Yesterday we trimmed some profits in our SPDR® Gold MiniShares® Trust (GLDM) holdings. Buy 35.79. Sell 38.87. Read why we invest in GLDM right here: IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term
Accumulated Real Estate Sector Equities (REZ) 5-19-23
Yesterday we accumulated more shares of the iShares Residential and Multisector Real Estate ETF (REZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in REZ right here: 4 Best Real Estate Sector ETFs to Own Long-Term
Trimmed Profits in Technology Sector Equities (VGT) 5-19-23
Yesterday we trimmed some profits in our Vanguard Information Technology ETF (VGT) holdings. Buy 336.82. Sell 401.98. 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
Accumulated Health Sector Equities (PSCH) 5-19-23
Today we accumulated mores shares of the Invesco S&P SmallCap Health Care ETF (PSCH). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PSCH right here: 4 Best Health Sector ETFs to Own Long-Term
Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 5-19-23
Today we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 35.17. Sell 54.16. 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
The Deep Value ETF Accumulator Weekly Buy Rankings 5-20-23
How to Invest in Water Rights (FIW)
If you’re looking to invest in water rights, these stocks and exchange-traded funds might be good options.
— Read on www.dinksfinance.com/2023/05/how-to-invest-in-water-rights/
Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar?
Style Box ETF report for SCHD
— Read on finance.yahoo.com/news/schwab-u-dividend-equity-etf-102010606.html
Should You Invest in the Invesco S&P SmallCap Health Care ETF (PSCH)?
Looking for broad exposure to the Healthcare – Broad segment of the equity market? You should consider the Invesco S&P SmallCap Health Care ETF (PSCH), a passively managed exchange traded fund launched on 04/07/2010.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-invesco-sp-smallcap-health-care-etf-psch-7
iShares Morningstar Mid-Cap Growth ETF (IMCG) Stock Holdings Increased by UBS Group AG
Read iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) Stock Holdings Increased by UBS Group AG at Defense World
— Read on www.defenseworld.net/2023/05/17/ishares-morningstar-mid-cap-growth-etf-nysearcaimcg-stock-holdings-increased-by-ubs-group-ag.html
Should You Invest in the Vanguard Information Technology ETF (VGT)?
Sector ETF report for VGT
— Read on finance.yahoo.com/news/invest-vanguard-information-technology-etf-102010088.html
Should You Invest in the Energy Select Sector SPDR ETF (XLE)?
Looking for broad exposure to the Energy – Broad segment of the equity market? You should consider the Energy Select Sector SPDR ETF (XLE), a passively managed exchange traded fund launched on 12/16/1998.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-energy-select-sector-spdr-etf-xle-7
Should iShares S&P Small-Cap 600 Growth ETF (IJT) Be on Your Investing Radar?
Style Box ETF report for IJT
— Read on www.zacks.com/stock/news/2095591/should-ishares-sp-small-cap-600-growth-etf-ijt-be-on-your-investing-radar
Should WisdomTree U.S. MidCap Dividend ETF (DON) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the WisdomTree U.S. MidCap Dividend ETF (DON), a passively managed exchange traded fund launched on 06/16/2006.
— Read on www.nasdaq.com/articles/should-wisdomtree-u.s.-midcap-dividend-etf-don-be-on-your-investing-radar-7
Should You Invest in the Vanguard Information Technology ETF (VGT)?
Sector ETF report for VGT
— Read on www.zacks.com/stock/news/2095067/should-you-invest-in-the-vanguard-information-technology-etf-vgt
Oppenheimer & Co. Inc. Has $372,000 Holdings in SPDR S&P Aerospace & Defense ETF (XAR)
Read Oppenheimer & Co. Inc. Has $372,000 Holdings in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/05/15/oppenheimer-co-inc-has-372000-holdings-in-spdr-sp-aerospace-defense-etf-nysearcaxar.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 09/28/2011.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-spdr-sp-aerospace-defense-etf-xar-7
Accumulated Energy Sector Equities (XLE) 5-15-23
Today we accumulated more shares of The Energy Select Sector SPDR® Fund (XLE). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLE right here: 4 Best Energy Sector ETFs to Own Long-Term
5 Best Technology Sector ETFs to Own Long-Term: SMH vs VGT vs XLK vs IYW vs IGM 1.6
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Asset Class:Â Technology Sector
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Oldest ETF back tested: The Technology Select Sector SPDR® Fund (XLK)
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Correlation to U.S. Markets: 0.86
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Long-Term Performance:Â 7.70% CAGR
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S&P 500 Performance: 7.03% CAGR
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Back test timeframe: January 1999 – April 2023
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Number of ETFs available in this asset class: 122
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Number of ETFs in this asset class that are 10-years old or older: 26
XLK vs SPY: January 1999 – April 2023
LPL Financial LLC Has $8.11 Million Stock Position in Vanguard Extended Duration Treasury ETF (EDV)
Read LPL Financial LLC Has $8.11 Million Stock Position in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/05/13/lpl-financial-llc-has-8-11-million-stock-position-in-vanguard-extended-duration-treasury-etf-nysearcaedv.html
Envestnet Asset Management Inc. Purchases 8,521 Shares of SPDR S&P Aerospace & Defense ETF (XAR)
Read Envestnet Asset Management Inc. Purchases 8,521 Shares of SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/05/13/envestnet-asset-management-inc-purchases-8521-shares-of-spdr-sp-aerospace-defense-etf-nysearcaxar.html
The Deep Value ETF Accumulator Holdings 5-12-23
SG Americas Securities LLC Increases Stake in ProShares Ultra QQQ (QLD)
Read SG Americas Securities LLC Increases Stake in ProShares Ultra QQQ (NYSEARCA:QLD) at Defense World
— Read on www.defenseworld.net/2023/05/12/sg-americas-securities-llc-increases-stake-in-proshares-ultra-qqq-nysearcaqld.html
Commonwealth Equity Services LLC Buys 18,309 Shares of Vanguard Extended Duration Treasury ETF (EDV)
Read Commonwealth Equity Services LLC Buys 18,309 Shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/05/12/commonwealth-equity-services-llc-buys-18309-shares-of-vanguard-extended-duration-treasury-etf-nysearcaedv.html
The Deep Value ETF Accumulator Weekly Buy Rankings 5-12-23
Should You Invest in the Consumer Discretionary Select Sector SPDR ETF (XLY)?
Designed to provide broad exposure to the Consumer Discretionary – Broad segment of the equity market, the Consumer Discretionary Select Sector SPDR ETF (XLY) is a passively managed exchange traded fund launched on 12/16/1998.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-consumer-discretionary-select-sector-spdr-etf-xly-7
Lincoln National Corp Acquires Shares of 6,423 SPDR Portfolio Emerging Markets ETF (SPEM)
Read Lincoln National Corp Acquires Shares of 6,423 SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) at Defense World
— Read on www.defenseworld.net/2023/05/11/lincoln-national-corp-acquires-shares-of-6423-spdr-portfolio-emerging-markets-etf-nysearcaspem.html
Bleakley Financial Group LLC Takes Position in iShares S&P Small-Cap 600 Growth ETF (IJT)
Bleakley Financial Group LLC purchased a new stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,356 shares of the company’s stock, valued at appr
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-05-10/
Accumulated Energy Sector Equities (XLE) 5-8-23
Today we accumulated more shares of The Energy Select Sector SPDR® Fund (XLE). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in XLE right here: 4 Best Energy Sector ETFs to Own Long-Term
Accumulated Long Duration U.S. Treasuries (EDV) 5-8-23
Today we accumulated more shares of the Vanguard Extended Duration Treasury ETF (EDV). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EDV right here: 4 Best U.S. Long Term Government Bond ETFs to Own Long-TermÂ
5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC 1.6
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Asset Class:Â International ex-U.S. Small Cap Market
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Long-Term Performance: 6.48% CAGR
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Correlation to U.S. Markets: 0.75
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U.S. Large Cap Blend Performance: 10.05% CAGR
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Back test timeframe: January 1995 – April 2023
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Oldest ETF back tested:Â WisdomTree International SmallCap Dividend Fund (DLS)
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Long-Term Performance: 4.55% CAGR
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Correlation to U.S. Markets:Â 0.86
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S&P 500 Performance: 9.39% CAGR
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Back test timeframe: July 2006 – April 2023
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Number of ETFs available in this asset class: 22
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Number of ETFs in this asset class that are 10-years old or older:Â 8
International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – April 2023
DLS vs SPY: July 2006 – April 2023
DLS vs SPY: June 16, 2006 – May 5, 2023
The Deep Value ETF Accumulator Holdings 5-6-23
The Deep Value ETF Accumulator Weekly Buy Rankings 5-5-23
Trimmed Profits in U.S. Large Cap Growth Equities (QQQ) 5-1-23
On Monday, we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy 218.10. Sell 322.20. Read why we invest in QQQ right here: 4 Best U.S. Large Cap Growth ETFs to Own Long-Term
Accumulated Health Sector Equities (PSCH) 5-1-23
Yesterday we accumulated mores shares of the Invesco S&P SmallCap Health Care ETF (PSCH). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PSCH right here: 4 Best Health Sector ETFs to Own Long-Term
Trimmed Profits in 2X Leveraged U.S. Large Cap Growth Equities (QLD) 5-1-23
Yesterday we trimmed some profits in our ProShares Ultra QQQ (QLD) holdings. Buy 36.15. Sell 49.60. 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
The Deep Value ETF Accumulator Holdings 4-30-23
5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs DNL vs EFG vs PID vs VEU 1.6
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Asset Class:Â International Developed ex-U.S. MarketÂ
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Long-Term Performance:Â 6.85% CAGRÂ
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Correlation to U.S. Markets: 0.72Â
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U.S. Large Cap Blend Performance: 10.58% CAGR
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Back test timeframe: January 1986 – April 2023
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Oldest ETF back tested:Â iShares MSCI EAFE ETF (EFA)
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Long-Term Performance: 5.35% CAGR
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Correlation to U.S. Markets:Â 0.88Â
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S&P 500 Performance: 8.18% CAGR
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Back test timeframe: September 2001 – April 2023
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Number of ETFs available in this asset class: 147
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Number of ETFs in this asset class that are 10-years old or older: 34
International Developed ex-US Market vs U.S. Large Cap Blend (aka S&P 500): January 1986 – April 2023
EFA vs SPY: September 2001 – April 2023
The Deep Value ETF Accumulator Buy Rankings 4-28-23
First Trust Water ETF (FIW) Shares Purchased by Janney Montgomery Scott LLC
Read First Trust Water ETF (NYSEARCA:FIW) Shares Purchased by Janney Montgomery Scott LLC at Defense World
— Read on www.defenseworld.net/2023/04/28/first-trust-water-etf-nysearcafiw-shares-purchased-by-janney-montgomery-scott-llc.html
Kestra Advisory Services LLC Buys 2,403 Shares of Vanguard Extended Duration Treasury ETF (EDV)
Read Kestra Advisory Services LLC Buys 2,403 Shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) at Defense World
— Read on www.defenseworld.net/2023/04/26/kestra-advisory-services-llc-buys-2403-shares-of-vanguard-extended-duration-treasury-etf-nysearcaedv.html
Best dividend ETFs and how to invest in them (SCHD)
Dividend ETFs provide a steady stream of passive income to investors, here are some of the top names to consider.
— Read on finance.yahoo.com/news/best-dividend-etfs-invest-them-201854003.html
SPDR Portfolio Emerging Markets ETF (SPEM) Shares Acquired by Spire Wealth Management
Read SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Acquired by Spire Wealth Management at Defense World
— Read on www.defenseworld.net/2023/04/26/spdr-portfolio-emerging-markets-etf-nysearcaspem-shares-acquired-by-spire-wealth-management.html
Bank of Montreal Can Boosts Stock Position in Schwab US Dividend Equity ETF (SCHD)
Read Bank of Montreal Can Boosts Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) at Defense World
— Read on www.defenseworld.net/2023/04/26/bank-of-montreal-can-boosts-stock-position-in-schwab-us-dividend-equity-etf-nysearcaschd.html
Accumulated Diversified Emerging Markets Equities (SPEM) 4-24-23
Yesterday we accumulated more shares of the SPDR® Portfolio Emerging Markets ETF (SPEM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in SPEM right here: FEMS vs DGS vs EWX vs EEMS vs SPEM – 5 Best Diversified Emerging Markets ETFs to Own Long-Term
Congress Wealth Management LLC DE Buys Shares of 1,907 iShares S&P Small-Cap 600 Growth ETF (IJT)
Read Congress Wealth Management LLC DE Buys Shares of 1,907 iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) at Defense World
— Read on www.defenseworld.net/2023/04/24/congress-wealth-management-llc-de-buys-shares-of-1907-ishares-sp-small-cap-600-growth-etf-nasdaqijt.html
SCHD: Why Its Disappointing 2023 Performance Doesn’t Change Its Long-Term Potential
Dividend stocks have gotten off to a rough start this year as investors maintain optimism that a recession can still be avoided.
— Read on www.thestreet.com/etffocus/
AE Wealth Management LLC Grows Position in SPDR S&P Aerospace & Defense ETF (XAR)
Read AE Wealth Management LLC Grows Position in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) at Defense World
— Read on www.defenseworld.net/2023/04/23/ae-wealth-management-llc-grows-position-in-spdr-sp-aerospace-defense-etf-nysearcaxar.html
Invesco QQQ Trust (QQQ) Shares Bought by CFO4Life Group LLC
Read Invesco QQQ Trust (NASDAQ:QQQ) Shares Bought by CFO4Life Group LLC at Defense World
— Read on www.defenseworld.net/2023/04/23/invesco-qqq-trust-nasdaqqqq-shares-bought-by-cfo4life-group-llc.html
JPMorgan Ultra-Short Income ETF (JPST) Shares Bought by CFO4Life Group LLC
Read JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Bought by CFO4Life Group LLC at Defense World
— Read on www.defenseworld.net/2023/04/23/jpmorgan-ultra-short-income-etf-nysearcajpst-shares-bought-by-cfo4life-group-llc.html