An EZ Approach to ETF Portfolio Building

As investment products increase in number, complexity and cost, many individuals are plaintively searching for an investment approach guided by two very basic principles: Keep it simple, and Keep it cheap. Exchange-traded funds (ETFs) offer a useful starting point for such an investment approach. But with more than 1,400 index-based and actively managed ETFs domiciled…

 

AAII Readers Reveal How They Select Mutual Funds & ETFs

A mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such…

 

The Incredibly Shrinking Fed Growth Forecasts

Seemingly overlooked in all of the hubbub about a possible rate hike occurring at the December Federal Open Market Committee (FOMC) meeting is the longer-term trend of falling growth forecasts. FOMC members have collectively reduced their real (“inflation-adjusted”) long-run GDP growth forecasts for at least five consecutive years. The current long-run forecast calls for 1.80%…

 

The Individual Investor’s Guide to Exchange-Traded Funds 2016

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: AAII Model Portfolio Update: Introducing the Level3 Passive Portfolio AAII’s founder, James Cloonan, introduces his new Level3 Passive Portfolio, which is based on research carried out for the writing of his forthcoming book “Investing at Level3.” It is an ETF portfolio of index funds meant to…