Micah McDonald

Looking for broad exposure to the Healthcare – Broad segment of the equity market? You should consider the Invesco S&P SmallCap Health Care ETF (PSCH), a passively managed exchange traded fund launched on 04/07/2010.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-invesco-sp-smallcap-health-care-etf-psch-7

May 17, 2023

iShares Morningstar Mid-Cap Growth ETF (IMCG) Stock Holdings Increased by UBS Group AG

Read iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) Stock Holdings Increased by UBS Group AG at Defense World
— Read on www.defenseworld.net/2023/05/17/ishares-morningstar-mid-cap-growth-etf-nysearcaimcg-stock-holdings-increased-by-ubs-group-ag.html

May 17, 2023

Should You Invest in the Vanguard Information Technology ETF (VGT)?

Sector ETF report for VGT
— Read on finance.yahoo.com/news/invest-vanguard-information-technology-etf-102010088.html

May 16, 2023

Should You Invest in the Energy Select Sector SPDR ETF (XLE)?

Looking for broad exposure to the Energy – Broad segment of the equity market? You should consider the Energy Select Sector SPDR ETF (XLE), a passively managed exchange traded fund launched on 12/16/1998.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-energy-select-sector-spdr-etf-xle-7

May 16, 2023

Should iShares S&P Small-Cap 600 Growth ETF (IJT) Be on Your Investing Radar?

Style Box ETF report for IJT
— Read on www.zacks.com/stock/news/2095591/should-ishares-sp-small-cap-600-growth-etf-ijt-be-on-your-investing-radar

May 16, 2023

Should WisdomTree U.S. MidCap Dividend ETF (DON) Be on Your Investing Radar?

Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the WisdomTree U.S. MidCap Dividend ETF (DON), a passively managed exchange traded fund launched on 06/16/2006.
— Read on www.nasdaq.com/articles/should-wisdomtree-u.s.-midcap-dividend-etf-don-be-on-your-investing-radar-7

May 15, 2023

Should You Invest in the Vanguard Information Technology ETF (VGT)?

Sector ETF report for VGT
— Read on www.zacks.com/stock/news/2095067/should-you-invest-in-the-vanguard-information-technology-etf-vgt

May 15, 2023

Oppenheimer & Co. Inc. Has $372,000 Holdings in SPDR S&P Aerospace & Defense ETF (XAR)

Read Oppenheimer & Co. Inc. Has $372,000 Holdings in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/05/15/oppenheimer-co-inc-has-372000-holdings-in-spdr-sp-aerospace-defense-etf-nysearcaxar.html

May 15, 2023

Should You Invest in the SPDR S&P Aerospace & Defense ETF (XAR)?

Looking for broad exposure to the Industrials – Aerospace & Defense segment of the equity market? You should consider the SPDR S&P Aerospace & Defense ETF (XAR), a passively managed exchange traded fund launched on 09/28/2011.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-spdr-sp-aerospace-defense-etf-xar-7

May 15, 2023

Accumulated Energy Sector Equities (XLE) 5-15-23

Today we accumulated more shares of The Energy Select Sector SPDR® Fund (XLE). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLE right here: 4 Best Energy Sector ETFs to Own Long-Term

May 14, 2023

5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM 1.6

Asset Class: Technology Sector
Oldest ETF back tested: The Technology Select Sector SPDR® Fund (XLK)
Correlation to U.S. Markets: 0.86
Long-Term Performance: 7.70% CAGR
S&P 500 Performance: 7.03% CAGR
Back test timeframe: January 1999 – April 2023
Number of ETFs available in this asset class: 122
Number of ETFs in this asset class that are 10-years old or older: 26

XLK vs SPY: January 1999 – April 2023

Continue reading “5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM 1.6”

May 13, 2023

LPL Financial LLC Has $8.11 Million Stock Position in Vanguard Extended Duration Treasury ETF (EDV)

Read LPL Financial LLC Has $8.11 Million Stock Position in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/05/13/lpl-financial-llc-has-8-11-million-stock-position-in-vanguard-extended-duration-treasury-etf-nysearcaedv.html

May 13, 2023

Envestnet Asset Management Inc. Purchases 8,521 Shares of SPDR S&P Aerospace & Defense ETF (XAR)

Read Envestnet Asset Management Inc. Purchases 8,521 Shares of SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/05/13/envestnet-asset-management-inc-purchases-8521-shares-of-spdr-sp-aerospace-defense-etf-nysearcaxar.html

May 12, 2023

The Deep Value ETF Accumulator Holdings 5-12-23

May 12, 2023

SG Americas Securities LLC Increases Stake in ProShares Ultra QQQ (QLD)

Read SG Americas Securities LLC Increases Stake in ProShares Ultra QQQ (NYSEARCA:QLD) at Defense World
— Read on www.defenseworld.net/2023/05/12/sg-americas-securities-llc-increases-stake-in-proshares-ultra-qqq-nysearcaqld.html

May 12, 2023

Commonwealth Equity Services LLC Buys 18,309 Shares of Vanguard Extended Duration Treasury ETF (EDV)

Read Commonwealth Equity Services LLC Buys 18,309 Shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/05/12/commonwealth-equity-services-llc-buys-18309-shares-of-vanguard-extended-duration-treasury-etf-nysearcaedv.html

May 12, 2023

The Deep Value ETF Accumulator Weekly Buy Rankings 5-12-23

May 11, 2023

Should You Invest in the Consumer Discretionary Select Sector SPDR ETF (XLY)?

Designed to provide broad exposure to the Consumer Discretionary – Broad segment of the equity market, the Consumer Discretionary Select Sector SPDR ETF (XLY) is a passively managed exchange traded fund launched on 12/16/1998.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-consumer-discretionary-select-sector-spdr-etf-xly-7

May 11, 2023

Lincoln National Corp Acquires Shares of 6,423 SPDR Portfolio Emerging Markets ETF (SPEM)

Read Lincoln National Corp Acquires Shares of 6,423 SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/05/11/lincoln-national-corp-acquires-shares-of-6423-spdr-portfolio-emerging-markets-etf-nysearcaspem.html

May 10, 2023

Bleakley Financial Group LLC Takes Position in iShares S&P Small-Cap 600 Growth ETF (IJT)

Bleakley Financial Group LLC purchased a new stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,356 shares of the company’s stock, valued at appr
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-05-10/

May 8, 2023

Accumulated Energy Sector Equities (XLE) 5-8-23

May 8, 2023

Accumulated Long Duration U.S. Treasuries (EDV) 5-8-23

Today we accumulated more shares of the Vanguard Extended Duration Treasury ETF (EDV). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EDV right here: 4 Best U.S. Long Term Government Bond ETFs to Own Long-Term

May 7, 2023May 7, 2023

5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC 1.6

Asset Class: International ex-U.S. Small Cap Market
Long-Term Performance: 6.48% CAGR
Correlation to U.S. Markets: 0.75
U.S. Large Cap Blend Performance: 10.05% CAGR
Back test timeframe: January 1995 – April 2023
Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)
Long-Term Performance: 4.55% CAGR
Correlation to U.S. Markets: 0.86
S&P 500 Performance: 9.39% CAGR
Back test timeframe: July 2006 – April 2023
Number of ETFs available in this asset class: 22
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 2023

DLS vs SPY: July 2006 – April 2023

DLS vs SPY: June 16, 2006 – May 5, 2023

Continue reading “5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC 1.6”

May 6, 2023May 6, 2023

The Deep Value ETF Accumulator Holdings 5-6-23

May 5, 2023

The Deep Value ETF Accumulator Weekly Buy Rankings 5-5-23

May 3, 2023

Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 5-1-23

On Monday, we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 218.10. Sell 322.20. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term

May 2, 2023

Accumulated Health Sector Equities (PSCH) 5-1-23

Yesterday 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

May 2, 2023May 2, 2023

Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 5-1-23

Yesterday we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 36.15. Sell 49.60. 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

May 1, 2023

The Deep Value ETF Accumulator Holdings 4-30-23

April 30, 2023April 30, 2023

5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6

Asset Class: International Developed ex-U.S. Market
Long-Term Performance: 6.85% CAGR
Correlation to U.S. Markets: 0.72
U.S. Large Cap Blend Performance: 10.58% CAGR
Back test timeframe: January 1986 – April 2023
Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)
Long-Term Performance: 5.35% CAGR
Correlation to U.S. Markets: 0.88
S&P 500 Performance: 8.18% CAGR
Back test timeframe: September 2001 – April 2023
Number of ETFs available in this asset class: 147
Number of ETFs in this asset class that are 10-years old or older: 34

International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2023

EFA vs SPY: September 2001 – April 2023

Continue reading “5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6”

April 28, 2023

The Deep Value ETF Accumulator Buy Rankings 4-28-23

April 28, 2023

First Trust Water ETF (FIW) Shares Purchased by Janney Montgomery Scott LLC

Read First Trust Water ETF (NYSEARCA:FIW) Shares Purchased by Janney Montgomery Scott LLC at Defense World
— Read on www.defenseworld.net/2023/04/28/first-trust-water-etf-nysearcafiw-shares-purchased-by-janney-montgomery-scott-llc.html

April 27, 2023

Kestra Advisory Services LLC Buys 2,403 Shares of Vanguard Extended Duration Treasury ETF (EDV)

Read Kestra Advisory Services LLC Buys 2,403 Shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/04/26/kestra-advisory-services-llc-buys-2403-shares-of-vanguard-extended-duration-treasury-etf-nysearcaedv.html

April 27, 2023

Best dividend ETFs and how to invest in them (SCHD)

Dividend ETFs provide a steady stream of passive income to investors, here are some of the top names to consider.
— Read on finance.yahoo.com/news/best-dividend-etfs-invest-them-201854003.html

April 26, 2023

SPDR Portfolio Emerging Markets ETF (SPEM) Shares Acquired by Spire Wealth Management

Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Acquired by Spire Wealth Management at Defense World
— Read on www.defenseworld.net/2023/04/26/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-acquired-by-spire-wealth-management.html

April 26, 2023

Bank of Montreal Can Boosts Stock Position in Schwab US Dividend Equity ETF (SCHD)

Read Bank of Montreal Can Boosts Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/04/26/bank-of-montreal-can-boosts-stock-position-in-schwab-us-dividend-equity-etf-nysearcaschd.html

April 25, 2023

Accumulated Diversified Emerging Markets Equities (SPEM) 4-24-23

Yesterday we accumulated more shares of the SPDR® Portfolio Emerging Markets ETF (SPEM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in SPEM right here: FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term

April 24, 2023

Congress Wealth Management LLC DE Buys Shares of 1,907 iShares S&P Small-Cap 600 Growth ETF (IJT)

Read Congress Wealth Management LLC DE Buys Shares of 1,907 iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/04/24/congress-wealth-management-llc-de-buys-shares-of-1907-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html

April 24, 2023

SCHD: Why Its Disappointing 2023 Performance Doesn’t Change Its Long-Term Potential

Dividend stocks have gotten off to a rough start this year as investors maintain optimism that a recession can still be avoided.
— Read on www.thestreet.com/etffocus/

April 23, 2023