Author: Micah McDonald

Builder of the Deep Value ETF Accumulator published daily on http://StockTwits.com Retired USAF Crew Chief. Metrology tech at a lab deep in the Arctic Circle.
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Jones Financial Companies Lllp Boosts Holdings in iShares S&P Small-Cap 600 Growth ETF (IJT)

Jones Financial Companies Lllp boosted its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) by 1.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,847 shares of the com
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-01-20/

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4 Best U.S. Short Term Treasury ETFs to Own Long-Term 1.6

  • Asset Category: U.S. Short Term Treasuries

  • Long-Term Performance: 5.42% CAGR

  • Correlation to U.S. markets: 0.07

  • S&P 500 Performance (US Large Cap Blend): 10.87% CAGR

  • Back test timeframe: January 1977 – December 2022

  • Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)

  • Long-Term Performance: 1.65% CAGR

  • Correlation to U.S. markets: -0.22

  • S&P 500 Performance: 9.36% CAGR

  • Back test timeframe: August 2002 – December 2022

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 4

U.S. Short Term Treasuries vs U.S. Large Cap Blend Equities (aka S&P 500): January 1977 – December 2022

Continue reading “4 Best U.S. Short Term Treasury ETFs to Own Long-Term 1.6”

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4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 9.95% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR

  • Back test timeframe: January 1972 – December 2022

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 7.76% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 6.62% CAGR

  • Back test timeframe: April 1999 – December 2022

  • Number of ETFs available in this asset class: 114

  • Number of ETFs in this asset class that are 10-years old or older: 23

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2022

Continue reading “4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6”

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The First ETF In U.S. Markets Celebrates Its 30-Year Anniversary

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
— Read on www.fa-mag.com/news/the-first-etf-in-u-s–markets-celebrates-its-30-year-anniversary-71554.html

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RE Dickinson Investment Advisors LLC Has $2.34 Million Stock Position in iShares S&P Small-Cap 600 Growth ETF (IJT)

RE Dickinson Investment Advisors LLC raised its stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) by 9.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,998 shares of the company’s s
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-01-17/

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4 Best Financials Sector ETFs to Own Long-Term 1.6

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.82

  • Long-Term Performance: 4.52% CAGR

  • S&P 500 Performance: 6.74% CAGR

  • Back test timeframe: January 1999 – December 2022

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 22

XLF vs SPY: January 1999 – January 2022

XLF vs SPY: December 22, 1998 – January 13, 2023

Continue reading “4 Best Financials Sector ETFs to Own Long-Term 1.6”