First Look ETF: Investing Trends in Buffered Portfolio Protection and ESG Strategies

In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Allianz Investment Management, Stance Capital and TrueShares. Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income...

5d

ETF Battles: ESG vs. Anti-ESG Investing – Who Wins?

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple-header between two pro-ESG investing funds from Blackrock and Vanguard vs. an anti-ESG investing ETF from Constrained Capital. Which ETF wins? Program judges Tom Psarofagis with Bloomberg and David Dierking with TheStreet.com analyze this ESG vs. anti-ESG investing...

5d

First Look ETF: Investing Trends in Buffered Portfolio Protection and ESG Strategies

In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Allianz Investment Management, Stance Capital and TrueShares. Recently launched ETFs for our January show are focused on investing strategies like volatility and portfolio hedging, ESG investing with AI/ML (artificial intelligence and machine learning) and income...

6d

Portfolio Makeover for a $187k Rollover IRA

In this season 1 debut episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $187k rollover IRA for Terry in Winter Park, FL. Terry wants to avoid making BIG investing mistakes that could derail her retirement plan. She’s a busy pharmacist and although she’s a good saver, she needs guidance. What are the strengths and weakness of her retirement...

2w

ETF Battles: Which Value Equity ETF is the Winner? A Quadruple-header!

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested quadruple-header between 4 value equity ETFs from American Century, Charles Schwab, State Street Global Advisors and Vanguard. Which value stock ETF is the top choice for investors? Program judges Tom Psarofagis with Bloomberg and David Dierking with TheStreet.com...

2w

The 60/40 Fail and other Investing Lessons from 2022

In this special episode, Ron DeLegge @etfguide talks about why the popular 60/40 portfolio mix failed in 2022, what ETF strategies worked, what didn’t and what to expect in 2023. Ron also explains why the just passed $1.7 trillion Consolidated Appropriations Act of 2023 is contributing not just to runaway U.S. government debt, but dramatically higher...

4w

ETF Battles: Large Caps vs. Mid Caps vs. Small Caps – Who Wins?

In this episode of ETF Battles, Ron DeLegge @etfguide referees a market cap size investing contest between SPY, MDY and SLY from State Street Global Advisors. Which market cap ETF is the top choice for investors? Program judges Mike Akins with ETF Action and David Kreinces at ETFPM.com analyze this value investing ETF matchup. Each ETF is judged...

Dec 2022

ETF Battles: An Energy ETF Contest Between Blackrock and Invesco, Who Wins?

In this episode of ETF Battles, Ron DeLegge @etfguide referees an energy sector investing showdown between oil exploration ETFs from Blackrock (IEO) and Invesco (PXE). Which oil ETF is the top choice for investors? Program judges Mike Akins with ETF Action and Dave Kreinces at ETFPM.com analyze this value investing ETF matchup. Each ETF is judged...

Dec 2022

First Look ETF: The ETF Market in Review and What’s Ahead in 2023

In this 2022 year-end special episode of First Look ETF, Stephanie Stanton @etfguide chats with Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE about achievements in the ETF market in 2022. Key developments include the adoption of NYSE’s active proxy model for active managers who want to deploy ETFs. Plus, the acceleration of product...

Dec 2022

ETF Battles: A Growth ETF Showdown between ARK Invest and Fidelity – Who Wins?

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested growth stock investing showdown between ARK Invest (ARKK) and Fidelity Investments (FBCG). Which growth stock ETF is the top choice for investors? Program judges Shana Sissel at Banríon Capital Management and Cinthia Murphy at the ETF Think Tank analyze this value...

Dec 2022