High Risk Portfolio Holdings 11-1-24
Buy Rankings Week Ending 11-1-24
Buy Rankings 10-29-24
My High Risk Portfolio Holdings 10-27-24
5 Best Gold ETFs to Hold Long Term 2.8
- IAUM – iShares® Gold Trust Micro
- GLDM – SPDR® Gold MiniShares
- AAAU – Goldman Sachs Physical Gold ETF
- BAR – GraniteShares Gold Trust
- IAU – iShares Gold Trust
Universe of Gold ETFs back tested for this article:
Portfolio Visualizer fund information:
Koyfin back test:
Testfol.io back test:
Thank for reading,
Micah (aka the Deep Value ETF Investor)
Spotlight ETF: GLDM, the Low-Cost Gold Fund Leader
“State Street launched the GLDM ETF in 2018 to offer a more affordable and accessible alternative to GLD, which had become the largest gold ETF in the world and now boasts a massive $78 billion AUM. The goal behind introducing GLDM was to cater to cost-conscious retail investors and those with smaller portfolios who wanted exposure to gold but found the higher expense ratio and share price of GLD less accessible.”
Read the full article at ETF . com: https://www.etf.com/sections/features/spotlight-etf-gldm-low-cost-gold-fund-leader
Weekly Buy Rankings 10-25-24
Buy Rankings 10-24-24
Buy Rankings 10-22-24
Compare: PHO vs. FIW
Check it out at ETF . com: https://www.etf.com/tools/etf-comparison/PHO-vs-FIW#block-cr-performance
Buy Rankings 10-21-24
16 Leveraged Equity ETFs That Don’t Suck 2.8
16 Leveraged ETFs that have beat a non-leveraged S&P 500 fund for more than 10 years:
5 Best Performing Leveraged Equity ETFs
- 1 TQQQ – ProShares UltraPro QQQ
- 2 TECL – Direxion Daily Technology Bull 3X Shares
- 3 USD – ProShares Ultra Semiconductors
- 4 SOXL – Direxion Daily Semiconductor Bull 3X Shares
- 5 QLD – ProShares Ultra QQQ
Continue reading “16 Leveraged Equity ETFs That Don’t Suck 2.8”
Our Holdings 10-18-24
Weekly Buy Rankings 10-18-24
The Zacks Analyst Blog Highlights SMH, AIRR IAK, PWB and PPA
Invesco Aerospace & Defense ETF – Up 28.1%
“Invesco Aerospace & Defense ETF offers exposure to 56 companies involved in development, manufacturing, and operations, as well as provides support to U.S. defense, homeland security and aerospace. It tracks the SPADE Defense Index, charging 58 bps in annual fees from investors. Invesco Aerospace & Defense ETF has so far managed assets of $4.4 billion and has a Zacks ETF Rank #2.”
Continue reading at Zacks: https://www.zacks.com/stock/news/2350777/the-zacks-analyst-blog-highlights-smh-airr-iak-pwb-and-ppa
How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks (SYLD)
“Still, if you’re looking for expert help managing your investments, Cambria’s flagship fund, the Cambria Shareholder Yield ETF SYLD, has been among the best. The exchange-traded fund is one of the top-performing actively managed U.S. ETFs over the past five years, according to FactSet.”
Read the full article at MorningStar right here: https://www.morningstar.com/news/marketwatch/20241018267/how-this-money-managers-one-of-a-kind-fund-beats-the-market-without-nvidia-and-other-tech-stocks
Buy Rankings 10-17-24
Buy Rankings 10-16-24
Buy Rankings 10-15-24
Best Tech ETFs for Passive Investors
Investing in technology ETFs provides exposure to high-growth sectors while simplifying portfolio management. For passive investors, tech ETFs offer a diversified way to benefit from technological advancements without the complexity of individual stock picking.
Continue reading at Analytics Insights https://www.analyticsinsight.net/tech-news/best-tech-etfs-for-passive-investors
Buy Rankings 10-14-24
5 Best Natural Resources Sector ETFs to Own Long Term 2.8
- FIW – First Trust Water ETF
- RSPM – Invesco S&P 500® Equal Weight Materials ETF
- FXZ – First Trust Materials AlphaDEX® Fund
- PYZ – Invesco Dorsey Wright Basic Materials Momentum ETF
- PHO – Invesco Water Resources ETF
Koyfin Back Test:
Test Folio Back Test:
Portfolio Visualizer ETF Fund Information:
Universe of Natural Resources ETFs Back Tested:
Thanks for reading.
Micah McDonald (aka The Deep Value ETF Investor)
Buy Rankings – Week Ending 10-11-24
Buy Rankings 10-10-24
An ETF Strategy for Deferring Embedded Gains
Cambria Investments is exploring a new strategy in the ETF space by soliciting seed capital from investors and financial advisors who want to defer embedded capital gains.
A decade in the making, the Cambria Tax Aware ETF (TAX) is coming together through a partnership with Cambria and ETF Architect that will be funding the new ETF through an exchange of outside portfolio investments.
Continue reading at Trading View: https://www.tradingview.com/news/etfcom:485f25408094b:0-an-etf-strategy-for-deferring-embedded-gains/
Buy Rankings 10-9-24
Rethinking The Approach To Small-Cap Value Exposure
IJS: Rethinking The Approach To Small-Cap Value Exposure
Summary
- IJS offers cheap exposure to undervalued small-cap U.S. stocks.
- Small-cap value stocks are well-positioned to outperform given the expectation of a market with increasing risk appetite.
- IJS has shown long-term outperformance against alternatives such as small-cap growth and large-cap value, but it has underperformed RWJ, a similar ETF with a different weighting approach.
continue read at SA: https://seekingalpha.com/article/4725526-ijs-rethinking-the-approach-to-small-cap-value-exposure
Buy Rankings 10-8-24
Buy Rankings 10-7-24
5 Best Technology Sector ETFs to Own Long Term 2.8
- SMH VanEck Semiconductor ETF
- VGT Vanguard Information Technology Index Fund ETF Shares
- IYW iShares U.S. Technology ETF
- SOXX iShares Semiconductor ETF
- IGM iShares Expanded Tech Sector ETF
SMH vs VGT vs IYW vs SOXX vs IGM
Universe of Technology Sector ETFs that were compared in this ranking.
Portfolio Visualizer view
Koyfin view
Testfolio view
The Deep Value ETF Investor website
I’m Back…
Hello Fellow Investors
After a 5-month hiatus, I have decided to start blogging again on this website. I have changed the name to The Deep Value ETF Investor blog. You will be able to arrive at this website thru any one of these 3 addresses:
Thank you to all who have remained readers of this blog.
I will start posting to the blog today.
Sincerely
Micah
The Deep Value ETF Accumulator Ends Posting to this Website Today 5-19-24
Hi all.
I am going to shut down my website in the near future.
I have quit creating new posts on my website as of today, but I will keep the website open indefinitely for the archives.
This style of investing has afforded me the opportunity to enter semi-retirement.
I will continue to invest in the same manner, but rather than posting about investments on this site, I will be utilizing my social media accounts.
X (aka Twitter): https://twitter.com/MicahMcDonald8
StockTwits: https://stocktwits.com/DeepValueETFAccumulator
Facebook: https://www.facebook.com/groups/1673150382719085
Thanks to all who have visited my website, much appreciated.
Micah
The Deep Value ETF Accumulator Holdings 5-17-24
The Deep Value ETF Accumulator Weekly Buy Rankings 5-17-24
5 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.7
XMMO vs FPX vs IMCG vs MDYG vs IJK
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Asset Category: U.S. Mid Cap Growth
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Long-Term Performance: 10.22% CAGR
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Correlation to U.S. Markets: 0.95
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S&P 500 Performance (US Large Cap Blend): 10.56% CAGR
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Back test timeframe: January 1972 – April 2024
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Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)
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Long-Term Performance: 8.10% CAGR
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Correlation to U.S. Markets: 0.94
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S&P 500 Performance: 7.39% CAGR
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Back test timeframe: August 2000 – April 2024
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Number of ETFs available in this asset class: 36
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Number of ETFs in this asset class that are 10-years old or older: 12
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2024
Continue reading “5 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.7”
The Deep Value ETF Accumulator Holdings 5-11-24
Is Schwab US Dividend Equity ETF the Best Dividend ETF for You? (SCHD)
Schwab US Dividend Equity ETF looks beyond dividends to help create its portfolio, an extra step that should interest most income investors.
— Read on www.fool.com/investing/2024/05/11/is-schwab-us-dividend-equity-etf-the-best-dividend/
The Deep Value ETF Accumulator Weekly Buy Rankings 5-10-24
Should You Invest in the Invesco S&P 500 Equal Weight Utilities ETF (RSPU)?
Launched on 11/01/2006, the Invesco S&P 500 Equal Weight Utilities ETF (RSPU) is a passively managed exchange traded fund designed to provide a broad exposure to the Utilities – Broad segment of the equity market.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-invesco-sp-500-equal-weight-utilities-etf-rspu-4
Should You Invest in the Invesco S&P 500 Equal Weight Health Care ETF (RSPH)?
Sector ETF report for RSPH
— Read on nz.news.yahoo.com/finance/news/invest-invesco-p-500-equal-102007681.html
Better Buy: Vanguard High Dividend Yield ETF vs. Schwab U.S. Dividend Equity ETF (SCHD)
Find out which dividend ETF reigns supreme.
— Read on uk.news.yahoo.com/finance/news/better-buy-vanguard-high-dividend-141600449.html
The Deep Value ETF Accumulator Weekly Buy Rankings 5-3-24
Should Invesco QQQ (QQQ) Be on Your Investing Radar?
Style Box ETF report for QQQ
— Read on www.zacks.com/stock/news/2264622/should-invesco-qqq-qqq-be-on-your-investing-radar
Defining Stock Market Modes: Depression, Crash, Bear, Correction, Dip, Pause & Hold (repost)
While interpolating the Deep Value ETF Accumulator chart, one might ask what is meant by the “MODE”.
The modes are simple lines-in-the-sand that represent how far a financial instrument such as a stock, bond, index or ETF has fallen from a recent peak price.
I’ll let you know up front, I had to do an internet search to find this information. The best information I found on this subject was from Joshua M. Brown (aka Downtown Josh Brown) at this website: http://thereformedbroker.com/2014/02/03/a-field-guide-to-stock-market-corrections-2/
Here is the chart he used to define each mode:
I use a very similar method to define the mode of each ETF in the Deep Value ETF Accumulator chart. I added the “HOLD” mode because that helps me identify holdings that are ripe for selling off some excess returns; i.e. trim-the-fat. Most of the time, I am holding the ETF’s that are at or near their 52-week or all-time highs (ATH), but sometimes I will trim-the-fat and move some money to a fund that is out-of-favor.
The ETF’s that I track are usually hovering in the “Pause thru Correction” modes. As of today, 12-22-16 there are only two that are dancing in and out of Bear and Correction modes. Back in early 2016, a few of the ETF’s were flirting with Crash mode, but they didn’t quite make the grade. It is my preference to accumulate shares that are “on sale”. So, that is why the rankings in the Deep Value ETF Accumulator chart are based on this list of modes and percentage points off from 52 week highs.
If you look at the following links about the frequency of stock market crashes and bear markets, you’ll quickly realize that they are relatively infrequent and therefore the broad markets do not give us a great deal of opportunities to “buy low”.
https://en.wikipedia.org/wiki/List_of_stock_market_crashes_and_bear_markets
http://www.yardeni.com/pub/sp500corrbear.pdf
https://www.americanfunds.com/individual/planning/market-fluctuations/past-market-declines.html
https://www.bloomberg.com/view/articles/2016-01-22/corrections-bear-markets-recessions-and-crashes
So, the fewer the asset classes in the portfolio that you are willing to accumulate, the fewer opportunities you may have to “buy low”. Yes, I may be overdiversified or even “diworsified”, but that is a risk that I am willing to take. For example, as of today, we are in a raging bull market. Almost everything is expensive and a typical 4 fund portfolio would give us scant few opportunities to “buy low”.
On the other hand, you could open-up the number of investable securities to accumulate, and then you will most certainly find good funds that are currently out of favor. Here’s a Deep Value ETF Accumulator chart from 12-21-16 for comparison.
I know some people like to buy the dip (BTD), but I prefer to buy corrections, bears and crashes.
Thank you for reading and check back again soon for information on how to find value in traditionally growth-oriented asset classes.
Micah McDonald
The Deep Value ETF Accumulator
5 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.7
VCR vs XLY vs IYC vs PEJ vs XHB
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Asset Class: Consumer Discretionary Sector
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Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)
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Correlation to U.S. Markets: 0.88
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Long-Term Performance: 9.29% CAGR
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S&P 500 Performance: 7.80% CAGR
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Back test timeframe: January 1999 – March 2024
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Number of ETFs available in this asset class: 32
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Number of ETFs in this asset class that are 10-years old or older: 16
XLY vs SPY: January 1999 – March 2024
Continue reading “5 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.7”
The Deep Value ETF Accumulator Holdings 4-26-24
The Deep Value ETF Accumulator Weekly Buy Rankings 4-26-24
5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs RFV vs DON 1.7
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Asset Category: U.S. Mid Cap Value
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Correlation to US Markets: 0.91
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Long-Term Performance: 12.64% CAGR
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S&P 500 Performance (US Large Cap Blend): 10.66% CAGR
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Back test timeframe: January 1972 – March 2024
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Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)
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Correlation to US Markets: 0.91
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Long-Term Performance: 10.19% CAGR
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S&P 500 Performance: 7.60% CAGR
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Back test timeframe: August 2000 – March 2024
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Number of ETFs available in this asset class: 40
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Number of ETFs in this asset class that are 10-years old or older: 20
U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2024