ETF Articles & Reports
For 30 years, no shovelful of soil was turned to construct a nuclear plant in the United States until 2006 when groundbreaking occurred for the National Enrichment facility in New Mexico. With elected officials calling to reduce U.S. dependence on carbon-based fuel, interest in nuclear power could reignite. With President Obama declaring that nuclear energy [...]
7 Dirty Little Secrets of Asset Management
If it looks like a duck, swims like a duck and quacks like a duck—then it’s probably a duck.
We’ve all heard this little common-sense gem, yet when it comes to investing, many people have a hard time telling the ducks from the swans. Nowhere is this case of mistaken identity more pronounced than when [...]
ETF Talk: Profiting from PIMCO
Treasury bonds, traditionally viewed as a safe haven for investors, have become what I think may be the last, big bubble in the market. With the Obama administration offering nearly $2 trillion in Treasury bonds this year alone, combined with unprecedented market volatility, the ups and downs in the normally stable Treasury market have reflected [...]
What is an ETF?
I am constantly being bombarded with questions about exchange-traded funds (ETFs). Basic inquiries such as just what ETFs are, how they work and how they can be used in an investment portfolio are some of the most common I deal with each week.
Now because I want to be sure that you know [...]
ETF Talk: Sunny Side Up
The sun brings forth incredible heat that warms, illuminates and energizes our planet. With the Obama administration becoming a powerful advocate for a strategy of increased use of alternative energy sources, it seems like solar power is destined to be a key component in that strategy. The question now for investors is how and [...]
Money Show ETF Report
As a followup to my presentations at the Las Vegas MoneyShow I have posted the latest edition of the Fabian ETF Report for everyone to view.
Please click to download this valuable resource.
Best of luck in your investing endeavors.
ETF Talk: Do You Have Nerves of Steel?
The strength of steel is so renowned that it often is used metaphorically to describe unwavering soundness. At the same time, steel is a key input in the manufacturing of cars, buildings and household appliances.
As the economy starts to recover, the price of steel could climb along with demand from fast-developing countries like China and [...]
Is the Health Sector a Cure For Market Sickness?
I am sympathetic toward any investors who may feel a little ill when looking at their beaten-down investment portfolios. Since the market’s stomach-churning plunge last October and its subsequent volatility, I know many people are nervous and looking for a way to calm their fears. Could health care offer a solution?
Well, there are several healthcare [...]
5 Keys to Your Investment Success
We are now in history-making economic times. In the last 18 months, most investors large and small have suffered catastrophic losses. The recent rebound in the equity markets has given some relief and hope that the future may be improving but there is still great concern for our economy.
HOW your money is being managed going [...]
Do you need a plan to get away from your ailing stocks and mutual funds?
Have you lost faith in your financial advisor? Does his or her insistence on “staying the course” make you feel like they don’t have your best interest at heart? If so, then it’s time for you to get a second opinion.
If you find yourself holding a bull market portfolio in the midst of [...]
ETF Talk: Are Solar ETFs Heating Up?
The sun brings forth incredible heat that warms, illuminates and energizes our planet. With the Obama administration becoming a powerful advocate for a strategy of increased use of alternative energy sources, it seems like solar power is destined to be a key component in that strategy. The question now for investors is how and [...]
ETF Talk: Beating Bear Markets
Millions of people have seen their 401(k)s, IRAs and stock market portfolios hammered by the current bear market. As the S&P 500 and the Dow slid further and further last year, many investors flocked to so-called bear market funds. The general philosophy behind bear market funds is to take advantage of market slumps by investing [...]
A Few Cash Alternatives
I know a lot of readers are committed to having a high cash position during this bear market. So it’s no surprise to me that lately I’ve received a lot of questions regarding cash alternatives. Many of you are understandably not content with the very low rate of return being paid by today’s [...]
A Simple Solution for Today’s Volatile Markets
Today’s stock market beast is not the same animal it was a decade ago. In fact, the pace of change has been relentless in recent years, and even the most conscientious individual investor has had a tough time keeping up with the all of the financial market upheaval.
If you’re managing your own money, are you [...]
ETF Talk: Is the Latest Financial Stock Rally Sustainable?
Recent rallies in the stock market and reports of profits at Citigroup and Bank of America during the first two months of the year are positive signs for financial stocks. However, it still may be premature to resume investing in the financial sector.
One reason is continuing risk that further economic fallout is ahead. The Congressional [...]
The Occasional Myth Of ETF Efficiency
Doug was recently quoted in a Forbes article outlining the efficiency of exchange traded funds. In an effort to continue educating investors about both the advantages and missteps in the ETF community we have linked the story below.
Click here to read the full Forbes article.
Do You Have What It Takes To Be A Successful Trader?
As my dad would say, there are two kinds of money: your serious money and your play money. I know that many investors have been with me in sheltering their serious money from risk by having a high cash position and waiting for the opportunity to get back into stocks. Those that subscribe to my [...]
ETF Talk: Is China’s Great Wall of Growth Showing Cracks?
For the last 30 years, the economy that has achieved the fastest and most consistent growth in the world may well be China’s. Despite the current global recession, the Chinese economy still grew 9.8% in 2008. It marked the first year of single-digit percentage growth for the country since 2003, after notching double-digit percentage growth [...]
ETF Talk: Are We Seeing a New, Economic Iron Curtain?
If you watch CNN, MSNBC and other news channels regularly, you might think that the American economy was on the brink of total collapse. As bad as the 3.8% contraction of the U.S. economy in the fourth quarter of 2008 may seem, the economic slide in Central and Eastern Europe was far worse.
Much like the [...]
ETF Talk: Treading Treacherous Waters for Dividends
Dividends are a great way to earn some extra income. You also can grow your principal through capital appreciation with good dividend-paying equities. One way to gain both of these benefits is through dividend-focused exchange-traded funds (ETFs). But the path to doing so has become increasingly treacherous for investors to follow as once-solid corporations struggle [...]
ETF Talk: Is Retail Out of Style?
Consumer spending always is a key factor in economic growth. Economists tell us that consumers account for nearly 70% of the U.S. gross domestic product (GDP). In light of the current economic situation, with a 7.6% unemployment rate that is more than double the norm, consumer spending and GDP seem destined to fall further.
As of [...]
Bullish Trades In A Bearish Market
David Fabian, Vice President of Fabian Wealth Strategies, was recently quoted in Investors Business Daily on the bullish case for commodity ETFs during one of the worst bear markets in recent history. Click here to read the full story.
ETF Talk: Is it Time for the Nuclear Option?
For 30 years, no shovelful of soil was turned to construct a nuclear plant in the United States until 2006 when groundbreaking occurred for the National Enrichment facility in New Mexico. With elected officials calling to reduce U.S. dependence on carbon-based fuel, interest in nuclear power could reignite. With President Obama declaring that nuclear energy [...]
Treasury Bubble Is Bursting
David Fabian, Vice President of Fabian Wealth Strategies, was recently quoted in Investors Business Daily concerning the bubble in treasury bond ETFs and offered several alternatives for investors seeking ways to play the bond market right now. Click here to read the full story.
ETF Talk: Is the Boom in Treasuries About to Bust?
The U.S. national debt is more than $5 trillion and those of us who pay taxes are on the hook for it. To give you an idea about the gargantuan U.S. debt load, the government owes its creditors more money than the annual gross domestic product of any other country in the world. To finance [...]
ETF Talk: Change We Can Believe in for 401(k)s
Although exchange-traded-funds (ETFs) are finding their way into the portfolios of many investors, they have yet to make much headway in 401(k) retirement plans. But that situation could start to change. If current drawbacks to using ETFs in 401(k) plans are resolved, the ETF industry would gain increased working capital, heightened revenues and earnings, and [...]
2008 ETF Report
The December 31, 2008 Fabian ETF Report is hot off the press. Click here to download this data rich listing of every exchange traded fund and their 2008 performance. The report is sorted by domestic, international, sector, bear market, currency, and leveraged funds.
Doug Fabian’s ETF Trader ranked No. 4 Newsletter for 2008
The Hulbert Financial Digest just published its top ten performing newsletters of 2008 and in the top half of that list is Doug Fabian’s ETF Trader! Our positive net return of 13.2% ranks our newsletter 4th in the country as compared to similar investment recommendation services. Over that same time period the S&P 500 Index [...]
ETF Talk: Back to Basics
I thought that this week we should review some of the basic “rules” behind investing in exchange-traded funds (ETFs). I have been touting ETFs as excellent investment growth vehicles, but anything that is new to you can be a little tricky.
Rule One: Diversification
ETFs are flexible investments — you can buy options, go short, and hedge. [...]
Resolve to Not Lose Money in 2009
The New Year is almost here, and soon we’ll all be making our list of New Year’s resolutions. I got a head start on mine for 2009, and here’s just a sneak peak at what I want smart investors to resolve to do next year:
I will prepare my family for a tough economic [...]
ETF Talk: Your Passport to Diversification
The same advantages of broad-based market funds that I shared in last week’s ETF Talk also extend to international funds. Both kinds of ETFs provide diversification, low expense ratios, trading flexibility and tax efficiency through index investing. In addition, both also allow the use of limit orders and short selling.
With the [...]
Doubling Down is for Wimps: Go for the Triple
I’m a big fan of using leverage with my investments. When investing for short-term profits, there’s nothing as good as having a 2-beta fund in your portfolio. What’s a 2-beta fund? It’s a fund — usually an ETF — that moves twice as fast as the underlying index. These 2-beta funds can move in the [...]
ETF Talk: Watch Out for Capital Gains in Your Mutual Funds
Consider taking cover if you hold any mutual funds in taxable accounts. Many mutual funds that absorbed big losses still will incur significant capital gains for the 2008 tax year. Those capital gains are caused by mutual funds buying and selling stocks during the year – even if a fund racked up huge losses.
Investors looking [...]
ETF Talk: Stop Losses and Avoiding Freefalls
You and probably every other investor in the world right now are concerned about avoiding big losses in the equity markets. It certainly is understandable, in light of the big pullbacks in markets virtually across the globe.
But did you know that there is an easy way to limit your downside in equity investments? I [...]
Washington DC Money Show Presentations
Click below to download the ETF Report and PowerPoint presentations from my latest standing room only seminars at the Washington DC Money Show this past weekend.
ETF Strategies in a Difficult Market
Seven Secrets to ETF Success
Fabian ETF Report
ETF Talk: Clearing Up the Mystery of Mispriced Funds
As much as I like exchange-traded funds (ETFs), I frown when they become mispriced. This happens when the market price of an index ETF is different from its underlying net asset value (NAV). If an investor in such an index ETF needs to sell quickly, the mispricing may cause a bit of a financial hit.
In [...]
ETF Talk: Is Gold Going to Glitter Soon?
With the Fed loosening the money spigot through interest rate cuts and other monetary tools, inflation is becoming more of a concern for investors. When that happens, gold often becomes a safe haven investment.
If you are thinking about investing in gold, I advise caution for now. Gold is showing no clear sign of an upward [...]
Listen To My Latest Seminar
You already know we’re in the midst of the greatest financial crisis since the Great Depression. We’re living through a financial hurricane. I know many of you are feeling extremely anxious about your investments, your income streams and your financial future. That’s why I have posted my latest free seminar to download entitled:
The Election, [...]
ETF Talk: Revealing Fund Flaws
Subscribers to my investment newsletters know about my passion for exchange-traded funds (ETFs). During the past several months, I have provided you with features aimed at helping investors improve their portfolios with a variety of funds that are both diversified and cost efficient. Time and time again, I have praised ETFs: my favorite investment tool. [...]
ETF Talk — Terminology 101
During the past several months, I have provided my readers with features aimed at identifying new funds, key sectors and important trends. I also like to go back to the basics once in awhile with something that I call ETF 101.
The idea is to provide a bit of instruction about ETF terminology and investing. I [...]
ETF Talk: Strategies for A Difficult Market
Some pundits are saying that we are in a recession; others call it a mere economic slowdown. In my opinion, what difference does this technical distinction make to you? The one thing everyone agrees on, bull or bear, is that we’re living in uncertain times. As a result, it is of the utmost importance for [...]
Dollar Bulls and International Bears
The greenback is back!
That’s right, the value of the U.S. dollar versus rival foreign currencies has surged over the past several weeks, and that surge has caused quite the dust up in the international equity markets.
Just five weeks ago the dollar had been languishing at record lows against the euro. But last week the [...]
ETF Talk: Out of Africa
The headline above may make you recall the classic movie “Out of Africa.” But even if you’re not a film buff, you need to know that Africa now has become a region with growing appeal for its intriguing investment opportunities. A case now can be made that Africa offers vast potential for economic improvement that [...]
Download My Latest Seminar Presentations
After having just come back from the latest MoneyShow in San Francisico, I want to share with everyone the three presentations that I conducted for hundreds of individual investors.
ETF Strategies In a Difficult Market
Some pundits are saying that we are in a recession; others call it a mere economic slowdown. The answer in my opinion [...]
Short-Sided Thinking
Making money in the market is not just a matter of buying a good stock, mutual fund or exchange-traded fund (ETF) and then watching it go higher. These days, you’re likely to have more success by investing on the short side of the equity ledger.
Now when I talk about investing on the short side, [...]
ETF Talk: Mining The Middle East for Dividends
When the stock market is trending downward, it is difficult to know what to do. Amid the uncertainty is the proven benefit of owning dividend-paying stocks. Sure, the share prices of such stocks and equity ETFs can fall, but the dividend payments continue to generate income in both good and bad times.
Despite the current market [...]
ETFs 101: The Basics
The simplest definition for ETFs is that they are index funds that trade on the stock market exchanges. An ETF consists of a virtual basket of stocks that usually tracks a specific index or sector. To put it another way, ETFs are like a homologous species of mutual funds that allow investors to buy into [...]
The Rise of ETNs
One of the greatest satisfactions that I receive is from highlighting key investment trends and passing them along to you before the rest of the investing world discovers them. A key development that I want to share with you this week is the rapid growth of exchange-traded notes (ETNs).
Any regular reader of my ETF Talk [...]
Quarter Ending ETF Report
I invite all of my readers and listeners to download the quarter ending ETF Report as of June 30, 2008 by clicking here.
We have grouped the universe of ETF offerings by investment objective, sector and country. These data-rich listings tell you the name of the ETF; its ticker symbol; the most recent closing [...]
ETF Talk: Braving Frontier Markets
When most American investors hear the word “frontier,” they might be more likely to think about the Wild West than their investment portfolios and ETFs. That’s why you may be surprised to learn that “the frontier” is not just about unchartered territories, untamed terrains, or uninhabited land. Developing and growth-oriented foreign markets also fit the [...]



