ETFS

Main Thesis The purpose of this article is to evaluate the iShares Select Dividend ETF (DVY) as an investment option at its current market price. With markets re-testing prior highs, I continue to express caution in equity positions. I see plenty of risks on the horizon, namely related to slowing economic growth and on-going trade
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Screen capture via Bloomberg TV “Something’s About To Happen” The SPDR Gold Trust ETF’s (GLD) chart was analyzed by Fidelity technician John Gagliardi on Bloomberg TV’s “What’d You Miss” program on Wednesday. You can see the full segment here, but below is the key part for GLD longs: Abigail Doolittle: What about that MACD on
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As followers will know, we like to sell high implied levels of volatility on liquid underlyings. Apart from stocks, we also like to sell premium in ETFs as they bring a distinct advantage to the mix. For example, ETFs do not have any quarterly earnings announcements which stocks have. This means that one has potentially
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By Ansh Chaudhary For the month of May, the ETF Deathwatch increased in size. Twenty-nine exchange-traded products (“ETPs”) were added to the list, and 19 funds were removed, making May a busier month in terms of additions. Of the removals, 16 were removed due to increased health and three were removed due to asset managers
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On November 14, 2017, I wrote a short blog post simply titled “Do Not Stop Buying PCI”. Since then, not only has the PIMCO Dynamic Credit Income Fund (PCI) outperformed any junk bond index you care to look at, but it has more than doubled versus the S&P 500’s performance since then. This is not
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Investment Thesis The SPDR S&P Dividend ETF (SDY) provides income, quality and value: while these features make the fund a great source of cash flow and stability, they also bring the disadvantages of investing in high-yielding securities and using criteria other than market capitalization, i.e. that a risky security may occupy a large position in
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When analyzing an investment idea, we can do it through different perspectives. The benefits of diversification, the fundamental picture for the asset, and the timing considerations based on momentum and relative strength. Vanguard Real Estate ETF (VNQ) currently looks quite solid from those three different and complementary perspectives. The Benefits of Diversification Diversification is one
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Main Thesis The purpose of this article is to evaluate the iShares MSCI United Kingdom ETF (EWU) as an investment option at its current market price. While I typically invest in U.S.-based companies, I have begun to see real value within the United Kingdom (U.K.), as Brexit worries persist and investors are reluctant to buy
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The Aberdeen Global Premier Property Fund (AWP) is a medium-sized closed-end fund with $576.5 million in net assets and an attractive 10% yield. While the fund is levered, the fund is currently only levering 3% of the portfolio, indicating a lack of aggressiveness. The fund’s expenses are modest for a CEF: 1.18% total fees, which
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Whenever volatility ETPs are being discussed, the vast majority of the time it’s the VXX, UVXY, SVXY, even TVIX. And of course in the past a lot of the focus was on our fallen hero the XIV, before its unfortunate termination in February 2018. But how often do you hear people talk about ZIV? Not
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VanEck NDR Managed Allocation Fund (MUTF:NDRMX) tactically adjusts its asset class exposures each month across global stocks, U.S. fixed income, and cash. It utilizes an objective, data-driven process driven by macroeconomic, fundamental, and technical indicators developed by Ned Davis Research (“NDR”). The Fund invests based on the weight-of-the-evidence of its objective indicators, removing human emotion
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iShares PHLX SOX Semiconductor Sector Index ETF (NASDAQ:SOXX) is the largest and most liquid semiconductor industry-specific exchange-traded fund with AUM of $1.4bn. The fund tracks an index of U.S. listed companies across the supply chain from design, manufacturing, distribution and sale of components. The underlying index has a history going back to 1993, with chip
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The Soro Enshi container ship sails from Yangshan Deep Water Port in Shanghai on July 10, 2018. A parliamentary committee in India said China is dumping products in their country. Photographer: Qilai Shen/Bloomberg. China is dumping products in India, an Indian parliamentary panel suggested recently. As the trade war goes on unabated, China’s trade practices
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(Photo by Mark Schiefelbein- Pool/Getty Images) Chinese corporations are all over Africa.  In June 2017 a McKinsey & Company report estimated that there are more than 10,000 Chinese-owned firms operating in Africa. What are Chinese corporations doing in Africa? That’s a highly controversial issue. The reason Chinese corporations are in Africa is simple; to exploit the
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Morgan Stanley India Investment Fund (IIF) is a portfolio of Indian equity securities that the fund managers believe have “upward price and earnings momentum.” Birthed in 1994, the long-standing fund has $301 million in assets with an annual management fee of 1.1 percent. In the recent past, performance has been disappointing with IIF posting a
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IBM Chief Human Resource Officer Diane Gherson Diane Gherson/IBM When it comes to the forefront of the global human resources landscape, Diane Gherson is someone you want to know. As Chief Human Resource Officer at IBM, Diane has helped to revolutionize IBM over the past 13 years. Under her leadership, she has transformed global workforce
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Investment Thesis Vanguard Long-Term Bond ETF (BLV) focuses on long-term investment-grade bonds in the United States. The ETF tracks the Bloomberg Barclays U.S. Long Government/Credit Float Adjusted Index. BLV has very low credit risk as all of the bonds in its portfolio are investment-grade bonds. Hence, it offers investors good protection in an economic downturn.
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