Senior Consultant
Contributor's Links: Global Finesse

Herb Blank is a senior quantitative analyst at ValuEngine and senior consultant and practice leader in the Global Finesse Product Strategy and Implementations Consulting Practice. He has more than 30 years of experience in financial product innovation and quantitative ... more

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E A Case Study - Actively Managed Vs. Indexed ETFs – How Has DBLV Stacked Up Against Its Benchmark ETF?
T. Rowe Price, Fidelity, and Goldman Sachs are among the mammoths that recently launched actively managed ETFs. But DoubleLine has been actively managing DBLV, an equity value fund, for years.
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Inside Bank And Financial ETFs: How Do They Compare?
Despite above-average run-ups during the 12 month period ending last June, Bank stock and financial ETFs still have well-below market P/E and P/B ratios. Is now the time to buy? How do they compare to each other?
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How Does DEF Compare To Consumer Staples Sector ETFs?
DEF participates more in gains during good periods for the S&P 500 while still falling short of the comparable returns realized by VOO.
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Mid-Year Market Forecasts Using Benchmark ETFs
Although many strategists are looking for a crash to occur this year, our ETF models indicate that if a precipitous correction occurs, it will probably wait until next year to do most of its damage.
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Drill, Baby, Drill?
Examining three oil-themed ETFs: IEO, IEZ and IYE. All have performed well recently during the value rotation and still show market-relative value characteristics.
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Defensive Sector ETFs For Turbulent Times
This week's chosen Consumer Staples ETFs are designed to offer stability instead of risk. Returns are lower, but so is volatility. We demonstrate how they have worked in market downturns and point out subtle differentiations.
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Comments

Latest Comments
Deep-Value ETF Report: Wednesday, June 16
1 month ago

Terrific analysis Jim. Defining Value or Deep Value is always subject to interpretation and forensic accounting adjustments but this is a very good documentation of the overall trend this year. I just posted a blog here in TalkMarkets today on the ETFs in the Consumer Staples Sector. They are not Deep Value but is less susceptible to downturns and sudden idiosyncratic jolts.. Those fearing a market reversal rather than just a rotation while remaining invested in US Stocks may wish to check it out in my feed.

Jim, it is always a pleasure to read your updates.

Reviewing Market Signals As Warnings Increase
1 month ago

Since we're discussing seasonality and to bolster your point, Dr. Duru, September has been the worst average monthly return month of the year, so if one adopts a more defensive posture in August, maintaining it through September probably makes sense. Historically turbulent October is a more complicated issue because the turbulence has run both ways. It has been a month of crashes in some years and big upward moves in others.

In this article: SPX, VIX
Supermarket
4 months ago

Great commentary, Vivian. The only thing constant in life is inconstancy. The only thing constant in capital market decisions is uncertainty. Many risks abound on all sides b ut articles like this helps to focus on the most salient risks associated with the best opportunities.

A Lot Of Good News
4 months ago

Always good to read about good news. Thanks for posting Vivian Lewis

Why Investors Should Avoid Buying SPY And GLD
5 months ago

Thank you very much for your comment Andrew Armstrong

In this article: MMMM, GLD, SPY
Rising Interest Rates Create Headwinds For Bonds In 2021
5 months ago

Very compelling analysis. Thank you, James Picerno

Global Investing Blog
5 months ago

Vivian Lewis - Thank you for the well-rersearched insights!

In this article: TMO, TCEHY, TSEM, QCOM, GLD, UUUU, KL
Global Investing Blog
5 months ago

Michael G Vivian Thank you for the well-researched insights Vivian Lewis

In this article: TMO, TCEHY, TSEM, QCOM, GLD, UUUU, KL
Not All Low Volatility ETFs Are The Same
8 months ago

Thank you for the kind words Farah Kincaid

In this article: SPLV, FDLO
1 to 9 of 9 comments

STOCKS I FOLLOW

AAPL Apple Inc.
BDCS UBS ETRACS Wells Fargo Busn Dev Co ETN
CMTBX Columbia Masters International Equity Portfolio
DIS The Walt Disney Company
DPMZX Dreyfus Connecticut Fund Class Z
EDOG ALPS Emerging Sector Dividend Dogs ETF
EXWAX Manning & Napier Fd Inc.World Opportunities Srs
F Ford Motor Company
FMC FMC Corporation
GBKNF GRAUBUENDNER KANTONA
GIS General Mills Inc.
GUARY GUARANTY TR 144A BK
HGSD WisdomTree Global Hedged SmallCp Div ETF
JBLU JetBlue Airways Corporation
JPONZ
K Kellogg Company
LUV Southwest Airlines Co.
MCD McDonald's Corporation
MDY MidCap SPDRs
MO Altria Group Inc.
MRAIF MRC Allied Inc
PBP PowerShares S&P 500 Buy Write Portfolio
PCEF PowerShares Exchange-Traded Fund Trust II
PGSMX Putnam U.S. Government Income Trust Class M
QQQ PowerShares QQQ Trust Series 1
RYL Ryland Group Inc.
SBIO ALPS Medical Breakthroughs ETF
SDOG ALPS ETF Trust
TM Toyota Motor Corporation
TSLA Tesla Motors Inc.
VEU Vanguard FTSE All-World ex-US ETF
VPU Vanguard Sector Index Funds
VRCC VERTICAL COMMUNICATN
VRIRX Van Kampen 2050 Retirement Strategy Fund Class R
VTI VANGUARD TOT STK MKT ETF
VWO Vanguard FTSE Emerging Markets ETF
WDFC WD - 40 Company
WSM Williams-Sonoma Inc.
XBI SPDR S&P Biotech ETF
XMPT Market Vectors ETF Trust
XOP SPDR S&P OILGAS EPL ETF
XSVCX Firsthand Technology Value Fund Inc
YYY YieldShares High Income ETF
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