Portfoliowise

https://portfoliowise.com/

Last activity: 12.10.2020

Categories: AnalyticsBusinessFinTechPlatformService

PortfolioWise is a website that rates over 1, of the most popular ETFs in the market, covering U.S. equity ETFs, Fixed Income and Global markets. The rating system is powered by Chaikin Analytics’ award-winning research. Their market-tested methodology has been rating US equities for more than ten years.

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Followers

126

Website visits

2.5K /mo.

Mentions

Overview

Location

United States, Pennsylvania, Philadelphia

Employees

11-50

Founded date

2019

Mentions in press and media 17

Date	Title	Description
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Sep 24, 2020	Getting By In Uncle Fed’s “Sistine Chapel” Fixed-Income Market	Question: What does the fixed income market have in common with the Sistine Chapel? Answer: The main action is on the ceiling. The Federal Reserve recently strengthened the scaffold holding us up by suggesting rate increases won’t come befo...
Sep 21, 2020	Legit Value: Six Interesting Infrastructure Plays	I could understand how anyone who read my post last week, which suggested Defunding the Value Police, might come away with the idea that I’m anti-value, a spokesperson for the dark side. Not so, not at all. I’ve always been about value and ...
Sep 14, 2020	The Tech Correction May Cause The Value Police To Smile, But They’re Still Wrong	Softbank shenanigans aside, I wouldn’t be at all if the market’s recent tech wreck caused the Value Police, who seem to have been defunded long ago, to jump, pointing fingers, and saying “See, see, we told you so, it’s 2000 all over again” ...
Jul 15, 2020	Why I Don’t Expect A Value-Crash In Future-FANMAG Type Stocks	Lately and over the course of several articles, I and my colleague Dan Russo, Chief Market Strategist at Chaikin Analytics,, have been advocating in favor of ETFs that emphasize innovation-focused companies, the ones that have the potential...
Jul 8, 2020	Junk Bond ETFs With Better-Polished Holdings	Having cut my teeth with High-Yield (Junk) bonds back in the heyday of the era, when Drexel Burnham and Michael Milken ruled the kingdom from the famous X-shaped Beverly Hills trading floor (with Milken holding down the center point) and an...
Jul 1, 2020	Evaluating The Efficacy Of The Model That’s Flashing Green On Many 2040-FANMAG Themed ETFs	Last week’s post discussed the Thematic Global ETFs and their potential to point today’s investors toward stocks that may become the FANMAG of 2040. I provided access to a spreadsheet identifying 97 of them and in the text of the article, I...
Jun 24, 2020	FANMAG Versus The Future — ETFs To Get You Where You Want To Go	I’ve written critically of well-established mega-ETFs that are all in on FANMAG — Facebook (FB), Amazon (AMZN), Netflix (NFLX), Microsoft (MSFT), Apple (AAPL) and Google (GOOGL) — and similar kinds of popular stocks, not necessarily because...
Jun 17, 2020	Use These ETFs To Livestream eConnectivity Into Your Portfolio	I just discovered a tool for assessing the ubiquitousness of a new social-cultural trend: Spellcheck! I noticed, as I experimented with various titles to this post, that spellcheck did not cue an error for eConnectivity. I knew about eSport...
Jun 10, 2020	Income For Retirees: Finding A Tolerable Yield While Avoiding Traps	Fed Chair Jerome Powell may be a Godsend to the Covid-era financial markets, but to retirees, he’s the Scrooge-like boss that keeps pushing wages down toward what has to seem like starvation levels. That’s what the aggressive interest-rate ...
Jun 3, 2020	The “Smart Beta” Idea Has Been Stretched, But Now Is The Time To Get Back To Basics	Last week, I took issue with the way mathematical inertia induced by market-capitalization weighting is causing the SPDR S&P 500 ETF (SPY) (ETF Home) to have an extreme concentration in well-known names, mainly those that comprise the p...
May 27, 2020	You May Be More Into FANG/FANMAG Stocks Than You Realize	It’s been said time and again that one of the advantages of owning shares of an ETF is the one-trade access it provides to a diversified portfolio. Whether the ETF is oriented toward an asset class, a region, a line of business or a general...
May 6, 2020	Be Creative When Searching For Growth, Lest You Just Wind Up With Empty Glamor	After having written last week about Large-Cap Value ETFs, it seemed natural that I’d now turn to Large-Cap Growth. But a funny thing happened on the way to the new article: I hated the ETFs I was initially seeing. It’s not the companies in...
Apr 28, 2020	Off-The-Beaten-Path Large-Cap Value ETFs	If you want to stand out from the investment-community crowd, you’re probably going to want to be in stocks/ETFs the crowd isn’t seeing or buying. Let’s face it, no advisor is going to attract new clients by loading up on the S&P 500 SP...
Apr 22, 2020	Spurred By Coronavirus, Healthcare ETFs Have Been Hot, But Even Within This Group, Be Selective	Table 1b
Apr 15, 2020	Utility ETFs: Boring But Tasty In Their Own Way	When I started as an analyst back in 19_none_of_your_business, we rookies typically hid under our desks or in restroom stalls when we knew Lou K, the Assistant Research Director who handled assignments, was looking to unload a pile of utili...
Apr 10, 2020	Dividend ETFs: Watch For Mirages If You Think You See A Free Lunch	Expecting to find a “free lunch” in the market (returns potential that exceeds risk) has pejorative connotations, but in reality, anybody who doesn’t strictly adhere to the efficient market theory is, one way or another, trying to accomplis...

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FAQ about Portfoliowise

When was Portfoliowise founded?

Portfoliowise was founded in 2019.

What has the press written about Portfoliowise?

Parsers VC has collected 17 articles mentioning Portfoliowise, among them “Getting By In Uncle Fed’s “Sistine Chapel” Fixed-Income Market” (Sep 24, 2020) and “Legit Value: Six Interesting Infrastructure Plays” (Sep 21, 2020).

Is Portfoliowise still active?

Yes, Portfoliowise is active; its latest activity on Parsers VC dates from Oct 12, 2020.