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4 Best Long Term Performance China Equity ETFs 1.3

I normally pick the oldest ETF in a category to show how that category has performed over a long period of time. This time I have chosen the second oldest China ETF, the Invesco Golden Dragon China ETF (PGJ), to display long term performance. The reasoning behind this is that PGJ is only 2 months younger that the iShares China Large-Cap ETF (FXI), and PGJ has superior long term performance to FXI.

Is China still worth the investment risk?

PGJ vs S&P 500 index fund: January 2005 – August 2019

Source: https://www.portfoliovisualizer.com/

PGJ vs SPY: December 9, 2004 – August 30, 2019

Source: https://www.koyfin.com/home

Continue reading “4 Best Long Term Performance China Equity ETFs 1.3”

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Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.2

Does the U.S. Mid Cap Growth asset class have a history of good long-term returns?

U.S. Mid Cap Growth vs U.S. Large Cap Blend (S&P 500): January 1972 – August 2019

Source: https://www.portfoliovisualizer.com/

The oldest available U.S. Mid Cap Growth ETF is the iShares S&P Mid-Cap 400 Growth ETF (IJK). It’s inception date was July 24, 2000. Since inception, IJK has outperformed an S&P 500 index fund by 1.76% CAGR.

IJK vs S&P 500 index fund: August 2000 – July 2019

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.2”

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Know What You Own! ETF Deathwatch for July 2019

For the month of July, the ETF Deathwatch increased in size. Twenty-four exchange-traded products (“ETPs”) were added to the list, and 19 funds were removed, making July a busier month in terms of additions. Of the removals, 16 were removed due to increased health and three were due to asset managers closing their funds.

Read the full article at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-july-2019

Here is the Complete List of 459 ETFs and ETNs on ETF Deathwatch for July 2019:  http://investwithanedge.com/etf-deathwatch-july-2019

 

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Money in College, Investing Strategy, and Phony Savings Rates — Cruising Around

Create a multi-factor investing strategy
Have you considered multi-factor investing? I will be honest, this is not something that I knew a lot about, and it’s not something that I’m currently using personally. But, it’s a fascinating concept. If you’re interested in the details of stock market investing, you will find this series by Kyle from Incremental Returns to be interesting.

The idea is that, in theory, you can reduce volatility and possibly increase your long-term returns by choosing investments that meet 5 criteria. Here’s how Kyle describes them:

Read the complete article at Semi-Retire Plan right here: Money in College, Investing Strategy, and Phony Savings Rates — Cruising Around (August 20, 2019)

 

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The Case for Using a Sector-Based Framework in Equity Portfolio Construction

Sector exposure historically has been a major driver of stock returns and
can be an effective way to seek an objective and manage portfolio risk

 

Denise Chisholm l Sector Strategist

Scott O’Reilly, CFA l Head of Index, Sector, International, and Factor Products

Key Takeaways

• Using a sector-based framework to build
equity portfolios can help investors achieve a
variety of investment objectives and greater
control in managing portfolio risk.
• Beyond company-specific factors, sector
exposure has been the most influential driver
of the variability in equity market returns over
time, yet sector-based portfolio construction
remains an underutilized strategy in the
marketplace.
• Equity sectors have a variety of attributes,
including stable classification, consistent
earnings drivers, high return dispersion, clear
volatility patterns, and low correlations, which
together can help investors generate an
efficient portfolio.

Read the complete case study right here: https://www.etf.com/docs/The_Case_Sector_Based_Framework.pdf