Tag: Materials

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The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 8.77% CAGR

  • S&P 500 Performance: 7.98% CAGR

  • Back test timeframe: January 1999 – December 2021

  • Number of ETFs available in this asset class: 38

  • Number of ETFs in this asset class that are 10-years old or older: 25

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”

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Top 5 Winners 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.

  1. RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
  2. QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
  3. REZ – REAL ESTATE SECTOR EQUITIES +52.14%
  4. DON – U.S. MID CAP VALUE EQUITIES +37.02%
  5. RTM – MATERIALS SECTOR EQUITIES +36.43%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

 

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Water ETFs: $111 Billion For Water Infrastructure $FIW

Summary

  • The Biden jobs bill has $111 billion for water infrastructure. An ETF is a good way to play this without a lot of investment in time.
  • There are a wide range of companies that will benefit, mostly large industrials with relatively small water units. There are a few water pure-plays.
  • Despite some problems with bad inclusions, I prefer FIW right now because of its flatter weighting structure.
  • I will follow up on individual companies, and eventually put together a jobs bill portfolio.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4419906-water-etfs-111-billion-for-water-infrastructure

 

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First Trust Water ETF (FIW) 03/24/2021 declared dividend $0.0599/sh (0.52% yield)

First Trust Water ETF (NYSE:FIW) on 03/24/2021 declared a dividend of $ 0.0599 per share payable on March 31, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is a decrease of $ 0.0629 from last dividend Paid.

First Trust Water ETF (NYSE:FIW) has paid dividends since 2007, has a current dividend yield of 0.5153958201% and has increased its dividends for 2 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/first-trust-water-etf-nyse-fiw-declared-a-dividend-of-$0.0599-per-share/

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S&P 500 Equal Weight Materials ETF (RTM)03/19/2021 declared dividend $0.6339 (1.44% yield)

S&P 500 Equal Weight Matls ETF/Rydex ETF Trust (NYSE:RTM) on 03/19/2021 declared a dividend of $ 0.6339 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is an increase of $ 0.1353 from last dividend Paid.

S&P 500 Equal Weight Matls ETF/Rydex ETF Trust (NYSE:RTM) has paid dividends since 2018, has a current dividend yield of 1.4364498854% and has increased its dividends for 2 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/sp-500-equal-weight-matls-etf-rydex-etf-trust-nyse-rtm-declared-a-dividend-of-$0.6339-per-share/

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4 Best Long-Term Performance Natural Resources Sector ETFs 1.4

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 7.98% CAGR

  • S&P 500 Performance: 7.12% CAGR

  • Back test timeframe: January 1999 – December 2020

  • Number of ETFs available in this asset class: 33

  • Number of ETFs in this asset class that are 10-years old or older: 23

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”

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S&P 500 Equal Weight Materials ETF (RTM) declared dividend of $0.5782/sh (yield 2.91%)

S&P 500 Equal Weight Matls ETF/Rydex ETF Trust (NYSE:RTM) on 03/20/2020 declared a dividend of $ 0.5782 per share payable on March 31, 2020 to shareholders of record as of March 24, 2020. Dividend amount recorded is an increase of $ 0.0113 from last dividend Paid.

S&P 500 Equal Weight Matls ETF/Rydex ETF Trust (NYSE:RTM) has paid dividends since 2018, has a current dividend yield of 2.9132125378% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200320/sp-500-equal-weight-matls-etf-rydex-etf-trust-nyse-rtm-declared-a-dividend-of-$0.5782-per-share/

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4 Best Long-Term Performance Natural Resources Sector ETFs 1.3

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Long-Term Performance: 7.07% CAGR

  • S&P 500 Performance: 6.59% CAGR

  • Back test timeframe: January 1999 – January 2020

  • Number of ETFs available in this asset class: 32

  • Number of ETFs in this asset class that are 10-years old or older: 15

XLB vs SPY: January 1999 – January 2020

Continue reading “4 Best Long-Term Performance Natural Resources Sector ETFs 1.3”

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Best And Worst Q1 2020: Basic Materials ETFs And Mutual Funds (FXZ)

Summary

  • The Basic Materials sector ranks seventh in Q1’20.
  • Based on an aggregation of ratings of the 156 stocks in the Basic Materials sector.
  • FXZ is our top-rated Basic Materials sector ETF and FIJFX is our top-rated Basic Materials sector mutual fund.

Read on at Seeking Alpha right here: https://seekingalpha.com/article/4321591-best-and-worst-q1-2020-basic-materials-etfs-and-mutual-funds

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First Trust declares quarterly distributions (FXZ)

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

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First Trust declares quarterly distributions (FXZ)

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

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Best Long-Term Performance Natural Resources (Basic Materials) Sector ETFs 1.1

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”