Today we accumulated more shares of the iShares MSCI South Korea ETF (EWY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EWY right here: The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.4
The Deep Value ETF Accumulator 10-1-21
7 Best Water Stocks and ETFs to Buy (FIW)
Water stocks and ETFs can get the profits flowing. The American West is gripped by severe drought — yet again. According to recent reports, about 90%
— Read on wtop.com/news/2021/09/7-best-water-stocks-and-etfs-to-buy-2/
Accumulated South Korea Equities (EWY) 9-30-21
Today we accumulated more shares of the iShares MSCI South Korea ETF (EWY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EWY right here: The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.4
Should You Invest in the Invesco S&P 500 Equal Weight Materials ETF (RTM)? | Nasdaq
If you’re interested in broad exposure to the Materials – Broad segment of the equity market, look no further than the Invesco S&P 500 Equal Weight Materials ETF (RTM), a passively managed exchange traded fund launched on 11/01/2006.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-invesco-sp-500-equal-weight-materials-etf-rtm-2021-09-28
Accumulated Utilities Sector Equities (RYU) 9-27-21
Today we accumulated more shares of the Invesco S&P 500® Equal Weight Utilities ETF (RYU). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in RYU right here: 4 Best Long-Term Performance Utilities Sector ETFs 1.4
The Deep Value ETF Accumulator Holdings 9-25-21
Accumulated Industrials Sector Equities (ITA) 9-24-21
Today we accumulated more shares of the iShares U.S. Aerospace & Defense ETF (ITA). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in ITA right here: 4 Best Long-Term Performance Industrials Sector ETFs 1.4
The Deep Value ETF Accumulator 9-24-21
Accumulated Germany Equities (GF) 9-20-21
Today we accumulated more shares of the The New Germany Fund, Inc. (GF). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in GF right here: The New Germany Fund (GF), A 28-Year History Of Good Returns 1.4
The Deep Value ETF Accumulator Holdings 9-19-21
The Deep Value ETF Accumulator 9-18-21
Residential REITs ETFs Could Be an Attractive Yield-Generating Opportunity (REZ)
As housing rental prices continue to gain, income-minded investors should consider real estate investment trusts and related exchange traded funds with a focus on the residential segment. According to Real Page data, national asking rents rose 10.3% in August year-over-year, the first double-digit increase in the over two decades this data has been collected, the […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/residential-reits-etfs-could-be-an-attractive-yield-generating-opportunity-2021-09-15
ETF Taxation In The Crosshairs | Nasdaq
If you go back to the very first slide deck I ever put together on ETFs (from the late 1990s), you will discover two things: I had a reasonable amount of hair. “Tax Efficiency” was on the very first slide called “Why ETFs?” While the first bullet abandoned me long ago, the second came under […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/etf-taxation-in-the-crosshairs-2021-09-13
Why Do ETFs Close & What Happens To Your Money When They Do?
In the fall of 2020, during the runup to the vaccine, optimistic investors sent the global ETF market past $15 trillion for the first time in history. America’s love affair with exchange-traded funds…
— Read on finance.yahoo.com/news/why-etfs-close-happens-money-160512961.html
Accumulated South Korea Equities (EWY) 9-13-21
Today we accumulated more shares of the iShares MSCI South Korea ETF (EWY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EWY right here: The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.4
The Deep Value ETF Accumulator 9-10-21
Accumulated Industrials Sector Equities (ITA) 9-7-21
Today we accumulated more shares of the iShares U.S. Aerospace & Defense ETF (ITA). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in ITA right here: 4 Best Long-Term Performance Industrials Sector ETFs 1.4
4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5
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Asset Category: U.S. Long Government Bonds
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Long-Term Performance: 8.40% CAGR
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Correlation to U.S. markets: 0.02
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S&P 500 Performance (US Large Cap Blend): 12.07% CAGR
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Back test timeframe: January 1978 – August 2021
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Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)
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Long-Term Performance: 6.74% CAGR
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Correlation to U.S. markets: -0.32
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S&P 500 Performance: 10.88% CAGR
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Back test timeframe: August 2002 – August 2021
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Number of ETFs available in this asset class: 12
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Number of ETFs in this asset class that are 10-years old or older: 8
U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2021
TLT vs SPY: August 2002 – August 2021
TLT vs SPY: July 26, 2002 – September 3, 2021
Continue reading “4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5”
A Bumper Crop of Fantastic Retirement Funds (GLDM)
Retirement funds need to provide for investors well past when their careers end. That means income, safety … and increasingly, even growth, too.
— Read on www.kiplinger.com/investing/603398/10-retirement-funds-bumper-crop
Charlie Munger’s Tendencies of Human Misjudgment • Novel Investor
cognitively
— Read on novelinvestor.com/charlie-mungers-tendencies-of-human-misjudgment/
4 Best Long-Term Performance Real Estate Sector ETFs 1.5
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Asset Class: Real Estate Sector
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Long-Term Performance: 9.80% CAGR
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Correlation to U.S. Markets: 0.60
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U.S. Large Cap Blend Performance: 10.58% CAGR
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Back test timeframe: January 1994 – August 2021
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Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)
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Long-Term Performance: 9.94% CAGR
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Correlation to U.S. Markets: 0.67
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S&P 500 Performance: 7.49% CAGR
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Back test timeframe: July 2000 – August 2021
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Number of ETFs available in this asset class: 30
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Number of ETFs in this asset class that are 10-years old or older: 14
REITs vs U.S. Large Cap Blend: January 1994 – August 2021
IYR vs SPY: July 2000 – August 2021
IYR vs SPY: June 19, 2000 – September 3, 2021
Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.5”
The Deep Value ETF Accumulator Holdings 9-3-21
The Deep Value ETF Accumulator 9-3-21
The Never-Ending Pursuit of Manager Alpha
Higher expected returns can be quantified by measuring a portfolio
— Read on www.ifa.com/articles/never-ending-pursuit-alpha/
Investing in Water to Hedge Risks of Climate Change (FIW)
Climate change is worsening, which means that we must be willing to invest in new water ETFs, companies and other options.
— Read on blueandgreentomorrow.com/environment/investing-in-water-to-hedge-risks-of-climate-change/amp/
4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.5.1
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Asset Category (similar): International Developed ex-US Market
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Long-Term Performance: 7.39% CAGR
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Correlation to U.S. markets: 0.71
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S&P 500 Performance (US Large Cap Blend): 11.28% CAGR
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Back test timeframe: January 1986 – August 2021
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Oldest ETF back tested: iShares MSCI EAFE Growth ETF (EFG)
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Long-Term Performance: 6.71% CAGR
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Correlation to U.S. Markets: 0.87
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S&P 500 Performance: 10.67% CAGR
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Back test timeframe: September 2005 – August 2021
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Number of ETFs available in this asset class: 19
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Number of ETFs in this asset class that are 10-years old or older: 5
International Developed ex-US Market vs US Large Cap Blend: January 1986 – August 2021
EFG vs SPY: September 2005 – August 2021
EFG vs SPY: August 5, 2005 – September 1, 2021
Continue reading “4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.5.1”
Accumulated China Region Equities (CQQQ) 8-31-21
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 1.5
Accumulated Consumer Staples Equities (RHS) 8-30-21
Today we accumulated more shares of the Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS). Folks, you’ve gotta buy the dips sometimes too. Read why we invest in RHS right here: 4 Best Long-Term Performance Consumer Staples Sector ETFs 1.4
PHO / FIW: 2 Water ETFs that Will Benefit from Bipartisan Infrastructure Bill
Invesco Water Resources ETF(NASDAQ:PHO): The water utility industry is expected to generate solid growth in the coming years, fueled by the government’s efforts to repair aging water infrastructure. So, we think investors seeking to capitalize on the industry’s growth in a relatively less risky way could do worse than bet on famous water ETFs Invesco Water Resources ETF (PHO) and First Trust Water ETF (FIW). Read on.
— Read on stocknews.com/news/pho-fiw-2-water-etfs-that-will-benefit-from-bipartisan-infrastructure-bill/
6 Space ETFs to Explore: ARKX, UFO, ITA and More | ThinkAdvisor
A half-dozen ETFs are focused on public companies involved in space exploration and aerospace.
— Read on www.thinkadvisor.com/2021/08/27/6-space-etfs-that-may-be-worth-exploring/
Here’s Why ETFs Run Circles Around Mutual Funds | Personal Finance | wacotrib.com
There are three major reasons why many investors find ETFs preferable to mutual funds.
— Read on wacotrib.com/content/tncms/live/
Why Do ETFs Close & What Happens To Your Money When They Do?
In the fall of 2020, during the runup to the vaccine, optimistic investors sent the global ETF market past $15 trillion for the first time in history. America’s love affair with exchange-traded funds…
— Read on finance.yahoo.com/news/why-etfs-close-happens-money-190631918.html
Making a Contrarian Bet on Emerging Markets? (DGS)
With the MSCI Emerging Markets Index down more than 4% this year, it’d be easy for advisors to be dismissive of stocks in developing economies.
— Read on www.etftrends.com/model-portfolio-channel/making-a-contrarian-bet-on-emerging-markets/
Looking to Trim Your Exposure to China? (DGS)
Traditional emerging markets benchmarks are being strained this year by slumping Chinese stocks – a scenario caused by…
— Read on www.etftrends.com/model-portfolio-channel/looking-to-trim-your-exposure-to-china/
3 Unstoppable Growth ETFs to Buy and Hold Forever (QQQ)
These long-term investments can give your savings a serious boost.
— Read on www.fool.com/investing/2021/08/27/3-unstoppable-growth-etfs-to-buy-and-hold-forever/
The Deep Value ETF Accumulator Holdings 8-28-21
The Deep Value ETF Accumulator 8-28-21
Looking For a High Risk, High Reward Option for Bonds? Try “EDV”
Fixed income investors looking for a high risk, high reward option when it comes to yields should give the Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV) a closer look.
— Read on www.etftrends.com/fixed-income-channel/looking-for-a-high-risk-high-reward-option-for-bonds-try-edv/
10 Tantalizing International ETFs to Buy ( SCZ)
China poses a risk to those broadening their portfolios beyond the U.S. These international ETFs let you play global markets without exposure to the mainland.
— Read on www.kiplinger.com/investing/etfs/603351/tantalizing-international-etfs-to-buy
Accumulated South Korea Equities $EWY 8-23-21
Today we accumulated more shares of the iShares MSCI South Korea ETF (EWY). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EWY right here: The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.4
The Deep Value ETF Accumulator Holdings 8-21-21
The Deep Value ETF Accumulator 8-21-21
Active vs. Passive Management
The debate between active and passive managers has a long history. Here is a recap of one of our favorites.
— Read on www.ifa.com/articles/active-vs-passive-management/
The Current U.S. Infrastructure Water Grade? An Abysmal D+ (FIW)
Investors looking for tactical near-term ideas may want to consider the First Trust ISE Water ETF (NYSEArca: FIW).
— Read on www.etftrends.com/nasdaq-portfolio-solutions-channel/the-current-u-s-infrastructure-water-grade-abysmal-d/
Accumulated China Region Equities $CQQQ 8-16-21
Yesterday 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 1.5
The Deep Value ETF Accumulator 8-14-21
Accumulated China Region Equities $CQQQ 8-9-21
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 1.5
5 Real Estate ETFs Outperforming S&P 500 (REZ)
Here are five ETFs that have been leading the real estate sector and exhibiting strong momentum. Any of these could be excellent picks for investors seeking to benefit from the current market environment.
— Read on talkmarkets.com/content/etfs/5-real-estate-etfs-outperforming-sp-500
Avoiding Chinese Tech? Try Emerging Market Small Caps (DGS)
While large cap Chinese internet and technology stocks still hold plenty of promise, these are perilous times to be…
— Read on www.etftrends.com/model-portfolio-channel/avoiding-chinese-tech-try-emerging-market-small-caps/