ETF Investment portfolio planning

  • IWO: Low-Yielding Small-Cap Diversified ETF Can Deliver Long-Term Growth

    iShares Russell 2000 Growth ETF is a diversified small-cap ETF that offers exposure to growth stocks in various sectors.The ETF is cheaper and less time-consuming than investing in individual small-cap stocks or close-ended mutual funds.The fund prioritizes fundamentally strong small-cap stocks with higher P/B ratios and growth forecasts, and generates strong price growth over the long run.We are Avisol Capital Partners, a team of medical/biotech experts and finance professionals. We lead the investing group Total Pharma Tracker, where we aim to make the science of biopharma investing easily undestandable to regular investors.

  • SPGP: Exceptional Returns From GARP Investing

    The Invesco S&P 500 GARP ETF combines tenets of growth and value investing strategies into a ‘GARP’ fund. The SPGP ETF has delivered exceptional returns in its short history and has outperformed the S&P 500 in both bull and bear markets.
    The SPGP ETF may be suitable for investors with above average risk tolerance that seeks to maximize returns.

    

  • SH: Mr. Market Is Paying More To Be Short S&P 500, Than Long

    ProShares Short S&P500 is currently paying a higher cash yield than owning stocks long through a regular index fund.The trust is yielding around 3.5% annualized on a forward basis, with excess cash income beyond its management fee paid to holders.This setup is encouraging risk takers to go short stocks instead of long, a major change of tune for investors.

  • Passive Income: Why High Yield Stocks Beat Rental Properties

    Rental properties are a popular passive income investing method and have created immense wealth for many.However, buying high yield stocks over rental properties is a no-brainer in our view.We discuss three reasons why and also share some attractive high yield picks.I am Samuel Smith, Vice President of Leonberg Capital. I lead the investing group High Yield Investor where we do our best to find the right balance between safety, growth, yield, and value.

  • FDEU: An Interesting CEF To ETF Conversion

    First Trust Dynamic Europe Equity Income Fund (FDEU) is converting from a closed-end fund to an exchange-traded fund. The conversion will eliminate the discount to net asset value and remove the leverage ratio of the fund. The management fee of FDEU will need to be adjusted to be competitive with other ETFs. There are structural issues to be considered for the conversion, such as the reduction of the dividend yield, and timing of the unwind of assets to pay down the outstanding leverage.

  • SCHG: The No-Brainer ETF I’m Looking To Buy On Weakness

    I’m considering a shift from growth to value stocks amid recent growth stock outperformance due to declining inflation and expected Fed rate actions. The Schwab U.S. Large-Cap Growth ETF stands out as a top growth investment option, offering diversification and cost efficiency, especially for those seeking technology exposure. Concerns of overvaluation and potential headwinds for growth stocks like rising inflation and interest rates prompt me to monitor SCHG and consider deploying cash strategically for a more balanced portfolio.

    

  • VettaFi’s Artificial Intelligence Symposium Recap

    While generative AI is capturing the bulk of AI-related headlines, language learning could have implications for assets such as QQQ and QQQM because this technology is likely to be data- and semiconductor-intensive. In

  • All You Need Is Confidence

    China’s services-led recovery is losing momentum. While mobility has rebounded, the economy remains saddled with low private sector confidence, high savings, no sign of inflation, and an elevated unemployment rate.

  • A Lesson in Mutual Fund-to-ETF Conversions

    As a quick dive into that rosy future, consider that we’ve now seen nearly 40 mutual funds become ETFs in the past two years from big and not-so-big names like Dimensional, Franklin Templeton, Bridgeway and

  • LGIM partners with Gerd Kommer on global multi-factor ETF

    Following this ESG screening, the methodology determines the index’s country weights based on an equal combination of current GDP data and total free-float market capitalization, a process that notably reduces the