Be it for the most sophisticated quants or back of the envelope calculation, corporate actions handling is integral to calculate the performance for a portfolio. Yes, the topic is complex but a structured guidance in a matrix form can be very useful.

Get your data right – in any given portfolio, weight of an individual security is influenced by its free-float i.e., shares potentially available for investors yet ‘Foreign Ownership Limit – FOL’ is often overlooked, partly because data providers don’t cover it (yes! even the biggest names) – it is a cap imposed by local regulators … Read more

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By Herbert BlankSix months ago, I discussed ways that investors could stay invested with one eye squarely on wealth preservation in a risk-on environment. We are still in a risk-onenvironment where the choices we reviewed in March are still relevant. One half of the list included five stock-based ETFs without derivatives that focus on stocks with … Read more

The following news item is an excerpt from an Investment News Article dated August 18, 2022. “Massachusetts Secretary of the Commonwealth William Galvin announced a ‘sweep’ of firms offeringthe new ETFs, which he compared to gambling at a casino. With thehttps://www.investmentnews.com/single-stock-etf-craze-leads-to-single-treasury-bond-exposure-225160first single-stock ETFs only about a month old and the pipeline for new offerings suggesting … Read more

Excellent article by Brian Chang, CFA, CFP® in Rethinking65, founded by Dorothy Hinchcliff formerly of Financial Advisor Magazine.https://lnkd.in/ePkHDKXE This clearly illustrates that being in cash – where most seniors still have the bulk of their savings – destroys personal wealth even as it makes seniors feel good about their wisdom in avoiding the stock market in days that the market goes … Read more

Posted in ValuEngine Inc. Thanks to Paul Henneman. https://lnkd.in/eaYs6ysM I say this even as I say that I believe this may be part of an emerging trend. Many mutual fund companies that are known for touting active management but had already stuck their feet in the water with ETFs will likely follow suit. J.P. Morgan Asset Management will liquidate two … Read more

iShares ESG Aware MSCI USA ETF (ESGU) Vanguard ESG U.S. Stock ETF (ESGV) Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) iShares ESG MSCI USA Leaders ETF (SUSL) iShares MSCI USA ESG Select ETF (SUSA) iShares MSCI KLD 400 Social ETF (DSI) Nuveen ESG Large-Cap Value ETF (NULV) Nuveen ESG Small-Cap ETF (NUSC) iShares ESG … Read more