Tag: FNI

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4 Best Long Term Performance China Region Equity ETFs 1.5

  • Asset Class: China Region Equities

  • Oldest ETF back tested: PGJ

  • Correlation to U.S. Market: 0.69

  • Long-Term Performance: 10.27% CAGR

  • S&P 500 Performance: 10.12% CAGR

  • Back test timeframe: January 2005 – June 2021

  • Number of ETFs available in this asset class: 48

  • Number of ETFs in this asset class that are 10-years old or older: 18

PGJ vs SPY: January 2005 – June 2021

PGJ vs SPY: December 9, 2004 – July 2, 2021

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4 Best Long Term Performance China Region ETFs 1.4

  • Asset Class: China Equities

  • Oldest ETF back tested: PGJ

  • Long-Term Performance: 9.67% CAGR

  • S&P 500 Performance: 8.74% CAGR

  • Back test timeframe: January 2005 – July 2020

  • Number of ETFs available in this asset class: 45

  • Number of ETFs in this asset class that are 10-years old or older: 13

PGJ vs SPY: January 2005 – July 2020

PGJ vs SPY: December 9, 2004 – July 31, 2020

Continue reading “4 Best Long Term Performance China Region ETFs 1.4”

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4 Best Long Term Performance China Equity ETFs 1.3

I normally pick the oldest ETF in a category to show how that category has performed over a long period of time. This time I have chosen the second oldest China ETF, the Invesco Golden Dragon China ETF (PGJ), to display long term performance. The reasoning behind this is that PGJ is only 2 months younger that the iShares China Large-Cap ETF (FXI), and PGJ has superior long term performance to FXI.

Is China still worth the investment risk?

PGJ vs S&P 500 index fund: January 2005 – August 2019

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

PGJ vs SPY: December 9, 2004 – August 30, 2019

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

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Closed a Position in Our China / India ETF (FNI) 5-7-19

Today, we closed one of our positions in the First Trust Chindia ETF (FNI). I don’t foresee any problem holding this ETF long-term. This position was only closed to facilitate moving money from our TD Ameritrade brokerage account to our M1 Finance brokerage account. We are continuing to invest in FNI in both our TD Ameritrade IRAs and our M1 Finance brokerage account. Read why we invest in FNI right here: Own BABA BIDU BZUN CTRP EDU INFY JD MOMO WB WUBA YUMC YY With 1 ETF!   Also right here: Best Long-Term Performance China Equity ETFs 1.1    Price paid $34.90. Price sold $36.63.

HOW WE PREFER TO CLOSE A POSITION IN AN ETF:

  • On 3/20/19 we were approaching a 10% profit in this position
  • On 3/20/19 I set a 5% trailing stop contingent order to be triggered when we hit a 10% profit
  • On 4/5/19 this order was triggered at a price of $38.39
  • On 5/7/19 FNI fell in price sharply and our 5% trailing stop found a buyer at $36.63
  • We netted 4.95% after the sale was completed (not including dividends received during ownership)

 

 

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First Trust declares quarterly distributions (FIW, FNI)

First Trust Heitman Global Prime Real Estate ETF (NYSEARCA:PRME) – $0.2327.

EquityCompass Risk Manager ETF (NYSEARCA:ERM) – $0.0804.

EquityCompass Tactical Risk Manager ETF (NYSEARCA:TERM) – $0.0782.

First Trust Dorsey Wright People’s Portfolio ETF (NASDAQ:DWPP) – $0.0658.

First Trust Dow 30 Equal Weight ETF (NYSEARCA:EDOW) – $0.1363.

First Trust ISE-Revere Natural Gas Index Fund (NYSEARCA:FCG) – $0.0730.

First Trust Lunt U.S. Factor Rotation ETF (FCTR) – $0.0239.

First Trust Dow Jones Select MicroCap Index Fund (NYSEARCA:FDM) – $0.0919.

First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL) – $0.2416.

First Trust ISE Water Index Fund (NYSEARCA:FIW) – $0.0642.

First Trust Chindia ETF (NYSEARCA:FNI) – $0.0758.

First Trust US IPO Index Fund (NYSEARCA:FPX) – $0.0991.

Payable Sept. 28; for shareholders of record Sept. 17; ex-div Sept. 14.

Source: https://seekingalpha.com/news/3390221-first-trust-declares-quarterly-distributions?app=1#email_link

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Own BABA BIDU BZUN CTRP EDU INFY JD MOMO WB WUBA YUMC YY With 1 ETF!

That’s right folks, you can own Alibaba, JD.com, Yum China, MOMO Inc., Infosys, Ctrip, Baidu, New Oriental Education, 58.com, Baozun, Weibo, YY Inc. and other Chinese & Indian growth stocks without single stock exposure risk.  First Trust introduced the First Trust Chindia ETF (FNI) in May 2007, but it has remained under the radar of most investors.

Continue reading “Own BABA BIDU BZUN CTRP EDU INFY JD MOMO WB WUBA YUMC YY With 1 ETF!”

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First Trust declares quarterly distributions (FNI, FGD)

First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQ:QCLN) – $0.057.

First Trust NASDAQ ABA Community Bank Index Fund (NASDAQ:QABA) – $0.170.

First Trust NASDAQ-100 Ex-Technology Sector Index Fund (NASDAQ:QQXT) – $0.065.

First Trust ISE Chindia Index Fund (NYSEARCA:FNI) – $0.233.

First Trust STOXX European Select Dividend Index Fund (NYSEARCA:FDD) – $0.405.

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund (NYSEARCA:FFR) – $0.365.

First Trust Dow Jones Global Select Dividend Index Fund (NYSEARCA:FGD) – $0.534.

First Trust International IPO ETF (NASDAQ:FPXI) (FPXI) – $0.282.

Payable June 29; for shareholders of record June 22; ex-div June 21.

Source: Seeking Alpha – First Trust declares quarterly distributions

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The Safer Way to Play Alibaba Group Holding Ltd Stock (FNI)

“Although there are many equal-weighted ETFs, finding one that specializes in emerging markets such as China isn’t in the cards.

However, First Trust uses equal weighting in many of its ETFs, so I went to its site for an answer. I came up with the First Trust ISE ChIndia Index Fund ETF (NYSEARCA: FNI) which uses a partial equal-weighting methodology to come up with the 25 best stocks in both China and India.

FNI is rebalanced semiannually, ranking companies in each country by market cap and liquidity. The top-three ranked stocks are weighted at 7%, the next three at 4%, the three after that at 2%, and the remaining 16 are equally weighted at approximately 0.68%.

Alibaba, JD.com and Baidu Inc (ADR) (NASDAQ:BIDU) are the three top stocks from China. They’re all currently weighted below 7% because of the correction in recent weeks.”

Read the complete article at Yahoo Finance right here: The Safer Way to Play Alibaba Group Holding Ltd Stock

Read why the Deep Value ETF Accumulator invests in FNI right here: Best Long-Term Performance China Equity ETFs

 

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Rush to complete an ambitious infrastructure plan in India (FNI)

Source: Seeking Alpha

Apr. 3, 2018 6:15 PM ET | By: Omer I., SA News Editor

  • India is rushing to complete its ambitious infrastructure plan before the next elections, and is spending a record $18B this year to build highways and improve roads across the nation.
  • With elections a year away, Prime Minister Narendra Modi and his administration are increasing government spending and had promised 10M new jobs a year to accelerate economic growth.
  • Spending on roads is up 44% Y/Y, with the government planning to construct 52,000 miles of roads under a five-year $106B development plan.
  • “The renewed focus on road building will continue to improve connectivity thereby enhancing the overall efficiency in the economy,” said Shubhada M Rao, chief economist at Yes Bank Ltd. “Focus on road building will also help employment generation.”

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Best Long-Term Performance China Equity ETFs 1.1

– The oldest available China Equities ETF (FXI) has outperformed an S&P 500 index fund by 1.81% CAGR (compound annual growth rate) over the last 13 years
– There are currently 6 ETFs available that have over 50% exposure to Chinese equities that are 10 years old or older
– 3 of these ETFs have significantly outperformed FXI over the last 10 years
– 1 of these ETFs adds exposure to India without degrading long-term returns
– China encompass approximately 19% of the world’s population

Continue reading “Best Long-Term Performance China Equity ETFs 1.1”