Tag: SPY

Posted on

The First ETF In U.S. Markets Celebrates Its 30-Year Anniversary

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
— Read on www.fa-mag.com/news/the-first-etf-in-u-s–markets-celebrates-its-30-year-anniversary-71554.html

Posted on

How Did the U.S. Stock Market React During the Last 6 Presidential Elections?

I don’t know that we can draw any conclusions from these charts, but I thought it would be interesting to do the research since election day is just a couple weeks away.

These charts are for the SPY ETF (S&P 500) from August 1 to December 31 of each election year from 1996 to 2016.

Election Day: November 8, 2016

Election Day: November 6, 2012

Election Day: November 4, 2008

Election Day: November 2, 2004

Election Day: November 7, 2000

Election Day: November 5, 1996

Draw your own conclusions. And Vote!

Thank you for taking time to read this article. If you found it useful, please share it with a friend.

Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator

Disclosure: I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.

Posted on

The Sweden ETF: 24 Years of Good Returns (EWD) 1.3

  • The iShares MSCI Sweden ETF (EWD) has a 24-year record of good returns
  • EWD has a low U.S. market correlation of 0.80
  • EWD has outperformed the oldest Europe ETF (IEV) by 1.24% CAGR since August 2000
  • EWD has outperformed the oldest EAFA index ETF (EFA) by 2.93% CAGR since September 2001
  • EWD has a current dividend yield of 4.55%

EWD vs SPY: May 1996 – March 2020

EWD vs SPY: May 1996 – March 2020

Continue reading “The Sweden ETF: 24 Years of Good Returns (EWD) 1.3”

Posted on

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

Continue reading “4 Best Long-Term Performance U.S. Large Cap Blend ETFs 1.3”

Posted on

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/

Continue reading “Best Long-Term Performance U.S. Large Cap Blend ETFs 1.2”

Posted on

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

Continue reading “Best Long-Term Performance U.S. Large Cap Blend ETFs 1.1”

Posted on

TD Ameritrade Extends Trading Hours for Some ETFs

“TD Ameritrade has extended market trading hours for 12 widely held U.S.-listed equity ETFs.”

“Retail investors who use its thinkorswim and Mobile Trader platforms can now execute limit order trades on stock ETFs such as SPY (SPDR S&P 500), EEM (iShares MSCI Emerging Markets) and QQQ (PowerShares ETF based on the Nasdaq 100 Index) 24 hours a day, five days a week, from 8 p.m. ET Sunday to 8 p.m. ET Friday.”

“In addition to the three ETFs listed above, the dozen ETFs included the 24/5 trading hours include FXI (iShares China Large Cap), GLD (SPDR Gold Shares), SLV (iShares Silver Trust), DIA (SPDR Dow Jones Industrial Average ETF), UNG (U.S. Natural Gas Fund), TLT (iShares 20+ Year Treasury Bond ETF), IWM (iShares Russell 2000), USO (U.S. Oil Fund) and SH (ProShares Short S&P 500).”

Read the full article right here: TD Ameritrade Extends Trading Hours for Some ETFs

Posted on

“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?”

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