I have written a lot in my blog analyzing and differentiating ESG, sustainable and impact ETFs. In 2020 and 2021 on a percentage basis, this segment was among the fastest growing in the ETF marketplace. Moreover, during most of that time, the market performance of these funds validated the concept that investing in ESG ETFs … Read more
The history of QQQ, Invesco QQQ Trust, is that it was a game-changer from the very start. Beginning in 1999 with the development of the Nasdaq-100 index by John Jacobs, then a Nasdaq executive and now a professor at Georgetown and Steven Bloom, the product was an overnight success. It was Jacobs’ vision to take … Read more
Consumers have never been happy about paying more for the same (or less) from one place than from another. It has only been within the past twenty years or so that investors have gotten wiser to this practice. Financial advisors, planners and the media have increasingly made investors more aware of how much less expensive … 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
The trend is your friend. That is, until it isn’t. The list of best performing non-leveraged ETFs for the past 90-days is led almost exclusively by ETFs that hold the stocks of fossil-fuel-based energy and closely related companies. At the same time, the prices of ESG and more climate-focused impact ETFs have plunged dramatically. With … Read more
Lost in all the market volatility and concerns about interest rate hikes and inflation was a regulatory ruling with major implications for asset capture in the ETF industry. The New York State Department of Financial Services is the state’s insurance regulator. In December it published a new regulation that, until Jan. 1, 2027, allows shares … 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
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