Leveraging Investment Portfolios Summary In this post, we'll model a 1x leveraged investment portfolio of JNK - SPDR Blmbg Barclays High Yield Bond ETF. …
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What’s in the FastTrack Stocks Database?
We’ve posted in the past about the decreasing number of investible stocks in the US (https://investorsfasttrack.com/is-passive-active/). Per the post, there’s …
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Smart Beta and High Yield
We’re highlighting smart beta and actively managed ETFs again this week. While still a small portion of the overall market (see the attached article), increased …
How to Choose an Benchmark – Market Indexes
We get lots of questions about indexes, specifically what are the appropriate indexes to use on the spreadsheet benchmark field. The short answer is… for US …
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Data Quality – Screening Funds and ETFs
Here’s a great illustration of why you need dividend adjustments when analyzing funds and ETFs. QLENX (a lower risk AQR managed long short fund) has been …
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Sieve Practical Example
In this post, I'll walk through a typical use case of a fund sieve. Investors Question: "I have a Fidelity retirement account. Where do I start?" For this …
Why Do Dividends Adjustments Matter?
FastTrack has been the premier provider of quality dividend adjusted ETF, fund, and stock data for many years. Serious investors know why dividends are …