On Friday, we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.07. Sell 67.37. Sell action was used to take a distribution and rebalance the portfolio. Read why we invest in QLD right here: 5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE
5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF 1.7
-
Asset Class: Health Sector
-
Oldest ETF back tested: The Health Care Select Sector SPDR® Fund (XLV)
-
Correlation to U.S. Markets: 0.78
-
Long-Term Performance: 8.43% CAGR
-
S&P 500 Performance: 7.28% CAGR
-
Back test timeframe: January 1999 – June 2023
-
Number of ETFs available in this asset class: 55
-
Number of ETFs in this asset class that are 10-years old or older: 21
XLV vs SPY: January 1999 – June 2023
XLV vs SPY: December 22, 1998 – July 14, 2023
Continue reading “5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF 1.7”
Invesco Executes Share Splits: What This Means for Investors (PSCC, PSCH, RSPU, RWJ)
- Invesco S&P SmallCap Consumer Staples ETF (PSCC): 3 for 1
- Invesco S&P SmallCap Health Care ETF (PSCH): 3 for 1
- Invesco S&P 500 Equal Weight Utilities ETF (RSPU): 2 for 1
- Invesco S&P SmallCap 600 Revenue ETF (RWJ): 3 for 1
The Deep Value ETF Accumulator Weekly Buy Rankings 7-14-23
ETF Prime: Hype Cycle Topics, SYLD, ETFs for Market Conditions
Geraci engages in insightful discussions with a trio of industry experts to discuss a number of different topics.
— Read on www.etftrends.com/etf-prime/etf-prime-hype-cycle-topics-syld-etfs-for-market-conditions/
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
Style Box ETF report for IMCG
— Read on finance.yahoo.com/news/ishares-morningstar-mid-cap-growth-102006595.html
Arthur M. Cohen & Associates LLC Buys 1,276 Shares of iShares S&P Small-Cap 600 Growth ETF (IJT)
Arthur M. Cohen & Associates LLC grew its position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 63.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,276 shares of the company’s stock after purchasing an ad
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-07-07/
PFG Advisors Buys New Shares in SPDR S&P Aerospace & Defense ETF (XAR)
Read PFG Advisors Buys New Shares in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/07/09/pfg-advisors-buys-new-shares-in-spdr-sp-aerospace-defense-etf-nysearcaxar.html
PFG Advisors Makes New Investment in Vanguard Extended Duration Treasury ETF (EDV)
Read PFG Advisors Makes New Investment in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/07/08/pfg-advisors-makes-new-investment-in-vanguard-extended-duration-treasury-etf-nysearcaedv.html
National Bank of Canada FI Has $88,000 Stake in Schwab US Dividend Equity ETF (SCHD)
Read National Bank of Canada FI Has $88,000 Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/07/07/national-bank-of-canada-fi-has-88000-stake-in-schwab-us-dividend-equity-etf-nysearcaschd.html
The Deep Value ETF Accumulator Holdings 7-7-23
The Deep Value ETF Accumulator Weekly Buy Rankings 7-7-23
Brookstone Capital Management Buys New Shares in Vanguard Extended Duration Treasury ETF (EDV)
Read Brookstone Capital Management Buys New Shares in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/07/05/brookstone-capital-management-buys-new-shares-in-vanguard-extended-duration-treasury-etf-nysearcaedv.html
Cambria Shareholder Yield ETF (SYLD) Reaches 10-Year Milestone
Cambria Investment Management, an independent, privately owned investment advisory firm and ETF provider focused on quantitative asset management and
— Read on www.businesswire.com/news/home/20230705284096/en/Cambria-Shareholder-Yield-ETF-SYLD-Reaches-10-Year-Milestone
NYSE’s ETF Leaders: Charles Schwab’s Eliot Bishop (SCHD)
Charles Schwab’s senior portfolio strategist Eliot Bishop said at Exchange 2023 that income was a “big focus” for clients.
— Read on www.etftrends.com/exchange-an-etf-experience/schwabs-eliot-bishop-nyses-etf-leaders-charles/
Accumulated Health Sector Equities (PSCH) 7-3-23
Today we accumulated mores shares of the Invesco S&P SmallCap Health Care ETF (PSCH). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PSCH right here: 4 Best Health Sector ETFs to Own Long-Term
The Deep Value ETF Accumulator Holdings 7-2-23
5 Best U.S. Mid Cap Growth ETFs to Own Long-Term: XMMO vs IMCG vs IWP vs IJK vs FAD 1.6
-
Asset Category: U.S. Mid Cap Growth
-
Long-Term Performance: 10.21% CAGR
-
Correlation to U.S. Markets: 0.95
-
S&P 500 Performance (US Large Cap Blend): 10.45% CAGR
-
Back test timeframe: January 1972 – June 2023
-
Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)
-
Long-Term Performance: 7.73% CAGR
-
Correlation to U.S. Markets: 0.94
-
S&P 500 Performance: 7.03% CAGR
-
Back test timeframe: August 2000 – June 2023
-
Number of ETFs available in this asset class: 35
-
Number of ETFs in this asset class that are 10-years old or older: 10
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – June 2023
IJK vs SPY: August 2000 – June 2023
IJK vs SPY: July 28, 2000 – June 30, 2023
356 Shares in Vanguard Extended Duration Treasury ETF (EDV) Acquired by OLD Mission Capital LLC
Read 356 Shares in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) Acquired by OLD Mission Capital LLC at Defense World
— Read on www.defenseworld.net/2023/07/01/356-shares-in-vanguard-extended-duration-treasury-etf-nysearcaedv-acquired-by-old-mission-capital-llc.html
SPDR Portfolio Emerging Markets ETF (SPEM) Shares Bought by AE Wealth Management LLC
Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Bought by AE Wealth Management LLC at Defense World
— Read on www.defenseworld.net/2023/07/02/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-bought-by-ae-wealth-management-llc.html
Ronald Blue Trust Inc. Purchases 167 Shares of Vanguard Information Technology ETF (VGT)
Read Ronald Blue Trust Inc. Purchases 167 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/07/01/ronald-blue-trust-inc-purchases-167-shares-of-vanguard-information-technology-etf-nysearcavgt.html
Rockefeller Capital Management L.P. Purchases 252 Shares of First Trust Water ETF (FIW)
Read Rockefeller Capital Management L.P. Purchases 252 Shares of First Trust Water ETF (NYSEARCA:FIW) at Defense World
— Read on www.defenseworld.net/2023/07/02/rockefeller-capital-management-l-p-purchases-252-shares-of-first-trust-water-etf-nysearcafiw.html
The Deep Value ETF Accumulator Weekly Buy Rankings 6-30-23
Looking for Strong Management? Consider These ETFs (QQQ)
Companies with strong management don’t see their shares appreciate in straight-line fashion. However, the probabilities of long-term success are on investors’ sides.
— Read on www.etftrends.com/etf-education-channel/looking-strong-management-consider-these-etfs/
Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (SYLD)
Read Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (BATS:SYLD) at Defense World
— Read on www.defenseworld.net/2023/06/27/raymond-james-financial-services-advisors-inc-acquires-46504-shares-of-cambria-shareholder-yield-etf-batssyld.html
SPDR Portfolio Emerging Markets ETF (SPEM) Shares Acquired by Congress Wealth Management LLC DE
Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Acquired by Congress Wealth Management LLC DE at Defense World
— Read on www.defenseworld.net/2023/06/27/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-acquired-by-congress-wealth-management-llc-de.html
Dakota Wealth Management Boosts Position in Vanguard Information Technology ETF (VGT)
Read Dakota Wealth Management Boosts Position in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/28/dakota-wealth-management-boosts-position-in-vanguard-information-technology-etf-nysearcavgt.html
SPDR Gold MiniShares Trust (GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc.
Read SPDR Gold MiniShares Trust (NYSEARCA:GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc. at Defense World
— Read on www.defenseworld.net/2023/06/28/spdr-gold-minishares-trust-nysearcagldm-shares-acquired-by-raymond-james-financial-services-advisors-inc.html
Mutual Advisors LLC Purchases Shares of 3,044 SPDR S&P Aerospace & Defense ETF (XAR)
Read Mutual Advisors LLC Purchases Shares of 3,044 SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/06/28/mutual-advisors-llc-purchases-shares-of-3044-spdr-sp-aerospace-defense-etf-nysearcaxar.html
SPDR® Gold MiniShares® Trust Marks 5th Anniversary with Over $6 Billion in Assets (GLDM)
State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), has marked the 5th anniversary of its SPDR Gold M
— Read on www.businesswire.com/news/home/20230624979518/en/SPDR®-Gold-MiniShares®-Trust-Marks-5th-Anniversary-with-Over-6-Billion-in-Assets
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
Style Box ETF report for RWJ
— Read on finance.yahoo.com/news/invesco-p-smallcap-600-revenue-102007410.html
Accumulated Real Estate Sector Equities (REZ) 6-26-23
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
Accumulated Foreign Small / Mid Cap Equities (PDN) 6-26-23
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). #ABB Always Be Buying. Read why we invest in PDN right here: 5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC
Accumulated Foreign Large Cap Equities (DBEF) 6-26-23
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). #ABB Always Be Buying! Read why we invest in DBEF right here: 5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU
The Deep Value ETF Accumulator Holdings 6-25-23
Best Vanguard ETFs (VGT)
Bankrate examined Vanguard’s full lineup of ETFs and created a list of their top funds.
— Read on finance.yahoo.com/news/best-vanguard-etfs-213849698.html
Mutual Advisors LLC Increases Stock Position in SPDR Portfolio Emerging Markets ETF (SPEM)
Read Mutual Advisors LLC Increases Stock Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/06/23/mutual-advisors-llc-increases-stock-position-in-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
Private Trust Co. NA Acquires 5,786 Shares of SPDR Portfolio Emerging Markets ETF (SPEM)
Read Private Trust Co. NA Acquires 5,786 Shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/06/24/private-trust-co-na-acquires-5786-shares-of-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
UMB Bank n.a. Has $230,000 Stake in Schwab U.S. Dividend Equity ETF (SCHD)
Read UMB Bank n.a. Has $230,000 Stake in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/06/24/umb-bank-n-a-has-230000-stake-in-schwab-u-s-dividend-equity-etf-nysearcaschd.html
The Deep Value ETF Accumulator Weekly Buy Rankings 6-23-23
Best technology ETFs (VGT)
Here are some of the best tech ETFs to consider for your investment portfolio.
— Read on finance.yahoo.com/news/best-technology-etfs-214728826.html
B. Riley Wealth Advisors Inc. Acquires 5,889 Shares of Vanguard Information Technology ETF (VGT)
Read B. Riley Wealth Advisors Inc. Acquires 5,889 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/21/b-riley-wealth-advisors-inc-acquires-5889-shares-of-vanguard-information-technology-etf-nysearcavgt.html
iShares S&P Small-Cap 600 Growth ETF (IJT) Stake Boosted by Capital Investment Advisors LLC
Read iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) Stake Boosted by Capital Investment Advisors LLC at Defense World
— Read on www.defenseworld.net/2023/06/22/ishares-sp-small-cap-600-growth-etf-nasdaqijt-stake-boosted-by-capital-investment-advisors-llc.html
DIVO vs SCHD: One is a better dividend ETF
2023-06-22 05:45:44 ET The Amplify Enhanced Dividend (DIVO) and Schwab US Dividend Equity ETF (SCHD) are popular ETFs among retirees and income-focused investors. The two have a dividend yield of 4.74% and 3.63%, respectively, higher than tha…
— Read on www.investorsobserver.com/
Invesco SmallCap 600 Revenue ETF declares quarterly distribution of $0.3263 (RWJ) (yield 1.05%)
Invesco SmallCap 600 Revenue ETF (RWJ) – $0.3263.30-Day SEC Yield of 1.05% as of June 20.Payable Jun 23; for shareholders of record Jun 21; ex-div Jun 20.
— Read on seekingalpha.com/news/3981669-invesco-smallcap-600-revenue-etf-declares-quarterly-distribution-of-03263
Dfpg Investments LLC Makes New Investment in iShares Morningstar Mid-Cap Growth ETF (IMCG)
Read Dfpg Investments LLC Makes New Investment in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) at Defense World
— Read on www.defenseworld.net/2023/06/22/dfpg-investments-llc-makes-new-investment-in-ishares-morningstar-mid-cap-growth-etf-nysearcaimcg.html
Rockefeller Capital Management L.P. Raises Stock Position in iShares S&P Small-Cap 600 Growth ETF (IJT)
Read Rockefeller Capital Management L.P. Raises Stock Position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/06/21/rockefeller-capital-management-l-p-raises-stock-position-in-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html
SPDR Portfolio Emerging Markets ETF declares semi-annual distribution of $0.4460 (yield 2.85%) (SPEM)
SPDR Portfolio Emerging Markets ETF (SPEM) – $0.4460.30-Day SEC Yield of 2.85% as of Jun
— Read on seekingalpha.com/news/3981336-spdr-portfolio-emerging-markets-etf-declares-semi-annual-distribution-of-04460
6,990 Shares in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Bought by HBW Advisory Services LLC
Read 6,990 Shares in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) Bought by HBW Advisory Services LLC at Defense World
— Read on www.defenseworld.net/2023/06/21/6990-shares-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn-bought-by-hbw-advisory-services-llc.html
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF declares quarterly distribution (PDN) (yield 2.54%)
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) – $0.2972.30-Day SEC Yield of 2.54% as of June 20.Payable Jun 23; for shareholders of record Jun 21; ex-div Jun 20.
— Read on seekingalpha.com/news/3981573-invesco-ftse-rafi-developed-markets-ex-us-small-mid-etf-declares-quarterly-distribution-of-02972