Read Commonwealth Equity Services LLC Purchases 864 Shares of Invesco S&P SmallCap Consumer Staples ETF (NASDAQ:PSCC) at The AM Reporter
— Read on reporter.am/2022/10/25/commonwealth-equity-services-llc-purchases-864-shares-of-invesco-sp-smallcap-consumer-staples-etf-nasdaqpscc.html
Water ETFs Worthy of Consideration, but Be Choosy (FIW)
So it can be said that water ETFs also qualify as thematic ETFs – a point often overlooked because most water ETFs have lengthy track records and are old compared to other thematic funds. Additionally, water isn’t as sexy as some newer themes, such as fintech and genomics.
— Read on www.nasdaq.com/articles/water-etfs-worthy-of-consideration-but-be-choosy
The Deep Value ETF Accumulator 10-28-22
ETF Battles: It’s VYM vs. SCHD vs. SDIV. Which Dividend ETF is Best?
ETF Battles: It’s VYM vs. SCHD vs. SDIV. Which Dividend ETF is Best?
In this episode, it’s a matchup of high dividend yield ETFs from Vanguard, Schwab and Global X. Which one is the better choice for investors?
Watch here at ETF Guide: https://www.etfguide.com/etf-battles-which-dividend-investing-etf-is-best/
Indexing has saved investors $403 BILLION since 1996
A big advantage of index funds is that they’re very mic cheaper than active funds. As Anu Ganti explains, indexing has saved investors a $403bn since 1996.
— Read on www.evidenceinvestor.com/indexing-has-saved-investors-403-billion-since-1996/
Accumulated Health Sector Equities (PSCH) 10-24-22
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
Accumulated U.S. Small Cap Growth Equities (VBK) 10-24-22
Today we accumulated more shares of the Vanguard Small-Cap Growth ETF (VBK). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in VBK right here: 4 Best Long-Term Performance U.S. Small Cap Growth ETFs
Trimmed Profits in Energy Sector Equities (XLE) 10-24-22
Today we trimmed some profits from our Energy Select Sector SPDR® Fund (XLE) holdings. Buy 59.23. Sell 87.64. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs
The Deep Value ETF Accumulator Holdings 10-22-22
The Deep Value ETF Accumulator 10-21-22
Accumulated U.S. Small Cap Growth Equities (VBK) 10-20-22
Today we accumulated more shares of the Vanguard Small-Cap Growth ETF (VBK). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in VBK right here: 4 Best Long-Term Performance U.S. Small Cap Growth ETFs
Accumulated Consumer Discretionary Sector Equities (XLY) 10-20-22
Today we accumulated more shares of The Consumer Discretionary Select Sector SPDR® Fund (XLY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLY right here: 4 Best Consumer Discretionary Sector ETFs to Own Long-Term
Trimmed Profits in Energy Sector Equities (XLE) 10-20-22
Today we trimmed some profits from our Energy Select Sector SPDR® Fund
(XLE) holdings. Buy 59.12. Sell 85.05. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs
Accumulated Foreign Large Cap Equities (DBEF) 10-18-22
Today we accumulated more shares of the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). Read why we invest in DBEF right here: 4 Best Foreign Large Cap ETFs to Own Long-Term
Accumulated Foreign Small / Mid Cap Equities (PDN) 10-18-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Closed Position in Sweden Equities (EWD) 10-18-22
Today we closed our position in the iShares MSCI Sweden ETF (EWD). Buy 27.82. Sell 29.25. I see no problem with this ETF; we are just consolidating our portfolio. We will move the proceeds from this sale to the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) and the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). You can read why we invest in these 2 ETFs right here:
4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
4 Best Foreign Large Cap ETFs to Own Long-Term
Accumulated Foreign Small / Mid Cap Equities (PDN) 10-17-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6
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Asset Class: U.S. Small Cap Value
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Long-Term Performance: 13.33% CAGR
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Correlation to U.S. Markets: 0.89
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U.S. Large Cap Blend Performance: 10.12% CAGR
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Back test timeframe: January 1972 – September 2022
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Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)
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Long-Term Performance: 8.95% CAGR
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Correlation to U.S. Markets: 0.87
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S&P 500 Performance: 6.18% CAGR
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Back test timeframe: August 2000 – September 2022
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Number of ETFs available in this asset class: 26
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Number of ETFs in this asset class that are 10-years old or older: 13
U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2022
IJS vs SPY: August 2000 – September 2022
IJS vs SPY: July 28, 2000 – October 15, 2022
Continue reading “4 Best U.S. Small Cap Value ETFs to Own Long-Term 1.6”
The Deep Value ETF Accumulator Holdings 10-16-22
The Deep Value ETF Accumulator 10-15-22
Main Street Financial Solutions LLC Takes Position in Invesco S&P 500 Equal Weight Utilities ETF (RYU)
Read Main Street Financial Solutions LLC Takes Position in Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RYU) at The AM Reporter
— Read on reporter.am/2022/10/12/main-street-financial-solutions-llc-takes-position-in-invesco-sp-500-equal-weight-utilities-etf-nysearcaryu.html
Advisor Resource Council Makes New Investment in Schwab US Dividend Equity ETF (SCHD)
Read Advisor Resource Council Makes New Investment in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at The AM Reporter
— Read on reporter.am/2022/10/11/advisor-resource-council-makes-new-investment-in-schwab-us-dividend-equity-etf-nysearcaschd.html
Accumulated Real Estate Sector Equities (REZ) 10-11-22
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 Real Estate Sector Equities (REZ) 10-10-22
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 Technology Sector Equities (VGT) 10-10-22
Today we accumulated more shares of the Vanguard Information Technology ETF (VGT). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in VGT right here: 4 Best Technology Sector ETFs to Own Long-Term
Trimmed Profits in Energy Sector Equities (XLE) 10-10-22
Today we trimmed some profits from our Energy Select Sector SPDR® Fund
(XLE) holdings. Buy 56.82. Sell 82.08. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs
Trimmed Profits U.S. Mid Cap Value Equities (DON) 10-10-22
Today we trimmed some profits from our WisdomTree U.S. MidCap Dividend Fund (DON) holdings. Buy 27.91. Sell 39.00. Read why we invest in DON right here: 4 Best U.S. Mid Cap Value ETFs to Own Long-Term
The Deep Value ETF Accumulator Holdings 10-9-22
ARGI Investment Services LLC Grows Stock Holdings in Vanguard Information Technology ETF (VGT)
Read ARGI Investment Services LLC Grows Stock Holdings in Vanguard Information Technology ETF (NYSEARCA:VGT) at The AM Reporter
— Read on reporter.am/2022/10/08/argi-investment-services-llc-grows-stock-holdings-in-vanguard-information-technology-etf-nysearcavgt.html
StrategIQ Financial Group LLC Raises Position in Vanguard Small-Cap Growth ETF (VBK)
Read StrategIQ Financial Group LLC Raises Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) at The AM Reporter
— Read on reporter.am/2022/10/09/strategiq-financial-group-llc-raises-position-in-vanguard-small-cap-growth-etf-nysearcavbk.html
Truist Financial Corp Acquires 1,632 Shares of First Trust Water ETF (FIW)
Read Truist Financial Corp Acquires 1,632 Shares of First Trust Water ETF (NYSEARCA:FIW) at Defense World
— Read on www.defenseworld.net/2022/10/09/truist-financial-corp-acquires-1632-shares-of-first-trust-water-etf-nysearcafiw.html
Annex Advisory Services LLC Takes $319,000 Position in Schwab US Dividend Equity ETF (SCHD)
Read Annex Advisory Services LLC Takes $319,000 Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at The AM Reporter
— Read on reporter.am/2022/10/09/annex-advisory-services-llc-takes-319000-position-in-schwab-us-dividend-equity-etf-nysearcaschd.html
SPDR S&P Aerospace & Defense ETF (XAR) Shares Purchased by StrategIQ Financial Group LLC
Read SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) Shares Purchased by StrategIQ Financial Group LLC at The AM Reporter
— Read on reporter.am/2022/10/09/spdr-sp-aerospace-defense-etf-nysearcaxar-shares-purchased-by-strategiq-financial-group-llc.html
The Deep Value ETF Accumulator 10-7-22
WBI Investments Inc. Makes New $229,000 Investment in SPDR S&P Aerospace & Defense ETF (XAR)
Read WBI Investments Inc. Makes New $229,000 Investment in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at The AM Reporter
— Read on reporter.am/2022/10/07/wbi-investments-inc-makes-new-229000-investment-in-spdr-sp-aerospace-defense-etf-nysearcaxar.html
Commonwealth Equity Services LLC Has $6.84 Million Stake in SPDR S&P Aerospace & Defense ETF (XAR)
Read Commonwealth Equity Services LLC Has $6.84 Million Stake in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at ETF Daily News
— Read on www.etfdailynews.com/2022/10/06/commonwealth-equity-services-llc-has-6-84-million-stake-in-spdr-sp-aerospace-defense-etf-nysearcaxar/
WBI Investments Inc. Grows Stock Position in Invesco S&P SmallCap 600 Revenue ETF (RWJ)
Read WBI Investments Inc. Grows Stock Position in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) at The AM Reporter
— Read on reporter.am/2022/10/07/wbi-investments-inc-grows-stock-position-in-invesco-sp-smallcap-600-revenue-etf-nysearcarwj.html
WBI Investments Inc. Acquires New Holdings in Schwab US Dividend Equity ETF (SCHD)
Read WBI Investments Inc. Acquires New Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at The AM Reporter
— Read on reporter.am/2022/10/07/wbi-investments-inc-acquires-new-holdings-in-schwab-us-dividend-equity-etf-nysearcaschd.html
Here’s Why to Buy Top-Ranked Consumer Discretionary ETFs (XLY)
Americans are gaining optimism as consumer confidence rose for the second consecutive month in August. Rising consumer confidence bodes well for household spending in the coming months and is expected to have a positive impact on the consumer discretionary sector, which a
— Read on www.nasdaq.com/articles/heres-why-to-buy-top-ranked-consumer-discretionary-etfs
Vanguard Small-Cap Growth ETF (VBK) Shares Bought by Wealthfront Advisers LLC
Read Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) Shares Bought by Wealthfront Advisers LLC at ETF Daily News
— Read on www.etfdailynews.com/2022/10/05/vanguard-small-cap-growth-etf-nysearcavbk-shares-bought-by-wealthfront-advisers-llc/
Charter Oak Capital Management LLC Acquires New Shares in Vanguard Small-Cap Growth ETF (VBK)
Read Charter Oak Capital Management LLC Acquires New Shares in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) at The AM Reporter
— Read on reporter.am/2022/10/04/charter-oak-capital-management-llc-acquires-new-shares-in-vanguard-small-cap-growth-etf-nysearcavbk.html
Private Advisor Group LLC Buys 1,139 Shares of iShares Morningstar Mid Growth ETF (IMCG)
Read Private Advisor Group LLC Buys 1,139 Shares of iShares Morningstar Mid Growth ETF (NYSEARCA:IMCG) at ETF Daily News
— Read on www.etfdailynews.com/2022/10/04/private-advisor-group-llc-buys-1139-shares-of-ishares-morningstar-mid-growth-etf-nysearcaimcg/
Capital Investment Advisory Services LLC Has $327,000 Position in Vanguard Information Technology ETF (VGT)
Read Capital Investment Advisory Services LLC Has $327,000 Position in Vanguard Information Technology ETF (NYSEARCA:VGT) at The AM Reporter
— Read on reporter.am/2022/10/06/capital-investment-advisory-services-llc-has-327000-position-in-vanguard-information-technology-etf-nysearcavgt.html
Aspiriant LLC Increases Stock Position in Schwab US Dividend Equity ETF (SCHD)
Read Aspiriant LLC Increases Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at The AM Reporter
— Read on reporter.am/2022/10/05/aspiriant-llc-increases-stock-position-in-schwab-us-dividend-equity-etf-nysearcaschd.html
Wedbush Securities Inc. Raises Holdings in Schwab US Dividend Equity ETF (SCHD)
Read Wedbush Securities Inc. Raises Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at ETF Daily News
— Read on www.etfdailynews.com/2022/10/05/wedbush-securities-inc-raises-holdings-in-schwab-us-dividend-equity-etf-nysearcaschd/
Charter Oak Capital Management LLC Invests $41,000 in First Trust Water ETF (FIW)
Read Charter Oak Capital Management LLC Invests $41,000 in First Trust Water ETF (NYSEARCA:FIW) at ETF Daily News
— Read on www.etfdailynews.com/2022/10/03/charter-oak-capital-management-llc-invests-41000-in-first-trust-water-etf-nysearcafiw/
The 3 Most Popular Equity Income ETFs (SCHD)
With the market entering bear territory and central banks engaging in quantitative tightening to battle record-high inflation, many analysts are forecasting a recession.
— Read on www.etftrends.com/the-3-most-popular-equity-income-etfs/
Geneos Wealth Management Inc. Has $2 Million Stake in Invesco S&P 500 Equal Weight Utilities ETF (RYU)
Read Geneos Wealth Management Inc. Has $2 Million Stake in Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RYU) at The AM Reporter
— Read on reporter.am/2022/10/04/geneos-wealth-management-inc-has-2-million-stake-in-invesco-sp-500-equal-weight-utilities-etf-nysearcaryu.html
Accumulated Technology Sector Equities (VGT) 10-3-22
Today we accumulated more shares of the Vanguard Information Technology ETF (VGT). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in VGT right here: 4 Best Technology Sector ETFs to Own Long-Term
Accumulated 2x Leveraged US Large Cap Growth Equities (QLD) 10-3-22
Today we accumulated more shares of the ProShares Ultra QQQ (QLD). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QLD right here: 4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only)
