Insights


Uncommon analysis for advisors and portfolio managers.

Salt-Financial-Insights

Featured insights on index investing,
ETF trends, liquidity, and monitoring risk

Tony Barchetto, CFA
Momentum Unplugged
The biggest momentum ETF in the market just got a makeover as of November 30th—and not everyone may like its new haircut...
Tony Barchetto, CFA
Salt ETFs Perspective: Don’t Judge an ETF by the ADV
In one of our earlier posts, we outlined some simple trading tips for investors and advisers trading US equity-based ETF...
Ryan Poirier, CFA, FRM
Red or Blue…Investors See Green?
With the election now history, investors can focus on the rest of the year with one less uncertainty. But what can they ...
Ryan Poirier, CFA, FRM
October: A Trick or Treat for Bears?
Halloween was yesterday, and October lived up to its reputation as a scary month for the markets with the S&P dropping 6...
Ryan Poirier, CFA, FRM
Gimme Shelter: High Beta Stocks Tend to Outperform When Rates Rise
Many investors fear rising rates could lead to poor performance for stocks, although the link between the two is not a...
Tony Barchetto, CFA
Mega-cap tech is driving most of the market gain so far in 2018. Is that unusual?
The top 5 contributors to S&P 500 return this year drove 42.4% of the gain through Q3 2018[*] The weighted average co...
Ryan Poirier, CFA, FRM
Factor Investing Mastery in Under 6 Minutes
Factor portfolios are built by having positive (negative) exposure to securities with positive (negative) expected exc...
Tony Barchetto, CFA
ETF Trading 101… for Investors
Most ETFs trade less actively and tend to be used for longer-term investing A few simple guidelines can help advise...
Ryan Poirier, CFA, FRM
The Curse of Being Correct: Volatility
Daily reset leveraged ETFs are generally only suitable for short-term trading, not longer-term investing. Although ...
Tony Barchetto, CFA
Quarterly Review: Spotlight on Sector Concentration
Style and factor indices tend to have a higher concentration in a few sectors in comparison to broader market indices. ...