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…
Vertigo3d NETZ Overview and Performance TCW Transform Systems ETF (BATS:NETZ) is an actively managed fund that attempts to capture alpha from both growth and value opportunities. Its self-proclaimed “non-diversified” nature is not entirely an accurate description because where else would you find Airbus (OTCPK:EADSY) coupled with Microsoft (MSFT) and Republic Services (RSG), GE Aerospace (GE)…
shayes17/E+ via Getty Images Introduction This article updates my outlook for 2024 with the latest Momentum Gauge® signals and a revisit of the January Investing Experts Podcast interview with Rena Sherbill at Seeking Alpha. This past April 2nd marked an early negative Momentum Gauge® test signal followed by an official negative daily signal on April…
Daniel Grizelj Small-caps have been terrible performers relative to large-caps. Value has been a terrible style performer relative to growth. But the one fact pertaining to all conditions is that they will change. At some point, both small and valuable I believe should lead again. And if you agree, then the Vanguard Russell 2000 Value…
da-kuk Glamor stocks thrived early in 2024. The Information Technology sector and just about anything AI-related soared through mid-February. A rotation then took place under the market’s surface. Value and cyclical industries took charge; Energy and Financials, along with Communication Services, posted the best Q1 sector returns. In all, the Nasdaq 100 underperformed the S&P…
pavlen Investors have been waiting for a broadening out of the rally for even longer than they’ve been pricing in (and then pricing out) rate cuts, but while breadth may still be relatively narrow, there has been a good deal of rotation recently. Let’s start with where the market stood heading into today. We measure…
Dmytro Aksonov/E+ via Getty Images Want to know something you see in bull markets? Rotation. First one group of stocks leads, then another. Then another. When one sector runs out of steam, another sector grabs the baton and drags the index higher. All year it’s been about mega cap tech stocks and the NASDAQ. More…
tadamichi Instead of seeing a normal correction, which happens more often than not when the market has been going straight up for four weeks, we have seen a big rotation out of tech and into financials, small caps and all sorts of under-performing sectors that have done little so far in 2023, until now. One…