Can Direct Indexing Offer a Better Alternative to ETFs?
Justin Kuepper
|
We'll look at direct indexing and whether it's actually a better alternative to...
Analyst David Palmer commented: “We are lowering our EPS estimates to account for FX, increased labor costs, and slower US SSS momentum.”
“However, even with our lower EPS estimates, McDonald’s valuation metrics compare favorably to both restaurant and consumer staples peers.”
McDonald’s is up 3% YTD.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.76% |
VFINX | Vanguard 500 Index | 1.13% |
VDIGX | Vanguard Dividend Growth | 0.57% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
We'll look at direct indexing and whether it's actually a better alternative to...
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Sam Bourgi
|
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Analyst David Palmer commented: “We are lowering our EPS estimates to account for FX, increased labor costs, and slower US SSS momentum.”
“However, even with our lower EPS estimates, McDonald’s valuation metrics compare favorably to both restaurant and consumer staples peers.”
McDonald’s is up 3% YTD.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.76% |
VFINX | Vanguard 500 Index | 1.13% |
VDIGX | Vanguard Dividend Growth | 0.57% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
We'll look at direct indexing and whether it's actually a better alternative to...
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Sam Bourgi
|
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...