Senior Quantitative Analyst and Consultant
Contributor's Links: Global Finesse ValuEngine

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 ... more

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How Well Have ETFs Designed To Limit Exposure To Negative Returns In Bear Markets Fared Lately?
We look at five equity-based ETFs geared toward low volatility and income generation along with five ETFs that use derivatives and shorting stocks to limit downside exposures.
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Do Not Be Alarmed By The Closing Of JP Morgan Indexed ETFs
J.P. Morgan Asset Management is liquidating two indexed ETFs: JPMorgan U.S. Minimum Volatility ETF and the JPMorgan U.S. Dividend ETF. Shareholders need not worry. They will get out whole. We look at how to redeploy the assets.
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Bear Market Rally Or Nascent Bull: What Should Investors Do Now?
July has begun with the seedlings of a rally. Time will tell whether it’s a bear market rally or the start of a new bullish period. At this crossroads, advisors need to be even more mindful than usual of investor objectives.
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Benchmark Review Following A Hell Of A First Half - What To Look For Going Forward
A review of the first half of 2022 in the context of history and market collapses from decades past. Also a look at what held up best and where to allocate core assets now.
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Investor Anxiety As Bear Market May Give Way To Recession
Most investors seem convinced that a significant near-term recession is inevitable and as the bear gets worse, cash may be the safest place for their money. We disagree and suggest other courses of action.
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Values-Driven ETFs For American Conservatives
Investors concerned primarily with the environment and/or social change are not the only groups looking to align their investments with personal convictions and values.
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Comments

Latest Comments
Trustworthy Companies Offer Superior Investment Returns With Less Risk
2 months ago

Clarification that HP Inc. (Newish Ticker Symbol: HPQ, no longer HWP) is the company formerly known as Hewlett Packard Inc. and is the company in the top ten.  

HP is still the ticker symbol for Helmerich & Payne, a longtime oil service and equipment company.  That company did not make this list.

In this article: IWD, SPY, AXP, HPQ, HSY, KR, PVH, TXN, ADSK, AMGN, QCOM, ABBV
Recession Risk Rises But US Still Expected To Grow In Q2
3 months ago

Extremely well covered.  Thank you Jim Picerno.  I'm not sure that we won't get a technical recession and we'll probably weed out some companies with balance sheets too weak to survive a credit crunch.  But until supply outstrips demand, I don't see an actual classic recession with massive layoffs and an avalanche of reduced sales taking place.  Last quarter and possibly this quarter is a result of sticker shock holding off fulfillment of pent-up demand on a temporary basis.  Permanently, we should weather this storm by 2023 if not before.

Dividend-Yield Factor Offers Port In Equity Storm This Year
3 months ago

James Picerno

Absolutely correct James Picerno.  As I've written in my blog, some ETFs that have combined low volatility, high dividend yield, high solvency and relatively low valutations have actually managed positive returns year-to-date.  Very few other non-single-industry, non-derivative and non-inverse ETFs have managed to do this. 

In this article: SPY, VYM
Market Forecasts For 4th Quarter 2021 And Beyond
11 months ago

I did not list in the Tickers covered portion 3 stocks mentioned in the article with purchase recommendations: AMC Entertainment ($AMC), Intella Theraputics ($NTLA) and SolarEdge Tech. ($SEDG).  Please excuse the oversight.  All the reports are available free of charge.

In this article: QQQ, IVV, IWD, IWF, IWM, MDY, AMC, SEDG, NTLA
Deep-Value ETF Report: Wednesday, June 16
1 year 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 year 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
1 year 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
1 year ago

Always good to read about good news. Thanks for posting @[Vivian Lewis](user:4662)

1 to 10 of 15 comments
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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
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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American Values-Driven ETFs
A different "flavor" of ESG ETFs targeting more Conservative visions of the greater good of mankind and/or America has been available for awhile. I feature six such funds; 4 had superior returns in recent downturn. The question is why most Conservative and Christian investors never heard of them.

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