About the Editor
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Johnson holds a bachelor's degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.


Investment Strategy
Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Ben Johnson draws upon academic and practitioner research — including Morningstar's sizeable bench of stock, bond and fund analysts — to find reliable drivers of outperformance.

Morningstar ETFInvestor features two real-money portfolios.

The ETF Income Portfolio assembles a high-quality collection of income-generating ETFs with the goal of earning 5% in excess of the 30-day T-bill rate over a full business cycle. The portfolio adheres to a benchmark-agnostic strategy in its search for absolute returns.

The ETF Global Asset Allocation Portfolio, on the other hand, is more benchmark sensitive. It seeks undervalued asset classes with improving fundamentals. The strategy seeks to beat the 60/40 MSCI ACWI/Barclays US Aggregate benchmark over a full business cycle, with the least risk possible.

 
 
Jul 05, 2015
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About Editor Editor's Photo
Ben Johnson, CFA,
Director, Global ETF Research and Editor
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served
Featured Posts
ETFInvestor Weekly Update - July 3, 2015

Holiday-Shortened Update

I’m out on vacation this week. We’ve made our annual pilgrimage to South Jersey for some rest and relaxation at the shore. Okay, so with five little ones under one roof (two of which are mine), there’s not a lot of R&R going on, but plenty of fun to be had.

I don’t have anything to share this week aside from a holiday-themed reading list. As those of us in the U.S. gather to celebrate our freedom, it’s important to take time to remember those who forged it and continue to fight to protect it. The books below are some of my favorite stories of real American heroes.

Enjoy the long holiday weekend!

Best,

Ben

 


 

“The Americanization of Benjamin Franklin”, by Gordon S. Wood

This book follows the fascinating evolution of one of America’s most celebrated founding fathers.

“The Rise of Theodore Roosevelt” and “Theodore Rex”, by Edmund Morris

The pair represents the best presidential biographies I’ve ever read. They are meticulously researched and very well-written.

“Lone Survivor”, by Marcus Luttrell

The former U.S. Navy SEAL’s account of Operation Redwing is a testament to the grit and bravery of the men and women that serve in our Armed Forces.

Portfolio Holdings
Income Portfolio
ETF
YTD Ret %
Price $
-0.7
106.5
CASH$
N/A
1.0
2.5
58.1
6.6
65.8
-1.5
11.3
-2.4
20.2
-4.6
29.3
-3.3
38.5
-0.4
24.6
Global Asset Allocation Portfolio
ETF
YTD Ret %
Price $
-0.7
106.5
CASH$
N/A
1.0
2.5
58.1
-2.3
20.2
-4.6
29.3
-3.3
38.5
5.6
40.0
-2.3
79.3
-0.4
24.6
Most Popular ETFs
ETF Name
YTD Rtn %
3 Yr Rtn %
Trading Vol.
NASDAQ 100 Trust Shares
-10.76
1.45
125,000,944
SPDRs
-3.64
2.68
87,466,496
Semiconductor HOLDRs
-6.23
-11.66
26,838,700
iShares MSCI Japan Index
-6.59
7.18
17,256,500
iShares Russell 2000 Index
-7.46
6.43
16,210,700
Energy Select Sector SPDR
15.88
15.50
14,900,000
Financial Select Sector SPDR
-8.42
2.61
11,612,800
DIAMONDS Trust, Series 1
-3.75
2.21
7,350,600
Utilities Select Sector SPDR
6.84
6.82
3,848,200
Materials Select Sector SPDR
-4.31
8.50
2,179,300
 
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