Tag Archives: etf

Weekend Reading: What Blackrock/BGI really means

Only firms that have significant scale, or those that are small enough to be niche providers with differentiated product strategies, will be able to thrive in this new world. (kasina)
Open source financial modeling: We remain somewhat skeptical that professional investors and analysts will be eager to share their proprietary models in this manner. (Integrity Research)
Bogle [...]

Lazy portfolios v.2

On the back of an announcement that PIMCO is launching a pure assets ETF, Mebane Faber’s got an interesting run-down of the structure and performance of several lazy portfolios.  The thought process here is that theoretically, one could create a truly diversified portfolio with just 3 ETFs: stocks, bonds and now, assets.
This is Faber’s own [...]

E*Trade further blurs lines between full-service and DIY investing

Full(er) Service and DIY Investing: Investor Fork in the Road There is no doubt we are witnessing a wholesale exodus of assets out of full-service brokers like Merrill Lynch and Smith Barney. These assets seem to be finding two very different types of homes: boutique investment advisory houses: Built by brokers/advisors who themselves have defected [...]