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We’re fielding lots of questions about muni bonds, specifically what muni bond indexes FastTrack carries and how to benchmark funds and ETFs against them.

Check out the muni bond index list below. FastTrack carries a full list of Bloomberg Barclays and Merril/ BofA bond indexes.

BBM-U – BBG Muni USD Idx
BBM-I – BBG Muni Bond Composite Idx
MLMM- – ML Municipal Master Div-Adj Ix
MLMH- – ML BofA US Muni Bd Yield Ix
BBM-1 – BBG Muni Bond 1yr Idx
BBM-3 – BBG Muni Bond 3yr Idx
BBM-5 – BBG Muni Bond 5yr Idx
BBM-7 – BBG Muni Bond 7yr Idx
BBM-T – BBG Muni Bond 10yr Idx
BBM-F – BBG Muni Bond 15yr Idx
BBM-2 – BBG Muni Bond 20yr Idx
BBM-L – BBG Muni Bond Long Term Idx
BBM-B – BBG Muni Bond 1-10yr Blend Idx
ML-BM – ICE US Broad Municipal Idx
MLMB- – ML BBB Grade Div-Adj Muni Ix
SP-MA – S&P Municipal Bond Accrual Idx
SP-MH – S&P Municipal Bond HY DivAjd I
SP-MP – S&P Municipal Bond Puerto Rico

Click on the link above to view our new FT Cloud shareable charts.

YTD Muni Composite vs Total Bond Market

Data Quality – Screening Funds and ETFs

Trade for FastTrack v4.4 now available!

We are excited to announce the v4.4 of Trade for FastTrack! 

v4.4 is an upgrade to Trade v4.3 and now properly adjusts for splits. The new release is compiled and maintained by FastTrack. We will continue to support this version in the future.

Users who are using v4.3 for the portfolio block function need not worry! Trade for FastTrack v4.4 maintains the full function of the portfolios block while giving the user faster speeds and other improvements.

What is Trade?

Ed Gilbert created Trade for FastTrack, a remarkable 3rd party product, in the early 2000s. It automates various functions that are useful in technical analysis and trading.

Functions provided by the program include ranking, automated trading, analysis and optimization of automated trading strategies, portfolio FNU generation, generation and analysis of signals, and a powerful expression parser and FNU file generation tool. 

Who should use Trade for FastTrack?

Trade for FastTrack is available free of charge and only requires an updated subscription to FT4web.

Get started today! Full documentation and examples are ready for you in the download package below. With a quick study, you will be up and running in no time.

Download

Download Trade v4.4 here: https://www.fasttrack.net/downloads/trade4.4.0.2.zip

Full Documentation can be downloaded here:
http://invfasttrack.wpengine.com/wp-content/uploads/2019/07/TRADE.pdf

Backtest Bogle’s 3 Position Portfolio

Reduce Portfolio Volatility

Great quotes on investing for the long term. Even if your timing is the worst, over the long term equities have been “the best generator of wealth.” See the FT Cloud Spreadsheet shots confirming the quote.

 “If you look back historically, at the top in 1987 since then the annualized returns in the S&P 500 have been 9.6 percent. If you go back to March of 2000, if you bought at the top, the annualized return since then is 5.7 percent. And if you bought at the top in October 2007, annualized returns are 7.5 percent,” he said.

The three tops he was referring to were right before the 1987 crash, the top of dot-com bubble before it burst in early 2000, and the high before the 2008 financial crisis.

“At the worst times to buy in the last 30 years, the stock market has been the best generator of wealth than any asset class,” he said. So imagine the gains if investors were to have bought on the way down after those events, he added.

https://www.cnbc.com/2018/02/06/bespoke-paul-hickey-buy-dips-because-buying-at-past-tops-still-paid.html

August 1, 1988 to Feb 2, 2018

March 23, 2000 – Feb 2, 2018

October 9, 2007-Feb 2, 2018

 

ADMS – Adamas Pharmaceuticals Inc
AFFW – Affinity Mediaworks Corp
AGTC – Applied Genetic Technologies Corp
AKAO – Achaogen Inc
AKBA – Akebia Therapeutics Inc
ALLME – Alliance Media Group Holdings Inc
ALLY – Ally Financial Inc
ALNE – Alternative Energy & Environmental Solutions Inc
ALQA – Alliqua Inc
AMBR – Amber Road Inc
AMDA – Amedica Corporation
AMRK – A-Mark Precious Metals Inc
AQXP – Aquinox Pharmaceuticals Inc
ARGS – Argos Therapeutics Inc
ASPX – Auspex Pharmaceuticals Inc
ATEN – A10 Networks Inc
BALI – Balius Corp
BIOC – Biocept Inc
BLFS – BioLife Solutions Inc
BLVO – BLVD Holdings Inc
BPTH – Bio-Path Holdings Inc
BRDR – Borderfree Inc
BRG – Bluerock Enhanced Residential REIT Inc Class A
BSTA – Basta Holdings Corp
BTG – B2Gold Corp
CAMB – Cambridge Capital Acquisition Corp
CARA – Cara Therapeutics Inc
CBCA – Cannabis Capital Corp
CBDNF – CBD Energy Ltd
CBPX – Continental Building Products Inc
CBSO – CBS Outdoor Americas Inc
CBXX – CrossBox Inc
CDXI – Cardax Inc
CERU – Cerulean Pharma Inc
CIO – City Office REIT Inc
CISAA – CIS Acquisition Ltd Class A
CLDN – Celladon Corp
CLTX – Celsus Therapeutics PLC ADR
CMFN – CM Finance Inc
CNCE – Concert Pharmaceuticals Inc
CNVR – ValueClick Inc
CORI – Corium International Inc
COUP – Coupons.com Incorporated
CSLT – Castlight Health Inc Class B
CTRV – ContraVir Pharmaceuticals, Inc.
CTYM – City Media Inc
CURM – CUR Media Inc
CYMA – CymaBay Therapeutics Inc
CYRN – CYREN Ltd
DARA – DARA Biosciences Inc
DCTH – Delcath Systems Inc
DGJI – Dragon Jade International Ltd
DIGP – Digipath Inc
DPRX – Dipexium Pharmaceuticals Inc
DRNA – Dicerna Pharmaceuticals Inc
EBIO – Eleven Biotherapeutics Inc
EGDW – Edgewater Bancorp Inc
EGLT – Egalet Corp
EGRV – Engraving Masters Inc
EGRX – Eagle Pharmaceuticals Inc
ENBL – Enable Midstream Partners LP
ENLC – Crosstex Energy Inc
ENLK – EnLink Midstream Partners LP
ESCR – Escalera Resources Co
EVDY – Everyday Health Inc
FIVN – Five9 Inc
FLXN – Flexion Therapeutics Inc
FPI – Farmland Partners Inc
FSIC – FS Investment Corp
FTPR – Futura Pictures Inc
GLMD – Galmed Pharmaceuticals Ltd
GLRI – Infinity Cross Border Acquisition Corp
GNCA – Genocea Biosciences Inc
GNUSD – Genius Brands International Inc
GPRK – GeoPark Ltd
GRUB – GrubHub Inc
HAWKB – Blackhawk Network Holdings Inc Class B
HCAC – Hennessy Capital Acquisition Corp
HCT – American Realty Capital Healthcare Trust Inc
HECC – Hydrocarb Energy Corp
HIVE – Aerohive Networks Inc
HMTF – Home Treasure Finders Inc
IBP – Installed Building Products Inc
IMCL – Immunoclin Corp
IMS – IMS Health Holdings Inc
INGN – Inogen Inc
ITCI – Intra-Cellular Therapies, Inc.
KANG – iKang Healthcare Group Inc ADR
KATE – Kate Spade & Co
KING – King Digital Entertainment PLC
KN – Knowles Corporation
KOOL – Cesca Therapeutics Inc
LADR – Ladder Capital Corp Class A
LE – Lands’ End Inc
LEJU – Leju Holdings Ltd ADR
LMNS – Lumenis Ltd Class B
LQ – La Quinta Holdings Inc
MBUU – Malibu Boats Inc Class A
MC – Moelis & Company Class A
MDMJ – MASS Petroleum Inc
MDWD – MediWound Ltd
MHG – Marine Harvest ASA ADR
MJMJ – MaryJane Group Inc
MJNE – MJ Holdings Inc
MOXC – Moxian China Inc
NADL – North Atlantic Drilling Ltd
NAPO – Naprodis Inc
NCAP – Northsight Capital Inc
NEFT – NEF Enterprises, Inc
NEWM – New Media Investment Group Inc.
NGHC – National General Holdings Corp
NMEDD – New Media Insight Group Inc
NORD – Nord Anglia Education Inc
NRX – NephroGenex Inc
NTP – Nam Tai Property Inc
NWHM – The New Home Company Inc
NYRT – New York REIT Inc
OCAP – Oro Capital Corporation Inc
OPB – Opus Bank
OPWR – Opower Inc
OROE – Oro East Mining Inc
OVRL – Overland Storage Inc
PAHC – Phibro Animal Health Corp Class A
PAYC – Paycom Software Inc
PCTY – Paylocity Holding Corp
PFIS – Peoples Financial Services Corp
PIH – 1347 Property Insurance Holdings Inc
PRGB – Protea Biosciences Group, Inc.
PSTO – Powerstorm Capital Corp
QTWO – Q2 Holdings Inc
QURE – uniQure NV
RARE – Ultragenyx Pharmaceutical Inc
REPH – Recro Pharma Inc
RMMG – Remmington Enterprises Inc
ROII – Conex MD Inc
ROIQ – ROI Acquisition Corp II
RTGN – Ruthigen Inc
RUBI – The Rubicon Project Inc
RVNC – Revance Therapeutics Inc
RXII – RXi Pharmaceuticals Corp
SABR – Sabre Corporation
SBID – Symbid Corp
SEDF – Sedition Films Inc.
SILVD – Great West Recources Inc
SLMVV – SLM Corp
SMLR – Semler Scientific Inc.
SNOW – Intrawest Resorts Holdings Inc
SPWH – Sportsman’s Warehouse Holdings Inc
SQBK – Square 1 Financial Inc Class A
SUGRD – Sugar Creek Financial Corp
SYLM – Plandel Resources Inc
SYRX – Sysorex Global Holdings Corp
SZMK – Sizmek Inc
TAT – TransAtlantic Petroleum Ltd
TAYO – Taylor Consulting Inc
TEDU – Tarena International Inc ADR
TLMR – Talmer Bancorp Inc Class A
TNET – Trinet Group Inc
TOPS – TOP Ships Inc
TPVG – TriplePoint Venture Growth BDC Corp
TRIV – TriVascular Technologies Inc
TRVN – Trevena Inc
TSLX – TPG Specialty Lending Inc
TTHX – Vanell Corp
TWOU – 2U Inc
UNOV – Ultimate Novelty Sports Inc
VICA – China Northern Medical Device Inc
VRNS – Varonis Systems Inc
VRTB – Vestin Realty Mortgage II Inc
VSAR – Versartis Inc
VTL – Vital Therapies Inc
WATT – Energous Corp
WB – Weibo Corp ADR
WSTI – WindStream Technologies Inc
ZBB – ZBB Energy Corp
ZOES – Zoe’s Kitchen Inc