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Tag Archives: investing

What’s in the FastTrack Stocks Database?

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We’ve posted in the past about the decreasing number of investible stocks in the US (https://investorsfasttrack.com/is-passive-active/). Per the post, there’s about 3,000 investible companies listed in the US. But, FastTrack has approximately 4,500 stocks in the database. What makes up the difference? First, FastTrack tries to include every stock listed on the NYSE and NASDAQ […]

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Smart Beta and High Yield

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We’re highlighting smart beta and actively managed ETFs again this week. While still a small portion of the overall market (see the attached article), increased market volatility and rising interest rates are bringing investor interest back to active. For now, mostly in bond products, but re: the attached article, international and emerging market products are […]

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How to Choose an Benchmark – Market Indexes

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We get lots of questions about indexes, specifically what are the appropriate indexes to use on the spreadsheet benchmark field. The short answer is… for US Equities use an US equity benchmark (SP-DA – S&P 500 div adjusted) and bonds use a bond benchmark (AGG-X – Barclays Aggregate Bond Ix) . But, if you’re doing […]

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Data Quality – Screening Funds and ETFs

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Here’s a great illustration of why you need dividend adjustments when analyzing funds and ETFs. QLENX (a lower risk AQR managed long short fund) has been popular with FastTrackers for a few years and it would be totally off your radar if you’re using Yahoo, CNBC, Fidelity, or any number of other free data outfits […]

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Charting Bitcoin with FastTrack

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Bitcoin is back on the front page, breaking above above the $10k mark again last week. While its a speculative asset class and typically not something a FastTracker would devote much capital, we have been getting a good number of calls about Bitcoin, Blockchain, and related tech. What do we think, worth a gamble? He’re […]

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How are low volatility ETFs holding up?

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Over the past 5+ years a variety of low volatility equity ETFs have launched with rapid growth. In light of the recent market volatility, how are the funds holding up? The top three are listed below and have a combined AUM of $24 billion: SPHD – PowerShares ETF S&P 500 High Div Low Vol SPLV […]

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Creating Leveraged Investment Portfolios

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FastTrack has a very vocal user base and we get hundreds of feature/update requests a year. The latest enhancement is one of the most exciting features to make the cut in a long time. Starting with v3.0.9.1, you can model leverage portfolios using static models. Leverage is a popular concept where you borrow money to […]

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Sieve Practical Example

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In this post, I’ll walk through a typical use case of a fund sieve. Investors Question: “I have a Fidelity retirement account. Where do I start?” For this really simple example, we’re going to load all the funds in the Fidelity family. Then remove all funds that are not in the Giant family. Then we’ll remove all funds that […]

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Translating GDP Declines into Investment Advice

VGHCX vs SPY

All over the web we see economic indicators reaching new highs and lows, but investors often confuse economic information with investment information. There is a major disconnect between the economy and the stock market and its easy to see with FastTrack charts. Ignorance has no bounds . . . the story in 5-years will be […]

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