Find & Fix Unwanted Exposures with Portfolio ZoomLens
Easily track what your ETF portfolio really owns. Zoom In for combined exposure to each stock; Zoom Out for details on which ETFs contribute to a particular stock exposure.
October 2020 Sector SPDR Analyzer
Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.
September 2020 Sector SPDR Analyzer
Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.
The True Costs of U.S. Sector ETFs
Investors who ignore bid/ask spreads can be making an expensive mistake. In normal markets spreads can negate any difference in expense ratios, while in volatile markets spreads can swamp fee differences several times over.
August 2020 Sector SPDR Analyzer
Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.
July 2020 Sector SPDR Analyzer
Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.
May 2020 Sector SPDR Analyzer
Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.
April 2020 Sector SPDR Analyzer
Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.
Cutting Your Losses: Tools for ETF Tax-Loss Harvesting
Three simple tools to help investors lock-in tax losses while staying invested
March 2020 Sector SPDR Analyzer
Succinct investment outlook for each of the 11 Select Sector SPDR ETFs based on a fundamental analysis of the funds’ underlying constituents.