Your #1 Play on The World’s Most Precious Commodity (FIW)
Investors who seek long-term growth should consider this crucial commodity. Hint: it’s not gold or crude oil.
— Read on www.investingdaily.com/80365/your-1-play-on-the-worlds-most-precious-commodity/
Accumulated U.S. Small Cap Growth Equities (VBK) 4-18-22
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
Opened Position in Foreign Large Cap Blend Equities (DBEF) 4-18-22
Today we opened a new position in the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). We have closed our positions in Foreign Large Cap Value and Growth funds and opted to open a position in this Foreign Large Cap Blend fund instead. I will publish an article on this category next weekend supporting this decision, right here: https://deepvalueetfaccumulator.com/category/blog/
Closed Position in Foreign Large Cap Growth Equities (AADR) 4-18-22
Today we closed our position in the AdvisorShares Dorsey Wright ADR ETF (AADR). Buy 57.63. Sell 58.14. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to open a new position in a Foreign Large Cap Blend fund instead; the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).
Closed Position in Foreign Large Cap Value Equities (FGD) 4-18-22
Today we closed our position in the First Trust Dow Jones Global Select Dividend Index Fund (FGD). Buy 17.88. Sell 25.18. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to open a new position in a Foreign Large Cap Blend fund instead; the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF).
Closed Position in Foreign Small / Mid Cap Blend Equities (SCZ) 4-18-22
Today we closed our position in the iShares MSCI EAFE Small-Cap ETF (SCZ). Buy 59.16. Sell 64.59. I don’t see a problem with this fund; we are just consolidating the number of funds we own. We have opted to keep a Foreign Small / Mid Cap Value fund (PDN) in our portfolio. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term
The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5
- The iShares MSCI Pacific ex Japan ETF (EPP) has a 20-year record of good returns
- EPP has a relatively low U.S. market correlation of 0.81
- EPP has nearly the same long-term performance of an S&P 500 ETF since November 2001
- EPP has outperformed an EAFE index ETF by 3.42% CAGR since inception
- EPP has outperformed a typical Asia/Pacific ETF by 1.91% CAGR since 2005
- EPP has a current dividend yield of 4.44%
EPP vs SPY: November 2001 – March 2022
EPP vs SPY: October 26, 2001 – April 14, 2022
Continue reading “The Asia / Pacific ETF with a 20-Year History of Good Returns (EPP) 1.5”
The Deep Value ETF Accumulator Holdings 4-15-22
The Deep Value ETF Accumulator Returns 4-15-22
The Deep Value ETF Accumulator 4-14-22
Accumulated Trading – Leveraged Equities (QLD) 4-14-22
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)
Closed Convertible Securities Position (ICVT) 4-14-22
Today we closed our position in iShares Convertible Bond ETF (ICVT). Buy 86.37. Sell 82.28. I don’t have a problem with this fund; I’m just reducing the number of funds I invest in. 5 Best Long-Term Performance Convertible Securities ETFs & CEFs
Accumulated Trading – Leveraged Equities (QLD) 4-11-22
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)
4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5
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Asset Class: Trading – Leveraged Equity
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Oldest ETF back tested: ProShares Ultra QQQ (QLD)
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Long-Term Performance: 25.58% CAGR
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S&P 500 Performance: 10.53% CAGR
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Correlation to US Stock Market: 0.92
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Back test timeframe: July 2006 – March 2022
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Number of ETFs available in this asset class: 102
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Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 28
WARNING! Leveraged ETFs are high risk complex financial instruments. Please do not trade or invest in any leveraged product until you thoroughly understand the risks involved. Additionally, all but 12 of the 28 ETFs researched in this article failed to outperform a non-leveraged S&P 500 index fund; meaning that most of these products are simply not worth the risk of holding them for longer than a day or so. They are intended to be used as trading vehicles, not long-term investment vehicles. Buyer beware!
QLD vs SPY: July 2006 – March 2022
QLD vs SPY: June 21, 2006 – April 8, 2021
Continue reading “4 Best Trading – Leveraged Equity ETFs to Own Long-Term (2X Only) 1.5”
The Deep Value ETF Accumulator Holdings 4-9-22
The Deep Value ETF Accumulator Returns 4-9-22
The Deep Value ETF Accumulator 4-8-22
Accumulated China Region Equities (CQQQ) 4-4-22
Today we accumulated more shares of the Invesco China Technology ETF (CQQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in CQQQ right here: 4 Best Long Term Performance China Region Equity ETFs
2 Reasons Why a Gold ETF May Be Good for Your Retirement Portfolio (GLDM)
Avoid higher taxes and potentially hedge against inflation.
— Read on www.fool.com/investing/2022/04/03/2-reasons-why-a-gold-etf-may-be-good-for-your-reti/
Unique Utilities ETF Could Be Ready for Its Moment (RYU)
The utilities sector is classified as a defensive group. As such, it’s often viewed as boring.
— Read on www.etftrends.com/portfolio-strategies-channel/unique-utilities-etf-could-be-ready-for-its-moment/
The Deep Value ETF Accumulator Holdings 4-3-22
The Deep Value ETF Accumulator Returns 4-3-22
Accumulated Diversified Emerging Markets Equities (FEMS) 4-1-22
Today we accumulated more shares of the First Trust Emerging Markets Small Cap AlphaDEX® Fund (FEMS). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FEMS right here: 4 Best Diversified Emerging Markets ETFs to Own Long-Term
The Deep Value ETF Accumulator 4-1-22
Dividend ETF giant has attracted more 2022 capital than SPY, DIA, and QQQ (SCHD)
The Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD) generated serious attention during Q1, pulling in more capital than funds tied to the three major U.S. equity indices, as investors looked for stability amid a general slide in the overall stock market.
Continue reading at Seeking Alpha right here: https://seekingalpha.com/news/3818937-dividend-etf-giant-attracts-more-2022-capital-than-spy-dia-and-qqq-as-q1-end-approaches
Accumulated China Region Equities (CQQQ) 3-31-22
Today we accumulated more shares of the Invesco China Technology ETF (CQQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in CQQQ right here: 4 Best Long Term Performance China Region Equity ETFs
Accumulated U.S. Long Duration Treasuries (EDV) 3-28-22
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 Long-Term Performance U.S. Long Government Treasury Bond ETFs 1.5
The Deep Value ETF Accumulator Holdings 3-26-22
Accumulated Diversified Emerging Markets Equities (FEMS) 3-25-22
Today we accumulated more shares of the First Trust Emerging Markets Small Cap AlphaDEX® Fund (FEMS). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FEMS right here: 4 Best Diversified Emerging Markets ETFs to Own Long-Term
The Deep Value ETF Accumulator Returns 3-25-22
The Deep Value ETF Accumulator 3-25-22
Boring Could Be Beautiful With This Utilities ETF (RYU)
For all the talk about the utilities sector being negatively correlated to rising Treasury yields, the S&P 500 Utilities Index is trading modestly lower.
— Read on www.etftrends.com/portfolio-strategies-channel/boring-could-be-beautiful-with-this-utilities-etf/
SCHD’s Yearly Reconstitution Adds 14 New Stocks And Eliminates 13
Summary
- SCHD’s index both rebalances and reconstitutes its holdings the second Friday in March. SCHD has been adjusting to the recent reconstitution.
- It added 14 stocks. We look at EOG resources which was the largest new holding and at the sectors represented by the rest of the much smaller stocks added.
- 13 stocks have been deleted. Several were spinoffs. The most significant deletion was Emerson Electric, which still looks like a fine investment but with a dropping yield.
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4497130-schds-yearly-reconstitution-adds-14-new-stocks-and-eliminates-13
4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1
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Asset Class: International Small Cap Value
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Long-Term Performance: 5.47% CAGR
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Correlation to U.S. Markets: 0.79
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U.S. Large Cap Blend Performance (S&P 500): 10.62% CAGR
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Back test timeframe: January 1995 – February 2022
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Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)
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Correlation to U.S. Stock Market: 0.86
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Long-Term Performance: 5.23% CAGR
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S&P 500 Performance: 10.33% CAGR
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Back test timeframe: July 2006 – February 2022
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Number of ETFs available in this asset class: 10
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Number of ETFs in this asset class that are 10-years old or older: 4
International Ex-U.S Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – February 2022
DLS vs SPY: July 2006 – February 2022
DLS vs SPY: June 16, 2006 – March 21, 2022
Continue reading “4 Best Foreign Small / Mid Cap Value ETFs to Own Long-Term 1.5.1”
Accumulated U.S. Long Duration Treasuries (EDV) 3-21-22
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 Long-Term Performance U.S. Long Government Treasury Bond ETFs 1.5
The Deep Value ETF Accumulator Holdings 3-20-22
The Deep Value ETF Accumulator Returns 3-20-22
The Deep Value ETF Accumulator 3-18-22
Should You Invest in the First Trust Dow Jones Internet ETF (FDN)?
Looking for broad exposure to the Technology – Internet segment of the equity market? You should consider the First Trust Dow Jones Internet ETF (FDN), a passively managed exchange traded fund launched on 06/19/2006.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-first-trust-dow-jones-internet-etf-fdn-1
Accumulated China Region Equities (CQQQ) 3-14-22
Today we accumulated more shares of the Invesco China Technology ETF (CQQQ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in CQQQ right here: 4 Best Long Term Performance China Region Equity ETFs
The Deep Value ETF Accumulator Holdings 3-12-22
The Deep Value ETF Accumulator Returns 3-12-22
These 3 Dividend ETFs Are a Retiree’s Best Friend (SCHD)
Dividend stocks, screened for quality, are an excellent source of retirement income.
— Read on www.fool.com/investing/dividends-income/2022/03/11/these-3-dividend-etfs-are-a-retirees-best-friend/
The Deep Value ETF Accumulator 3-11-22
Accumulated Sweden Equities (EWD) 3-7-22
Today we accumulated more shares of the iShares MSCI Sweden ETF (EWD). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EWD right here: The Sweden ETF: 25 Years of Good Returns (EWD)
The Deep Value ETF Accumulator Holdings 3-5-22
The Deep Value ETF Accumulator Returns 3-5-22
SSGA cuts fee on ‘MiniShares’ gold ETF to just 0.10% (GLDM)
State Street Global Advisors has reduced the expense ratio of the SPDR Gold MiniShares Trust (GLDM US) from 0.18% to just 0.10%, making it the cheapest physically backed gold exchange-traded product in the US in terms of sponsor fees. The move is timely, coming amid a surge in interest for safe-haven assets due to the escalating Russo-Ukrainian war.
— Read on www.etfstrategy.com/ssga-cuts-fee-on-minishares-gold-etf-to-just-0-10-98547/
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-0