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22 Feb 2021
The Thrift Savings Plan is the first thing that comes to mind when many military members think about investing. The TSP is a great investment vehicle and should be a big part of your retirement planning. However, there are other retirement plans you may be able to invest with, including an Individual Retirement Arrangement, or IRA.
IRAs have a few advantages over investing with the TSP. First, you have access to a wider range of investments. The TSP is limited to five basic stock and bond funds, plus a variety of target date funds. But IRAs can hold investments in stocks, bonds, mutual funds, Exchange Traded Funds (ETFs), precious metals, real estate and much more. Just make sure your investments fit in your overall investment strategy.
Multi-Factor + Energy? The JHME ETF Is Already Up 20% YTD February 22, 2021
With an energy rally underway thanks to strong oil prices and a keen interest in renewable sources, ETF investors can get a factor-based strategy in the sector using the
JHME seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the John Hancock Dimensional Energy Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund’s index.
The index is designed to comprise securities in the energy sector within the U.S. Universe whose market capitalizations are larger than that of the 1001st largest U.S. company at the time of reconstitution. The fund is up 30% within the last six months.
How Custom Baskets Could Revolutionize Semi-Transparent ETFs February 23, 2021
Actively managed exchange traded funds that combine ETF and mutual fund traits may be getting a big boost.
“Natixis Investment Managers has received approval from the Securities Exchange Commission (SEC) for the use of custom baskets in actively managed semi-transparent exchange-traded funds (ETFs) that follow the New York Stock Exchange (NYSE)’s Proxy Portfolio Methodology approach,” according to a statement.
Integral to the success of semi-transparent ETFs are mechanics, such as the verified intraday indicative value (VIIV), which is calculated and disseminated every second throughout the trading day by the exchange these ETFs trade on.