RPV tracks the S&P 500 Pure Value Index, selecting 120 large-cap companies with the lowest price-book, price-earnings, and price-sales ratios. RPV is soundly beating ETFs that track the more broad S&P 500 Value Index this year, but its concentration risks are too high with a possible recession on the horizon. Besides poor diversification, there are other concerns involving low profitability, questionable earnings growth, and negative earnings trends.
SVXY is a small group of quirky but often effective ways to profit when the S&P 500 rises in price. This ETF aims to profit from falling volatility. That is, when the VIX volatility index drops. That is typically associated with periods in which the S&P 500 is rising.T hat makes SVXY a not-so-obvious way to be bullish.
JEPI is a high-quality ETF managed by JPMorgan fund managers based on the S&P 500 Total Return Index. JEPI’s YTD total return has also outperformed the SPY. We gleaned that JEPI offers investors the opportunity to partake in income and capital appreciation concurrently with its written call options feature. It’s still too early to assess whether JEPI offers a superior risk-adjusted total return. But, despite that, JEPI’s well-diversified holdings should lead to lower concentration risks.
VettaFi vice chairman Tom Lydon appeared on Fox Business’s “Mornings With Maria” along with Payne Capital Management president Ryan Payne and host Maria Bartiromo to discuss the state of the markets as
This is also a good time to invest because nearly all small-value funds are open to new investors. LSV Small Cap Value Investor ( LVAQX )
The Invesco NASDAQ Future Gen 200 ETF (QQQS) will access smaller-cap companies screened by a key marker of innovation – high-quality patents. IPR Strategies works with Nasdaq to assign a realistic value to
But the businesses they invest in tend to be pretty leveraged, and the high yields reflect that defaults are somewhat likely. The VanEck BDC Income ETF ( NYSEARCA: BIZD ) invests in business development
The $6.3 billion MOAT follows the Morningstar Wide Moat Focus Index and many of its current and former holdings possess switching costs advantages. Among current MOAT components that possess switching
Vanguard S&P 500 ETF (VOO) offers diversified, low-turnover exposure to U.S. large-cap stocks at an attractive price.
In doing so, it avoids a lot of high valued tech stocks and ends up focused on industrials and financial issues like insurance companies and regional banks. The IJH multiples are quite low implying a decent
The latest rebalance for the S&P 500 Low Volatility Index shifted an additional 3% weight to the Health Care sector. Volatility has generally risen since the low volatility index’s last rebalance, with the biggest
If we assume that the return on equity drops off to about 10% over several years, we come to a three- to five-year earnings growth rate of 4.98-5.45%, which is a lower range than our projected figure above
Smaller equities are following their large-cap counterparts lower this year, perhaps giving investors reason to overlook mid-cap stocks. However, that may be the wrong course of action. While mid-cap stocks have histories of being glossed over by investors, this year’s downdraft in the
With large-cap equities sagging, it’s understandably difficult for investors to get enthusiastic about small-cap stocks and the relevant exchange traded funds. However, the combination of small stocks and
