We recommend staying out of trendy ETFs

Promoters of ETFs are in the business to make money from the products they provide. This is a legitimate objective, but sometimes promoters aim to capitalize on short-term fads to appeal to investors. These products can deliver poor results in the long term. Below, we… Read More

These ETFs tap millennial spending

Born between 1980 and 2000, about 90 million residents in the U.S. belong to Generation Y. The oldest of those “millennials”—a name coined for members of this large demographic group—will reach their prime earning years starting in 2020. Over the next two to three decades,… Read More

Pat: What is your recommendation on the Global X Social Media ETF? Thanks.

Global X Social Media ETF, $16.63, symbol SOCL on Nasdaq (Units outstanding: 4.1 million; Market cap: $68.2 million; www.globalxfunds.com), invests in companies that provide social networking, file sharing and other web-based media applications.

This exchange traded fund holds 36 social media stocks. U.S. social media stocks… Read More

What is theme investing?

Brokers like theme investing because it gives them a rationale to recommend new stocks or ETFs to their clients. However, this could be harmful to their portfolios.

Theme investing has a natural appeal. It simplifies things. Investors like it because they feel it can put their… Read More

What is Pat’s commentary for the week of May 27, 2014?

On occasion, we come across an investment that provides a clear example of one or more investment principles. Global X Social Media ETF, which we analyze in this week’s first question, touches on several.

ETFs. Exchange traded funds are a relatively recent and benign investment innovation… Read More

Pat: What do you think of the Global X Social Media ETF? Thanks.

Global X Social Media ETF, $17.72 symbol SOCL on Nasdaq (Units outstanding: 7.8 million; Market cap: $138.2 million; www.globalxfunds.com), invests in companies that provide social networking, file sharing and other web-based media applications.

This exchange traded fund holds 27 social media stocks. U.S. social media stocks… Read More