Ron DeLegge

California

Author, Inventor, Host of #ETFBattles, Founder @etfguide. Here's my latest book: https://t.co/New88Nq9Zx Grading your $$ @ https://t.co/keuagOvamz

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Articles

Gold ETFs Beat Bitcoin ETFs (A Lot) In Q1

1 week ago | fa-mag.com | Ron DeLegge

During hyper volatile markets, investors usually reassess what they own. They also revisit which investments are best suited for navigating bumpy times. Gold is always an obvious choice, and during the current turmoil it hasn’t disappointed. In fact, old school gold exchange-traded funds are beating even bitcoin funds by a huge margin.
Dividend ETFs Make A Comeback

3 weeks ago | fa-mag.com | Ron DeLegge

The great uncertainty of trade wars has spooked more than just politicians and the average citizen—it’s also spooked stock market investors. Roughly $1.5 trillion in value alone has deflated over the past several weeks as of mid-March. The sizzling performance of Magnificent 7 stocks, which include Amazon.com, Apple and Nvidia among others, has hit pause. And so has the insatiable appetite for expensive growth stocks.
ETFs: A Port During A Storm

3 weeks ago | fa-mag.com | Ron DeLegge

Despite the recently unsettled markets, exchange-traded funds are continuing to reshape the investment landscape. The industry is setting new records, and a variety of emerging fund types promise to help advisors and their clients navigate bumpy conditions. Even amid higher volatility, the U.S. ETF marketplace gathered an impressive $110 billion in net asset flows in February.
Dividend ETFs Make A Comeback

1 month ago | fa-mag.com | Ron DeLegge

The great uncertainty of trade wars has spooked more than just politicians and the average citizen—it’s also spooked stock market investors. Roughly $1.5 trillion in value alone has deflated over the past several weeks as of mid-March. The sizzling performance of Magnificent 7 stocks, which include Amazon.com, Apple and Nvidia among others, has hit pause. And so has the insatiable appetite for expensive growth stocks.
A New Era Of Bitcoin ETFs With Protection

1 month ago | fa-mag.com | Ron DeLegge

Investors poured $1.1 trillion into U.S. exchange-traded funds in 2024. It was an impressive figure that topped the previous record of $901 million set in 2021. As Frank Sinatra once sang, “It was a very good year.” Now a relatively new category of funds known as “buffered ETFs” is propelling the ETF industry’s asset boom. Last year, buffered ETFs vacuumed in around $14 billion after two consecutive $10 billion years.
Reducing Market Volatility With ETFs

1 month ago | fa-mag.com | Ron DeLegge

Stock market volatility, like bad weather, can strike at any time. And it's good for advisors to be familiar with ETFs designed to combat it. To that end, the latest bout of market tremors has put volatility diffusing ETFs back into the spotlight. Over the past two weeks, the CBOE S&P 500 Volatility Index (VIX) has shot ahead by over 25%.
Gold ETFs, The Quiet Winners

2 months ago | fa-mag.com | Ron DeLegge

Exchange-traded funds linked to gold might be having their Rodney Dangerfield moment: Even though they’ve been outpacing funds linked to bitcoin and technology stocks, gold still can’t get any respect. "Gold has been on fire,” said Eric Balchunas, a Bloomberg senior ETF analyst, in a recent post on X, pointing out the precious metal has been up 45% in the past year and that this is twice the performance of the Invesco QQQ ETF, which is linked to the Nasdaq-100 index.
An Expanding Category Of ETFs Built To Limit Taxes

2 months ago | fa-mag.com | Ron DeLegge

Minimizing taxes has been a longtime draw for those investing in exchange-traded funds. The funds’ unique structure prevents shareholders from saddling other shareholders with a tax bill when they decide to sell their shares. Moreover, the low portfolio turnover and in-kind redemptions also contribute to the tax efficiency of these vehicles. Now, a new category of ETFs aims to cut investors’ tax bill even further by using IRS Section 351.
A New Era Of Bitcoin ETFs With Protection

2 months ago | fa-mag.com | Ron DeLegge

Investors poured $1.1 trillion into U.S. exchange-traded funds in 2024. It was an impressive figure that topped the previous record of $901 million set in 2021. As Frank Sinatra once sang, “It was a very good year.” Now a relatively new category of funds known as “buffered ETFs” is propelling the ETF industry’s asset boom. Last year, buffered ETFs vacuumed in around $14 billion after two consecutive $10 billion years.
An ETF With Tax Benefits On Steroids

Jan 10, 2025 | fa-mag.com | Ron DeLegge

One of the longtime goals of exchange-traded fund investors (and their advisors) has been reducing their tax bite. Now, a new category of ETFs is amping up the tax benefits by using IRS Section 351. While this part of the IRS tax code might be unknown to some, it’s turning out to be a big deal for others. A Section 351 conversion lets investors move assets, including appreciated separately managed account assets, into new ETFs without paying capital gains tax immediately.