Jim Woods
A Mutual Fund Alternative that Won’t Break the Bank
Usually, what is considered one of the advantages of mutual funds compared to exchange-traded funds (ETFs) is active management. Many investors prefer the idea that someone is making intelligent, intentional decisions behind the wheel of the money those investors are willing to invest. However, more recently, the concept of the actively managed ETF has risen […]
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The Ultimate ‘Fixer Upper’ for Your Portfolio
“Landlords grow rich in their sleep.” — John Stuart Mill The English philosopher and political economist John Stuart Mill is one of the most influential figures in intellectual history and the classical liberalism movement. Mill is best known for his theory of “Utilitarianism,” which in essence states that an action or type of action is […]
Banking on Beating the Benchmark with This ETF
Some funds attempt to provide market-like sector exposure in relation to their benchmark index, while other funds attempt to beat the benchmark. One such fund trying to beat a benchmark is the First Trust Financials AlphaDEX Fund (FXO). In an effort to beat the U.S. Financials market sector, FXO seeks to replicate a unique index […]
Turn and Face the Strange
Turn and Face the Strange Ch-ch-ch-ch-changes Turn and face the strange Ch-ch-changes There’s gonna have to be a different man –David Bowie, “Changes” If you thought that the beginning of 2022 would be volatile, then you were right on the money, literally. You see, in this business, being “right on the money” is what I […]
It’s Time to Go Clubbing
I’m not usually the type of man who wants to be in a “club.” In fact, I generally eschew membership in social organizations, political parties and other artificial constructs that humans create to feel kinship with one another. However, there is one club of sorts, or more specifically, a list of individuals, that I would […]
Reviewing a ‘Boring’ ETF
If there is a saying that expresses the mood of the market right now, it is “what is old is new again.” In short, the high price-to-earnings (P/E) ratio technology stocks that were the darlings of the market not too long ago have now fallen out of favor, largely due to rising Treasury note yields […]