Finding Value in ETF's Worth Owning for the Long Haul
Koyfin Back Test:
Test Folio Back Test:
Portfolio Visualizer ETF Fund Information:
Universe of Natural Resources ETFs Back Tested:
Thanks for reading.
Micah McDonald (aka The Deep Value ETF Investor)
XLB vs SPY: January 1999 – January 2024
XLB vs SPY: January 1999 – January 2023
Continue reading “5 Best Natural Resources ETFs to Own Long-Term 1.6”
XLB vs SPY: January 1999 – December 2021
XLB vs SPY: December 22, 1998 – January 14, 2022
Continue reading “The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5”
XLB vs SPY: January 1999 – December 2020
XLB vs SPY: December 22, 1998 – January 8, 2021
Continue reading “4 Best Long-Term Performance Natural Resources Sector ETFs 1.4”
Today we closed a position in the First Trust Materials AlphaDEX® Fund (FXZ). Buy 37.49. Sell 38.27. We have decided to accumulate shares of the Invesco S&P 500® Equal Weight Materials ETF (RTM) instead. You can read why we invest in RTM right here: 4 Best Long-Term Performance Natural Resources Sector ETFs 1.3.
XLB vs SPY: January 1999 – January 2020
Continue reading “4 Best Long-Term Performance Natural Resources Sector ETFs 1.3”
Summary
Read on at Seeking Alpha right here: https://seekingalpha.com/article/4321591-best-and-worst-q1-2020-basic-materials-etfs-and-mutual-funds
Today we accumulated more shares of the First Trust Materials AlphaDEX® Fund (FXZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FXZ right here: Best Long-Term Performance Natural Resources Sector ETFs 1.2
Today we started a new position in the First Trust Materials AlphaDEX® Fund (FXZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FXZ right here: Best Long-Term Performance Natural Resources Sector ETFs 1.2
Matls AlphaDex Fd Annual/First Trust Exchange-Traded Fund II (NYSE:FXZ) on 12/12/2019 declared a dividend of $ 0.2033 per share payable on December 31, 2019 to shareholders of record as of December 16, 2019. Dividend amount recorded is a decrease of $ 0.0666 from last dividend Paid.
Matls AlphaDex Fd Annual/First Trust Exchange-Traded Fund II (NYSE:FXZ) has paid dividends since 2007, has a current dividend yield of 1.5855398178% and has increased its dividends for 3 successive years.
Equities.com is an advanced financial information center and next-generation communication platform that connects self-directed investors with startup and small cap companies, market experts, and professional service providers and vendors.
— Read on www.equities.com/basic-materials-sector-4q19-best-and-worst
Today we accumulated more shares of the First Trust Materials AlphaDEX® Fund (FXZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FXZ right here: Best Long-Term Performance Natural Resources Sector ETFs 1.2
After a peak in early May, the Wall Street has been turbulent, given the prospect of a prolonged trade war between the United States and China that.
— Read on m.nasdaq.com/article/5-top-ranked-etfs–stocks-on-sale-cm1155212
Investopedia defines the Natural Resources sector this way: The basic materials sector is a category of stocks for companies involved in the discovery, development, and processing of raw materials. The sector includes companies engaged in mining and metal refining, chemical products, and forestry products. This sector has performed very well over the last 20 years. The Materials Select Sector SPDR® Fund (XLB) has an inception date of 12/16/1998. XLB is the oldest available ETF in this category. Since it’s inception date, it has outperformed an S&P 500 index fund by 1.02% CAGR. That’s a 78.47% greater gain in XLB than in the SPY ETF over 20 years. (See charts below)
XLB vs S&P 500 index fund: January 1999 – February 2019
Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance Natural Resources Sector ETFs 1.2”
Today, we accumulated more shares of the First Trust Materials AlphaDEX® Fund (FXZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FXZ right here: Best Long-Term Performance Natural Resources (Basic Materials) Sector ETFs 1.1
FIW NYSE Arca First Trust Water ETF Quarterly $0.0882
FTCS Nasdaq First Trust Capital Strength ETF Quarterly $0.1716
FVD NYSE Arca First Trust Value Line® Dividend Index Fund Quarterly $0.1459
FGD NYSE Arca First Trust Dow Jones Global Select Dividend Index Fund Quarterly $0.1064
FXZ NYSE Arca First Trust Materials AlphaDEX® Fund Quarterly $0.0801
The following dates apply to today’s distribution declarations:
Expected Ex-Dividend Date: March 21, 2019
Record Date: March 22, 2019
Payable Date: March 29, 2019
Source: https://www.businesswire.com/news/home/20190320005808/en/
Today, we accumulated more shares of the First Trust Materials AlphaDEX® Fund (FXZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FXZ right here: Best Long-Term Performance Natural Resources (Basic Materials) Sector ETFs 1.1
Today, we started a new position in the First Trust Materials AlphaDEX® Fund (FXZ). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FXZ right here: Best Long-Term Performance Natural Resources (Basic Materials) Sector ETFs 1.1
Summary
Read on at Seeking Alpha right here: Best And Worst Q1 2019: Basic Materials ETFs And Mutual Funds
Since the materials sector cannot weather bear markets, making materials stocks too risky, materials ETFs may be the solution.
— Read on investorplace.com/2019/01/maybe-marvelous-materials-etfs-to-invest-in/
First Trust Consumer Discretionary AlphaDEX Fund (NYSEARCA:FXD) – $0.0712.
First Trust Consumer Staples AlphaDEX Fund (NYSEARCA:FXG) – $0.5624.
First Trust Energy AlphaDEX Fund (NYSEARCA:FXN) – $0.0452.
First Trust Financials AlphaDEX Fund (NYSEARCA:FXO) – $0.1325.
First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR) – $0.0634.
First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU) – $0.0924.
First Trust Materials AlphaDEX Fund (NYSEARCA:FXZ) – $0.1125.
First Trust Small Cap Value AlphaDEX Fund (NASDAQ:FYT) – $0.1156.
First Trust Small Cap Core AlphaDEX Fund (NASDAQ:FYX) – $0.0932.
Payable Sept. 28; for shareholders of record Sept. 17; ex-div Sept. 14.
Source: https://seekingalpha.com/news/3390393-first-trust-declares-quarterly-distributions?app=1#email_link
Summary
Read the full article at Seeking Alpha right here: Best And Worst Q3 2018: Basic Materials ETFs And Mutual Funds
First Trust Consumer Discretionary AlphaDEX Fund (NYSEARCA:FXD) – $0.1302.
First Trust Consumer Staples AlphaDEX Fund (NYSEARCA:FXG) – $0.1793.
First Trust Technology AlphaDEX Fund (NYSEARCA:FXL) – $0.0223.
First Trust Energy AlphaDEX Fund (NYSEARCA:FXN) – $0.0305.
First Trust Financials AlphaDEX Fund (NYSEARCA:FXO) – $0.1719.
First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR) – $0.0863.
First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU) – $0.1876.
First Trust Materials AlphaDEX Fund (NYSEARCA:FXZ) – $0.1447.
Payable June 29; for shareholders of record June 22; ex-div June 21.
Source: Seeking Alpha – First Trust declares quarterly distributions
Launched on 05/08/2007, the First Trust Materials AlphaDEX Fund (FXZ) is a passively managed exchange traded fund designed to provide a broad.
— Read on m.nasdaq.com/article/should-you-invest-in-the-first-trust-materials-alphadex-fund-fxz-cm980922
What is the ‘Basic Materials Sector’? Here’s a good definition of this sector as provided by Investopedia: “The basic materials sector is a category of stocks for companies involved in the discovery, development and processing of raw materials. The sector includes the mining and refining of metals, chemical products and forestry products. The basic materials sector is sensitive to changes in the business cycle. Because companies in this sector supply materials for construction, they depend on a strong economy.
XLB vs S&P 500: January 1999 – April 2018
Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance Natural Resources (Basic Materials) Sector ETFs 1.1”
Summary:
Continue reading the full article at Seeking Alpha right here: Best And Worst Q2 2018: Basic Materials ETFs And Mutual Funds
