Black Bears are friendly but you need to understand that running away from a Grizzly won’t help you – how to take advantage of a recession
— Read on bankeronwheels.com/how-to-take-advantage-of-a-recession/
$FIW $PIO War for Water Worldwide – GuerillaStockTrading
$FIW $PIO War for Water Worldwide – GuerillaStockTrading
— Read on www.guerillastocktrading.com/fiw-pio-war-for-water-worldwide/
How Far Will Tech Decline? (QQQ, FDN)
The markets had another mixed week last week, driven downward by weakness in the tech sector. After noting the high risk in the market several weeks ago, this week the Viper Report’s Tom Aspray shares his overall market outlook and downside targets for the tech sector.
— Read on www.forbes.com/sites/tomaspray/2020/09/20/how-far-will-tech-decline/
Looking overseas: The case for international investing | iShares – BlackRock
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
The Deep Value ETF Accumulator 9-18-20
Misuse of the Law of Large Numbers: The Gambler’s Fallacy
If you have ever spent any time in a casino, it is likely that you have seen supposedly random events that appeared to be non-random.
— Read on www.ifa.com/articles/gambler_fallacy_misuse_large_numbers/
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/
Accumulated Health Sector Equities Today (FBT) 9-15-20
Today we accumulated more shares of the First Trust NYSE Arca Biotechnology Index Fund (FBT). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FBT right here: 4 Best Long-Term Performance Health Sector ETFs 1.4
The Deep Value ETF Accumulator 9-11-20
4 Best Long-Term Performance Real Estate Sector ETFs 1.4
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Asset Class: Real Estate Sector
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Long-Term Performance: 8.88% CAGR
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Correlation to U.S. Markets: 0.59
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U.S. Large Cap Blend Performance: 9.87% CAGR
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Back test timeframe: January 1994 – August 2020
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Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)
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Long-Term Performance: 8.81% CAGR
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Correlation to U.S. Markets: 0.66
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S&P 500 Performance: 6.44% CAGR
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Back test timeframe: July 2000 – August 2020
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Number of ETFs available in this asset class: 27
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Number of ETFs in this asset class that are 10-years old or older: 9
REITs vs U.S. Large Cap Blend: January 1994 – August 2020
IYR vs SPY: July 2000 – August 2020
IYR vs SPY: June 19, 2000 – September 9, 2020
Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.4”
Accumulated Foreign Small/Mid Cap Value Equities Today (PDN) 9-8-20
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: 3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3
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/
4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.4
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Asset Category: International Developed ex-US Market
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Long-Term Performance: 6.85% CAGR
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Correlation to U.S. markets: 0.71
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S&P 500 Performance (US Large Cap Blend): 10.76% CAGR
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Back test timeframe: January 1986 – August 2020
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Oldest ETF back tested: iShares MSCI EAFE Growth ETF (EFG)
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Long-Term Performance: 5.59% CAGR
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Correlation to U.S. Markets: 0.87
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S&P 500 Performance: 9.42% CAGR
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Back test timeframe: September 2005 – August 2020
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Number of ETFs available in this asset class: 17
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Number of ETFs in this asset class that are 10-years old or older: 5
International Developed ex-US Markets vs US Large Cap Blend: January 1986 – August 2020
Continue reading “4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.4”
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/
The Deep Value ETF Accumulator 9-4-20
Accumulated Utilities Sector Equities (RYU) 8-31-20
Yesterday 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 1.3
Trimmed Profits in Trading – Leveraged Equities (QLD) 8-31-20
Yesterday we trimmed some profits in the ProShares Ultra QQQ ETF (QLD). Buy price $43.50. Sell price $103.10. Read why we invest in QLD right here: 4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.3
The Deep Value ETF Accumulator 8-28-20
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.
Accumulated Energy Sector Equities Today (XLE) 8-24-20
Today we accumulated more shares of The Energy Select Sector SPDR® Fund
(XLE). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLE right here: 4 Best Long-Term Performance Energy Sector ETFs 1.3
4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.4
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Asset Category: Foreign Small/Mid Blend
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Long-Term Performance: 6.54% CAGR
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Correlation to U.S. markets: 0.72
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S&P 500 Performance (US Large Cap Blend): 9.97% CAGR
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Back test timeframe: January 1995– July 2020
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Oldest ETF back tested: SPDR® S&P® International Small Cap ETF (GWX)
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Long-Term Performance: 2.04% CAGR
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S&P 500 Performance: 8.34% CAGR
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Back test timeframe: May 2007 – July 2020
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Number of ETFs available in this asset class: 9
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Number of ETFs in this asset class that are 10-years old or older: 4
Foreign ex-US Small Cap vs U.S. Large Cap Blend: January 1995 – July 2020
Continue reading “4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.4”
The Deep Value ETF Accumulator 8-21-20
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
Accumulated Brazil Equities Today (EWZ) 8-17-20
Today we accumulated more shares of the iShares MSCI Brazil ETF (EWZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EWZ right here: Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3
Started a New Position in Foreign Small/Mid Cap Blend Equities Today (SCZ) 8-17-20
Today we started a new position in the iShares MSCI EAFE Small-Cap ETF (SCZ). This position was started as part of a barbell approach to holding a position in a Foreign Small Cap Value ETF, i.e. the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). There are no good Foreign Small/Mid Cap Growth ETFs available at this time, so we are using SCZ as a proxy for Foreign Small/Mid Cap Growth equities.
Started a New Position in Foreign Large Cap Growth Equities Today (AADR) 8-17-20
Closed Our Position in U.S. Small Cap Blend Equities Today (EES) 8-17-20
Closed Our Position in U.S. Mid Cap Blend Equities Today (EZM) 8-17-20
Closed Our Position In U.S. Large Cap Blend Equities (FTCS) 8-17-20
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
The Deep Value ETF Accumulator 8-15-20
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
Accumulated Brazil Equities Today (EWZ)
Today we accumulated more shares of the iShares MSCI Brazil ETF (EWZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EWZ right here: Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3
4 Best Long-Term Performance Health Sector ETFs 1.4
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Asset Class: Health Sector
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Oldest ETF back tested: The Health Care Select Sector SPDR® Fund (XLV)
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Long-Term Performance: 8.24% CAGR
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S&P 500 Performance: 6.55% CAGR
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Back test timeframe: January 1999 – July 2020
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Number of ETFs available in this asset class: 41
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Number of ETFs in this asset class that are 10-years old or older: 17
XLV vs SPY: January 1999 – July 2020
XLV vs SPY: December 22, 1998 – August 7, 2020
Continue reading “4 Best Long-Term Performance Health Sector ETFs 1.4”
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/
The Deep Value ETF Accumulator 8-8-20
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
Accumulated Industrials Sector Equities Today (ITA) 8-3-20
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 1.3
Sold FNI, Bought CQQQ, China Equities 8-3-20
Today we sold our shares of the First Trust Chindia ETF (FNI), and bought shares of the Invesco China Technology ETF (CQQQ). Read why we invest in CQQQ right here: 4 Best Long Term Performance China Equity ETFs 1.4
