Deep Value ETF Accumulator

January 13, 2020

Accumulated South Africa Equities Today (EZA) 1-13-20

Today we accumulated more shares of the iShares MSCI South Africa ETF (EZA). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EZA right here: Is The South Africa ETF Worth The Risk? (EZA) 1.2

January 13, 2020January 13, 2020

The Deep Value ETF Accumulator 1-13-20

January 13, 2020January 20, 2020

4 Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.3

Asset Class: US Mid Cap Blend
Long-Term Performance: 11.97% CAGR
S&P 500 Performance (US Large Cap Blend): 10.39% CAGR
Back test timeframe: January 1972 – December 2019
Oldest ETF back tested: SPDR® S&P MIDCAP 400® ETF Trust (MDY)
Long-Term Performance: 10.87% CAGR
S&P 500 Performance: 9.40% CAGR
Back test timeframe: September 1995 – December 2019
Number of ETFs available in this asset class: 40
Number of ETFs in this asset class that are 10-years old or older: 13

US MID CAP BLEND vs US LARGE CAP BLEND: January 1972 – December 2019

Continue reading “4 Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.3”

January 12, 2020January 12, 2020

The Deep Value ETF Accumulator 1-12-20

January 11, 2020

Know What You Own! ETF Deathwatch for November 2019

The ETF Deathwatch list grew in November. Thirty-one exchange-traded products (“ETPs”) were added to the list, and 20 funds were removed. Of the removals, eight were removed due to increased health and 12 were due to asset managers closing their funds. November was a fairly positive month for the equity markets, so November’s increase comes as a surprise.

Continue reading at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-november-2019

Here is the Complete List of 492 ETFs and ETNs on ETF Deathwatch for November 2019: http://investwithanedge.com/etf-deathwatch/november-2019

January 11, 2020January 11, 2020

Crowdfunding Firms Blow Up the Model to Survive in Real Estate

Stick with your plain Jane REIT ETFs and index funds folks.

Here’s a link to some of the best REIT ETFs available: Best Long-Term Performance Real Estate Sector ETFs 1.3

Read the full article at the WSJ right here: https://www.wsj.com/articles/crowdfunding-firms-blow-up-the-model-to-survive-in-real-estate-11578398401?shareToken=sta9ef760ed6214215a704398a369810b1&reflink=share_mobilewebshare&fbclid=IwAR146g7VlQc5Wq8mxNBDOcvUbLQkWAsV9qQQ9JRAvw5-P6qjPbe5PUfmLIs

January 8, 2020January 8, 2020

The Deep Value ETF Accumulator 1-8-20

January 8, 2020January 8, 2020

Accumulated South Africa Equities Today (EZA) 1-8-20

Today we continued to accumulate shares of the iShares MSCI South Africa ETF (EZA). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EZA right here: Is The South Africa ETF Worth The Risk? (EZA) 1.2

January 8, 2020

3 Great Funds for New ETF Investors to Consider (QQQ)

Investors new to the world of exchange trade funds ought to consider this trio of cost-effective, diverse products.
— Read on investorplace.com/2020/01/for-new-etf-investors-these-are-some-of-the-best-funds-to-consider/

January 8, 2020

8 of the Best Low-Cost Index Funds (ITA)

Index funds offer diversified holdings and help investors keep more money so their earnings can compound faster. Jim Holtzman, a wealth advisor at Legend Financial Advisors, says with more exchange-traded index funds available, it’s become easier for investors to lower costs. Here are eight of
— Read on finance.yahoo.com/news/8-best-low-cost-index-215941710.html

January 7, 2020

Accumulated South Africa Equities Today (EZA) 1-7-20

January 7, 2020

The Deep Value ETF Accumulator 1-7-20

January 6, 2020January 6, 2020

The Deep Value ETF Accumulator 1-6-20

January 6, 2020

Accumulated South Africa Equities Today (EZA) 1-6-20

January 6, 2020January 5, 2020

2019 Annual Performance Report – The Deep Value ETF Accumulator

“What gets measured, gets improved.”

Welcome to my 6th installment of my semi-annual performance reports. 2019 was an amazingly profitable year to be invested in the stock market, especially coming off the heels of that horrible last quarter of 2018. Most markets are hitting new all-time-highs and so are most investor’s portfolios. Look at how 9 major asset classes performed in 2019; even emerging markets performed well.

Source: https://novelinvestor.com/asset-class-returns/

Continue reading “2019 Annual Performance Report – The Deep Value ETF Accumulator”

January 5, 2020January 5, 2020

January 2, 2020

S&P 500 Sector Performance 2007 thru 2019 by Novel Investor

Here’s the latest chart for the S&P 500 Sector Performance by Novel Investor.

For complete chart details please go to this link at Novel Investor: https://novelinvestor.com/sector-performance/

January 2, 2020

International Stock Market Returns 2005 thru 2019 by Novel Investor

Here’s the latest chart for International returns by Novel Investor

For complete chart details please go to this link at Novel Investor: https://novelinvestor.com/international-stock-market-performance/?fbclid=IwAR3Qxv65rttgVrD7tzmLJ7ri92SeWTAq3n6LH9CJwiBc3FO9DGhPNgDYGWY

January 2, 2020

Trimmed Profits in our Brazil Holdings Today (EWZ) 1-2-20

Today we trimmed some profits in our iShares MSCI Brazil ETF (EWZ) holdings. Buy 35.72. Sell 48.23. Read why we invest in EWZ right here: Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3

January 2, 2020

Emerging Markets Returns 2005 thru 2019 by Novel Investor

Here’s the latest chart for Emerging Markets returns by Novel Investor

For complete chart details please go to this link at Novel Investor: https://novelinvestor.com/emerging-markets-performance/?fbclid=IwAR0Xmrth28C2hbsBecDhKbxxWVu7kpRNjtJZ_tj5CoWpFjjiAbwXWkohX-Y

January 1, 2020

Investing in Agriculture and Natural Resources using Equity ETFs (FIW)

The theme of agriculture, food production and natural resources has become increasingly important as population pressures and urbanization, particularly in emerging economies, puts a strain on global resources
— Read on www.nasdaq.com/articles/investing-in-agriculture-and-natural-resources-using-equity-etfs-2019-12-30

January 1, 2020

Don’t Look Down – Investing at All-time Highs | ETF Trends

The secret is out; the S&P 500 has had a terrific year of performance. With today the final trading day left in the year (or decade depending on who you ask), 2019 is on the heels of being the best performing year in for the index since 1997, when the return was 31%.
— Read on www.etftrends.com/etf-strategist-channel/dont-look-down-investing-at-all-time-highs/

January 1, 2020

Today we started a new position in the WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in DGS right here: Best Long-Term Performance Diversified Emerging Markets ETFs 1.2

Asset Class: US Mid Cap Blend

Long-Term Performance: 11.97% CAGR

S&P 500 Performance (US Large Cap Blend): 10.39% CAGR

Back test timeframe: January 1972 – December 2019

Oldest ETF back tested: SPDR® S&P MIDCAP 400® ETF Trust (MDY)

Long-Term Performance: 10.87% CAGR

S&P 500 Performance: 9.40% CAGR

Back test timeframe: September 1995 – December 2019

Number of ETFs available in this asset class: 40

Number of ETFs in this asset class that are 10-years old or older: 13