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Retail investor exuberance is a trainwreck waiting to happen, warns ETF Action's Akins
CNBC Television· 2025-08-21 17:41
Let's back up a little bit and talk about ETF and overall ownership trends. Mike, you're seeing a stronger bifurcation between institutional and individual investors. Uh, and that actually is concerning to you.Why. >> Well, I think product peripholation in the ETF market is is at its all-time high right now. Um, and if you look at the ETF market and break down ownership of the ETF market, it gives you a sense of how these products are being used. So as a just baseline about 64% of the entire ETF market can ...
IYZ: Concentrated Telco ETF, Hard To See The Upside
Seeking Alpha· 2025-08-19 23:45
Industry Overview - The telecom industry has experienced a positive year, with a rise of approximately 13% and 30% on a yearly basis, although this performance remains below that of the broader S&P 500 [1] Performance Analysis - Over a 5-year period, the telecom industry's returns have been analyzed, indicating a need for further evaluation against historical performance metrics [1]
Key themes to watch in ETFs this summer
CNBC Television· 2025-06-16 21:41
Todd, I'll go to you for this one first. Some argue that the AI trade really falls into more of that thematic bucket. There's a wide array of thematic ETFs out there for just about anything.If you can think it, there's probably an ETF for it. But how much of one's portfolio should be allocated to themes. You mentioned just how much in the beginning some advisers are allocating to the thematic trade, but is there any kind of a consensus building that you can see about whether that consensus is either underpl ...