INDY ETF: India’s Lagging Uber Caps Are Worth A Look

Andrii Yalanskyi/iStock via Getty Images India’s benchmark Nifty 50, which tracks the country’s fifty largest stocks (i.e., the uber caps), has continued its march higher since I last covered its US-listed tracker fund, iShares’ India 50 ETF (NASDAQ:INDY) (see INDY: No Stopping India’s Nifty 50 Stocks Into 2024). Last week saw some jitters creep into…

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BRRR ETF: Don’t Go Cold On This Bitcoin ETF (NASDAQ:BRRR)

gopixa Following in the footsteps of my earlier article on VanEck’s Bitcoin Spot ETF (HODL) todays article dives into the rivaling Valkyrie Bitcoin ETF (NASDAQ:BRRR). Introduction Valkyrie Bitcoin Fund is one more of the many cutting-edge exchange-traded funds (ETFs) aimed at giving investors exposure to bitcoin. This ETF stands out in comparison to direct exposure…

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SCHA ETF: Factor Analysis of Schwab’s Popular Low-Cost Small-Cap ETF (NYSEARCA:SCHA)

JHVEPhoto Investment Thesis The Schwab U.S. Small-Cap ETF (NYSEARCA:SCHA) ranks well in categories like assets under management, expenses, liquidity, and diversification. However, SCHA’s disappointing quality led to my “sell” rating in May 2023. In the year since, SCHA has delivered a total return of 20.02%, lagging behind higher quality peers like the Vanguard Small Cap…

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REGL ETF: A Solid Mid-Cap Dividend Play (BATS:REGL)

kyoshino I continue to believe that the cycle will turn to favor both mid-caps and small-caps, as well as dividend plays. Large-cap tech can only be the leader for so long, and mean reversion eventually will kick in. If you’re of the same mindset, then the ProShares S&P MidCap 400 Dividend Aristocrats ETF (BATS:REGL) is…

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SDIV: Subpar High-Yield Equity ETF, Better Choices Out There

PM Images I last covered the Global X SuperDividend ETF (NYSEARCA:SDIV) in early 2023. In that article, I argued that SDIV’s consistent dividend cuts and underperformance made the fund a sell, notwithstanding its high yield. SDIV’s dividends have declined by over 17% since, and the fund has significantly underperformed too, as expected. SDIV Previous Article…

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$1.5T Morgan Stanley is Buying US Spot Bitcoin ETF

Recent 13F SEC filings have revealed several major US financial institutions are allocating serious money to Bitcoin via spot ETFs, with these filings disclosing the holdings of institutional investors with over $100 million allocated. After the SEC approved several spot Bitcoin ETFs earlier this year, investors have eagerly awaited these disclosures. The filings reveal names…

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FMAG ETF: Active Equity Strategy Still Has A Lot To Prove (BATS:FMAG)

Hinterhaus Productions/DigitalVision via Getty Images The Fidelity Magellan ETF (BATS:FMAG) is an actively managed exchange-traded fund that invests across large-cap U.S. stocks. The attraction here is the potential to outperform broad-market indexes, through a fundamentals-based approach, focusing on companies that benefit from long-term “mega-trends”. Indeed, FMAG has been a big winner in this latest bull…

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VDC: Three Big Reasons To Go Defensive With This ETF (NYSEARCA:VDC)

eyecrave productions/E+ via Getty Images Investment Thesis Vanguard Consumer Staples ETF (NYSEARCA:VDC) is a buy due to multiple factors making the consumer staples sector attractive. These factors include high valuation indicators for the market overall including the “Buffett Indicator” and the overall price-to-earnings ratio of the S&P 500 Index. Additionally, while consumer staple funds, such…

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EPS: Halfway Between SPY And A Value ETF

Dragon Claws This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. EPS strategy WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS) was formerly known as WisdomTree U.S. Earnings 500 Fund ETF (as of writing, the latter name is still used on Seeking Alpha). EPS…

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Investment Firm Discloses Over $1.8 Billion in Bitcoin ETF Holdings in SEC Filing

Susquehanna International Group, LLP (SIG), a global trading, technology, and investment firm, disclosed that it holds over $1.8 billion in Bitcoin exchange-traded funds (ETFs) through a 13F-HR filing submitted to the Securities and Exchange Commission (SEC), providing a detailed breakdown of SIG’s investment portfolio. The filing reveals the investment firms biggest positions were in Grayscales…

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ONEY: Unconvincing Multi-Factor Dividend ETF

Hill Street Studios/DigitalVision via Getty Images ONEY strategy SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY) started investing operations on 12/02/2015 and tracks the Russell 1000 Yield Focused Factor Index. It has 300 holdings, a 30-day SEC yield of 3.32% and an expense ratio of 0.20%. Distributions are paid quarterly. As described by FTSE Russell, the…

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Fidelity: Pension Funds Exploring Bitcoin Investments on ETF Approval

Fidelity, a major financial services firm, says pension funds are starting to explore investing in Bitcoin, particularly after the approval of spot Bitcoin exchange-traded funds earlier this year. BREAKING: Wall Street giant Fidelity says pension funds are beginning to explore #Bitcoin and crypto Gradually, then suddenly 🚀 pic.twitter.com/8vBz4Bf02t — Bitcoin Magazine (@BitcoinMagazine) May 3, 2024 Fidelity has…

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Bitwise First To Join New Spot Bitcoin ETF Transparency Dashboard By Hoseki

Hoseki, a leader in Bitcoin and blockchain verification solutions, has unveiled Hoseki Verified, a new verification product aimed at enhancing transparency and trust in the cryptocurrency industry, with a focus on spot Bitcoin exchange-traded fund (ETF) asset verification, according to a press release sent to Bitcoin Magazine. This public dashboard aims to set a new industry standard…

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BIL ETF: More Attractive Than Ever (NYSEARCA:BIL)

PM Images I’ve been covering the realm of ultra-short securities for quite some time. I’ve written Buy and Strong Buy articles about many ultra-short bond ETFs, and even one about how great Money Market Funds are these days. In most of the articles, I discuss the fact that ultra-short assets are attractive now, but might…

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TLT ETF: Lessons From Japan’s Bond Cycle (NASDAQ:TLT)

Dragon Claws/iStock via Getty Images TLT, inflation and fiscal sustainability The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) provides investors with exposure to Treasury bonds with extended duration. As pointed out by the TLT ETF’s description (the emphases were added by me), it “seeks to track the investment results of an index composed of U.S….

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First Bitcoin ETF to launch in Australia in 2024: Bloomberg

The Australian Securities Exchange (ASX), which accounts for the majority of trading volume in Australia, is expected to approve the country’s first spot bitcoin ETFs on ASX before the end of 2024, according to a recent Bloomberg report citing anonymous sources familiar with the matter. BREAKING: 🇦🇺 Australia to approve the spot #Bitcoin ETFs before the…

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Morgan Stanley Moving to Start Bitcoin ETF Sales: Reports

Morgan Stanley, one of the world’s largest investment banks with over $1.4 trillion in assets under management (AUM), is reportedly considering allowing its brokers to directly recommend Bitcoin exchange-traded funds (ETFs) to its customers.  JUST IN: Morgan Stanley may allow its 15,000 brokers to recommend #Bitcoin ETFs to their clients: Reports Gradually, then suddenly 🙌…

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OUSA: High Quality Dividend ETF That Costs Too Much

pepifoto Investment Thesis The O’Shares U.S. Quality Dividend ETF (BATS:OUSA) is one of the highest-quality ETFs on the market. This monthly payer yields 1.77% and has matched the returns of more popular funds like the Vanguard Dividend Appreciation ETF (VIG) and the iShares Core Dividend Growth ETF (DGRO) in recent years. While this feature makes…

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JEPQ ETF: Volmageddon 2.0 Fears Overblown

sefa ozel Recently, I have seen many investment analysts and news outlets discuss the possibility of ‘Volmageddon 2.0’ (Figure 1). Figure 1 – Option income assets have grown rapidly in recent years (Elliot wave International via X) According to these analysts and reporters, investors pouring billions into ETFs selling options is betting on calm markets…

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IWO: Unconvincing Small Cap Growth ETF (NYSEARCA:IWO)

syahrir maulana IWO strategy iShares Russell 2000 Growth ETF (NYSEARCA:IWO) started investing operations on 07/24/2000 and tracks the Russell 2000 Growth Index. It has 1065 holdings, a 30-day SEC yield of 0.50% and an expense ratio of 0.24%. It is a direct competitor to Vanguard Russell 2000 Growth ETF (VTWG), which tracks the same index….

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BINC: Attractive Fixed Income ETF From BlackRock

Tzido/iStock via Getty Images Thesis We covered the BlackRock Flexible Income ETF (NYSEARCA:BINC) shortly after its inception almost a year ago. In our original piece, we described the new fund and the intent of the asset manager in a macro environment that was favorable to fixed income funds. We are going to re-visit this name…

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CGGR ETF: Growth With Less Tech, And A Winner

We Are One of the things that worries me is concentration risk. It’s been a growth world for some time now, with Technology being the outsized winner from a momentum perspective. The result of this tech dominance on growth-oriented portfolios is concentration risk, with funds like the Russell 1000 Growth Index having a whopping 44%…

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FNDA: A Solid Small Cap ETF (NYSEARCA:FNDA)

MoMo Productions/DigitalVision via Getty Images Introduction This article covers the Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) (the “Fund“), a passively managed exchange-traded fund (“ETF“) managed by Charles Schwab Investment Management, Inc. (the “Fund Sponsor“). Awarded three-stars from Morningstar, the Fund boasts a low expense ratio (0.25%) and above-average relative performance. Notably, the Fund…

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ETF Analysis: Do Historical Returns Predict Future Returns?

filo Article Purpose Historical results are among the first things many investors consider when analyzing ETFs. Except for contrarians, investors search for funds with solid one-year, three-year, and five-year returns, as this is evidence the strategy can work, notwithstanding macroeconomic changes or changes in the portfolio’s composition. But you might be wondering how well this…

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