Thematic ETFs are a rapidly growing category approaching 400 funds and $300 billion in assets. However, over 60% of thematic ETFs have a Sharpe ratio below 1.0, meaning most aren’t delivering strong risk-adjusted returns despite their popularity among investors seeking exposure beyond benchmark heavyweights.
» Read more about: Are Thematic ETFs a $300B Trap for Everyday Investors? »
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Pivot. Pivot! PIVOT!
That’s not just what Ross screamed as he, Chandler and Rachel tried to haul a couch up a tight staircase in an episode of Friends.
» Read more about: When Markets Move, Trend-following ETFs Drop One Asset for Another »
Legendary investor Warren Buffett has given investors numerous memorable quotes over the years. One in particular might be especially relevant today, given the stock market’s recent performance.
The S&P 500 (^GSPC 0.10%) is on pace for its fourth consecutive year of double-digit returns.
» Read more about: 13 Words From Warren Buffett That Every Investor Needs to Hear Right Now »
For an overwhelming majority of retirees, Social Security provides more than just a monthly check. The Social Security income they receive serves as a financial foundation that helps, in some capacity, to make ends meet.
Although America’s leading retirement program has been doling out monthly benefits since January 1940, its financial outlook has never been more precarious than it is now.
» Read more about: Sweeping Social Security benefit cuts are only an estimated six years away »
