As most portfolio managers know, building a broadly diversified portfolio has one key building block. Low or negatively correlated assets. Ideally, if each of these building blocks has low correlation to the others, one or more will be falling in value while the others are going up in value. This ideal scenario lends itself to arbitrage opportunities and the ability to buy assets when the market has placed them ‘on-sale’. With that said, have you considered diversifying a portion of your portfolio into the Utilities sector? If you want low correlated assets in your portfolio, I would suggest considering the Utilities sector. The utilities sector has maintained a very low correlation to the U.S. Stock Market over the last 19 years, at just 0.39. I wrote more in depth about this low correlation phenomena right here: Which Equity Asset Class has the Lowest Correlation to the U.S. Stock Market?
Utilities Sector Correlation to U.S. Markets January 1999 – December 2017
Source: Portfolio Visualizer
Continue reading “Best Long-Term Performance Utilities Sector ETFs”
“One of my favorite ETFs in the space is the Vanguard Small-Cap Value (NYSE:). It carries an ultra-low expense ratio of just 0.07%, the lowest in the small cap value group, and is broadly diversified, holding around 850 different names with financials and industrials making up half of the portfolio.”
Read the full article at Investing.com right here: Don’t Ignore The Opportunities In Undervalued Small Caps (VBR) | Investing.com
The Deep Value ETF Accumulator invests in the Vanguard Small-Cap Value ETF (VBR : $VBR) which is mentioned in this Yahoo Finance article. Ask me why I invest in VBR in the comment block below.
To read the full article at Yahoo Finance click this link: 5 Ultra-Cheap Value ETFs to Beat the Choppy Market
The Deep Value ETF Accumulator invests in the Vanguard Small-Cap Value ETF (VBR)
Click here to read article: An Idea for Value With Small Stocks | ETF Trends
Another great article discussing the merits of the Vanguard Small-Cap Value ETF – VBR – CLICK HERE TO READ⇒ Seeking Value With a Small-Cap Value ETF The Deep Value ETF Accumulator invests in $VBR
How would you like to own a fund that has outperformed the S&P 500 by over 3% compounded annual growth rate (CAGR) over the last 18 years? Wouldn’t it be even better if you could purchase such a fund at a 28% discount from it’s all-time-high (ATH). Can such a fund be found in today’s raging bull market? The answer is a definite yes. The fund I’m talking about is The Energy Select Sector SPDR ETF XLE. (see also PXI & VDE) Continue reading “Discovering Value in the Top 3 Energy ETFs”
The Deep Value ETF Accumulator invests in the Vanguard Small Cap Value ETF VBR and it made this list on incomeinvestors.com. Enjoy the article folks.
Here is a list of the top 10 dividend exchange traded funds (ETFs) to consider for an investment.
Source: Top 10 Dividend ETFs to Invest Into in 2017