Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC
Accumulated Foreign Small / Mid Cap Equities (PDN) 6-26-23
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). #ABB Always Be Buying. Read why we invest in PDN right here: 5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC
6,990 Shares in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Bought by HBW Advisory Services LLC
Read 6,990 Shares in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) Bought by HBW Advisory Services LLC at Defense World
— Read on www.defenseworld.net/2023/06/21/6990-shares-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn-bought-by-hbw-advisory-services-llc.html
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF declares quarterly distribution (PDN) (yield 2.54%)
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) – $0.2972.30-Day SEC Yield of 2.54% as of June 20.Payable Jun 23; for shareholders of record Jun 21; ex-div Jun 20.
— Read on seekingalpha.com/news/3981573-invesco-ftse-rafi-developed-markets-ex-us-small-mid-etf-declares-quarterly-distribution-of-02972
Accumulated Foreign Small / Mid Cap Equities (PDN) 6-12-23
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). #ABB Always Be Buying. Read why we invest in PDN right here: 5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: PDN vs SCV vs DLS vs GWX vs SCHC
Commonwealth Equity Services LLC Purchases 508 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Commonwealth Equity Services LLC Purchases 508 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at Defense World
— Read on www.defenseworld.net/2023/05/28/commonwealth-equity-services-llc-purchases-508-shares-of-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn.html
Toronto Dominion Bank Invests $108,000 in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Toronto Dominion Bank Invests $108,000 in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at ETF Daily News
— Read on www.etfdailynews.com/2023/02/17/toronto-dominion-bank-invests-108000-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn/
Avantax Advisory Services Inc. Boosts Holdings in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Avantax Advisory Services Inc. Boosts Holdings in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at The AM Reporter
— Read on reporter.am/2023/01/23/avantax-advisory-services-inc-boosts-holdings-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn.html
Accumulated Foreign Small / Mid Cap Equities (PDN) 12-30-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Closed Position in Germany Equities (GF) 12-30-22
Today we closed our position in The New Germany Fund, Inc. (GF). This move was to take care of 2 items that I’ve been contemplating for some time:
1. Portfolio consolidation; we will be moving the proceeds to a foreign small / mid cap equity fund (PDN).
2. Year-end tax loss harvesting.
Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Envestnet Asset Management Inc. Has $2.34 Million Holdings in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Envestnet Asset Management Inc. Has $2.34 Million Holdings in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at ETF Daily News
— Read on www.etfdailynews.com/2022/11/18/envestnet-asset-management-inc-has-2-34-million-holdings-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn/
Northwestern Mutual Wealth Management Co. Buys 612 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Northwestern Mutual Wealth Management Co. Buys 612 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at ETF Daily News
— Read on www.etfdailynews.com/2022/11/15/northwestern-mutual-wealth-management-co-buys-612-shares-of-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn/
Accumulated Foreign Small / Mid Cap Equities (PDN) 11-9-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Closed Position in South Korea Equities (EWY) 11-9-22
Accumulated Foreign Small / Mid Cap Equities (PDN) 10-18-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Closed Position in Sweden Equities (EWD) 10-18-22
Today we closed our position in the iShares MSCI Sweden ETF (EWD). Buy 27.82. Sell 29.25. I see no problem with this ETF; we are just consolidating our portfolio. We will move the proceeds from this sale to the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) and the Xtrackers MSCI EAFE Hedged Equity ETF (DBEF). You can read why we invest in these 2 ETFs right here:
4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
4 Best Foreign Large Cap ETFs to Own Long-Term
Accumulated Foreign Small / Mid Cap Equities (PDN) 10-17-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Accumulated Foreign Small / Mid Cap Equities (PDN) 9-12-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Advisor Group Holdings Inc. Acquires 2,957 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Advisor Group Holdings Inc. Acquires 2,957 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at ETF Daily News
— Read on www.etfdailynews.com/2022/08/27/advisor-group-holdings-inc-acquires-2957-shares-of-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn/
Commonwealth Equity Services LLC Acquires 2,815 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Commonwealth Equity Services LLC Acquires 2,815 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at ETF Daily News
— Read on www.etfdailynews.com/2022/08/20/commonwealth-equity-services-llc-acquires-2815-shares-of-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn/
Envestnet Asset Management Inc. Boosts Stock Position in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
Read Envestnet Asset Management Inc. Boosts Stock Position in Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (NYSEARCA:PDN) at Defense World
— Read on www.defenseworld.net/2022/08/17/envestnet-asset-management-inc-boosts-stock-position-in-invesco-ftse-rafi-developed-markets-ex-u-s-small-mid-etf-nysearcapdn.html
Accumulated Foreign Small / Mid Cap Equities (PDN) 8-15-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Closed Position in Pacific ex-Japan Equities (EPP) 8-15-22
Today we closed our position in the iShares MSCI Pacific ex Japan ETF (EPP). Buy 40.17. Sell 43.71. This is still a good fund to invest in, but we have decided to reduce the total number of funds we invest in. The proceeds from this sale have been moved into our Foreign Large Cap Fund (DBEF) and our Foreign Small/Mid Cap Fund (PDN).
Accumulated Foreign Small / Mid Cap Equities (PDN) 8-1-22
Yesterday we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we own PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
Accumulated Foreign Small / Mid Cap Equities (PDN) 7-18-22
Today we accumulated more shares of the Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we own PDN right here: 4 Best Foreign Small / Mid Cap ETFs to Own Long-Term
4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2
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Asset Class: International ex-U.S. Small Cap Market
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Long-Term Performance: 6.77% CAGR
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Correlation to U.S. Markets: 0.74
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U.S. Large Cap Blend Performance: 10.33% CAGR
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Back test timeframe: January 1995 – April 2022
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Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)
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Long-Term Performance: 4.73% CAGR
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Correlation to U.S. Markets: 0.86
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S&P 500 Performance: 9.83% CAGR
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Back test timeframe: July 2006 – April 2022
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Number of ETFs available in this asset class: 21
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Number of ETFs in this asset class that are 10-years old or older: 8
International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – April 2022
DLS vs SPY: July 2006 – April 2022
DLS vs SPY: June 16, 2006 – May 6, 2022
Continue reading “4 Best Foreign Small / Mid Cap ETFs to Own Long-Term 1.5.2”