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…
megaflopp The BlackRock U.S. Equity Factor Rotation ETF (NYSEARCA:DYNF) invests across a diversified group of large and mid-cap U.S. companies. The attraction here is the fund’s actively managed strategy that considers each return factor exposure the portfolio management team believes is best positioned based on forward-looking insight. Favorably, DYNF is up more than 30% over…
ijeab The momentum factor is on track to end April as it began: the strongest year-to-date performer among US equity factors, based on a set of ETFs through Friday’s close (Apr. 26). In line with the broad market, iShares MSCI USA Momentum Factor ETF (MTUM) has taken a hit in recent weeks after touching a…
Dilok Klaisataporn 4-Factor Dividend Growth Portfolio The 4-factor dividend growth portfolio was launched on November 1st, 2022. You can read about the strategy, stock selection process, and portfolio construction in this 4-Factor Dividend Growth Portfolio article. In a nutshell, the strategy leverages the stock selection process of Schwab U.S. Dividend Equity ETF (SCHD), or rather…
Jeff Swensen/Getty Images News Introduction It’s time to talk about the United States Steel Corporation (NYSE:X), one of the cyclical steel stocks I have had on my radar for many years. My most recent article on the stock was written on November 2, when I went with the title “U.S: Steel Is A Buy In…
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…
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…
Tammi Mild/iStock via Getty Images iShares Russell 2000 Growth ETF (NYSEARCA:IWO) is a passively managed investment vehicle that amalgamates small-size and growth factors. This is a precarious proposition, and the factor story inside its portfolio is not the one I like. As we have seen earlier this year, the zeitgeist is fickle, and we certainly…
Henrik5000 Overview Global markets in Q3 2023 were characterized by a decline in bullish sentiment that had lifted stocks out of a bear market in the first half of the year, with the MSCI ACWI Index declining by 3.3% in the third quarter. Investors were increasingly confident that a recession was not coming this year,…
Nikada By Elizabeth Bebb Factor indices aim to provide investors the means to access factor exposure in a cost-effective and transparent way. S&P DJI offers sustainability versions of factor indices that incorporate environmental, social and governance (ESG) scores, which allow investors to align their investments with their interests while seeking to improve risk/return dynamics. Launched…
Dilok Klaisataporn Small-cap funds favoring relatively cheap but financially sound stocks have always been of interest to me. And today, I would like to discuss yet another representative of that league, the Dimensional US Small Cap Value ETF (NYSEARCA:DFSV). DFSV is a mostly solid small-cap echelon-focused ETF, but as it frequently happens with funds looking…
brentawp Continuing the series of articles on funds that offer exposure to certain equity echelons, today I would like to review the Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM), an index-based investment vehicle targeting mid-size U.S. stocks. To begin with, what I found under the hood is a rather interesting growth story, mostly manifested in a double-digit…
Andy Flury is founder and CEO of Wyden, a company providing institutional trading technology for digital assets. Over the past nine months, Bitcoin has seen a surge of around 50 percent. Blackrock, the world’s largest asset manager, has applied for a BTC ETF. And Germany’s largest credit institution, Deutsche Bank, is currently in the approval…
Douglas Rissing Top-down approach The top-down approach of investment analysis, and especially the timing of the business cycle, is mostly based on the monetary policy cycle. Specifically, it’s a well-established fact that, since WW2, all recessions have been preceded by the monetary policy tightening cycle. In fact, I just recently published a paper in which…