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A Comparison of the 7 Physical Gold ETFs 1.5

  • Gold can be an excellent component of a diversified portfolio due to its low correlation to other asset classes
  • Gold has maintained its value against the backdrop of inflation, though it does move in synch with decreases or increases in the rate of inflation
  • Physical gold ETFs have made incorporating gold into an investment portfolio much easier, cheaper and potentially more profitable
  • There are 87 commodities focused currently available in the U.S.
  • Many of these ETFs are linked to the price of gold, but there are only 7 ETFs directly tied to the spot price of physical gold
  • This article will focus on those 7 Physical Gold ETFs

The reason that I and many other investors invest in gold is that it has near zero correlation to other major asset classes.

Gold ETF correlation to other Assets: 

Continue reading “A Comparison of the 7 Physical Gold ETFs 1.5”

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Closed Position in Natural Resources Equities (RTM) 1-18-22

Today we closed our position in the Invesco S&P 500® Equal Weight Materials ETF (RTM). Buy 103.84. Sell 177.19. I still believe RTM is a great ETF and a worthy investment, but we have found ourselves with 2 natural resources funds in our portfolio. So, we have opted to close our position in RTM and continue to invest the First Trust Water ETF (FIW). Read why we invest in FIW right here: The 4 Best Natural Resources Sector ETFs to Own Long-Term

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The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 8.77% CAGR

  • S&P 500 Performance: 7.98% CAGR

  • Back test timeframe: January 1999 – December 2021

  • Number of ETFs available in this asset class: 38

  • Number of ETFs in this asset class that are 10-years old or older: 25

XLB vs SPY: January 1999 – December 2021

XLB vs SPY: December 22, 1998 – January 14, 2022

Continue reading “The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5”

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4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 11.05% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR

  • Back test timeframe: January 1972 – December 2021

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 10.01% CAGR

  • Correlation to U.S. Markets: 0.85

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: April 1999 – December 2021

  • Number of ETFs available in this asset class: 100

  • Number of ETFs in this asset class that are 10-years old or older: 21

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2021

QQQ vs SPY: April 1999 – December 2021

QQQ vs SPY: March 10, 1999 – January 7, 2022

Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5”

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Top 5 Winners in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received.

  1. RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
  2. QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
  3. REZ – REAL ESTATE SECTOR EQUITIES +52.14%
  4. DON – U.S. MID CAP VALUE EQUITIES +37.02%
  5. RTM – MATERIALS SECTOR EQUITIES +36.43%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

 

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Top 5 Losers in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received. (Note: I did not include the ETFs that were added to the portfolio during 2021. SPEM, PSCH, XAR)

  1. CQQQ – CHINA REGION EQUITIES -23.88%
  2. EWY – SOUTH KOREA EQUITIES -7.59%
  3. ENZL – NEW ZEALAND EQUITIES -6.01%
  4. EDV – U.S. LONG DURATION TREASURIES -4.41%
  5.  GLDM – GOLD -3.98%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

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5 Best Long-Term Performance Convertible Securities ETFs & CEFs 1.5

  • Asset Class: Convertible Securities

  • Oldest CEF back tested: Bancroft Fund Ltd. (BCV)

  • Correlation to U.S. Stock Market: 0.67

  • Long-Term Performance: 10.15% CAGR

  • S&P 500 Performance: 11.24% CAGR

  • Back test timeframe: December 1988 – December 2021

  • Number of ETFs & CEFs available in this asset class: 13

  • Number of ETFs & CEFs in this asset class that are 5-years old or older: 12

BCV vs S&P 500: December 1988 – December 2021

BCV vs S&P 500: September 2, 1976 – December 31, 2021

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4 Best Long-Term Performance International Large Cap Value ETFs 1.5

  • Asset Class: International ex-U.S. Value Equities

  • Long-Term Performance: 5.36% CAGR

  • Correlation to U.S. Markets: 0.79

  • U.S. Large Cap Blend Performance: 10.89% CAGR

  • Back test timeframe: January 1995 – November 2021

  • Oldest ETF back tested: iShares MSCI EAFE Value ETF (EFV)

  • Long-Term Performance: 3.11% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 10.58% CAGR

  • Back test timeframe: September 2005 – November 2021

  • Number of ETFs available in this asset class: 42

  • Number of ETFs in this asset class that are 10-years old or older: 10

International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2021

EFV vs SPY: September 2005 – November 2021

EFV vs SPY: August 5, 2005 – December 14, 2021

Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.5”