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.
Posted on

4 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.5

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.26% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.48% CAGR

  • Back test timeframe: January 1972 – May 2022

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)

  • Long-Term Performance: 7.79% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 6.94% CAGR

  • Back test timeframe: August 2000 – May 2022

  • Number of ETFs available in this asset class: 35

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – May 2022

IJK vs SPY: August 2000 – May 2022

IJK vs SPY: July 28, 2000 – June 24, 2022

Continue reading “4 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.5”

Posted on

4 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.5

  • Asset Class: Consumer Discretionary Sector

  • Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)

  • Correlation to U.S. Markets: 0.88

  • Long-Term Performance: 9.15% CAGR

  • S&P 500 Performance: 7.12% CAGR

  • Back test timeframe: January 1999 – May 2022

  • Number of ETFs available in this asset class: 37

  • Number of ETFs in this asset class that are 10-years old or older: 16

XLY vs SPY: January 1999 – May 2022

XLY vs SPY: December 22, 1998 – June 7, 2022

Continue reading “4 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.5”

Posted on

The Korea Fund: Invest In South Korea At A 16% Discount

Summary

  • This closed-end fund trades at a 16% discount to NAV.
  • Korea’s stock market also trades at a significant discount to other global and emerging markets.
  • Two key risks include South Korea’s economic vulnerability and this fund’s low liquidity.
  • I will slowly build my position between 2022 and 2023.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4516747-the-korea-fund-invest-in-south-korea-at-a-16-percent-discount

Posted on

4 Best Technology Sector ETFs to Own Long-Term 1.5

  • Asset Class: Technology Sector

  • Oldest ETF back tested: The Technology Select Sector SPDR® Fund (XLK)

  • Correlation to U.S. Markets: 0.85

  • Long-Term Performance: 7.70% CAGR

  • S&P 500 Performance: 7.22% CAGR

  • Back test timeframe: January 1999 – April 2022

  • Number of ETFs available in this asset class: 113

  • Number of ETFs in this asset class that are 10-years old or older: 25

XLK vs SPY: January 1999 – April 2022

XLK vs SPY: December 22, 1998 – May 13, 2022

Continue reading “4 Best Technology Sector ETFs to Own Long-Term 1.5”

Posted on

4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2

  • Asset Class: International ex-U.S. Small Cap Market

  • Long-Term Performance: 6.77% CAGR

  • Correlation to U.S. Markets: 0.74

  • U.S. Large Cap Blend Performance: 10.33% CAGR

  • Back test timeframe: January 1995 – April 2022

  • Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)

  • Long-Term Performance: 4.73% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.83% CAGR

  • Back test timeframe: July 2006 – April 2022

  • Number of ETFs available in this asset class: 21

  • Number of ETFs in this asset class that are 10-years old or older: 8

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – April 2022

DLS vs SPY: July 2006 – April 2022

DLS vs SPY: June 16, 2006 – May 6, 2022

Continue reading “4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2”