Deep Value ETF Investor

SPDR Portfolio Emerging Markets ETF (SPEM) Shares Purchased by Benjamin F. Edwards & Company Inc.

Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Purchased by Benjamin F. Edwards & Company Inc. at Defense World
— Read on www.defenseworld.net/2023/07/17/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-purchased-by-benjamin-f-edwards-company-inc.html

Should You Invest in the SPDR S&P Aerospace & Defense ETF (XAR)?

Looking for broad exposure to the Industrials – Aerospace & Defense segment of the equity market? You should consider the SPDR S&P Aerospace & Defense ETF (XAR), a passively managed exchange traded fund launched on 09
— Read on www.nasdaq.com/articles/should-you-invest-in-the-spdr-sp-aerospace-defense-etf-xar-8

Opened New Position in Health Sector Equities (RSPH) 7-18-23

Today we opened a new position in the Invesco S&P 500® Equal Weight Health Care ETF (RSPH). Read why we invest in RSPH right here: 5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF

Closed Position in Health Sector Equities (PSCH) 7-18-23

Today we closed our position in the Invesco S&P SmallCap Health Care ETF (PSCH). We moved the proceeds from this sell into another Health Sector ETF (RSPH). Read why we are now invested in RSPH right here: 5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF

July 17, 2023

Should You Invest in the Vanguard Information Technology ETF (VGT)?

Sector ETF report for VGT
— Read on www.zacks.com/stock/news/2121859/should-you-invest-in-the-vanguard-information-technology-etf-vgt

The Deep Value ETF Accumulator Holdings 7-16-23

Trimmed Profits in Consumer Discretionary Sector Equities (XLY) 7-14-23

On Friday, we trimmed some profits in our Consumer Discretionary Select Sector SPDR® Fund (XLY) holdings. Buy 162.37. Sell 174.50. This sell was used for a distribution and to rebalance the portfolio. Read why we invest in XLY right here: 5 Best Consumer Discretionary Sector ETFs to Own Long-Term: VCR vs XLY vs IYC vc PEJ vs PBS

Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 7-14-23

On Friday, we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 314.44. Sell 378.41. This sell was used for a distribution and to rebalance the portfolio. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term

Trimmed Profits in Technology Sector Equities (VGT) 7-14-23

On Friday, we trimmed some profits in our Vanguard Information Technology ETF (VGT) holdings. This sell was used to provide a distribution and rebalance the portfolio. Buy 336.58. Sell 447.29. Read why we invest in VGT right here: 5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM

July 16, 2023August 5, 2023

Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 7-14-23

On Friday, we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.07. Sell 67.37. Sell action was used to take a distribution and rebalance the portfolio. Read why we invest in QLD right here: 5 Best Trading Leveraged Equity ETFs to Own Long Term – QLD vs ROM vs RXL vs USD vs UGE

5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF 1.7

Asset Class: Health Sector
Oldest ETF back tested: The Health Care Select Sector SPDR® Fund (XLV)
Correlation to U.S. Markets: 0.78
Long-Term Performance: 8.43% CAGR
S&P 500 Performance: 7.28% CAGR
Back test timeframe: January 1999 – June 2023
Number of ETFs available in this asset class: 55
Number of ETFs in this asset class that are 10-years old or older: 21

XLV vs SPY: January 1999 – June 2023

XLV vs SPY: December 22, 1998 – July 14, 2023

Continue reading “5 Best Health Sector ETFs to Own Long-Term: IHI vs RSPH vs FBT vs VHT vs IHF 1.7”

July 14, 2023

Invesco Executes Share Splits: What This Means for Investors (PSCC, PSCH, RSPU, RWJ)

Source: https://www.etftrends.com/innovative-etfs-channel/invesco-executes-share-splits-what-this-means-investors/

Invesco S&P SmallCap Consumer Staples ETF (PSCC): 3 for 1
Invesco S&P SmallCap Health Care ETF (PSCH): 3 for 1
Invesco S&P 500 Equal Weight Utilities ETF (RSPU): 2 for 1
Invesco S&P SmallCap 600 Revenue ETF (RWJ): 3 for 1

July 14, 2023

The Deep Value ETF Accumulator Weekly Buy Rankings 7-14-23

July 12, 2023

ETF Prime: Hype Cycle Topics, SYLD, ETFs for Market Conditions

Geraci engages in insightful discussions with a trio of industry experts to discuss a number of different topics.
— Read on www.etftrends.com/etf-prime/etf-prime-hype-cycle-topics-syld-etfs-for-market-conditions/

July 10, 2023

Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?

Style Box ETF report for IMCG
— Read on finance.yahoo.com/news/ishares-morningstar-mid-cap-growth-102006595.html

July 9, 2023

Arthur M. Cohen & Associates LLC Buys 1,276 Shares of iShares S&P Small-Cap 600 Growth ETF (IJT)

Arthur M. Cohen & Associates LLC grew its position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 63.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,276 shares of the company’s stock after purchasing an ad
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-07-07/

July 9, 2023

Read National Bank of Canada FI Has $88,000 Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/07/07/national-bank-of-canada-fi-has-88000-stake-in-schwab-us-dividend-equity-etf-nysearcaschd.html

July 7, 2023

Read Brookstone Capital Management Buys New Shares in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/07/05/brookstone-capital-management-buys-new-shares-in-vanguard-extended-duration-treasury-etf-nysearcaedv.html

July 6, 2023

Cambria Shareholder Yield ETF (SYLD) Reaches 10-Year Milestone

Cambria Investment Management, an independent, privately owned investment advisory firm and ETF provider focused on quantitative asset management and
— Read on www.businesswire.com/news/home/20230705284096/en/Cambria-Shareholder-Yield-ETF-SYLD-Reaches-10-Year-Milestone

July 6, 2023

Asset Category: U.S. Mid Cap Growth
Long-Term Performance: 10.21% CAGR
Correlation to U.S. Markets: 0.95
S&P 500 Performance (US Large Cap Blend): 10.45% CAGR
Back test timeframe: January 1972 – June 2023
Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)
Long-Term Performance: 7.73% CAGR
Correlation to U.S. Markets: 0.94
S&P 500 Performance: 7.03% CAGR
Back test timeframe: August 2000 – June 2023
Number of ETFs available in this asset class: 35
Number of ETFs in this asset class that are 10-years old or older: 10

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – June 2023

IJK vs SPY: August 2000 – June 2023

IJK vs SPY: July 28, 2000 – June 30, 2023

Continue reading “5 Best U.S. Mid Cap Growth ETFs to Own Long-Term: XMMO vs IMCG vs IWP vs IJK vs FAD 1.6”

356 Shares in Vanguard Extended Duration Treasury ETF (EDV) Acquired by OLD Mission Capital LLC

Read 356 Shares in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) Acquired by OLD Mission Capital LLC at Defense World
— Read on www.defenseworld.net/2023/07/01/356-shares-in-vanguard-extended-duration-treasury-etf-nysearcaedv-acquired-by-old-mission-capital-llc.html

SPDR Portfolio Emerging Markets ETF (SPEM) Shares Bought by AE Wealth Management LLC

Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Bought by AE Wealth Management LLC at Defense World
— Read on www.defenseworld.net/2023/07/02/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-bought-by-ae-wealth-management-llc.html

Ronald Blue Trust Inc. Purchases 167 Shares of Vanguard Information Technology ETF (VGT)

Read Ronald Blue Trust Inc. Purchases 167 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/07/01/ronald-blue-trust-inc-purchases-167-shares-of-vanguard-information-technology-etf-nysearcavgt.html

Rockefeller Capital Management L.P. Purchases 252 Shares of First Trust Water ETF (FIW)

Read Rockefeller Capital Management L.P. Purchases 252 Shares of First Trust Water ETF (NYSEARCA:FIW) at Defense World
— Read on www.defenseworld.net/2023/07/02/rockefeller-capital-management-l-p-purchases-252-shares-of-first-trust-water-etf-nysearcafiw.html

June 30, 2023

The Deep Value ETF Accumulator Weekly Buy Rankings 6-30-23

Looking for Strong Management? Consider These ETFs (QQQ)

Companies with strong management don’t see their shares appreciate in straight-line fashion. However, the probabilities of long-term success are on investors’ sides.
— Read on www.etftrends.com/etf-education-channel/looking-strong-management-consider-these-etfs/

Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (SYLD)

Read Raymond James Financial Services Advisors Inc. Acquires 46,504 Shares of Cambria Shareholder Yield ETF (BATS:SYLD) at Defense World
— Read on www.defenseworld.net/2023/06/27/raymond-james-financial-services-advisors-inc-acquires-46504-shares-of-cambria-shareholder-yield-etf-batssyld.html

SPDR Portfolio Emerging Markets ETF (SPEM) Shares Acquired by Congress Wealth Management LLC DE

Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Acquired by Congress Wealth Management LLC DE at Defense World
— Read on www.defenseworld.net/2023/06/27/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-acquired-by-congress-wealth-management-llc-de.html

Dakota Wealth Management Boosts Position in Vanguard Information Technology ETF (VGT)

Read Dakota Wealth Management Boosts Position in Vanguard Information Technology ETF (NYSEARCA:VGT) at Defense World
— Read on www.defenseworld.net/2023/06/28/dakota-wealth-management-boosts-position-in-vanguard-information-technology-etf-nysearcavgt.html

SPDR Gold MiniShares Trust (GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc.

Read SPDR Gold MiniShares Trust (NYSEARCA:GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc. at Defense World
— Read on www.defenseworld.net/2023/06/28/spdr-gold-minishares-trust-nysearcagldm-shares-acquired-by-raymond-james-financial-services-advisors-inc.html