U.S. Quality Dividend Growth—2020 Reconstitution

Across the globe,  quality  stocks were among the best performers in 2020, as companies with high profitability maintained an earnings edge despite Covid-19’s impact on the economy. The  WisdomTree U.S. Quality Dividend Growth Fund (DGRW) , which seeks to track the  WisdomTree U.S. Quality Dividend Growth Index (WTDGI) , selects companies that look attractive according measures of profitability like  return-on-equity (ROE)  and  return-on-assets (ROA) , and earnings growth prospects, and weights them by their  dividend stream .

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FAQ with RiverFront’s Chief Investment Officers

By Rob Glownia, CFA, CFP, Senior Portfolio Manager, Co-Head of Investment Committee Global Equity CIO, Adam Grossman & Global Fixed Income Co-CIO, Kevin Nicholson Since November, we’ve participated in many calls with financial advisors and their clients to talk about the implications of the election and how to think about markets in 2021.

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Don’t Miss Out on ‘EDOC’, a Novel Telemedicine ETF

Social distancing is helping to push the needle toward more telemedicine, which bodes well for ETFs like the Global X Telemedicine and Digital Health ETF (EDOC) . The fund is up 9% to start 2021. “Once considered to be merely a novel way to connect doctors with patients, telemedicine now is recognized as an essential tool in the fight to overcome Covid-19,” a Forbes article noted. “Since the start of this pandemic, there has been a nationwide push for treating non-emergency physical and mental illnesses with virtual office visits.

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Inflation Concern Sparks Real Asset Rally

By David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck The VanEck Vectors® Real Asset Allocation ETF (RAAX®) uses a data-driven, rules-based process that leverages over 50 indicators (technical, macroeconomic and fundamental, commodity price, and sentiment) to allocate across 12 individual real asset segments in five broad real asset sectors.

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The REMX Rare Earth Metals ETF: New Life under Biden?

A rare earth metals exchange traded fund has been rallying as the Biden administration looks to bolster the country’s future technologies in a new age of defense and security. The VanEck Vectors Rare Earth/Strategic Metals ETF (REMX C) has increased 33.3% over the past month and 100.9% over the past three months.

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Are Your Retirement Metrics Skewed? Consider ‘NUSI’

Traditional retirement techniques don’t cut it for all investors. The Nationwide Risk-Managed Income ETF (NYSEArca: NUSI) offers a modern approach to bolstering retirement income. NUSI can act as a complement to traditional equity and fixed income allocations or as the ideal protective hedge for investors with heavy exposure to technology and growth stocks because the fund is a “rules-based options trading strategy that seeks to produce high income using the Nasdaq-100 Index,” according to Nationwide.

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Mortgages, Not Assets: How ‘REM’ Invests in Real Estate

Covid-19 has changed the real estate investment trust ( REIT ) landscape, particularly commercial property and office buildings. One REIT to consider focuses on mortgages rather than physical property: the iShares Mortgage Real Estate Capped ETF ( REM B ) , which is up 25% the last three months. “Mortgage real estate investment trusts (REITs) may sound intimidating, but their operating model is actually pretty simple,” a Motley Fool article noted. “These businesses borrow money at short-term lending rates and acquire assets that have a higher long-term yield.

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