ETF sectors and rotation

  • VHT: Why Vanguard’s Healthcare ETF Outperformed Last Week

    In addition to exposure to the broad market averages, a well-diversified portfolio built for the long-term should have direct exposure to defensive sectors such as utilities, consumer staples, and healthcare. Last week

  • ICLN: Managing Expectations For Clean Energy

    Investments in clean technology are outpacing fossil fuels, promoting the growth of renewables like solar and wind power. Furthermore, many academic papers prove that clean energy is better for the world than

  • The Investment Case for the Energy Transition Portfolio

    Geopolitical risks and elevated fuel costs will continue to accelerate clean energy spending and adoption into 2023 and over the next few decades, where the global opportunity to capture the estimated $194 trillion

  • Millennial, Gen Z Spending Habits Could Power This ETF

    A recent survey by ESW indicated that more than a quarter of Millennials are expecting to boost online retail spending this year while trimming their expenditures in physical stores. For example, ARKW’s 6.57% allocation

  • Energy and Materials Rally; Check Out RYE and RTM

    Investors looking to overweight the energy or materials sectors might want to consider a smart beta strategy such as the Invesco S&P 500 Equal Weight Energy ETF ( RYE A- ) or the Invesco S&P 500 Equal

  • KRE: Regional Banks – It’s All About Risks And Price Action (NYSEARCA:KRE)

    Many smart and well-informed analysts seem to think that this is a great opportunity to buy the dip in regional bank stocks. While I think that the SPDR S&P Regional Banking ETF will eventually recover, I believe that the risks are disproportionately high. I think that KRE ETF is a sell today, but my rating will likely change once the market provides enough clues of bullish support.

  • Old Tech Still an Opportunity in These ETFs

    “We believe a bottom for the PC market is likely in within the next quarter, but estimates will have to come down before entry points emerge and we’ll keeping an eye on channel inventory for a clearer call,” noted

  • HERD: Pacer’s Cash Cows Fund Of Funds ETF

    The aim of Pacer Cash Cows ETFs is to provide capital appreciation by screening indices to identify quality companies with high free cash flow yield. The index uses an objective, rules-based methodology to provide

  • Biotech M&A Could Finally Be Ready to Rebound

    One of the long-running catalysts for small- and mid-sized biotechnology companies is the possibility that they’ll eventually be acquired by large-cap brethren or blue-chip pharmaceutical firms. While the biotech