by Zack Miller on March 23, 2011
If you’re not subscribed to my weekly podcast, Tradestreaming Radio, what are you waiting for? It’s available on iTunes as well. Mutual funds have introduced millions of Americans to investing in the stock market. While their popularity and usage may have changed throughout the last 30 years,mutual funds still play a critical role in many [...]
by Zack Miller on March 7, 2011
Fee-only advisors, investment advisors who don’t charge commissions, are leading the way Americans are investing. Instead of buying mutual funds with sales loads, more and more investors are turning to pros selling low cost exchange traded funds (ETFs). According to Bloomberg, ETFs are certainly benefiting from this shift away from the brokerage industry: The advisers [...]
by Zack Miller on October 19, 2010
***Like what you read? Please sign up here to receive new posts directly to your inbox. One chapter of my new book, Tradestream your Way to Profits, was devoted entirely to the subject of expert investing networks. These communities of investors come in 3 different flavors: investing marketplaces: these are typically open communities where individuals [...]
by Zack Miller on March 15, 2010
Screening 2.0 and beyond Readers of this site have learned a bit about Screening 2.0 — the ability to use Internet tools (many of them, free) to recreate portfolios that conform to the investment criteria of history’s best investors. Validea’s John Reese has done much of the research legwork on the subject and has produced [...]
Just doing some thinking about the growth and future of the ETF industry: In my eyes, ETFs began as a second-generation of mutual funds with the following characteristics: Passively managed: ETFs were passively managed (though that’s changing), building upon Jack Bogle’s success at Vanguard. Most research at the time clung to the Efficient Market Hypothesis [...]
by Zack Miller on December 16, 2008
TechCrunch has a great writeup today abou upstart, kaChing, the most popular investment app currently on Facebook. It’s a pretty extensive writeup so I don’t have a lot to add here. I would say that unlike Covestor or Vestopia/PersonalRIA, kaChing doesn’t require real money to be put to work behind the portfolios. So, when investors [...]