Today we closed our position in the Invesco S&P 500® Equal Weight Materials ETF (RTM). Buy 103.84. Sell 177.19. I still believe RTM is a great ETF and a worthy investment, but we have found ourselves with 2 natural resources funds in our portfolio. So, we have opted to close our position in RTM and continue to invest the First Trust Water ETF (FIW). Read why we invest in FIW right here: The 4 Best Natural Resources Sector ETFs to Own Long-Term
The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5
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Asset Class: Natural Resources Sector
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Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)
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Correlation to U.S. Stock Market: 0.81
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Long-Term Performance: 8.77% CAGR
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S&P 500 Performance: 7.98% CAGR
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Back test timeframe: January 1999 – December 2021
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Number of ETFs available in this asset class: 38
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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”
PHO / FIW: 2 Water ETFs that Will Benefit from Bipartisan Infrastructure Bill
Invesco Water Resources ETF(NASDAQ:PHO): The water utility industry is expected to generate solid growth in the coming years, fueled by the government’s efforts to repair aging water infrastructure. So, we think investors seeking to capitalize on the industry’s growth in a relatively less risky way could do worse than bet on famous water ETFs Invesco Water Resources ETF (PHO) and First Trust Water ETF (FIW). Read on.
— Read on stocknews.com/news/pho-fiw-2-water-etfs-that-will-benefit-from-bipartisan-infrastructure-bill/
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
Accumulated Materials Sector Equities (RTM) 1-25-21
Today we accumulated more shares of the Invesco S&P 500® Equal Weight Materials ETF (RTM). Folks, you’ve gotta buy the dips too. Read why we invest in RTM right here: 4 Best Long-Term Performance Natural Resources Sector ETFs 1.4
4 Best Long-Term Performance Natural Resources Sector ETFs 1.4
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Asset Class: Natural Resources Sector
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Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)
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Correlation to U.S. Stock Market: 0.81
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Long-Term Performance: 7.98% CAGR
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S&P 500 Performance: 7.12% CAGR
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Back test timeframe: January 1999 – December 2020
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Number of ETFs available in this asset class: 33
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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”
Closed a Position in a Materials Sector ETF Today (FXZ) 2-18-20
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.
4 Best Long-Term Performance Natural Resources Sector ETFs 1.3
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Asset Class: Natural Resources Sector
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Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)
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Long-Term Performance: 7.07% CAGR
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S&P 500 Performance: 6.59% CAGR
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Back test timeframe: January 1999 – January 2020
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Number of ETFs available in this asset class: 32
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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”
Accumulated Materials Sector Equities Today (FXZ) 1-17-20
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
Basic Materials Sector 4Q19: Best and Worst (FXZ)
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
Accumulated Basic Materials (Natural Resources) Equities Today (FXZ) 10-17-19
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
5 Top-Ranked ETFs & Stocks on Sale – Nasdaq.com (FXZ)
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
Best Long-Term Performance Natural Resources Sector ETFs 1.2
- The Natural Resource sector, also know as the Basic Materials sector has provide outstanding performance over the last 20 years
- The oldest ETF in this sector has outperformed an S&P 500 index fund by 1.02% CAGR since its’ inception date
- There are currently 31 ETFs available in the Natural Resources category. 14 of these ETFs have been available for 10 years or longer
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”
Accumulated More Natural Resources Sector Equities Today (FXZ) 3-25-19
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
Started Accumulating Materials Sector Equities Today (FXZ) 2-19-19
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
Best And Worst Q1 2019: Basic Materials ETFs And Mutual Funds (FXZ)
Summary
- The Basic Materials sector ranks third in Q1’19.
- Based on an aggregation of ratings of 147 stocks in the Basic Materials sector.
- FXZ is our top-rated Basic Materials ETF and FIJFX is our top-rated Basic Materials mutual fund.
Read on at Seeking Alpha right here: Best And Worst Q1 2019: Basic Materials ETFs And Mutual Funds
5 Maybe-Marvelous Materials ETFs to Invest In (FXZ) InvestorPlace
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 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
Best And Worst Q3 2018: Basic Materials ETFs And Mutual Funds (FXZ)
Summary
- The Basic Materials sector ranks ninth in Q3’18.
- Based on an aggregation of ratings of the 158 stocks in the Basic Materials sector.
- FXZ is our top-rated Basic Materials ETF and VMIAX is our top-rated Basic Materials mutual fund.
Read the full article at Seeking Alpha right here: Best And Worst Q3 2018: Basic Materials ETFs And Mutual Funds
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
Should You Invest in the First Trust Materials AlphaDEX Fund (FXZ)? – Nasdaq.com
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
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”