9 of the Best Mid-Cap ETFs to Buy (DON)
There are perks to investing in the middle ground. Many investors overlook the middle category of publicly traded stocks that are neither too massive nor too…
— Read on wtop.com/news/2020/07/9-of-the-best-mid-cap-etfs-to-buy/
Playing It Safe With Mid-Cap Dividends (DON)
Undoubtedly, 2020 is going down as a forgettable year for dividend investors, a sentiment that extends to smaller stocks, including mid-cap fare.
— Read on www.etftrends.com/model-portfolio-channel/playing-it-safe-with-mid-cap-dividends/
Active Non-Transparent ETFs: What Are They Good For? | Morningstar
Assessing the benefits and drawbacks of this novel fund type.
— Read on www.morningstar.com/articles/993801/active-non-transparent-etfs-what-are-they-good-for
Accumulated More Real Estate Equities Today (REZ) 7-27-20
Today we bought more shares of the iShares Residential 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 Long-Term Performance Real Estate Sector ETFs 1.3
Beating VTSAX, Part 9 – The Ultimate KI$$ Portfolio
As I have progressed through this Beating VTSAX Series I have been on the search for a domestic stock portfolio possessing more upside than VTSAX but with less downside. Along this journey, I have come to realize that I may not have communicated my intent as clearly as possible. I will clarify that now. I’m a
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-9-the-ultimate-ki-portfolio/
The Deep Value ETF Accumulator 7-24-20
Should iShares Morningstar MidCap Growth ETF (JKH) Be on Your Investing Radar?
Style Box ETF report for JKH
— Read on finance.yahoo.com/news/ishares-morningstar-midcap-growth-etf-102010373.html
Accumulated Real Estate Sector Equities Today (REZ) 7-20-20
Today we accumulated more shares of the iShares Residential 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 Long-Term Performance Real Estate Sector ETFs 1.3
Sold IWP, Bought JKH, U.S. Mid Cap Growth Equities 7-20-20
Today we sold our shares of the iShares Russell Mid-Cap Growth ETF (IWP), and bought shares of the iShares Morningstar Mid-Cap Growth ETF (JKH). Read why we invest in JKH right here: 4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3
Kowala Creative | M1 Finance CMO Bob Armour Sets Sights on Acquiring Long-Term Investors
The M1 Finance team puts control into their users hands, giving them the
tools to make smart investments and build wealth for the future.
— Read on www.kowalacreative.com/blog/2020/7/20/creativebrief-episode-17-m1-finance-seeks-long-term-investors
4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3
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Asset Category: U.S. Mid Cap Growth
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Long-Term Performance: 10.34% CAGR
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Correlation to U.S. markets: 0.95
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S&P 500 Performance (US Large Cap Blend): 10.21% CAGR
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Back test timeframe: January 1972 – June 2020
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Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)
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Long-Term Performance: 7.22% CAGR
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S&P 500 Performance: 5.94% CAGR
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Back test timeframe: August 2000 – June 2020
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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: 9
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2020
Continue reading “4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3”
The Deep Value ETF Accumulator 7-18-20
Accumulated Real Estate Sector Equities Today (REZ) 7-13-20
Today we accumulated more shares of the iShares Residential 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 Long-Term Performance Real Estate Sector ETFs 1.3
5 Popular ETFs in the Robinhood 100
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2x Shares(NYSE:GUSH): Robinhood traders are a fascinating bunch and give insight into the behavior of younger traders and investors. Gush (GUSH) Ultra Crude Oil (UCO), the SPDR S&P 500 (SPY), Low-Vol High-Dividend (SPHD) and Nasdaq 100 ETF (QQQ) are 5 popular ETFs held by Robinhood traders.
— Read on stocknews.com/news/gush-uco-spy-qqq-sphd-5-popular-etfs-in-the-robinhood-100/
Leveraged & Inverse ETN Extinction | ETF.com
Why ETNs with a leverage factor have been uniquely exposed to closure risk in 2020.
— Read on www.etf.com/sections/features-and-news/leveraged-inverse-etn-extinction
The Deep Value ETF Accumulator 7-10-20
More ETFs Closed Than Opened for the First Time Ever By Investing.com
Exclusive: More ETFs Closed Than Opened for the First Time Ever
— Read on m.investing.com/news/stock-market-news/exclusive-more-etfs-closed-than-opened-for-the-first-time-ever-2221483
iShares Residential Real Estate Capped ETF: A Moderately Safe Bet (REZ)
Summary
- iShares Residential Real Estate Capped ETF is focused on the real estate sector with holding companies catering to different types of REITs.
- The dividend yield is substantial even though the ETF has not managed to post a strong recovery similar to the broader market.
- Revenue could beat the estimates based on the last quarter.
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4357113-ishares-residential-real-estate-capped-etf-moderately-safe-bet
Accumulated Industrials Sector Equities Today (ITA) 7-6-20
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
4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.3
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Asset Class: Consumer Discretionary Sector
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Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)
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Long-Term Performance: 8.97% CAGR
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S&P 500 Performance: 6.30% CAGR
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Back test timeframe: January 1999 – June 2020
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Number of ETFs available in this asset class: 28
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Number of ETFs in this asset class that are 10-years old or older: 14
XLY vs SPY: January 1999 – June 2020
XLY vs SPY: December 22, 1998 – July 2, 2020
Continue reading “4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.3”
My Thoughts on the “Passive Investing Bubble” – Early Retirement Now
My Thoughts on the “Passive Investing Bubble” – Early Retirement Now
— Read on earlyretirementnow.com/2020/07/01/passive-investing-bubble/amp/
10 Largest ETFs In The World – Insider Monkey
What are the 10 largest ETFs in the world? Exchange-traded funds (ETFs) have become immensely popular in recent years. Unlike mutual funds, ETFs trade…
— Read on www.insidermonkey.com/blog/10-largest-etfs-in-the-world-817588/
The Deep Value ETF Accumulator 7-2-20
Where are the Customers’ Yachts? A Good Hard Look at Wall Street
Once in the dear dead days beyond recall, an out-of-town visitor was being shown the wonders of the New York financial district. When the party
— Read on www.ifa.com/articles/hard_look_wall_street/
In Defense Of Small Cap Value | ETF.com
There are multiple reasons that could explain its underperformance.
— Read on www.etf.com/sections/index-investor-corner/defense-small-cap-value
4 Best Long-Term Performance Technology Sector ETFs 1.3
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Asset Class: Technology Sector
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Oldest ETF back tested: The Technology Select Sector SPDR® Fund (XLK)
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Long-Term Performance: 6.80% CAGR
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S&P 500 Performance: 6.30% CAGR
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Back test timeframe: January 1999 – June 2020
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Number of ETFs available in this asset class: 70
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Number of ETFs in this asset class that are 10-years old or older: 20
XLK vs SPY: January 1999 – June 2020
XLK vs SPY: December 22, 1998 – June 30, 2020
Continue reading “4 Best Long-Term Performance Technology Sector ETFs 1.3”
Know What You Own! ETF Deathwatch for May 2020
“The ETF Deathwatch decreased in size in May. Sixteen exchange-traded products (“ETPs”) were added to the list, and 32 funds were removed. Twenty-one of those funds were removed due to increased health and 11 were due to asset managers closing their funds. That so many funds were removed from the Deathwatch in May was no surprise, 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-may-2020
Here is the Complete List of 369 ETFs and ETNs on ETF Deathwatch for May 2020: http://investwithanedge.com/etf-deathwatch-may-2020
Accumulated Industrials Sector Equities Today (ITA) 6-29-20
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
The Deep Value ETF Accumulator 6-27-20
SPIVA: 2020 Active vs. Passive Scorecard (Q1)
A pandemic leads S&P to issue a special edition to include this year
— Read on www.ifa.com/articles/despite_brief_reprieve_2018_spiva_report_reveals_active_funds_fail_dent_indexing_lead_-_works/
Accumulated US Mid Cap Blend Equities Today (EZM) 6-22-20
Today we accumulated more shares of the WisdomTree U.S. MidCap Fund (EZM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EZM right here: 4 Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.3
The Deep Value ETF Accumulator 6-19-20
Robinwho? A Long Term Investor’s Guide to Order-Flow Selling
There’s been quite a bit of buzz in the financial press about the rise of retail investors, and in particular, Robinhood.
— Read on www.etftrends.com/robinwho-long-term-investors-guide-to-order-flow-selling/
Beating VTSAX, Part 1 – What’s Wrong with VTSAX?
Can you do better than VTSAX for your stocks? Yes! Read on to learn how to break VTSAX into its components and take advantage of the higher returns small stocks offer over the long-term.
— Read on keepinvestingsimplestupid.com/how-to-build-a-portfolio-better-than-vtsax-part-1/
Beating VTSAX, Part 2 – Dividing VTSAX into Thirds
Can you do better than VTSAX? Absolutely! No stock picking required. Just break down VTSAX into VFIAX + VIMAX + VSMAX and you get up to a 0.84% higher annual return with less investment risk and volatility! That’s a win-win for keeping it simple if I’ve ever seen one!
— Read on keepinvestingsimplestupid.com/how-to-build-an-investment-portfolio-better-than-vtsax-part-2/
Beating VTSAX, Part 3 – Optimizing the Small-Caps
Can you do better than VTSAX for your stocks? Yes! Read on to learn how to break VTSAX into 4 funds that beat VTSAX by about over 2% annualized returns with lower investment risk.
— Read on keepinvestingsimplestupid.com/building-an-investment-portfolio-better-than-vtsax-part-3/
Beating VTSAX, Part 4 – Adding a REIT
If you would like to increase your expected future returns while doing your best to minimize your investment risk, this is the article on how to do that. By diversifying among 5 different domestic stock funds over the past 20 years they outperformed VTSAX by almost 3% per year!
— Read on keepinvestingsimplestupid.com/building-an-investment-portfolio-better-than-vtsax-part-4/
Beating VTSAX, Part 5 – Adding Bonds
We’ve established how easy it is to beat VTSAX. But in this post, we’ll beat it even with bonds in the portfolio! Wait, what? That’s right. We’ll add bonds to the portfolio of stocks from Part 4 and will still beat the 100% VTSAX portfolio. If this sounds crazy, here’s how this works
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-5-adding-bonds/
Beating VTSAX, Part 6 – A Tale of 2 Decades
The longest bull market in history recently ended. It was a historic run for the U.S. stock market that did nothing but increase the love for index funds like VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) and VFIAX (Vanguard S&P 500 Index Fund Admiral Shares). But is that love warranted? Is
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-6-a-tale-of-2-decades/
Beating VTSAX, Part 7 – Comparing Inflation-Adjusted Returns
In Part 6, I established that VTSAX has been a tale of two very different decades from 2000-2019. While 20 years of history isn’t much in the big-picture, most investors in the FIRE/FI movements haven’t even been investing for that long. The returns are relevant because they’re the ones we’ve
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-7-comparing-inflation-adjusted-returns/
Beating VTSAX, Part 8 – Adding International Stocks
To this point, I’ve solely focused on domestic stocks. Why? Because many investors holding VTSAX hold either a 100% VTSAX portfolio OR VTSAX comprises their entire domestic (USA) stock allocation. Everything I’ve done so far in this Beating VTSAX series has focused on domestic funds because VTSAX is a
— Read on keepinvestingsimplestupid.com/beating-vtsax-part-8-adding-international-stocks/
Accumulated More US Small Cap Value Equities (RWJ) 6-15-20
Yesterday we accumulated more shares of the Invesco S&P SmallCap 600 Revenue ETF (RWJ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in RWJ right here: 4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.3
The Deep Value ETF Accumulator 6-16-20
Does a Decline in Stock Prices Signal a Down Year?
It
— Read on www.ifa.com/articles/stock_drops_signal_down_year/
Is it investing, speculation or gambling?
Being able to distinguish between them can help you make more profitable decisions.
— Read on www.msn.com/en-us/money/savingandinvesting/is-it-investing-speculation-or-gambling/ar-AAK1ENx
7 Best Water Stocks and ETFs to Buy (FIW)
Water stocks can be a choice for those seeking to diversify. Investors seeking investments to diversify their portfolios may be drawn to water stocks since the…
— Read on wtop.com/news/2020/06/7-best-water-stocks-and-etfs-to-buy/
7 Best REIT ETFs to Buy for 2020 (REZ)
The best REIT ETFs for 2020. Investors can track total REIT ETF returns and performance through different indexes. These indexes or benchmarks seek performance…
— Read on wtop.com/news/2020/06/7-best-reit-etfs-to-buy-for-2020/
The Deep Value ETF Accumulator 6-5-20
6 ETFs to Buy for June (IJT)
These ETFs should make a winning portfolio for June.
— Read on finance.yahoo.com/news/6-etfs-buy-june-170005881.html