Vanguard Financials VIPERs (VFH)
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VFH Forum Topics
- All Comments on VFH
- General Discussion on VFH
- New Rules on Leverage Would Hit Goldman More Than Its Peers [view article]
- Financial vs. International ETFs: Which Bear is Grizzlier? [view article]
- Why Index Investing Isn't Passive Investing [view article]
- Is It Time To Get Back Into Financial ETFs? [view article]
- Managing Portfolio Allocations With ETFs [view article]
- U.S. Bank Dividend Yields Revisited [view article]
- Percentage of Stocks Over 50-Day Moving Average [view article]
- Primary US Sector ETFs [view article]
- ETF Update: Financial ETFs, Energy Exploration and ETFs [view article]
- Timing the Rise of the Phoenix (and Markets) [view article]
- Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
- Regulation Fever and the Banking Sector [view article]
loading ...Recent VFH Articles
- Financial vs. International ETFs: Which Bear is Grizzlier?
- Is It Time To Get Back Into Financial ETFs?
- Financial ETFs Trip Early, Then Dust Themselves Off
- Managing Portfolio Allocations With ETFs
- Percentage of Stocks Over 50-Day Moving Average
- U.S. Bank Dividend Yields Revisited
- ETF Update: Financial ETFs, Energy Exploration and ETFs
- Timing the Rise of the Phoenix (and Markets)
- ETF Update: Gold Staging a Turnaround, Financials Stumble
- Regulation Fever and the Banking Sector
- Full List of Articles »
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Why Index Investing Isn't Passive Investing [view article]
I agree with the dismissal of index-tracking being passive investing. However, that seems to be a pretty strange conclusion (ranaldo and häberle), which i have to look into in more detail. Because what I have come across so far suggests the EXACT opposite: Indexes these days are way too actively managed - and poorly so.Reply
Financial Sector ETFs [view article]
Turns out that the ultrashort Financials ETF was clearly the way to go. Question: is it still a buy, or have financials bottomed out now? And is it worth getting more granular, for example by shorting the broker-dealers ETF or the regional banks ETF? ReplyFor and Against Banks Cutting Their Dividends [view article]
SINegal is wacky! If his salary was slashed he would benefit by paying lower taxes so let him look at that bright prospect!!!!!!! ReplyNew Rules on Leverage Would Hit Goldman More Than Its Peers [view article]
This is my first time reading your article. Here's my advice (from many years as a Buy-Side Analyst): Get your point across as quickly as possible.Most PMs won't give you that much time to ramble on. The saying on the street is: When a PM asks an Analyst what time is it? The PM doesn't want to be told how to make a timepiece.
Good luck. Reply
Editors
General Discussion on VFH
Is this a buy or a sell? ReplyThe Troubles in Financials Are Not Over Yet [view article]
Looking further down the road, foreign investors considering US debt will have one thing to say, "First time, shame on you, second time, shame on me." ReplyJackson
Primary US Sector ETFs [view article]
Russ, thanks for catching this -- for some reason we'd omitted the Dow Jones Transportation Average Index Fund ETF (IYT). We've added it in now. ReplyPrimary US Sector ETFs [view article]
There don't seem to be any transportation ETFs listed. Is that because there simply aren't any? ReplyThe Troubles in Financials Are Not Over Yet [view article]
One has to remember that the debt explosion came about because foreign holders of the dollar were seeking a better return on their dollar holdings. They invested their excess dollars into treasury bills and were getting a negative return on their investment. Various types of sales people convinced them to invest their excess dollars in AAA rated debt securities.These securities offered an inflation adjusted rate of return. Obviously no one understood these debt securities, as they lost value quickly,
Asset prices bubbled because of an excess dollar supply. Federal Reserve policy makers think they can deal with the problem by printing more money and making it available at low cost to the very institutions that created the debt problem.
The problem is that the process for selling this debt has changed and no longer is there buyers eagerly purchasing them. Also, the perception of the dollar’s value is slowly changing: when one exchanges their goods, services and/ or assets for dollars they are accepting a currency that is declining in value daily.
Investors are now entering into an uncharted financial storm caused by the following events:
1. dollar’s decline in value;
2. the potential difficulty in selling new debt securities;
3. The long unwinding of existing debt securities, with the realization that much of the AAA rated debt may be worthless.
It remains to be seen what the consequence of creating an excess money supply will have on the global economy, but my thesis is that the global economy will, in the end, demand that we put controls on our money supply. Or else.
And this is why I am spending May 08 in Ireland.
Reply
rver
The Troubles in Financials Are Not Over Yet [view article]
30:1 leverage says it all ReplyngTrades
The Troubles in Financials Are Not Over Yet [view article]
I agree. How many billions are still to be wrote down from the ticking time bomb of OPTION ARM/neg am loans? People have no idea how many billions of these loans are out there, we're in the 4th/5th inning of this, there will be more blood. ReplyFee Cuts Solidify Vanguard's Position as the ETF Cost Leader [view article]
Excellent article. How's the performance of the Vanguard index funds versus comparable iShares (ie. tracking error from the underlying indexes)? ReplyBuying the Oversold Financial Sector [view article]
Why people rush back in to bottom fish when every technical indicator screams BEAR is beyond me. Why not wait for a higher low? If it is REALLY near a low then it will rattle around down here for the next year as the other sectors come crashing down around it.I really doubt it is a low though. As others have pointed out, there is still serious unwinding ahead with housing foreclosures, other forms of credit defaulting and additional mortgage backed debt imploding (because of the first two and the ratings games).
No sir, I think we are just about getting started here. Them financial folks dug themselves a nice big hole. Reply
Buying the Oversold Financial Sector [view article]
...whether or not...drop the "or not"; it's inferred ReplyMorgan Stanley: Housing and Financials Will Lag a Recovery [view article]
How can financials lag when every other sector depends upon their recovery? Reply