Author Archive

  • 24
  • May2018

Impact Investing – May 24, 2018

Industry Trends On April 23, 2018, the Department of Labor published a “Field Assistance Bulletin” providing guidance to fiduciaries of private-sector employee benefit plans. The note served as a clarification related to the DOL 2015 guidance on economically targeted investments and the DOL 2016 guidance on shareholder engagement. While remaining clear that fiduciaries must prioritize […]

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  • 22
  • Apr2018

ETF Weekly – Apr 22, 2018

Performance The Steel ETF (SLX) outperformed all other non-leveraged ETF for the week ending April 20, 2018, finishing up about 4.7%. The next best performer this week was the iShares MSCI Global Metals & Mining Producers ETF (PICK), with a 4.3% gain. And underperforming this week was the Semiconductor ETF (SMH), off -4.9% due to […]

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  • 15
  • Apr2018

ETF Weekly – Apr 15, 2018

Performance The PowerShares DWA Healthcare Momentum Portfolio ETF (PTH) outperformed all other non-leveraged ETF for the week ending April 13, 2018, finishing up about 12.7%, beneficiary of several acquisition announcements. The next best performer this week was the SPDR S&P Oil & Gas Equipment & Services ETF (XES), with a 11.1% gain. And underperforming this […]

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  • 08
  • Apr2018

ETF Weekly – Apr 8, 2018

Performance The iShares U.S. Home Construction ETF (ITB) outperformed all other non-leveraged ETF for the week ending April 6, 2018, finishing up about 2.5%. The next best performer this week was iShares Global Timber & Forestry ETF (WOOD), with a 2.0% gain. And underperforming this week was the PowerShares DWA Healthcare Momentum Portfolio ETF (PTH), […]

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  • 01
  • Apr2018

ETF Weekly – Apr 1, 2018

Performance The Guggenheim China Small Cap ETF (HAO) outperformed all other non-leveraged ETF for the week ending March 30, 2018, finishing up about 4.8%. The next best performer this week was iShares Cohen & Steers REIT ETF (ICF), with a 4.2% gain. And underperforming this week was the Social Media Index ETF (SOCL), trading down […]

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  • 25
  • Mar2018

ETF Weekly – Mar 25, 2018

Performance The Junior Gold Miners ETF (GDXJ) outperformed all other non-leveraged ETF for the week ending March 23, 2018, finishing up about 5.3%. The next best performer this week, the worst for equities in over two years, was another gold fund, the Gold Miners ETF (GDX), with 4.1% gain. And underperforming this week was the […]

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  • 18
  • Mar2018

ETF Weekly – Mar 18, 2018

Performance The iShares U.S. Utilities ETF (IDU) outperformed all other non-leveraged ETF for the week ending March 16, 2018, finishing up about 2.1%. The next best performer this week was another utility fund, the First Trust Utilities AlphaDEX Fund (FXU), with 1.9% gain. And underperforming this week was the iShares U.S. Aerospace & Defense ETF […]

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  • 10
  • Mar2018

ETF Weekly – Mar 11, 2018

Performance The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) outperformed all other non-leveraged ETF for the week ending March 9, 2018, finishing up about 6.4%. The next best performer this week was the PowerShares NASDAQ Internet Portfolio (PNQI), with a 5.9% gain. And underperforming other ETFs in the wake of the new tariffs is […]

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  • 05
  • Mar2018

ETF Weekly – Mar 4, 2018

Performance The SPDR S&P Semiconductor ETF (XSD) outperformed all other non-leveraged ETF for another volatile week ending March 2, 2018, finishing up about 1.2%. The next best performer during this rebound week was iShares PHLX Semiconductor ETF (SOXX), with a 1.0% gain. And underperforming other ETFs is the SPDR S&P Homebuilders ETF (XHB), trading down […]

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  • 25
  • Feb2018

ETF Weekly – Feb 25, 2018

Performance The PowerShares Golden Dragon China Portfolio ETF (PGJ) outperformed all other non-leveraged ETF for the week ending February 23, 2018, finishing up about 2.5%. The next best performer during this rebound week was the Shares U.S. Oil Equipment & Services ETF (IEZ), with a 2.3% gain. And underperforming other ETFs is the Junior Gold […]

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