Tag: EDV

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4 Best U.S. Long Term Government Bond ETFs to Own Long-Term 1.6

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 7.58% CAGR

  • Correlation to U.S. markets: 0.04

  • S&P 500 Performance (US Large Cap Blend): 11.48% CAGR

  • Back test timeframe: January 1978 – August 2022

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 4.98% CAGR

  • Correlation to U.S. markets: -0.24

  • S&P 500 Performance: 9.66% CAGR

  • Back test timeframe: August 2002 – August 2022

  • Number of ETFs available in this asset class: 18

  • Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2022

TLT vs SPY: August 2002 – August 2022

TLT vs SPY: July 26, 2002 – September 24, 2022

Continue reading “4 Best U.S. Long Term Government Bond ETFs to Own Long-Term 1.6”

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Is It Time to Pick Up Treasury Bond ETFs on the Cheap? (EDV)

The Treasuries market was pummeled after a spike in inflation dragged on real returns and a hawkish Federal Reserve hiked interest rates. The selling may have been overdone and investors could begin to pick up a bargain in Treasury bond exchange traded funds. Year-to-date, the Vanguard Extended Duration Treasury ETF (NYSEARCA: EDV) declined 18.2%, the SPDR […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/is-it-time-to-pick-up-treasury-bond-etfs-on-the-cheap

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Top 5 Losers in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received. (Note: I did not include the ETFs that were added to the portfolio during 2021. SPEM, PSCH, XAR)

  1. CQQQ – CHINA REGION EQUITIES -23.88%
  2. EWY – SOUTH KOREA EQUITIES -7.59%
  3. ENZL – NEW ZEALAND EQUITIES -6.01%
  4. EDV – U.S. LONG DURATION TREASURIES -4.41%
  5.  GLDM – GOLD -3.98%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

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4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 8.40% CAGR

  • Correlation to U.S. markets: 0.02

  • S&P 500 Performance (US Large Cap Blend): 12.07% CAGR

  • Back test timeframe: January 1978 – August 2021

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 6.74% CAGR

  • Correlation to U.S. markets: -0.32

  • S&P 500 Performance: 10.88% CAGR

  • Back test timeframe: August 2002 – August 2021

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2021

TLT vs SPY: August 2002 – August 2021

TLT vs SPY: July 26, 2002 – September 3, 2021

Continue reading “4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5”