Sizemore Capital is making a strategic allocation shift for all ETF portfolios with U.S. large cap exposure.  This affects the Tactical ETF Portfolio and the Strategic Growth Allocation. To be consistent with Sizemore Capital’s focus on dividend growth, we are eliminating our long-term positions in the iShares S&P 500 Index (NYSE:$IVV) and replacing them with...Read More

Writing for The Wall Street Journal’s SmartMoney, Alex Tarquinio discusses the pitfalls of international ETF investing:  The ETF industry now offers 73 single-country funds, almost double the number from two years ago, with $47 billion under management. But having a thriving economy doesn’t mean that a country’s ETF won’t get crushed. One problem: Very few...Read More

Charles Sizemore gave his thoughts on actively-managed ETFs to Jane Wollman Rusoff in the October issue of Research Magazine.  Here are a few highlights from the article: That new kid on the block with the monogram “ETF” isn’t just passing through town — the exchange-traded fund is here to stay. And what’s been hyped for...Read More

The stock market hasn’t returned a single red cent in over twelve years, as measured by the S&P 500. Twelve years is a long time to go without earning a return on your investment, particularly if you are close to retirement. With the boom years of the 1980s and 1990s now a distant memory, it...Read More