Corey Williams
Corey Williams's Latest Posts
SET Portfolio Update September 2016
Time To Take Profits We are selling two positions… SPDR S&P Homebuilders (XHB) First Trust NASDAQ ABA Community Bank Index Fund (QABA) Each one of these ETFs shares a common cause for concern. Each is sensitive to rising interest rates, and even though the drumbeat of rising rates has now been pounding away for months, […]
SET Monthly Issue September 2016
DRIVEN BY DIVIDENDS Sector investing is smart. It shields us from swoons, like we saw in the energy business a few years ago, and like we saw in financials and financial services earlier this year. Harnessing your sector ETFs to an asset allocation strategy that supports your investing goals is a foundation for success. So […]
SET Portfolio Update August 2016
The Road Ahead For Sector ETFs Naturally, we’re always looking for sectors where there is a good case to be made for above average returns and growing share prices. This usually means we need three factors to come together in a perfect storm. One is market sentiment that’s specific toward a sector. We are looking […]
SET Portfolio Update July 2016
What The Bizarre Bond Market Is Telling ETF Investors When we look back on 2016, the lackluster economic growth, the convulsions of Brexit, and the upheavals on the American political landscape, what else will turn out to be significant? There’s always the bond market. No matter how loud the sound of alarm bells clanging or […]
SET Monthly Issue July 2016
RUNNING WITH THE BIG DIGITAL DOGS No corner of our sprawling economy is as disruptive, dynamic, and innovative as the technology sector. Tech is also the single largest part of the economy, even larger than the financial or industrial sector. No company in the technology sector can take anything for granted, not in a business […]
SET Portfolio Update June 2016
BREXIT: THE AFTERMATH It’s like driving past a terrible wreck. This past Friday morning, we couldn’t help but take a look at what was happening with the iShares MSCI United Kingdom ETF (EWU)… On Thursday, it closed at $16.55. Friday, it closed at $14.57. But here’s some context for you. Less than six months ago, […]
SET Monthly Issue June 2016
WAITING FOR THE NATURAL GAS REBOUND Erath, Louisiana is in Vermilion Parish, the heart of Cajun country. It’s home for 2,200 people, Big John’s Seafood Patio, and The Henry Hub. The Henry Hub is the crossroads of America’s natural gas pipelines. Nine interstate and four intrastate pipelines come together in Erath, and it’s such an […]
SET Portfolio Update May 2016
There is a new batch of uncomfortable rumblings in the retail sector, and they’re prompting us to recommend selling our Market Vectors Retail ETF $RTH. More on this coming up in the updates below. Let’s take a closer look at what’s going on in the retail side of the economy, what this might mean, and […]
SET Monthly Issue May 2016
THE END OF OILPATCH AGONY It’s something all of us have had a hunch would happen sooner or later. Crude oil prices would eventually bottom out and the energy business would rebound. But it’s the timing that’s been devilish to decipher. The risks of getting back in too soon have been tough to ignore. We […]
SET Portfolio Update April 2016
We try to avoid falling into the tender trap of a “flavor of the month” when it comes to looking at what’s been unfolding on the markets, and what factors are in play with our portfolio of ETFs. Last month, we examined the ups and the downs of the $VIX, the volatility index that tracks […]
