syahrir maulana The Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) benchmarks against the Russell 2000 Index to offer smallcap exposure to investors in an attractive and relatively inexpensive (0.26% expense ratio) package that attempts to do the following: maximize the after tax value of a shareholder’s investment. Generally, the Advisor buys and sells securities for the…
DNY59 Overview The WisdomTree Dividend Growth Fund (NASDAQ:DGRW) is a solid dividend ETF that focuses its holdings on quality dividend paying companies throughout all sectors. The fund offers instant diversification and gives you exposure to some of the best companies in the world. While the dividend yield is on the lower end of the spectrum…
Matteo Colombo/DigitalVision via Getty Images Turkey is what amateur international relations aficionados (such as myself) would refer to as a geostrategic location. For over a millennium, back in the age of empire, what is now Turkey has economically benefited from sitting at the nexus of East and West. This significance has not abated in the…
da-kuk The iShares India 50 ETF (NASDAQ:INDY) is performing well, but has already come a long way in the last 12 months and is approaching the all-time high of $53.83. With two major drivers in focus – the election in May and the Reserve Bank of India shifting to a more dovish stance – the…
benedek Late winter can be bleak. In addition to dirty snow, and long stretches without public holidays (if you’re an American at least), the optimism that begins with the New Year is tempered by practical realities. Given the German dual ethos of being both practical and realistic, it would be inconsiderate to paint a rosy…
William_Potter The Dimensional Core Fixed Income ETF (NYSEARCA:DFCF) is a great way to play the global investment-grade bond market. Benchmarked against the Bloomberg Agg, or Bloomberg U.S. Aggregate Bond Index, DFCF offers exposure to long-duration bonds and other fixed-income securities that, in the aggregate, are expected to maximize the total return for investors. While the…
Steering through a sea of change in the crypto market, the investment game is experiencing a seismic shift. Spot Bitcoin ETFs already exist, signaling Bitcoin’s leap into mainstream finance and knitting it closer to conventional investment fabrics. We’ll look at the tip of the iceberg trying to imagine its true depth as well as the…
selamiozalp We covered the iShares MSCI India ETF (INDA) a while back as we figured that Indian equities would surge, given favorable risk premium alignment and trend growth numbers. Fortunately, our rating worked out rather well, as the vehicle has surged ever since. INDA ETF Rating in August 2023 (Seeking Alpha) Although we think the…
SIphotography Investment Thesis Global X SuperDividend ETF (NYSEARCA:SDIV) warrants a strong sell due to multiple concerning factors impacting the fund. While SDIV offers a very high dividend yield, it has seen a steep decline in share price along with poor fundamental qualities for its top holdings. These factors have resulted in a negative dividend yield…
Violka08/iStock via Getty Images Bitcoin (BTC-USD) is back above $60k. Roughly seven weeks after spot ETF approvals in the United States, the coin has printed six consecutive monthly gains and a whopping 157% low to high return dating back to September 2023. Naturally, when Bitcoin rallies like this, stock market investors often look for equity-based…
Iryna Drozd/iStock via Getty Images Investors in The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), who picked its steep pullback in October/November 2023, have done relatively well, as SCHD bottomed out resoundingly. I also urged investors to buy SCHD aggressively in November, assessing the ETF as a prime beneficiary in a further recovery as pessimism likely…
pcess609 This monthly article series reports sector metrics in the S&P 500 index. It is also a top-down analysis of all ETFs based on the S&P 500. Fast Facts on BBUS JPMorgan BetaBuilders U.S. Equity ETF (BATS:BBUS) was listed on 03/12/2019 and tracks the Morningstar® US Target Market Exposure Index. This large and mid-cap index…
BlackRock’s spot Bitcoin exchange-traded fund (ETF) is poised to make its debut in Brazil tomorrow, according to a report from the largest financial market news platform in Brazil, InfoMoney. The launch follows the announcement by BlackRock that the Brazilian Depositary Receipts (BDRs) of its iShares Bitcoin Trust ETF (IBIT39) will begin trading on B3, Brazil’s stock exchange,…
gopixa Finding good investments that offer solid returns and stable income has become much harder over the last several years. With inflation and interest rates at higher levels, the economy slowing, and political uncertainty in the US and around the world, allocating capital has become much more challenging. Dividend investing has become more common over…
JohnnyGreig/E+ via Getty Images The last year has primarily been a period of relative strength for mega-cap tech stocks. Strategies focused on yield and other forms of equity diversification have largely been underperformers. But are trends shifting? Consider that the Magnificent Seven stocks have undergone significant diverging single-stock performances, with shares of Apple (AAPL), Tesla…
niphon Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD) is deemed to be one of the best ETFs for investors with low to moderate risk tolerance. However, low volatility doesn’t mean an investor return remains negative or significantly underperforms from the S&P 500 index. SPHD significantly underperformed in the last twelve months, five and…
Jeremy Poland Invesco Energy Exploration & Production ETF (NYSEARCA:PXE) is a passively managed exchange-traded fund. The fund tracks the Dynamic Energy Exploration & Production Intellidex Index. The fund provides exposure to oil and natural gas companies that explore, extract, and refine these resources, creating gasoline, liquid natural gas and other finished products. This fund is…
In a significant milestone for spot Bitcoin exchange-traded funds (ETFs), BlackRock’s spot Bitcoin ETF has recorded over $1 billion in trades today alone, according to Bloomberg Senior ETF Analyst Eric Balchunas. This achievement underscores the growing demand for Bitcoin investment products and highlights the increasing acceptance of Bitcoin within traditional finance. MILESTONE $IBIT has traded $1b worth of…
manassanant pamai Introduction Gold is one of the largest alternative assets investors across the world hold, and is commonly held because its returns do not match those of stocks and bonds, giving extra diversity and stability to traditional portfolios. Data by YCharts Choices, Choices There are dozens of choices of ETFs that investors could buy…
Westend61/Westend61 via Getty Images The Janus Henderson B-BBB CLO ETF (BATS:JBBB) invests in U.S. collateralized loan obligations (CLO) through an actively managed exchange-traded fund structure. The attraction here is the exposure to this alternative corner of fixed income that currently offers an 8.1% yield through a monthly payout. The fund’s CLO floating rate and low-duration…
Andriy Onufriyenko/Moment via Getty Images I’ve talked about my relative bullishness on value over growth this year, and admittedly, I’ve been wrong so far given ongoing Technology momentum. While I think growth-style investing is (beyond) extended in my opinion, strength certainly can continue and the irrational can get more rational. If that’s where we’re ultimately…
pepifoto The Vanguard U.S. Quality Factor ETF (BATS:VFQY), is an actively managed fund which evaluates companies based on factors considered to be indicative of high-quality earnings. The fund uses the Russell 3000 as its benchmark, and the managers look across the market cap spectrum to build the portfolio. We have faith in the quality factor…
If you understand why bitcoin is an asset to hold for the long term, you may also wonder how to take advantage of retirement tax structures to minimize your tax expenditures. There are many different ways to approach holding bitcoin in an IRA, and as with everything in bitcoin, each has its trade-offs. Let’s look…
wsfurlan/E+ via Getty Images Agricultural commodities feed, clothe, and increasingly power the world. The weather conditions and crop diseases in the leading growing areas are the primary factors for the path of least resistance of prices. However, any events that impact logistics can cause price volatility. Agricultural commodities include grains and oilseeds, animal proteins, and…
Yuichiro Chino/Moment via Getty Images In my most recent article on managed futures (“MF”) funds, I compared the KFA Mount Lucas Index Strategy ETF (KMLM) with the iMGP DBi Managed Futures Strategy ETF (DBMF), and the WisdomTree Managed Futures Strategy Fund ETF (WTMF) and suggested KMLM was my favorite of the three. However, users highlighted…
Isogawyi/Moment via Getty Images Investment Thesis The success of the Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO) since its Index change on June 21, 2019, strongly indicates the momentum factor has value when applied to S&P MidCap 400 Index stocks. However, it’s essential to understand things were once rocky for this ETF, which is up 17.41%…
DNY59 Investment Thesis This article continues my coverage of the ProShares S&P MidCap 400 Dividend Aristocrats ETF (BATS:REGL), a mid-cap value fund comprised of 50 U.S. stocks that have raised dividends for at least 15 consecutive years. For those catching up, my August 31, 2023, review was not positive, and I predicted REGL would lag…
Francesco Carta fotografo/Moment via Getty Images Momentum factor strategies aim to overweight securities with strong relative recent price performance based on the idea that in the near term, what is “up will go up.” The Vanguard U.S. Momentum Factor ETF (BATS:VFMO) is an ETF that targets U.S. large and mid-cap Momentum stocks. VFMO is actively…
AzmanJaka/iStock via Getty Images Thesis The Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) is positioned precariously at the hard-to-execute intersection of high-dividend payments and following an index-based strategy. While the ETF’s strategy of mirroring the Nasdaq US Dividend Achievers 50 Index offers an attractive proposition through its portfolio of high-yield dividend stocks with a…
Jeremy Poland Introduction The Strive U.S. Energy ETF (NYSE:DRLL) (“DRLL” or the “Fund“) is a passively managed exchange traded fund ((ETF)). The Fund seeks broad and concentrated market exposure to the U.S. energy sector (broadly speaking). Due to a negative near-term view of the energy sector (cynically, I expect the Biden administration will work to…
This article was written by Follow Author and entrepreneur. My articles typically cover macroeconomic trends, portfolio strategy, value investing, and behavioral finance. I like to profit from the biases and constraints of other investors.You can read some more of my work for free here. Analyst’s Disclosure: I/we have a beneficial long position in the shares of…
nattrass/E+ via Getty Images The iShares MSCI South Africa ETF (NYSEARCA:EZA) is an exposure to the rather developed South African stock market. While there are plenty sophisticated picks with EZA, the financial exposures in particular share the issue of having to do business in the South African Rand, a currency with structural pressure due to…
The crypto revolution was finally taken to new heights when the SEC approved 11 Bitcoin spot ETFs in January 2024. Global investors flooded in like never seen before, adding almost $5 billion of inflows on the first day of trading. As a result, the crossover between traditional finance and digital assets is now firmly established,…
alexsl Contrarian bet on EEM I just recently published an article where I outlined the bullish case for Emerging Markets stocks, as proxied by the iShares MSCI Emerging Markets ETF (NYSEARCA:EEM). This was a contrarian long idea, where a beaten down ETF had a positive catalyst to stage a significant bounce, although I did not…
da-kuk Russell 2000 Growth Stocks May Outperform the S&P 500 In the Growth sector of the Russell 2000, there is a significant composition of information technology-related stocks. This sector has benefited from favorable technical momentum throughout 2023 despite the historical momentum, maintaining satisfactory fundamental values. This follows current consensus indications, which could be confirmed by…
Catherine Falls Commercial/Moment via Getty Images High-dividend US stocks have fallen completely out of favor in the last few months. The Global X SuperDividend U.S. ETF (NYSEARCA:DIV) is down 8% in its total return over the past 12 months, but relative to the growth-heavy S&P 500, DIV is down a whopping 24%. That underperformance has…
deepblue4you FNDX strategy Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) started investing operations on 08/15/2013 and tracks the Russell RAFI™ US Large Company Index. It has 730 holdings, a trailing 12-month yield of 1.82% and a total expense ratio of 0.25%. Distributions are paid quarterly. As described in the prospectus by Charles Schwab Asset…
Blue Planet Studio The demand for single-stock exchange-traded funds, or ETFs, has been incredible to me, honestly. I never would have thought we’d be in a world where these would raise as much interest as they have, but some people just love these types of funds. There’s also a ton of people who love trading…
Coprid/iStock via Getty Images The Goldman Sachs Hedge Industry VIP ETF (NYSEARCA:GVIP) is a passively managed vehicle offering exposure to about 50 worthiest hedge-fund picks selected using quarterly 13F filings. This is a relatively simplistic yet nonetheless potent strategy with a respectable track record, though, as it always happens in investing, not a completely flawless…
tawatchaiprakobkit/iStock via Getty Images The iShares MSCI Malaysia ETF (NYSEARCA:EWM) is exposed heavily to financials, dependent on the Malaysian monetary policy stance, and also on the performance of the domestic currency, the Malaysian Ringgit. We think that there is upside on the Ringgit, independent of policy stance, as political destabilizers in Malaysia are being parried….
Digital asset investment firm, Valkyrie, has become the first spot Bitcoin Exchange-Traded Fund (ETF) to diversify the custody of its coins, according to a recent Securities and Exchange Commission (SEC) filing. In a move to enhance security and reliability, Valkyrie is now working with leading custodian provider BitGo, already in addition to Coinbase, to safeguard their funds….
imaginima ENFR – Overview and Investment Thesis The Alerian Energy Infrastructure ETF (NYSEARCA:ENFR) is a midstream energy index ETF, focusing on midstream energy corporations. ENFR’s investment thesis rests on the fund’s: Comparatively safe midstream energy holdings, with relatively stable revenues and resilient business models Good, growing 5.4% dividend yield, backed by stable revenues and cash…
Vertigo3d Introduction We last covered iShares Global Technology ETF (NYSEARCA:IXN) in April 2020. We suggested at that time to start building a position despite the significant market correction due to the pandemic. We also noted the strong long-term growth outlook for IXN in the upcoming few years. The fund has since delivered a total return…
aluxum In this article I analyze the Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE), a thematic ETF that tracks the performance of the FTSE Emerging Index, focusing on the characteristics and metrics that, in my opinion, are worth to be considered. I also explain why I maintain a neutral stance on emerging markets outlook, despite some…
rarrarorro/iStock via Getty Images The iShares MSCI Israel ETF (NYSEARCA:EIS) caught my eye with a +2.64% rally on Monday, breaking above the July 2023 high. It has now rallied over +34% from its October low and is within +2.4% from exceeding the 2023 high. Relative strength such as this is always worth paying attention to,…
tadamichi AOR strategy iShares Core Growth Allocation ETF (NYSEARCA:AOR) started investing operations on 11/04/2008 and tracks the S&P Target Risk Growth Index. It is a fund of funds, with 7 holdings, a 12-month trailing yield of 2.50%, and a net expense ratio of 0.15%. Distributions are paid quarterly. The idea of a 60/40 portfolio has…
For the first time since launch, BlackRock’s spot Bitcoin ETF is outpacing the Grayscale Bitcoin Trust (GBTC) in terms of trading volume so far today, according to Bloomberg ETF analyst James Seyffart. BlackRock’s spot Bitcoin ETF volume surpassing GBTC for the first time hints at a slow down in outflows for Grayscale’s ETF, which has had…
FangXiaNuo Summary Real Estate can be a great business, REITs make it simpler and more diversified and an ETF of REITS even more diversified. However, are REIT ETFs superior long-term investments? The last 20 years of performance data suggest they are not. I took an in-depth look at Vanguard Real Estate Index Fund ETF (NYSEARCA:VNQ)…
SimonSkafar NUGO strategy Nuveen Growth Opportunities ETF (NYSEARCA:NUGO) is an actively managed fund listed on 9/27/2021. It has a portfolio of 45 stocks, a trailing 12-month yield of 0.13% and a total expense ratio of 0.55%. As described by Nuveen, The Fund seeks long-term capital appreciation through a concentrated growth portfolio that primarily invests in…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Futures traders have jumped on the arrival of the first US spot bitcoin exchange traded funds, ramping up a lucrative bet that capitalises on the volatile moves of crypto-related prices. The number of bitcoin futures…