Tag: pkw

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The 5 Best U.S. Large Cap Value ETFs to Own Long-Term: PKW vs EQWL vs RWL vs SCHD vs DIA 1.7

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.02% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.43% CAGR

  • Back test timeframe: January 1972 – November 2023

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.33% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.02% CAGR

  • Back test timeframe: February 1998 – November 2023

  • Number of ETFs available in this asset class: 142

  • Number of ETFs in this asset class that are 10-years old or older: 44

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – November 2023

DIA vs SPY: February 1998 – November 2023

DIA vs SPY: January 20, 1998 – December 1, 2023

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4 Best U.S. Large Cap Value ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.13% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.27% CAGR

  • Back test timeframe: January 1972 – October 2022

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.20% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 7.59% CAGR

  • Back test timeframe: February 1998 – October 2022

  • Number of ETFs available in this asset class: 120

  • Number of ETFs in this asset class that are 10-years old or older: 37

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2022

DIA vs SPY: February 1998 – October 2022

DIA vs SPY: January 20, 1998 – November 19, 2022

Continue reading “4 Best U.S. Large Cap Value ETFs to Own Long-Term 1.6”

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4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.39% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.89% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.64% CAGR

  • Back test timeframe: February 1998 – October 2021

  • Number of ETFs available in this asset class: 117

  • Number of ETFs in this asset class that are 10-years old or older: 34

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021

DIA vs SPY: February 1998 – October 2021

DIA vs SPY: January 20, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5”

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4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.4

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 10.89% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.34% CAGR

  • Back test timeframe: January 1972 – September 2020

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.02% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: February 1998 – September 2020

  • Number of ETFs available in this asset class: 102

  • Number of ETFs in this asset class that are 10-years old or older: 29

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – September 2020

DIA vs SPY: February 1998 – September 2020

DIA vs SPY: January 20, 1998 – October 2, 2020

Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.4”

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4 Best Long-Term Performance U.S. Large Cap Blend ETFs 1.3

  • Asset Class: U.S. Large Cap Blend

  • Long-Term Performance: 10.39% CAGR

  • Back test timeframe: January 1972 – December 31, 2019

  • Oldest ETF back tested: SPY

  • Long-Term Performance: 9.73% CAGR

  • S&P 500 Performance: 9.76% CAGR

  • Back test timeframe: February 1993 – December 2019

  • Number of ETFs available in this asset class: 154

  • Number of ETFs in this asset class that are 10-years old or older: 31

U.S. Large Cap Blend CAGR = 10.39%: January 1972 – December 2019

SPY CAGR = 9.73%: February 1993 – December 2019

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Best Long-Term Performance U.S. Large Cap Blend ETFs 1.2

  • The U.S. Large Cap Blend asset class has generated a compounded annual growth rate (CAGR) of 10.15% over the last 47 years
  • The U.S. Large Cap Blend category is the most popular equity asset class
  • There are 150 ETFs available in this asset class
  • Of those 150 ETFs 27 have been available for 10-years or longer

U.S. Large Cap Blend: January 1972 – January 2019

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

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Closed Our Position In The PowerShares BuyBack Achievers Portfolio Today (PKW)

Today, we closed our position in the PowerShares BuyBack Achievers Portfolio (PKW). No worries, I still believe this ETF is a fine instrument for the long-term investor. We have made the decision to use the First Trust Capital Strength ETF (FTCS) for our U.S. Large Cap Blend holdings. Read why we have chosen to invest in FTCS right here: Best Long-Term Performance U.S. Large Cap Blend ETFs

PKW Price paid $49.52. Price sold 55.24.

 

 

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Best Long-Term Performance U.S. Large Cap Blend ETFs 1.1

• The U.S. Large Cap Blend asset class is the most common asset in U.S. investor’s portfolios
• This popular asset class has produce returns of 10.33% CAGR (compounded annual growth rate) since 1972
• The oldest ETF (SPY), and most popular in this category, was introduced in 1993
• There are over 100 ETFs available in the U.S. Large Cap Blend Morningstar category
• 25 of these ETFs have been available for 10 years or longer

U.S. Large Cap Blend vs U.S. Stock Market: January 1972 – February 2018

Source: Portfolio Visualizer

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“This Too Shall Pass”… When Should You Invest?

When is it a good time to invest? This is a question that almost all investors face at some point. The fortunate investor will quickly realize that the best time to invest was a long time ago, and the second best time to invest is today. So, they mindfully begin planting the seeds today believing they will reap the growth of those seeds many years into the future.

Mesmerising chart inserted here. Please ponder the question, “When should I invest?”

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Gaining Insight With A Buyback ETF (NYSE: PKW) | Benzinga

“Share buybacks, along with dividends, are considered shareholder rewards, but there is additional insight to be gained from companies’ repurchase efforts. Several exchange-traded funds, in some form or fashion, focus on companies that are prodigious re-purchasers of their own shares, including the PowerShares BuyBack Achievers Portfolio”…

Read the full article at Benzinga right here: Gaining Insight With A Buyback ETF (NYSE: PKW) | Benzinga

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PowerShare Buyback Achievers Fund (PKW): Discover Hidden Value | ETF Daily News

Why Buybacks Are An Important Factor To Consider For ETFs (PKW)

“I believe that share buybacks can be another helpful tool — when a company’s management team reduces the number of shares outstanding, it is signaling to the market that a stock is trading inexpensively to its intrinsic value….”

Read the full article at ETF Daily News right here: PowerShare Buyback Achievers Fund (ETF)(NASDAQ:PKW): Discover Hidden Value | ETF Daily News

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PowerShare Buyback Achievers Fund (ETF)(NASDAQ:PKW): High Total Return Without High Risk | ETF Daily News

The Deep Value ETF Accumulator invests in The PowerShares BuyBack Achievers™ Portfolio ETF, PKW  $PKW. PKW is featured in this article.

From Contrarian Outlook: I know I don’t have to tell you that risk management is one of the keys to successful long-term investing. But here’s the strange thing: most responsible, risk-conscious investors underperform the market—and not

Source: PowerShare Buyback Achievers Fund (ETF)(NASDAQ:PKW): High Total Return Without High Risk | ETF Daily News