WHAT IS AN ETF? THE ULTIMATE GUIDE FOR BEGINNERS

This article originally appeared on: https://www.roundhillinvestments.com/blog/what-is-an-etf

This is, by far, one of the most comprehensive articles I’ve read about what exactly an ETF is. Please enjoy.

WHAT IS AN ETF? THE ULTIMATE GUIDE FOR BEGINNERS

by Will Hershey / July 22, 2019

Over the past decade, ETFs have surged in popularity. In the U.S. alone, there are now more than 2,200 ETFs, with combined assets under management of $4 trillion (that’s trillion, with a T). In a 2019 survey by Charles Schwab, 79% of investors said that ETFs were their preferred investment vehicle and 63% responded that they saw ETFs as their primary investment vehicle moving forward. For younger investors, the appetite and interest in ETFs is even more pronounced. A remarkable 90% of millennial respondents, aged 25 to 38, reported ETFs as their investment vehicle of choice.

Continue reading at: https://www.roundhillinvestments.com/blog/what-is-an-etf

Best Long-Term Performance Consumer Discretionary Sector ETFs (Consumer Cyclical) 1.2

Does the Consumer Discretionary sector have a history of good long-term returns?

The oldest available Consumer Discretionary sector ETF is the Consumer Discretionary Select Sector SPDR® Fund (XLY). Its’ inception date was 12/16/1998.

XLY vs S&P500 index fund: January 1999 – June 2019

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

Continue reading “Best Long-Term Performance Consumer Discretionary Sector ETFs (Consumer Cyclical) 1.2”

REZ Should Continue To Outperform Thanks To Several Favorable Demographic Trends

Summary
  • REZ invests in mid and large-cap residential, healthcare, and specialized REITs in the United States.
  • The fund should benefit from the trend of declining homeownership and an ageing U.S. population.
  • REZ’s fund performance is inversely correlated to the U.S. treasury yield.

Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4277199-rez-continue-outperform-thanks-several-favorable-demographic-trends

 

The Deep Value ETF Accumulator Interview with Mr. SR from the Semi-Retire Plan Website

Micah McDonald from Deep Value ETF Accumulator

My name is Micah McDonald and I run the Deep Value ETF Accumulator blog. I retired from a 22-year Air Force career in 2008, worked the Alaska North Slope oilfields from 2008-2017 and now work as an electronics technician in remote locations in Alaska. I’m married to Gina and we have 7 kids and many grandchildren. You might consider me semi-retired now because I only work about 7 months a year. I plan to work under 6 months a year in about 3 years from now when we will be empty nesters.

Deep value and market timing

Mr. SR (MSR): I’m very interested in the premise of your site, Deep Value ETF Accumulator. I’m a big fan of the low expense aspect of ETFs and my wife and I use them in our IRAs and Roth IRAs. Can you explain what “deep value” means?

Micah McDonald (MM): To me, Deep Value means an asset (or ETF) that has historically performed well has fallen out-of-favor in the eyes of the market. There is no specific valuation that I focus on.

I have found 32 ETFs that have good long-term performance that I want to own. I use Morningstar portfolios to rank them by how much they have fallen from their 52-week high price. I accumulate shares once a week, so I buy an ETF that is near the top of the list or fallen furthest from it’s 52-week high price. The further an ETF has fallen in price, the deeper the value. Continue reading “The Deep Value ETF Accumulator Interview with Mr. SR from the Semi-Retire Plan Website”

Best Long-Term Performance Technology ETFs 1.2

Here is the 20+ year performance of the oldest available technology ETF, The Technology Select Sector SPDR® Fund (XLK).

XLK vs S&P 500 index fund: January 1999 – June 2019

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

XLK vs SPY: December 22, 1998 – July 21, 2019

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

There are 67 ETFs available in the Technology Sector, 19 of these have inception dates prior to July 21, 2009. Let’s see how they rank.

Source: https://www.morningstar.com/

Continue reading “Best Long-Term Performance Technology ETFs 1.2”

Know What You Own! ETF Deathwatch for June 2019

“For the month of June, the ETF Deathwatch increased in size. Twenty-nine exchange-traded products (“ETPs”) were added to the list, and 17 funds were removed, making June a busier month in terms of additions. Of the removals, six were removed due to increased health and 11 were due to asset managers closing their funds.”

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

See the complete list of 454 ETFs and ETNs on ETF Deathwatch for June 2019 right here: http://investwithanedge.com/etf-deathwatch-june-2019