Last Tuesday was International Women’s Day. For the eighth straight year Women in ETFs, the standard bearer for promoting gender bias reform in the ETF industry, held bell-ringings and special programs around the world to commemorate the occasion. There have been a number of research studies demonstrating examples that having female representation in the C-Suite, … Read more
Two months ago, I noted that ValuEngine models were predicting a down market for 2022 and wrote a column on redeployment of core assets for investors with short-to-medium equity time horizons. The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how … Read more
There is no sugarcoating it. January was a lousy month for the market. Many pundits are certain that this is the beginning of a yearlong downturn. Other experts are calling this a dip and a buying opportunity. Our models at ValuEngine are mixed with a six-month forecast on S&P 500 ETFs of +2.6% but a … Read more
A common toast has been: “May 2022 be better than 2021!” However, where the US Stock Market is concerned, most of us would gratefully accept a repeat of 2021’s returns. The ETF reports on ValuEngine.com for funds that follow market benchmarks provide a side benefit in writing market analyses. They are a window to implicit … Read more
The last Edition of this column focused on Dividend ETFs, each of which had the word Dividend in its name. The analysis focused on identifying the best overall ETF for conservative dividend-oriented investors as an alternative core holding that had more than twice the dividend yield of the S&P 500 while collecting comparable, if somewhat … Read more
Income-oriented investors disgusted by the pitiful yields available in US fixed income securities during the past five years have turned increasingly to dividend ETFs. However, in the ETF world, dividend-oriented ETFs and ETFs constructed to pay owners the highest possible dividend yields aren’t necessarily the same thing. Today, we’ll compare 5 dividend-oriented ETFs with very … Read more
This week’s blog focuses on a trade recommendation based upon many data elements found in ValuEngine reports combined with industry experience and knowledge. At the end-of-June blog, “Drill. Baby, Drill”, I focused on the 5 (Strong Buy) recommendation that the ValuEngine models had on the iShares US Oil & Gas Exploration & Production ETF (ticker … Read more
In the wake of the Chinese Evergrande collapse, the S&P 500 shed more than 2% last Monday. Analysts speculated that Chinese real estate contagion might be especially detrimental to Apple, Google and Netflix, all purported to have huge exposures to China. In fact, two major investment banks issued predictions last week that the market would … Read more
Two other analysts whose blogs I monitor wrote in their midyear reports that they were bullish on bank and financial ETFs. My analysis using ValuEngine data below differs significantly. One analyst singled out KRE and the other’s favorite was FTXO. They cited that the P/B and P/E ratios were considerably lower than the market averages. … Read more
The biggest surge in new ETFs during the past 12 months has switched from ESG/Other thematic to actively managed ETFs. The preponderance of these new offerings and filings have come from major mutual fund houses and investment banks. Three ETFs are compared below regarding this topic. I’ve recently written an article that explains the many … Read more