Between inflation skyrocketing beyond expectations, the drumbeats of war and increasing global sanctions on Russian Oil, macroeconomic themes have dominated the 2022 stock market 15 weeks into the year. Throwing out derivatives-based ETFs, the top 11 US ETFs ranked by price performance this year are primarily focused on energy companies. All of the approximately 5,000 … Read more
The first quarter was rather turbulent. But given the unexpected burst of inflation and the savage Russian invasion of the Ukraine, the final price reading of the S&P 500 of -5.2% comes almost as a relief. A late rally in March mitigated the overall damage The ETF reports on ValuEngine that follow market benchmarks provide … Read more
When ProShares launched BITO, the Bitcoin Futures Strategy ETF last autumn, the ETF along with Bitcoin were promoted as “stores of value.” The rationale was that Bitcoin was independent of stock markets and would provide diversification away from equities and tend to rise when equity markets fell. Unconvinced, I wrote a column at that time … Read more
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
Happy New Year! My previous column focused on the ValuEngine forecast targets for 6 Benchmark Index ETFs. To varying degrees, our models expect all of them to post negative price returns. 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
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 featured ETF is GURU, Global X Guru Index based on a specific “smart money” hedge fund strategy. Guru’s site claims that the index engineered by Global X and provided by German customized index specialist Solactive AG allows everyday investors to access the high conviction investments among the largest, most sophisticated hedge funds in … 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