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Conducting Fundamental Analysis of Equity REITs |
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 This article discusses how to analyze equity real estate investment trusts (REITs) on a fundamental basis, touching on metrics that are unique to REITs. Fundamental analysis is similar to “bottom-up” analysis, which looks at ratios, multiples and other important metrics and compares those values to the REIT’s historical averages or to its competitors to determine an “intrinsic” value, or true worth. More » |
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Tracking the S&P 500 With Mutual Funds and ETFs |
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There are more than 40 mutual funds and exchange-traded funds (ETFs) widely available to investors that explicitly list the S&P 500 index in their name. These funds track the large-cap index or follow a strategy based on a variant weighting or a subset of the index. The challenge for investors seeking passive exposure to the large-cap index is choosing which fund to invest in. The decision depends on both the characteristics being sought and the willingness to look closely at the strategy a fund is designed to follow. This article discusses some of the basic differences between the various S&P 500 funds. More » |
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Charles Rotblut, CFA
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Guidance on How to Follow the Level3 Passive Portfolio |
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The AAII Level3 Passive Portfolio is a four-ETF portfolio designed to outperform the broad market in the long term. It is also designed to be relatively static over time. This article outlines how you can follow the portfolio as well as highlights how you can rebalance your portfolio through additions or withdrawals. More »
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Target Date Funds: A Simple Premise, but Underlying Complexities |
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The allure of target date funds is simple: a single fund that provides a diversified portfolio and alters its allocation as shareholders approach the date when cash withdrawals will be taken. Yet, behind the simple appeal are complex strategies that offer more volatility and risk than these funds are perceived to have. More » |
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Member Question
What is the primary factor you use when choosing a mutual fund or exchange-traded fund (ETF)?
A) Historical performance
B) Performance compared to an index
C) Mutual fund rating service (Morningstar, Lipper, etc.)
D) Fees and expenses
E) I do not invest in mutual funds
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Be sure to vote on this week’s question for the opportunity to offer your insights on our open-ended question. |
Previous Week’s Results
How much does the performance of your investments affect your daily mood?
A little : 48%
Not at all : 37%
A fair amount : 12%
A lot : 3%
Poll results are as of 9 a.m. (Central) on Monday. 1,728 respondents.
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The Individual Investor’s Guide to the Top Exchange-Traded Funds (ETFs) |
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The latest update to AAII’s annual ETF guide includes more than 540 exchange-traded funds in the printed version and hundreds more in the expanded online data tables, covering over 2,000 ETFs in all. The guide provides performance and risk statistics for individual ETFs as well as index and category benchmarks. More » |
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