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What to Do If an ETF in Your Portfolio Closes

A proliferation of ETFs over the past few years has translated into a record number of the low-cost funds closing, according to Associated Press reporter Anna-Louise Jackson, as not all of the funds can attract enough investors to stay afloat. In fact, the AP reports that through September, 132 ETFs have stopped trading this year, compared to 138 in all of 2017.

— Read on twocents.lifehacker.com/what-to-do-if-an-etf-in-your-portfolio-closes-1830986015

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Best Long-Term Performance Financial Sector ETFs 1.1

  • The oldest Financial sector ETF available has underperformed an S&P 500 index fund by 2.30% CAGR over the last 20 years
  • There are currently 32 Financial sector ETFs available; 16 of these are 10 years old or older
  • Why this Deep Value ETF Accumulator does not invest in Financial sector ETFs

The Financial Select Sector SPDR® Fund (XLF) is the oldest available Financial sector ETF. Its’ inception date was December 16, 1998. The Great Financial Crises of 2007-2009 decimated this sector of the market. Because the Financials were the most severely wounded sector, the associated ETFs have failed to keep up with the returns of the broad U.S. Markets or any other sector of the market. Therefore, investors will find it difficult to find a “good” Financial sector ETF with a history of great returns. This is why you will see the XLF ETF significantly lagging the S&P 500 in the following charts.

XLF vs S&P 500 index fund: January 1999 – November 2018

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

Continue reading “Best Long-Term Performance Financial Sector ETFs 1.1”

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Know What You Own: ETF Deathwatch for October 2018

For the month of October, the ETF Deathwatch list grew by two. Thirteen exchange-traded products (“ETPs”) were added to the list and 11 funds were removed, making October one of the quieter months in terms of fund closures, despite significant market volatility. Of the removals, seven were removed due to increased health and only four were due to asset managers closing their funds. It’s possible that many fund companies were more concerned with market volatility this month than cleaning up their product lineup.

Continue reading the full article at Invest With An Edge right here:  http://investwithanedge.com/etf-deathwatch-october-2018

See the Complete List of 425 ETFs and ETNs on ETF Deathwatch for October 2018 right here: http://investwithanedge.com/etf-deathwatch/etf-deathwatch-october-2018

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Best Long-Term Performance Utilities Sector ETFs 1.2

  • The oldest available Utilities sector ETF has outperformed an S&P 500 index fund by 0.77% CAGR over the last 20 years
  • The Utilities sector is an excellent portfolio diversifier with an ultra-low US Market correlation of 0.38
  • There are currently 13 Utilities Sector ETFs available; 7 of these have inception dates that are 10 years old or older

XLU vs S&P 500 index fund: January 1999 – November 2018

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

Continue reading “Best Long-Term Performance Utilities Sector ETFs 1.2”

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Trimmed Some Profits In Our Real Estate Equities Today (REZ) 11-28-18

Today we trimmed some profits in our Real Estate Investment Trust (REIT) holdings. I don’t see any problems with continuing to invest in REITs at this time; this sell was simply part of our tactical rebalancing process. We prefer and invest in the iShares Residential Real Estate ETF (REZ). You can read why we invest in REZ right here: Best Long-Term Performance Real Estate ETFs 1.2

Price paid $61.56. Price sold $66.02.