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18 mentions found


☆ Big-cap bull market turns two, leaving small-cap stocks further behind
  + stars: | 2024-10-14 | by ( Bob Pisani | ) www.cnbc.com   time to read: +3 min
Frustrated small cap investors are turning to companies with profits as the bull market in big cap stocks starts its third year. Not so with the small-cap Russell 2000 : it didn't bottom until October 2023, and is only 35% off the low, still 9% shy of its historic high in November 2021. Including 2024, the S & P 500 has outperformed the small-cap Russell 2000 in 12 of the past 15 years. A similar fund that also tracks the S & P SmallCap 600 Index is the iShares Core S & P Small-Cap ETF (IJR). Other small cap funds with a profitability tilt have also seen strong inflows recently, including the Dimensional U.S. Small Cap ETF (DFAS) and the Avantis Small Cap Value ETF (AVUV).
Persons: Russell, hasn't, it's, SPSM, Rob Harvey, Ben Slavin, BNY Mellon Organizations: Russell, Health Technology, Technology Services, Technology, Street Global Advisors, U.S, Value, Dimensional Funds, BNY
☆ ETF Edge: Getting active with small caps
  + stars: | 2024-10-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge: Getting active with small capsRob Harvey, Vice President of Dimensional Funds, and Ben Slavin, Global Head of ETFs for BNY Mellon, join CNBC’s Bob Pisani on the ‘Halftime Report’ to discuss the alternatives to small cap ETFs.
Persons: Rob Harvey, Ben Slavin, Bob Pisani Organizations: Dimensional Funds, BNY Mellon
☆ Future Proof gathering in California surf town is trying to reinvent the investment conference
  + stars: | 2024-09-16 | by ( Bob Pisani | ) www.cnbc.com   time to read: +7 min
More than 4,000 people have descended here for the Future Proof conference , a vast social gathering designed to give younger registered investment advisors and other investment professionals access to what they want. What they want, apparently, is an intense desire to network with other RIAs and investment professionals and find ways to grow their business. Reimagining the financial conference Future Proof is the brainchild of Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, and CEO Josh Brown. This is the third year for the conference, but Ritholtz and company have been doing conferences for 15 years. Ritholtz describes it as an ongoing project to reinvent the financial conference concept, which he says is "moribund."
Persons: Barry Ritholtz, Josh Brown, Ritholtz, Van Eck, Matt Middleton, Adarsh, Brett Rodgriguez, Delon Mansour, Mansour, Shyamsundar, Harris, Consulting's Brett Rodgriguez, Akash Shah, Shannon Saccocia, Raj Dhanda, Ares Management, John Christmas, RIAs, They'll, Mike Novogratz, Anna Paglia, Bryan Whalen, Saira Malik, Lauren Goodwin, Scott Wapner, DoubleLine Capital's Jeff Gundlach, CNBC's, Jan van Eck, Matt Hougan, DJ Mick, There's, Bob Pisani, Jon Maier, JP Morgan, Pisani, Jan Van Eck, Marlena Lee, That's Organizations: Ritholtz Wealth Management, JPMorgan Chase, Capital Group, Street Global Advisors, Funds, Polaris Capital Management, Graystone Consulting, Investments, Investment, Ares, HPS Investment Partners, Global, Life Investments, Bitwise, Management, Dimensional Fund Advisors Locations: HUNTINGTON BEACH, Calif, Los Angeles, Iowa, California, Huntington Beach, San Diego, Michigan, ETFEdge.cnbc.com
☆ Here's why investors should stop worrying so much about concentration risk in the market
  + stars: | 2024-02-23 | by ( Bob Pisani | ) www.cnbc.com   time to read: +6 min
The World(MSCI All Country World Index weighting)Entire U.S. stock market: 63%Japan, UK, Canada, France, Hong Kong/China combined: 17.5%Magnificent 7: 17%Source: Dimensional FundsThat seems crazy, no? For example, in the mid-1960s the concentration of the top 10 was over 40% of the S&P 500. Investors who own the S&P 500 don't have to pick those winners; they just go along for the ride. Second, U.S. stocks are global market leaders, and when a small group becomes market leaders it almost always means the U.S. stock market outperforms the world. The U.S. stock market, which was roughly 40% of the global market capitalization a short while ago, is now roughly 50% of global market capitalization.
Persons: Gregory Rowe, Berkshire Hathaway, Lilly, It's, — Organizations: New York Stock Exchange, Berkshire, Broadcom, Nvidia, Eck Semiconductor, Dimensional Fund Advisors, FS Investments, IBM, American Express, General Electric, Polaroid, Xerox, U.S, Baidu, SAP, Siemens, United, Shell, AstraZeneca, HSBC Locations: New York City, Miami Beach, Japan, UK, Canada, France, Hong Kong, China, U.S, Germany, United Kingdom
☆ Tracking the flows into active investing
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTracking the flows into active investingTony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the growth in active investing.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
☆ Top ETF trends to watch in 2024: Active ETFs, options overlays and more
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTop ETF trends to watch in 2024: Active ETFs, options overlays and moreTony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the ETF trends on their radar this year.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
☆ Risks to consider with the heavy concentration of the Magnificent 7
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRisks to consider with the heavy concentration of the Magnificent 7Tony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, and Rob Harvey, Dimensional Funds co-head of product specialists, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss the risks from the growing concentration of the Magnificent 7 stocks.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Exchange Locations: Miami
☆ ETF Edge, February 12, 2024
  + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge, February 12, 2024Tony Rochte, Morgan Stanley Investment Management global head of ETFs, Alison Doyle, Nasdaq's ETP Listings head, Rob Harvey, Dimensional Funds co-head of product specialists, Jason Pereira, senior partner & financial planner at Woodgate Financial, and Brian Portnoy, Shaping Wealth founder, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss ETF trends on their radar this year, how financial advisors are using AI and more.
Persons: Tony Rochte, Morgan, Alison Doyle, Nasdaq's, Rob Harvey, Jason Pereira, Brian Portnoy, Bob Pisani Organizations: Morgan Stanley Investment Management, Funds, Woodgate Financial, Wealth, Exchange Locations: Miami
☆ After a banner 2023, the market faces a tough challenge for a repeat performance
  + stars: | 2024-01-02 | by ( Bob Pisani | ) www.cnbc.com   time to read: +3 min
Since 1928, the S & P 500 has finished up 20% or more about 36% of the time. Yes, 2022 was down about 19%, but the S & P has posted declines of 10% or more only 12% of the time since 1928. Could the S & P gain 20% again in 2024? That run from 1995 to 1999 was certainly epic, but that was the last time the S & P 500 saw back-to-back 20% gains. Regardless, with the S & P 500 closing the year at 4,769, a 20% gain next year would mean the S & P would hit 5,722.
Persons: Ben Carlson, Jessica Rabe, Nicholas Colas, Tom Lee, John Stoltzfus Organizations: Ritholtz Wealth Management, DataTrek Research, Fundstrat Global Advisors, Oppenheimer Asset Management
☆ One year after the December 2022 Fed meeting and stock investors are almost back to even
  + stars: | 2023-12-13 | by ( Bob Pisani | ) www.cnbc.com   time to read: +2 min
The S & P ended last December down almost 6% and ended all of 2022 down almost 20% (19.4% to be exact). 2 022 was an odd duck Last year was an unusual one — unusual because market declines of 20% don't happen very often. And the S & P 500? The S & P dropped 25% from the January 2022 closing high of 4,793 to the bottom of 3,577 in October 2022. Three-quarters of the time, the S & P 500 goes up from one year to the next.
Persons: Stocks, it's Organizations: Federal Reserve, Down
☆ Why market timing doesn't work: S&P 500 is up 14% this year, but just 8 days explain the gains
  + stars: | 2023-11-08 | by ( Bob Pisani | ) www.cnbc.com   time to read: +4 min
The S&P 500 is up 14% this year, but just eight days that explain most of the gains. If you want a simple indication of why market timing is not an effective investment strategy, take a look at the data on the S&P 500 year to date. How to explain that the S&P is up 14% but the number of up days is about the same as the down days? Here's a hypothetical example of an investment in the S&P 500 over 50 years. The key to investing is not market timing: it is consistent investing, and understanding your own risk tolerance.
Persons: Nicholas Colas, there's, JP Morgan, Colas Organizations: New York Stock Exchange, Federal Reserve, Facebook, Netflix, JP, Signature Bank Locations: Republic
☆ Apple versus the world: The iPhone maker is bigger than almost any stock market in the world
  + stars: | 2023-05-10 | by ( Bob Pisani | ) www.cnbc.com   time to read: +2 min
Buried on page 74 is a chapter on "World Equity Market Capitalization," listing the market capitalization of most of the world, country by country. The $40 trillion in stock market wealth in the U.S. is almost 60% of the value of all the equities in the world. My friend Ben Carlson pointed out that Apple's current market capitalization of about $2.7 trillion this week exceeds the entire market capitalization of the United Kingdom, the third biggest stock market in the world. Apple is twice the size of Germany's entire stock market, with 255 companies. Regardless: Apple is bigger than the entire U.K. stock market?
☆ Forgotten parts of the market lead the way in 2023 as advisors wrestle with how to play the economy
  + stars: | 2023-02-07 | by ( Bob Pisani | ) www.cnbc.com   time to read: +5 min
Everyone here is amazed at how forgotten segments of the market have rebounded in 2023: international, growth, small cap and bonds. Advisors here are having a hard time wrapping their heads around the idea that there would be a recession ins 2023, and now maybe not. "With real wage growth, large payroll growth and earnings beating expectations it equals a soft landing at worst and maybe no recession near term." Most advisors here are coming to grips with Powell's insistence the Fed will not lower rates this year. Their Equal Weight S & P 500 ETF (RSP) has also attracted significant inflows from investors wary of market cap weighted indexes.
☆ Think you can time the markets? Five losing days made up most of the losses this year
  + stars: | 2022-12-28 | by ( Bob Pisani | ) www.cnbc.com   time to read: +3 min
There are many studies that indicate what happens to portfolios when they are not invested on days when the markets move up (or down) significantly. Hypothetical growth of $1,000 invested in the S & P 500 in 1970 through August 2019 Total return $138,908 Minus the best performing day $124,491 Minus the best 5 days $90,171 Minus the best 15 days $52,246 Minus the best 25 days $32,763 Source: Dimensional Funds These are amazing statistics. Missing just one day — "the best day" — in the last 50 years means you are making more than $14,000 less. With the S & P 500 down nearly 20% for the year, he pointed out that just 5 days account for 98% of that loss. The same as my example above: "It is impossible to know ahead of time which days will 'make the year' in either up or down markets," he said.
Organizations: & $
☆ Think you can time the markets? Four losing days made up most of the losses this year
  + stars: | 2022-12-28 | by ( Bob Pisani | ) www.cnbc.com   time to read: +3 min
There are many studies that indicate what happens to portfolios when they are not invested on days when the markets move up (or down) significantly. Hypothetical growth of $1,000 invested in the S & P 500 in 1970 through August 2019 Total return $138,908 Minus the best performing day $124,491 Minus the best 5 days $90,171 Minus the best 15 days $52,246 Minus the best 25 days $32,763 Source: Dimensional Funds These are amazing statistics. Missing just one day — "the best day" — in the last 50 years means you are making more than $14,000 less. With the S & P 500 down nearly 20% for the year, he pointed out that just 5 days account for 98% of that loss. The same as my example above: "It is impossible to know ahead of time which days will 'make the year' in either up or down markets," he said.
Organizations: & $
☆ History suggests the odds are against 2023 being another bad year for stocks
  + stars: | 2022-12-27 | by ( Bob Pisani | ) www.cnbc.com   time to read: +3 min
There's a lot of anxiety about a recession in 2023 and the impact it could have on the stock market. The S & P 500 is already down nearly 20% for the year, which is historically very unusual. Long-term, the stock market tends to go up The reason buy-and-hold investing works is that long-term, the stock market has always risen. The S & P 500 on average has gone up nearly three out of four years. S & P 500 year-over-year returns (since 1928, including dividends) Up: 72% Down: 28% During that 94-year period, the S & P 500 has averaged a yearly return of 11.7%, again including dividends (not adjusted for inflation).
☆ History says doing nothing and avoiding rush to cash will eventually boost returns
  + stars: | 2022-10-11 | by ( Bob Pisani | ) www.cnbc.com   time to read: +2 min
"Investors are seeking shelter in cash amid a volatile market and fears of a recession," Mark Haefele, chief investment officer at UBS Global Wealth Management said in a note to clients Tuesday morning. Haefele reminds everyone about the value of staying invested and the folly of market timing. Not being in the market on the 5 best days since 1970 reduces your return from $138,908 to $90,171. The takeaway: If you're not in the market on the most important up days, your returns are markedly lower. The message: The best strategy would be to determine a long-term plan and stick with it, and ignore the urge to "do something."
☆ Traders worry there are more earnings warnings like FedEx's about to come out
  + stars: | 2022-09-19 | by ( Bob Pisani | ) www.cnbc.com   time to read: +4 min
Michael Hartnett at Bank of America said that for the S & P 500, "we say nibble at SPX 3600, bite at 3300, gorge at 3000." The S & P 500 closed Friday at 3,873, and the June 16 bottom was 3,666, so 3,300 and 3,000 are a ways away. What about 3,000, the level Hartnett suggested investors should "gorge" on the S & P 500? A much lower multiple with a contraction in earnings: That is what you call a recessionary earnings picture. Bottom line: Lower mortgage rates definitely have been a factor in higher home prices for some time.
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