Fool August 29, 2007 Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
The Motley Fool June 30, 2009 Dan Caplinger |
This Move Cost Index Funds Big Money The annual Russell index changes created some fireworks. |
Investment Advisor February 2007 Kara Stapleton |
Small Caps On Top Again The small-cap Russell 2000 Index made a comeback in 2006. |
Financial Advisor September 2011 Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
The Motley Fool April 6, 2011 Cindy Johnson |
Nasdaq Rebalancing Is a Bad Omen for Apple Apple's growing weight in the Nasdaq-100 index was looking like a threat to Nasdaq's licensing business. |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
The Motley Fool January 27, 2010 Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
The Motley Fool June 28, 2010 Dan Caplinger |
What the Heck Happened Friday? No, Friday wasn't another flash crash. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
On Wall Street April 1, 2012 Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
The Motley Fool April 6, 2011 MIchael Johnston |
AAPL Weighting in QQQ to Be Slashed What does the change mean for the ETF? |
Financial Planning September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
The Motley Fool March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500. |
The Motley Fool June 28, 2007 Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
The Motley Fool August 20, 2009 Dan Caplinger |
Find Small-Cap Winners the Simple Way Picking a good small-cap ETF makes it easy to broaden your portfolio and improve its long-term returns. Which of these four ETFs has the secret to top returns? |
Financial Advisor May 2010 Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. |
The Motley Fool January 14, 2011 Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do. |
The Motley Fool December 15, 2009 Dan Caplinger |
Simple Ways to Win With Small Caps Put together a great set of investments in just a few steps by using exchange traded funds. |
The Motley Fool June 9, 2009 Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
Financial Planning October 1, 2011 Craig L. Israelsen |
Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010. |
Financial Planning July 1, 2005 Israelsen & McDonough |
Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes. |
The Motley Fool May 7, 2007 Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
The Motley Fool April 6, 2004 Selena Maranjian |
Learn About Stock Indexes For many people, index investing is the best way to get rich. |
Financial Planning May 1, 2005 Israelsen & McDonough |
Gaming the System Investors can use last year's middle-performing value index to produce excellent results this year. |
Financial Planning June 1, 2005 Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. |
Registered Rep. October 1, 2002 Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them. |
Financial Planning June 1, 2009 Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
The Motley Fool May 24, 2011 Dan Caplinger |
This Could Be an ETF Game Changer Longtime index company Russell Investments comes out with new ETFs. |
The Motley Fool February 9, 2010 Dan Caplinger |
3 Reasons to Move Beyond Index Funds If you want to take your investing prowess to the next level you'll want to move beyond index funds -- at least with part of your savings. |
The Motley Fool January 18, 2011 Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general. |
The Motley Fool May 21, 2007 Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings. |
The Motley Fool January 9, 2004 |
Alternatives to Index Funds Is it cheaper to choose exchange-traded funds over traditional index funds? |
The Motley Fool December 11, 2006 Dan Caplinger |
Index Funds: So Hot Right Now Indexing is stylish, but can you profit from its idiosyncrasies? |
The Motley Fool April 23, 2009 Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
Financial Planning May 1, 2006 Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
Real Estate Portfolio May/Jun 2006 Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. |
The Motley Fool October 15, 2004 Roy Lewis |
Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet. |
The Motley Fool February 11, 2008 Mary Dalrymple |
Buy the Market -- Cheap! Index funds perform as efficiently as possible by replicating the market's performance for the lowest possible expense. |
The Motley Fool November 8, 2011 Dan Caplinger |
6 Stocks That Could See Massive Buying An idiosyncrasy with the S&P 500 index could force index funds to buy these stocks. |
The Motley Fool September 1, 2004 Selena Maranjian |
Mutual Fund Fakery Is your expensive, managed fund really an index fund in disguise? |
The Motley Fool October 8, 2008 Selena Maranjian |
Wow -- Some Stocks Are Still Up?! Who knew stocks could rise in this environment? |
Financial Advisor December 2006 Matt Hougan |
Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc. |
The Motley Fool January 13, 2007 Doug Short |
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box. |
The Motley Fool June 29, 2010 Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
The Motley Fool August 22, 2005 |
Learn About Stock Indexes An index is a group of stocks, the performance of which is measured as a whole. As an investor, you've got more choices than just the S&P 500. |
The Motley Fool April 28, 2009 Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |
The Motley Fool August 13, 2008 Chuck Saletta |
Beat the S&P 500 -- Guaranteed! Put a too-often-neglected investing tool, reinvesting index fund dividends, to work for you. |
The Motley Fool January 20, 2006 Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. |