The Deep Value ETF Accumulator Weekly Buy Rankings 10-13-23
5 Best U.S. Long Term Bond ETFs to Own Long Term: RVNU vs BAB vs VCLT vs SPLB vs IGLB 1.7
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Asset Category: Long Term Bonds (U.S. Long Term Treasuries)
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Long-Term Performance: 6.97% CAGR
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Correlation to U.S. markets: 0.06
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S&P 500 Performance (US Large Cap Blend): 11.43% CAGR
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Back test timeframe: January 1978 – September 2023
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Oldest Long Term Bond ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)
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Long-Term Performance: 3.73% CAGR
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Correlation to U.S. markets: -0.17
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S&P 500 Performance: 9.65% CAGR
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Back test timeframe: August 2002 – September 2023
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Number of ETFs available in this asset class: 40
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Number of ETFs in this asset class that are 10 years old or older: 18
U.S. Long Bonds vs U.S. Large Cap Blend Equities: January 1978 – September 2023
The Deep Value ETF Accumulator Weekly Buy Rankings 10-6-23
Accumulated Utilites Sector Equities (RSPU) 10-3-23
Today we accumulated more shares of the Invesco S&P 500® Equal Weight Utilities ETF (RSPU). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in RSPU right here: 4 Best Utilities Sector ETFs to Own Long-Term
Accumulated Long Duration U.S. Treasuries (EDV) 10-3-23
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 U.S. Long Term Government Bond ETFs to Own Long-TermÂ
FDx Advisors Inc. Invests $210,000 in iShares Morningstar Mid-Cap Growth ETF (IMCG)
Read FDx Advisors Inc. Invests $210,000 in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) at Defense World
— Read on www.defenseworld.net/2023/10/02/fdx-advisors-inc-invests-210000-in-ishares-morningstar-mid-cap-growth-etf-nysearcaimcg.html
The Deep Value ETF Accumulator Holdings 10-1-23
The Deep Value ETF Accumulator Weekly Buy Rankings 9-30-23
Noble Family Wealth LLC Invests $165,000 in iShares S&P Small-Cap 600 Growth ETF (IJT)
Noble Family Wealth LLC purchased a new position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 1,432 shares of the company
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-09-25/
REZ Dividend Announcement $0.6820/Share (yield 3.48%)
NYSE:REZ iShares Residential & Multisector Real Estate ETF/iShares Trust Dividend Announcement $0.6820 per share on September 25, 2023
— Read on www.dividendinvestor.com/dividend-news/20230925/ishares-residential–multisector-real-estate-etf-ishares-trust-nyse-rez-declared-a-dividend-of-$0.6820-per-share/
Accumulated US Small Cap Growth Equities 9-25-23
Today we accumulated more shares of the iShares S&P Small-Cap 600 Growth ETF (IJT). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in IJT right here: 4 Best U.S. Small Cap Growth ETFs to Own Long-TermÂ
Accumulated Long Duration U.S. Treasuries (EDV) 9-25-23
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 U.S. Long Term Government Bond ETFs to Own Long-TermÂ
SPDR S&P Aerospace & Defense ETF (XAR) Shares Bought by Cambridge Investment Research Advisors Inc.
Read SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) Shares Bought by Cambridge Investment Research Advisors Inc. at Defense World
— Read on www.defenseworld.net/2023/09/25/spdr-sp-aerospace-defense-etf-nysearcaxar-shares-bought-by-cambridge-investment-research-advisors-inc.html
The Deep Value ETF Accumulator Holdings 9-25-23
SCHD Has Gotten A Lot Of Hate In 2023. It’s Completely Unwarranted.
I’m not necessarily here to defend SCHD, but I do think it’s important to understand WHY it’s underperformed and whether or not those trends will continue.
— Read on www.thestreet.com/etffocus/
The Deep Value ETF Accumulator Weekly Buy Rankings 9-22-23
Accumulated Industrials Sector Equities (XAR) 9-22-23
Today we accumulated more shares of the SPDR® S&P® Aerospace & Defense ETF (XAR). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XAR right here: 4 Best Industrials Sector ETFs to Own Long-TermÂ
Should You Follow Ray Dalio & Buy Cash-Like ETFs? (JPST)
Rising rate worries are gripping the whole world, crippling the investing scenario again with uncertainty. Volatility may become the name of the game thanks to a host of factors ranging from sticky inflation in the United States a
— Read on www.nasdaq.com/articles/should-you-follow-ray-dalio-buy-cash-like-etfs
SYLD Dividend Announcement $0.3046/Share 9/20/2023 (yield 2.21%)
BATS:SYLD Shareholder Yield ETF/Cambria ETF Trust Dividend Announcement $0.3046 per share on September 20, 2023
— Read on www.dividendinvestor.com/dividend-news/20230920/shareholder-yield-etf-cambria-etf-trust-bats-syld-declared-a-dividend-of-$0.3046-per-share/
Should You Invest in the Energy Select Sector SPDR ETF (XLE)?
If you’re interested in broad exposure to the Energy – Broad segment of the equity market, look no further than the Energy Select Sector SPDR ETF (XLE), a passively managed exchange traded fund launched on 12/16/1998.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-energy-select-sector-spdr-etf-xle-9
SCHD Vs. DJD: One Clear Winner, Zero Hype Concerns
SCHD and DJD are 2 high-yielding dividend ETFs that have put up similar returns over last 2 years. See why I recommend investors choose SCHD over DJD.
— Read on seekingalpha.com/article/4636266-schd-vs-djd-one-clear-winner-zero-hype-concerns
Here’s the Best Tech Investment Anyone Can Make (QQQ)
Sometimes the best investment is the most boring option.
— Read on www.fool.com/investing/2023/09/20/heres-the-best-tech-investment-anyone-can-make/
Level Four Advisory Services LLC Acquires New Stake in First Trust Water ETF (FIW)
Read Level Four Advisory Services LLC Acquires New Stake in First Trust Water ETF (NYSEARCA:FIW) at Defense World
— Read on www.defenseworld.net/2023/09/20/level-four-advisory-services-llc-acquires-new-stake-in-first-trust-water-etf-nysearcafiw.html
Energy Select Sector SPDR Trust (XLE) on 09/15/23 declared dividend $0.6736/sh (3.44% yield)
Energy/Select Sector SPDR Trust (NYSE:XLE) on 09/15/2023 declared a dividend of $ 0.6736 per share payable on September 21, 2023 to shareholders of record as of September 19, 2023. Dividend amount recorded is a decrease of $ 0.0322 from last dividend Paid.
Energy/Select Sector SPDR Trust (NYSE:XLE) has paid dividends since 1999, has a current dividend yield of 3.4383034706% and has increased its dividends for 1 successive years.
Ameriprise Financial Inc. Grows Stock Position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)
Read Ameriprise Financial Inc. Grows Stock Position in Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF) at Defense World
— Read on www.defenseworld.net/2023/09/18/ameriprise-financial-inc-grows-stock-position-in-xtrackers-msci-eafe-hedged-equity-etf-nysearcadbef.html
Smith Anglin Financial LLC Purchases 6,010 Shares of iShares S&P Small-Cap 600 Growth ETF (IJT)
Smith Anglin Financial LLC raised its stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 18.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 38,249 shares of the company’s stock after acq
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-09-15/
These 4 Dividend ETFs Are a Retiree’s Best Friend (SCHD)
Dividends can be powerful wealth-boosters in your portfolio, delivering regular (and often growing) income.
— Read on www.fool.com/investing/2023/09/18/these-4-dividend-etfs-are-a-retirees-best-friend/
Arete Wealth Advisors LLC Buys Shares of 8,769 Schwab US Dividend Equity ETF (SCHD)
Read Arete Wealth Advisors LLC Buys Shares of 8,769 Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/09/16/arete-wealth-advisors-llc-buys-shares-of-8769-schwab-us-dividend-equity-etf-nysearcaschd.html
Arete Wealth Advisors LLC Takes $567,000 Position in Vanguard Information Technology ETF (VGT)
Read Arete Wealth Advisors LLC Takes $567,000 Position in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/09/16/arete-wealth-advisors-llc-takes-567000-position-in-vanguard-information-technology-etf-nysearcavgt.html
Empower Advisory Group LLC Takes $342,000 Position in Vanguard Intermediate-Term Bond ETF (BIV)
Read Empower Advisory Group LLC Takes $342,000 Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) at Defense World
— Read on www.defenseworld.net/2023/09/17/empower-advisory-group-llc-takes-342000-position-in-vanguard-intermediate-term-bond-etf-nysearcabiv.html
The Deep Value ETF Accumulator Holdings 9-17-23
The Deep Value ETF Accumulator Weekly Buy Rankings 9-16-23
5 Best Real Estate Sector ETFs to Own Long-Term: PSR vs REZ vs VNQ vs USRT vs FRI 1.7
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Asset Class:Â Real Estate Sector (REITs)
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Long-Term Performance: 8.36% CAGR
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Correlation to U.S. Markets: 0.62
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U.S. Large Cap Blend Performance: 9.93% CAGR
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Back test timeframe: January 1994 – August 2023
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Oldest ETF back tested:Â iShares U.S. Real Estate ETF (IYR)
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Long-Term Performance: 8.14% CAGR
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Correlation to U.S. Markets:Â 0.69
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S&P 500 Performance: 6.95% CAGR
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Back test timeframe: July 2000 – August 2023
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Number of ETFs available in this asset class: 39
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Number of ETFs in this asset class that are 10-years old or older:Â 14
REITs vs U.S. Large Cap Blend: January 1994 – August 2023
IYR vs SPY: July 2000 – August 2023
IYR vs SPY: June 19, 2000 – September 12, 2023
Accumulated US Small Cap Growth Equities 9-8-23
Today we accumulated more shares of the iShares S&P Small-Cap 600 Growth ETF (IJT). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in IJT right here: 4 Best U.S. Small Cap Growth ETFs to Own Long-TermÂ
The Deep Value ETF Accumulator Weekly Buy Rankings 9-8-23
The Deep Value ETF Accumulator Holdings 9-4-23
The Deep Value ETF Accumulator Weekly Buy Rankings 9-1-23
5 Best U.S. Intermediate Term Bond ETFs to Own Long-Term: BIV vs MUB vs MUNI vs CMBS vs SPAB 1.7
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Asset Category: Intermediate Term Bonds (U.S. Intermediate Term Treasuries)
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Long-Term Performance: 6.35% CAGR
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Correlation to U.S. markets: 0.08
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S&P 500 Performance (US Large Cap Blend): 10.50% CAGR
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Back test timeframe: January 1972 – July 2023
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Oldest Intermediate Term Bond ETF back tested: iShares Core U.S. Aggregate Bond ETF (AGG)
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Long-Term Performance: 2.90% CAGR
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Correlation to U.S. markets: 0.17
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S&P 500 Performance: 10.07% CAGR
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Back test timeframe: October 2003 – July 2023
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Number of ETFs available in this asset class: 107
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Number of ETFs in this asset class that are 10 years old or older: 18
U.S. Intermediate Bonds vs U.S. Large Cap Blend Equities: January 1972 – July 2023
AGG vs SPY: October 2003 – July 2023
AGG vs SPY: September 26, 2003 – August 25, 2023
The Deep Value ETF Accumulator Weekly Buy Rankings 8-26-23
The Deep Value ETF Accumulator Holdings 8-19-23
The Deep Value ETF Accumulator Weekly Buy Rankings 8-19-23
The Deep Value ETF Accumulator Holdings 8-13-23
The Deep Value ETF Accumulator Weekly Buy Rankings 8-11-23
The Deep Value ETF Accumulator Holdings 8-5-23
The Deep Value ETF Accumulator Weekly Buy Rankings 8-4-23
State Street Slashes Fees on Portfolio Suite ETFs (SPEM)
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), 0.03%, down from 0.05%Â
SPDR Portfolio S&P 600 Small Cap ETF (SPSM), 0.03%, down from 0.05%Â
SPDR Portfolio Developed World ex-US ETF (SPDW), 0.04%, down from 0.03%Â
SPDR Portfolio Europe ETF (SPEU), 0.07%, down from 0.09%Â
SPDR Portfolio Emerging Markets ETF (SPEM), 0.07%, down from 0.11%Â
SPDR Portfolio Short Term Treasury ETF (SPTS), 0.03%, down from 0.06%Â
SPDR Portfolio Intermediate Term Treasury ETF (SPTI), 0.03%, down from 0.06%Â
SPDR Portfolio Long Term Treasury ETF (SPTL), 0.03%, down from 0.06%Â Â
SPDR Portfolio High Yield Bond ETF (SPHY), 0.05%, down from 0.10%Â Â Â
Source: https://www.etftrends.com/state-street-slashes-fees-portfolio-suite-etfs/
