Tag: seeking-alpha

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Target-Date ETFs Are Dead. Long Live Target Risk!

Wrapping target-date strategies inside an ETF hasn’t worked. But some ETFs do target an investors’ risk profile-for a fee.

Four years ago, the last target-date, or lifecycle, exchange traded funds withdrew to a rather ignominious retirement. You remember them, don’t you? They were supposed to be one-stop solutions for retirement portfolios which would dynamically allocate assets along a glide path – from higher to lower risk – as an investor aged.

It’s not that there was anything inherently wrong with the investment concept. After all, there are still plenty of target-date mutual funds around. Those funds are, in fact, the default choice in many employee retirement plans. The Investment Company Institute says $1.1 trillion was held in target-date mutual or collective funds at the end of 2017.

So how come wrapping target-date strategies inside an ETF didn’t accrue assets?

Read the full article at Seeking Alpha right here: Target-Date ETFs Are Dead. Long Live Target Risk!

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REITs Are A Slam Dunk Deal (REZ)

Summary:

  • Equity REITs are normally valued by three fundamentals.
  • I generally focus on individual companies within the REIT sector.
  • Within each REIT subsector, there are great stocks on sale.
  • REITs with strong balance sheets are less exposed to rising interest rates.

Continue reading the full article at Seeking Alpha right here:  REITs Are A Slam Dunk Deal

Read why the Deep Value ETF Accumulator invests in REZ right here: Discovering Value in the Top 3 REIT ETF’s

 

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OPEC Production Is Headed Lower, Not Higher (XLE)

Summary:

  • OPEC production compliance averages 106% since the start according to IEA.
  • Angola’s oil exports hit 10-year lows. This is structural, and not temporary.
  • Alongside accelerating production declines in Venezuela, years of low oil prices are starting to reveal the impact of what happens when you massively cut CapEx.
  • Again, we reiterate – this is not a production cut, but a pullback from max production capacity.
  • By: HFIR 

Continue reading the full article at Seeking Alpha right here: OPEC Production Is Headed Lower, Not Higher

Why does the Deep Value ETF Accumulator invest in XLE? Discovering Value in the Top 3 Energy ETFs

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Attractive Dividend Yields In Energy ETFs: Here Are 5 Options For Income Seekers (XLE)

Summary

  • The energy sector has rebounded over the past year, thanks to higher energy prices.
  • Energy ETFs should now be on the radar for dividend income seekers.
  • Trailing 12-month dividend yields on VDE and XLE are both around 3%. Higher yield opportunities are available in more niche-oriented funds.
  • Given the improved economic landscape, dividend investors should consider adding energy ETFs to their income portfolios.

Read the full article at Seeking Alpha right here: Attractive Dividend Yields In Energy ETFs: Here Are 5 Options For Income Seekers

Read why the Deep Value ETF Accumulator invest in XLE right here: Discovering Value in the Top 3 Energy ETFs

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CGW: Please Invesco, Don’t Screw It Up!

By Maks F.S. at Seeking Alpha

Summary:

  • An update on the PowerShares S&P Global Water ETF, a daily dollar trading value-based passive ETF.
  • A look at the changes in the portfolio since our initial article.
  • A look at the fund’s performance since our initial article and the fund’s inception.
  • This idea was discussed in more depth with members of my private investing community, Income Idea.

Read on: CGW: Please Invesco, Don’t Screw It Up!

 

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Rush to complete an ambitious infrastructure plan in India (FNI)

Source: Seeking Alpha

Apr. 3, 2018 6:15 PM ET | By: Omer I., SA News Editor

  • India is rushing to complete its ambitious infrastructure plan before the next elections, and is spending a record $18B this year to build highways and improve roads across the nation.
  • With elections a year away, Prime Minister Narendra Modi and his administration are increasing government spending and had promised 10M new jobs a year to accelerate economic growth.
  • Spending on roads is up 44% Y/Y, with the government planning to construct 52,000 miles of roads under a five-year $106B development plan.
  • “The renewed focus on road building will continue to improve connectivity thereby enhancing the overall efficiency in the economy,” said Shubhada M Rao, chief economist at Yes Bank Ltd. “Focus on road building will also help employment generation.”

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Cheap Funds Dupe Investors – Q1 ’18

Cheap Funds Dupe Investors – by David Trainer

Summary

  • Fund holdings affect fund performance more than fees or past performance.
  • Our research on holdings enables investors to find funds with high quality holdings (the best chances for outperformance) – AND – low fees.
  • Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks.

Continue reading at Seeking Alpha right here: Cheap Funds Dupe Investors

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SPDR Active ETF Trust declares quarterly distribution on funds (XLE) (XLY)

Source: Seeking Alpha

Materials Select Sector SPDR ETF (NYSEARCA:XLB) – $0.2259. 30-Day Sec yield of 1.77%.

Energy Select Sector SPDR ETF (NYSEARCA: XLE) – $0.4748. 30-Day Sec yield of 2.75%.

Financial Select Sector SPDR ETF (NYSEARCA:XLF) – $0.1046. 30-Day Sec yield of 3.61%.

Industrial Select Sector SPDR ETF (NYSEARCA:XLI) – $0.3073. 30-Day Sec yield of 1.71%.

Technology Select Sector SPDR ETF (NYSEARCA:XLK) – $0.2177. 30-Day Sec yield of 1.28%.

Consumer Staples Select Sector SPDR ETF (NYSEARCA:XLP) – $0.2986. 30-Day Sec yield of 2.62%.

Utilities Select Sector SPDR ETF (NYSEARCA:XLU) – $0.3866. 30-Day Sec yield of 3.57%.

Health Care Select Sector SPDR ETF (NYSEARCA:XLV) – $0.2996. 30-Day Sec yield of 1.45%.

Consumer Discretionary Select Sector SPDR ETF (NYSEARCA: XLY) – $0.3098. 30-Day Sec yield of 1.13%.

Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) – $0.1833. 30-Day Sec yield of 3.36%.

Payable Mar. 21; for shareholders of record Mar. 19; ex-div Mar. 16. 30-Day SEC yield as of 03/14/2018.

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XLE Breakout – Energy Select Sector SPDR ETF (NYSEARCA:XLE) | Seeking Alpha

Summary

  • XLE has broken out of a downtrend that began in late 2016.
  • With crude oil potentially breaking out of its downtrend, the upside for XLE could be substantial.
  • I see XLE as relatively undervalued to crude oil, and plan to remain long if crude oil confirms its upward move.

Read the full article at Seeking Alpha right here: XLE Breakout – Energy Select Sector SPDR ETF (NYSEARCA:XLE) | Seeking Alpha 

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The Best REIT ETFs For Your IRA (Seeking Alpha article)

The Deep Value ETF Accumulator invests in REZ

The full article can be read at Seeking Alpha right here: http://seekingalpha.com/article/3975128-best-reit-etfs-ira

Here’s the punchline of this article that was published on May 15, 2016:

The Winners

Here we have what we consider the best REIT ETFs for your IRA:

Conclusion

REITs are providing some of the market’s best yield, and should have a place in your IRA. ETFs can help diversify away the risk of individual stocks, and a REIT ETF in an IRA is an especially good idea in this low interest rate environment. We think the best three REIT ETFs for your IRA are the Vanguard REIT ETF, iShares Residential Real Estate Capped ETF, and PowerShares KBW Premium Yield Equity REIT Portfolio ETF.