Two themes leading investors to reconsider non-U.S. exposures.
— Read on www.ishares.com/us/insights/international/the-case-for-international-investing
Accessing American Real Estate Investment Trusts (REZ)
To put it mildly, the overall performance of real estate investment trusts (REITs) this year has been less than stellar. So far, in 2020, the overall
— Read on www.stockinvestor.com/48844/accessing-american-real-estate-investment-trusts/
Want Dividends From Small- and Mid-Caps? Consider These Four Funds. (DON)
Small- and mid-cap dividend stocks may be down, but their dividends should bring yield now and give management the discipline to deliver better returns over the long run
— Read on www.barrons.com/articles/want-dividends-from-small-and-mid-caps-consider-these-four-funds-51600347610
Stock picking has a terrible track record, and it’s getting worse – CNBC
As emerging markets diverge, managers see a new approach to winning (CQQQ)
Video – ETF Battles: CQQQ vs. QQQ – American vs. Chinese Technology, Who Wins?
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/video—etf-battles–cqqq-vs–qqq—american-vs–chinese-technology–who-wins-57981.html
Transparent And Semi-Transparent ETFs Ecosystem
With a few minor exceptions, semi-transparent ETFs utilize all of the same structures and relationships as fully transparent ETFs.
— Read on www.valuewalk.com/2020/09/transparent-semi-transparent-etfs/
What Is An Expense Ratio? – Forbes Advisor
An expense ratio is a fee charged by funds that can drastically impact your investing returns.
— Read on www.forbes.com/advisor/investing/what-is-expense-ratio/
The Middle Is a Good Place to Be for Dividends | ETF Trends
Mid-cap stocks are often overlooked relative to their large- and small-cap peers, but the middle is often a great place to be for returns and that’s also true in what’s becoming a rugged dividend environment.
— Read on www.etftrends.com/model-portfolio-channel/the-middle-is-good-place-to-be-for-dividends/
The Captains Library: reading list to Financial Independence
The Captains Library contains my personal reading list of valuable and highly influential personal finance and investing educational material
— Read on captainfi.com/library/
What no one explains properly – Buying Best International ETFs is about right benchmarks (MSCI vs FTSE)
Understand how ETFs track benchmarks to control countries, size of companies in your portfolio and choose the best international ETFs for your Equity Portfolio
— Read on bankeronwheels.com/best-international-etfs/
Best And Worst Q3 2020: Utilities ETFs And Mutual Funds (RYU)
Summary
- The Utilities sector ranks tenth in Q3’20.
- Based on an aggregation of ratings of the 70 stocks in the Utilities sector.
- RYU is our top-rated Utilities sector ETF and FIUIX is our top-rated Utilities sector mutual fund.
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4369504-best-and-worst-q3-2020-utilities-etfs-and-mutual-funds
WisdomTree US MidCap Dividend ETF (DON) 08/24/2020 declared dividend $0.0700/sh (Yield 3.18%)
US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 08/24/2020 declared a dividend of $ 0.0700 per share payable on August 28, 2020 to shareholders of record as of August 26, 2020. Dividend amount recorded is an increase of $ 0.02 from last dividend Paid.
US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 3.1825795174% and has increased its dividends for 6 successive years.
M1 Finance Review: Investing Made Simple – Modest Money
M1 Finance is a commission-free trading platform with dynamic rebalancing that makes investing easier for the passive investor.
— Read on www.modestmoney.com/m1-finance-review
Active ETFs attract increasing attention
One strategy in the ETF world that has seen good inflows over these interesting months is the active ETF strategy, with ETF data providers ETFGI reporting that actively managed ETFs and ETPs saw net inflows of USD7.04 billion during June, bringing year-to-date net inflows into the strategy to USD26.69 billion.
— Read on www.etfexpress.com/2020/08/19/288731/active-etfs-attract-increasing-attention
2 ETFs To Diversify Into A Pair Of Leading International Markets (EWW/EWA)
2 ETFs To Diversify Into A Pair Of Leading International Markets
— Read on m.investing.com/analysis/2-etfs-for-growth-potential-from-the-international-market-200534242
Know What You Own! ETF Deathwatch for July 2020
“The ETF Deathwatch increased in size in July. Nineteen exchange-traded products (“ETPs”) were added to the list, and nine funds were removed. Eight of those removals were due to increased health, and one was due to asset managers closing their funds. The number of additions to the Deathwatch in July was unexpected, considering the strong performance of the major U.S. indexes for the month.”
Continue reading at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-july-2020
Here is the Complete List of 391 ETFs and ETNs on ETF Deathwatch for July 2020: http://investwithanedge.com/etf-deathwatch-for-july-2020
Should iShares Morningstar MidCap Growth ETF (JKH) Be on Your Investing Radar? | Nasdaq
Designed to provide broad exposure to the Mid Cap Growth segment of the US equity market, the iShares Morningstar MidCap Growth ETF (JKH) is a passively managed exchange traded fund launched on 06/28/2004.
— Read on www.nasdaq.com/articles/should-ishares-morningstar-midcap-growth-etf-jkh-be-on-your-investing-radar-2020-08-11
7 Best Growth Funds to Buy and Hold (QQQ)
Invest for long-term growth with low-cost funds. Buy-and-hold investing often goes hand in hand with a value investing strategy with which the goal is finding…
— Read on wtop.com/news/2020/08/7-best-growth-funds-to-buy-and-hold/
ProShares Announces Record Date of Upcoming ETF Share Splits (QLD 2:1)
Q&A on Splits and Reverse Splits ProShares, a premier provider of ETFs, announced today the record date and payment date of the forward splits …
— Read on www.benzinga.com/pressreleases/20/08/b16979834/proshares-announces-record-date-of-upcoming-etf-share-splits
An Exclusive $500 Billion Quant Will Soon Be Open to Anyone (DFA Funds)
An Exclusive $500 Billion Quant Will Soon Be Open to Anyone
— Read on www.bloombergquint.com/markets/a-500-billion-quant-giant-gives-up-gated-access-as-etfs-invade
Know What You Own! ETF Deathwatch for June 2020
“The ETF Deathwatch decreased in size in June. Twenty-six exchange-traded products (“ETPs”) were added to the list, and 14 funds were removed. Ten of those removals were due to increased health, and four were due to asset managers closing their funds. The number of additions to the Deathwatch in June was unexpected, considering the strong performance of the major U.S. indexes for the month.”
Continue reading right here: http://investwithanedge.com/etf-deathwatch-for-june-2020
Here is the Complete List of 381 ETFs and ETNs on ETF Deathwatch for June 2020: http://investwithanedge.com/etf-deathwatch-june-2020
9 of the Best Mid-Cap ETFs to Buy (DON)
There are perks to investing in the middle ground. Many investors overlook the middle category of publicly traded stocks that are neither too massive nor too…
— Read on wtop.com/news/2020/07/9-of-the-best-mid-cap-etfs-to-buy/
Playing It Safe With Mid-Cap Dividends (DON)
Undoubtedly, 2020 is going down as a forgettable year for dividend investors, a sentiment that extends to smaller stocks, including mid-cap fare.
— Read on www.etftrends.com/model-portfolio-channel/playing-it-safe-with-mid-cap-dividends/
Active Non-Transparent ETFs: What Are They Good For? | Morningstar
Assessing the benefits and drawbacks of this novel fund type.
— Read on www.morningstar.com/articles/993801/active-non-transparent-etfs-what-are-they-good-for
Beating VTSAX, Part 9 – The Ultimate KI$$ Portfolio
As I have progressed through this Beating VTSAX Series I have been on the search for a domestic stock portfolio possessing more upside than VTSAX but with less downside. Along this journey, I have come to realize that I may not have communicated my intent as clearly as possible. I will clarify that now. I’m a
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-9-the-ultimate-ki-portfolio/
Should iShares Morningstar MidCap Growth ETF (JKH) Be on Your Investing Radar?
Style Box ETF report for JKH
— Read on finance.yahoo.com/news/ishares-morningstar-midcap-growth-etf-102010373.html
Kowala Creative | M1 Finance CMO Bob Armour Sets Sights on Acquiring Long-Term Investors
The M1 Finance team puts control into their users hands, giving them the
tools to make smart investments and build wealth for the future.
— Read on www.kowalacreative.com/blog/2020/7/20/creativebrief-episode-17-m1-finance-seeks-long-term-investors
5 Popular ETFs in the Robinhood 100
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2x Shares(NYSE:GUSH): Robinhood traders are a fascinating bunch and give insight into the behavior of younger traders and investors. Gush (GUSH) Ultra Crude Oil (UCO), the SPDR S&P 500 (SPY), Low-Vol High-Dividend (SPHD) and Nasdaq 100 ETF (QQQ) are 5 popular ETFs held by Robinhood traders.
— Read on stocknews.com/news/gush-uco-spy-qqq-sphd-5-popular-etfs-in-the-robinhood-100/
Leveraged & Inverse ETN Extinction | ETF.com
Why ETNs with a leverage factor have been uniquely exposed to closure risk in 2020.
— Read on www.etf.com/sections/features-and-news/leveraged-inverse-etn-extinction
More ETFs Closed Than Opened for the First Time Ever By Investing.com
Exclusive: More ETFs Closed Than Opened for the First Time Ever
— Read on m.investing.com/news/stock-market-news/exclusive-more-etfs-closed-than-opened-for-the-first-time-ever-2221483
iShares Residential Real Estate Capped ETF: A Moderately Safe Bet (REZ)
Summary
- iShares Residential Real Estate Capped ETF is focused on the real estate sector with holding companies catering to different types of REITs.
- The dividend yield is substantial even though the ETF has not managed to post a strong recovery similar to the broader market.
- Revenue could beat the estimates based on the last quarter.
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4357113-ishares-residential-real-estate-capped-etf-moderately-safe-bet
My Thoughts on the “Passive Investing Bubble” – Early Retirement Now
My Thoughts on the “Passive Investing Bubble” – Early Retirement Now
— Read on earlyretirementnow.com/2020/07/01/passive-investing-bubble/amp/
10 Largest ETFs In The World – Insider Monkey
What are the 10 largest ETFs in the world? Exchange-traded funds (ETFs) have become immensely popular in recent years. Unlike mutual funds, ETFs trade…
— Read on www.insidermonkey.com/blog/10-largest-etfs-in-the-world-817588/
Where are the Customers’ Yachts? A Good Hard Look at Wall Street
Once in the dear dead days beyond recall, an out-of-town visitor was being shown the wonders of the New York financial district. When the party
— Read on www.ifa.com/articles/hard_look_wall_street/
In Defense Of Small Cap Value | ETF.com
There are multiple reasons that could explain its underperformance.
— Read on www.etf.com/sections/index-investor-corner/defense-small-cap-value
Know What You Own! ETF Deathwatch for May 2020
“The ETF Deathwatch decreased in size in May. Sixteen exchange-traded products (“ETPs”) were added to the list, and 32 funds were removed. Twenty-one of those funds were removed due to increased health and 11 were due to asset managers closing their funds. That so many funds were removed from the Deathwatch in May was no surprise, considering the strong performance of the major U.S. indexes for the month.”
Continue reading at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-may-2020
Here is the Complete List of 369 ETFs and ETNs on ETF Deathwatch for May 2020: http://investwithanedge.com/etf-deathwatch-may-2020
SPIVA: 2020 Active vs. Passive Scorecard (Q1)
A pandemic leads S&P to issue a special edition to include this year
— Read on www.ifa.com/articles/despite_brief_reprieve_2018_spiva_report_reveals_active_funds_fail_dent_indexing_lead_-_works/
Robinwho? A Long Term Investor’s Guide to Order-Flow Selling
There’s been quite a bit of buzz in the financial press about the rise of retail investors, and in particular, Robinhood.
— Read on www.etftrends.com/robinwho-long-term-investors-guide-to-order-flow-selling/
Beating VTSAX, Part 1 – What’s Wrong with VTSAX?
Can you do better than VTSAX for your stocks? Yes! Read on to learn how to break VTSAX into its components and take advantage of the higher returns small stocks offer over the long-term.
— Read on keepinvestingsimplestupid.com/how-to-build-a-portfolio-better-than-vtsax-part-1/
Beating VTSAX, Part 2 – Dividing VTSAX into Thirds
Can you do better than VTSAX? Absolutely! No stock picking required. Just break down VTSAX into VFIAX + VIMAX + VSMAX and you get up to a 0.84% higher annual return with less investment risk and volatility! That’s a win-win for keeping it simple if I’ve ever seen one!
— Read on keepinvestingsimplestupid.com/how-to-build-an-investment-portfolio-better-than-vtsax-part-2/
Beating VTSAX, Part 3 – Optimizing the Small-Caps
Can you do better than VTSAX for your stocks? Yes! Read on to learn how to break VTSAX into 4 funds that beat VTSAX by about over 2% annualized returns with lower investment risk.
— Read on keepinvestingsimplestupid.com/building-an-investment-portfolio-better-than-vtsax-part-3/
Beating VTSAX, Part 4 – Adding a REIT
If you would like to increase your expected future returns while doing your best to minimize your investment risk, this is the article on how to do that. By diversifying among 5 different domestic stock funds over the past 20 years they outperformed VTSAX by almost 3% per year!
— Read on keepinvestingsimplestupid.com/building-an-investment-portfolio-better-than-vtsax-part-4/
Beating VTSAX, Part 5 – Adding Bonds
We’ve established how easy it is to beat VTSAX. But in this post, we’ll beat it even with bonds in the portfolio! Wait, what? That’s right. We’ll add bonds to the portfolio of stocks from Part 4 and will still beat the 100% VTSAX portfolio. If this sounds crazy, here’s how this works
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-5-adding-bonds/
Beating VTSAX, Part 6 – A Tale of 2 Decades
The longest bull market in history recently ended. It was a historic run for the U.S. stock market that did nothing but increase the love for index funds like VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) and VFIAX (Vanguard S&P 500 Index Fund Admiral Shares). But is that love warranted? Is
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-6-a-tale-of-2-decades/
Beating VTSAX, Part 7 – Comparing Inflation-Adjusted Returns
In Part 6, I established that VTSAX has been a tale of two very different decades from 2000-2019. While 20 years of history isn’t much in the big-picture, most investors in the FIRE/FI movements haven’t even been investing for that long. The returns are relevant because they’re the ones we’ve
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-7-comparing-inflation-adjusted-returns/
Beating VTSAX, Part 8 – Adding International Stocks
To this point, I’ve solely focused on domestic stocks. Why? Because many investors holding VTSAX hold either a 100% VTSAX portfolio OR VTSAX comprises their entire domestic (USA) stock allocation. Everything I’ve done so far in this Beating VTSAX series has focused on domestic funds because VTSAX is a
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-8-adding-international-stocks/
7 Best Water Stocks and ETFs to Buy (FIW)
Water stocks can be a choice for those seeking to diversify. Investors seeking investments to diversify their portfolios may be drawn to water stocks since the…
— Read on wtop.com/news/2020/06/7-best-water-stocks-and-etfs-to-buy/
7 Best REIT ETFs to Buy for 2020 (REZ)
The best REIT ETFs for 2020. Investors can track total REIT ETF returns and performance through different indexes. These indexes or benchmarks seek performance…
— Read on wtop.com/news/2020/06/7-best-reit-etfs-to-buy-for-2020/
6 ETFs to Buy for June (IJT)
These ETFs should make a winning portfolio for June.
— Read on finance.yahoo.com/news/6-etfs-buy-june-170005881.html