Read Keeley Teton Advisors LLC Purchases 730 Shares of Invesco QQQ Trust (NASDAQ:QQQ) at Defense World
— Read on www.defenseworld.net/2023/02/22/keeley-teton-advisors-llc-purchases-730-shares-of-invesco-qqq-trust-nasdaqqqq.html
iShares Residential Real Estate ETF (REZ) Shares Purchased by Keeley Teton Advisors LLC
Read iShares Residential Real Estate ETF (NYSEARCA:REZ) Shares Purchased by Keeley Teton Advisors LLC at Defense World
— Read on www.defenseworld.net/2023/02/21/ishares-residential-real-estate-etf-nysearcarez-shares-purchased-by-keeley-teton-advisors-llc.html
Tower Research Capital LLC TRC Purchases New Stake in iShares Morningstar Mid Growth ETF (IMCG)
Read Tower Research Capital LLC TRC Purchases New Stake in iShares Morningstar Mid Growth ETF (NYSEARCA:IMCG) at ETF Daily News
— Read on www.etfdailynews.com/2023/02/20/tower-research-capital-llc-trc-purchases-new-stake-in-ishares-morningstar-mid-growth-etf-nysearcaimcg/
Sigma Planning Corp Buys 1,071 Shares of Invesco S&P 500 Equal Weight Utilities ETF (RYU)
Read Sigma Planning Corp Buys 1,071 Shares of Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RYU) at Defense World
— Read on www.defenseworld.net/2023/02/21/sigma-planning-corp-buys-1071-shares-of-invesco-sp-500-equal-weight-utilities-etf-nysearcaryu.html
Quadrant Capital Group LLC Acquires New Position in SPDR Portfolio Emerging Markets ETF (SPEM)
Read Quadrant Capital Group LLC Acquires New Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/02/22/quadrant-capital-group-llc-acquires-new-position-in-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
DIVIDEND ANNOUNCEMENT: US MidCap Divid Fund (DON) 02/21/2023 declared dividend $0.0100/sh (2.05% yield)
US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 02/21/2023 declared a dividend of $ 0.0100 per share payable on February 27, 2023 to shareholders of record as of February 23, 2023. Dividend amount recorded is an increase of $ 0.005 from last dividend Paid.
US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.5045127869% and has increased its dividends for 1 successive years.
Accumulated 2X Leveraged Health Sector Equities (RXL) 2-21-23
Today we accumulated more shares of the ProShares Ultra Health Care ETF (RXL). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in RXL right here: 4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only)
Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) Shares Acquired by SVB Wealth LLC
Read Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) Shares Acquired by SVB Wealth LLC at Defense World
— Read on www.defenseworld.net/2023/02/17/xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef-shares-acquired-by-svb-wealth-llc.html
Financial Partners Group Inc Buys 2,421 Shares of Invesco QQQ Trust (QQQ)
Financial Partners Group Inc boosted its stake in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 23.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,812 shares of the exchange traded fund’s stock after purchasing an addi
— Read on www.marketbeat.com/instant-alerts/nasdaq-qqq-sec-filing-2023-02-17/
GHP Investment Advisors Inc. Purchases 2,006 Shares of iShares Morningstar Mid Growth ETF (IMCG)
Read GHP Investment Advisors Inc. Purchases 2,006 Shares of iShares Morningstar Mid Growth ETF (NYSEARCA:IMCG) at ETF Daily News
— Read on www.etfdailynews.com/2023/02/18/ghp-investment-advisors-inc-purchases-2006-shares-of-ishares-morningstar-mid-growth-etf-nysearcaimcg/
The Deep Value ETF Accumulator Holdings 2-18-23
Toronto Dominion Bank Invests $108,000 in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Toronto Dominion Bank Invests $108,000 in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at ETF Daily News
— Read on www.etfdailynews.com/2023/02/17/toronto-dominion-bank-invests-108000-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn/
Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by GHP Investment Advisors Inc.
Read Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by GHP Investment Advisors Inc. at Defense World
— Read on www.defenseworld.net/2023/02/18/schwab-us-dividend-equity-etf-nysearcaschd-shares-purchased-by-ghp-investment-advisors-inc.html
The Deep Value ETF Accumulator 2-17-23
SCHD: I Concede, This Dividend ETF Is The King. (NYSEARCA:SCHD)
I am a habitual self-indexer, using different value metrics and cloning strategies to build parts of my portfolio. Read more here.
— Read on seekingalpha.com/article/4579090-schd-dividend-etf-king
Bond ETFs are bouncing back this year. Here’s why (JPST)
After a dismal 2022 for fixed income funds, bonds are steadily regaining steam in the new year thanks in part to an inverted yield curve.
— Read on www.cnbc.com/2023/02/15/bond-etfs-are-bouncing-back-this-year-heres-why.html
Investors Discover Gold ETF for the Long Term (GLDM)
The yellow metal’s price hasn’t fluctuated much, and investors don’t seem to mind.
— Read on www.etf.com/sections/features-and-news/investors-discover-gold-etf-long-term
Surprising Growth Avenues Available in Utilities Sector (RYU)
Utilities stocks have historically been favored by investors seeking the combination of low volatility and above-average dividend yields.
— Read on www.etftrends.com/portfolio-strategies-channel/surprising-growth-avenues-available-in-utilities-sector/
3 Great ETFs to Buy for Your Long-Term Portfolio (JPST)
Vanguard Short-Term Corporate Bond Index Fund(NASDAQ:VCSH): With the labor market still running hot, the Fed is likely to continue raising interest rates throughout this year. Amid this, investors might consider buying quality ETFs, Vanguard Short-Term Corporate Bond Index Fund (VCSH), JPMorgan Ultra-Short Income ETF (JPST), and SPDR S&P MIDCAP 400 ETF Trust (MDY) to ensure steady returns for 2023 and beyond. Read on…
— Read on stocknews.com/news/vcsh-jpst-mdy-3-great-etfs-to-buy-for-2023-and-beyond/
Rosenbluth Gets Active on ETF Edge (JPST)
VettaFi director of research Todd Rosenbluth appeared with PIMCO’s Jerome Schneider and JP Morgan’s James McNerny, on ETF Edge.
— Read on etfdb.com/active-etf-channel/rosenbluth-gets-active-on-etf-edge/
Accumulated Diversified Emerging Markets Equities (FEMS) 2-13-23
Today we accumulated more shares of the First Trust Emerging Markets Small Cap AlphaDEX® Fund (FEMS). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FEMS right here: 4 Best Diversified Emerging Markets ETFs to Own Long-Term
Opened New Position in 2X Leveraged Health Sector Equities (RXL) 2-13-22
Today we opened a new position in the ProShares Ultra Health Care ETF (RXL). Read why we invest in RXL right here: 4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5
Best Growth ETFs (Updated February 2023) – ETF Focus on TheStreet: ETF research and Trade Ideas (IMCG)
Growth has made a huge comeback after a miserable 2022. Vanguard, iShares and SPDR ETFs are among the best for investing in this theme.
— Read on www.thestreet.com/etffocus/
XAR: An Equal-Weight Defense ETF For A Dangerous World (XAR)
Considering U.S. defense companies dominate the West’s global defense spending, SPDR S&P Aerospace & Defense ETF might be just the ticket. Click for my review of XAR.
— Read on seekingalpha.com/article/4577799-xar-an-equal-weight-defense-etf-for-a-dangerous-world
IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term 1.6
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Asset Class: Gold
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Long-Term Performance: 7.54% CAGR
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Correlation to U.S. Markets: 0.02
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U.S. Large Cap Blend Performance (S&P 500): 10.33% CAGR
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Back test timeframe: January 1972 – January 2023
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Oldest ETF back tested: SPDR Gold Shares (GLD)
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Long-Term Performance: 7.89% CAGR
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Correlation to U.S. Markets: 0.08
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S&P 500 Performance: 9.16% CAGR
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Back test timeframe: December 2004 – January 2023
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Number of ETFs available in this asset class: 8
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Number of ETFs in this asset class that are 1-year old or older: 8
Gold vs S&P 500: January 1972 – January 2023
Continue reading “IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term 1.6”
The Deep Value ETF Accumulator Holdings 2-12-23
Pinnacle Wealth Management Advisory Group LLC Grows Position in Invesco QQQ Trust (QQQ)
Pinnacle Wealth Management Advisory Group LLC raised its position in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 16.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,994 shares of the exchange
— Read on www.marketbeat.com/instant-alerts/nasdaq-qqq-sec-filing-2023-02-10/
Invesco S&P 500 Equal Weight Utilities ETF (RYU) Shares Acquired by Prudential Financial Inc.
Read Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RYU) Shares Acquired by Prudential Financial Inc. at ETF Daily News
— Read on www.etfdailynews.com/2023/02/12/invesco-sp-500-equal-weight-utilities-etf-nysearcaryu-shares-acquired-by-prudential-financial-inc/
Creative Planning Acquires 1,395 Shares of First Trust Water ETF (FIW)
Read Creative Planning Acquires 1,395 Shares of First Trust Water ETF (NYSEARCA:FIW) at Defense World
— Read on www.defenseworld.net/2023/02/05/creative-planning-acquires-1395-shares-of-first-trust-water-etf-nysearcafiw.html
Udine Wealth Management Inc. Takes Position in Schwab US Dividend Equity ETF (SCHD)
Read Udine Wealth Management Inc. Takes Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at ETF Daily News
— Read on www.etfdailynews.com/2023/02/10/udine-wealth-management-inc-takes-position-in-schwab-us-dividend-equity-etf-nysearcaschd/
The Deep Value ETF Accumulator 2-10-23
OLD National Bancorp IN Makes New Investment in iShares S&P Small-Cap 600 Growth ETF (IJT)
Read OLD National Bancorp IN Makes New Investment in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/02/06/old-national-bancorp-in-makes-new-investment-in-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html
Simplex Trading LLC Boosts Stake in Schwab US Dividend Equity ETF (SCHD)
Read Simplex Trading LLC Boosts Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/02/05/simplex-trading-llc-boosts-stake-in-schwab-us-dividend-equity-etf-nysearcaschd.html
Invesco QQQ Trust (QQQ) is Camden Capital LLC’s 7th Largest Position
Camden Capital LLC raised its stake in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 0.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 49,978 shares of the exchange traded fund’s stock after
— Read on www.marketbeat.com/instant-alerts/nasdaq-qqq-sec-filing-2023-02-03/
5 Best Natural Resources ETFs to Own Long-Term 1.6
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Asset Class: Natural Resources Sector
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Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)
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Correlation to U.S. Stock Market: 0.81
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Long-Term Performance: 8.15% CAGR
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S&P 500 Performance: 6.99% CAGR
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Back test timeframe: January 1999 – January 2023
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Number of ETFs available in this asset class: 42
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Number of ETFs in this asset class that are 10-years old or older: 28
XLB vs SPY: January 1999 – January 2023
Continue reading “5 Best Natural Resources ETFs to Own Long-Term 1.6”
The Deep Value ETF Accumulator Holdings 2-4-23
The Deep Value ETF Accumulator 2-4-23
Accumulated Consumer Discretionary Sector Equities (XLY) 2-1-23
Yesterday we accumulated more shares of The Consumer Discretionary Select Sector SPDR® Fund (XLY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLY right here: 4 Best Consumer Discretionary Sector ETFs to Own Long-Term
Accumulated Real Estate Sector Equities (REZ) 1-30-23
Today we accumulated more shares of the iShares Residential and Multisector Real Estate ETF (REZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in REZ right here: 4 Best Real Estate Sector ETFs to Own Long-Term
Opened New Position in Ultra Short Term Bonds (JPST) 1-30-23
Today we opened a new position in the JPMorgan Ultra-Short Income ETF (JPST). We are utilizing this fund as a proxy for cash and/or short term treasuries. Read why we invest in JPST right here: 5 Best Short & Ultra Short Bond ETFs to Own Long-Term
The 9 Best ETFs To Buy As Beginners (SCHD) (QQQ) (VGT)
When looking at different investments to create a well-balanced portfolio, it is hard not to look at ETFs to grow your wealth. Some of the best ETFs on the
— Read on thefrugalexpat.com/best-etfs-to-buy/
5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6
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Asset Category: U.S. Short Term Treasury / Short TermInvestment Grade Bonds
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Long-Term Performance: 4.79% / 5.37% CAGR
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Correlation to U.S. markets: -0.02 / 0.29
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S&P 500 Performance (US Large Cap Blend): 11.05% CAGR
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Back test timeframe: January 1983 – December 2022
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Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)
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Long-Term Performance: 1.62% CAGR
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Correlation to U.S. markets: -0.22
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S&P 500 Performance: 9.36% CAGR
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Back test timeframe: August 2002 – December 2022
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Number of ETFs available in this asset class: 99
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Number of ETFs in this asset class that are 5-years old or older: 43
U.S. Short Term Treasury Bonds vs Short Term Investment Grade Bonds vs S&P 500: January 1983 – December 2022
Continue reading “5 Best Short & Ultra Short Bond ETFs to Own Long-Term 1.6”
Target Long Duration, High Quality Fixed Income (EDV)
Investors may want to consider long duration, high quality fixed income as the risks of a recession begin to rise.
— Read on etfdb.com/fixed-income-channel/target-long-duration-high-quality-fixed-income/
ETF Wrap: Bogle was right about SPY
SPY ETF remains by far the largest ETF in the world, yet one of its main use cases is precisely why Vanguard founder Jack Bogle chose to forgo the chance to…
— Read on www.etfstream.com/news/etf-wrap-bogle-was-right-about-spy/
The Deep Value ETF Accumulator 1-28-23
Invesco S&P 500 Equal Weight Utilities ETF (RYU) Holdings Lifted by Truist Financial Corp
Read Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RYU) Holdings Lifted by Truist Financial Corp at ETF Daily News
— Read on www.etfdailynews.com/2023/01/25/invesco-sp-500-equal-weight-utilities-etf-nysearcaryu-holdings-lifted-by-truist-financial-corp/
Allspring Global Investments Holdings LLC Buys 2,558 Shares of Schwab US Dividend Equity ETF (SCHD)
Read Allspring Global Investments Holdings LLC Buys 2,558 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at ETF Daily News
— Read on www.etfdailynews.com/2023/01/25/allspring-global-investments-holdings-llc-buys-2558-shares-of-schwab-us-dividend-equity-etf-nysearcaschd/
Avantax Advisory Services Inc. Increases Holdings in SPDR S&P Aerospace & Defense ETF (XAR)
Read Avantax Advisory Services Inc. Increases Holdings in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/01/25/avantax-advisory-services-inc-increases-holdings-in-spdr-sp-aerospace-defense-etf-nysearcaxar.html
Avantax Advisory Services Inc. Boosts Holdings in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Avantax Advisory Services Inc. Boosts Holdings in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at The AM Reporter
— Read on reporter.am/2023/01/23/avantax-advisory-services-inc-boosts-holdings-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn.html
Six ETF Myths Debunked
T. Rowe Price dispels six of the most common myths and misconceptions centered around exchange-traded fund (ETF) investing.
— Read on www.etftrends.com/active-etf-channel/six-etf-myths-debunked/