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

It’s important to remember that corrections like this are regular and normal. In fact, they probably happen a lot more frequently than you think, asserts David Dierking, editor of ETF Focus.
It’s official: The first half of 2024 is over...and the second half is getting underway. That makes now a GREAT time to look back at which assets are winning the performance race...which are bringing up the rear...and which are stuck somewhere in between.
Your parents may have told you that good things come in small packages – if only to keep you and your brothers or sisters from fighting over Christmas presents! But when it comes to the STOCK market in 2024, the opposite holds true.
The word “vibecession” — basically the idea that people are measuring the economy by feeling rather than by data — is back in the news. That’s because most Americans apparently think we’re in a recession, even though we aren’t. Which brings us to a Closed End Fund nicely positioned to profit from this situation: The Liberty All-Star Equity Fund (USA), outlines Michael Foster, editor of CEF Insider.
The streak is broken. Five consecutive months of gains came crashing to an end in April. But that was to be expected...at least from our perspective. Now May is at the door. My work suggests “Sell in May and Go Away” is just another of a growing list of debunked market myths, writes Matthew Carr, editor of Tipping Point Profits.
The S&P 500 once again faded in the afternoon and declined for the fourth consecutive session on Wednesday. Tech names pressured prices, and higher interest rates were certainly a big factor. But I still like funds such as Hennessy Cornerstone Mid Cap 30 Investor (HFMDX), writes Brian Kelly, editor of Money Letter.
The Invesco Municipal Trust (VKQ) provides tax-free income for conservative investors, with a diversified portfolio consisting of 620 different muni bonds, explains Todd Shaver, editor of Bull Market Report.
The first quarter of 2024 is officially in the books. So, WHO is winning the markets race? And what does that say about Q2 and beyond? You might be surprised!
How’s your bracket doing? That’s the popular question following the biggest couch-potato week of the year for many, as the NCAA Men’s and Women’s basketball tournaments got underway. As for the markets, I’ll put it this way: It is currently flat out…well, flat. I have been watching for signs that the stock market leaders are leveling off, and it continues to look like they are, notes Robert Isbitts, founder of ETFYourself.com.
Stocks slumped yesterday, but they’re hugging the flatline so far this morning. Crude oil is pulling back after breaking out Thursday, while gold, Treasuries, and the dollar are roughly unchanged.

Experts on ETFs & Funds


Virtual Expos

Virtual Learning

In this session, we explore the evolution of factor ETFs and delve into how quality investing works. We will look at different approaches to measurement, and why this factor may hold up across different market environments. From the general risk-return profile to the nuts and bolts of MSCI’s methodology, Paul Riccardella of MSCI and Erin Allen of BMO ETFs will uncover the truth about quality ETF investing and how it can fit in your portfolio.

Chris Vermeulen shares his simple ETF strategy, which he uses with his own investment capital to safely navigate the markets no matter which direction or curveball the market throws at him. This technically proven strategy uses price, momentum, cycles, and sentiment to identify trends starting or ending. Through the use of risk and position management, he shares a way to never have to worry about the market direction again and how you can consistently grow your account. 

With more and more ETFs listed on Canadian exchanges, DIY investors have an overabundance of choice. It can be hard for investors to know which ETFs to put into their portfolios—should you stick with index-based ETFs or explore thematic and sector ETFs, for example? MoneySense breaks through the clutter with our annual ETF All-Stars Report—now in its 12th year. We’ll look at the makeup of today’s ETF market and which ETFs are worth considering.

What is currency hedging, and why does it matter? Head of ETF strategy, Bipan Rai, and senior associate, Zayla Saunders, take a deep dive into currency risk and how it can impact your portfolio. In this session, we uncover the two main factors to take into account when considering hedged versus unhedged ETFs, and how you can implement these in your portfolio for long-term success.

Discover the top 3 strategies to profit with alternative investments during market volatility. Learn how to leverage commodities, private market opportunities, and diversified funds to boost income, protect wealth, and achieve portfolio stability.    

Join Lou Basenese to learn why venture-stage investing in the public markets is the most transparent, liquid, potentially profitable, and impactful way to participate in venture capital. Find out how you can join an invite-only community of executives, entrepreneurs, innovators, and thought leaders dedicated to backing the technology leaders of the future. Finally, learn how special tax treatment under IRS Section 1202 can help you avoid paying taxes on up to 100% of capital gains up to $10 million or 10 times the original investment. 

Hannah Kesler is the second generation of the infinite banking concept. This is a method Hannah and her father travel all around the country to teach; how to recycle, recapture, and keep total control of your hard-earned dollars. The Money Multiplier teaches the importance of privatized banking, keeping money in the family, and how to break the bonds of financial slavery you don’t even realize you are in. Hannah will be showing you how to get ALL the money back for every car you will ever buy, drive, and own for you and your family, for the rest of your life. And if it works for a car…what else do you think it can work for? ANYTHING—products, services, and investments. Her dreams are to continue delivering the message of how money really works, build her real estate empire, become a fashion designer to start her own clothing line and boutique, and one day become a brewmaster owning her own Barcade! With this wealth management tool, she knows those dreams will become a reality sooner than later.   

The number and assets under management of option strategy, covered-call ETFs has exploded over the last couple of years. New funds with unique strategies are being launched every week. Investors are intrigued with distribution yields of 20%, 30%, 50%, and even approaching 100%. In February I launched the only service dedicated to analyzing and recommending these high-yield ETFs. In this webinar, I will share which option strategies are working best for investors and share some of my current recommendations. 

Join Ashraf Laidi as he discusses how proper use of intermetal technicals helped call gold's bottom earlier in the year. Once he has updated his gold count vis à vis silver, copper, and platinum, he will dissect USD trends beyond the "DXY Index". Ashraf will also address how to approach Bitcoin with more confidence via the Bitcoin/gold ratio. 

Join American Infrastructure Group’s Peter Quinn as he discusses utilizing drones and AI-powered solutions to solve the $45 billion-a-year utility infrastructure integrity problems. You won’t want to miss this session! 

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.