ETFS

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares U.S. Technology ETF (AMEX: IYW), we found
0 Comments
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares Russell Mid-Cap ETF (AMEX: IWR), we found
0 Comments
Crisis often means opportunity when it comes to stocks. Echoing Warren Buffett, when there’s widespread uncertainty, it often means it’s a good time to buy. Many high-quality stocks that had nothing to do with Brexit got pummeled in the wake of the UK vote to leave the European Union. They are worth considering — even as
0 Comments
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares Russell Mid-Cap ETF (AMEX: IWR), we found
0 Comments
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Financial Select Sector SPDR Fund (XLF), where 25,700,000 units were destroyed, or a 4.1% decrease week over week.  Among the largest underlying components of XLF, in morning trading today Berkshire Hathaway
0 Comments
A half-million dollars is a lot of money. Unfortunately, it won’t generate much income today if you limit yourself to popular investments. The 10-year Treasury has “rallied” to 1.85%. Put your $500K in them and you’re well below the single-person poverty level at $9,250 annually. Yikes. Dividend paying stocks are masquerading around as bond proxies
0 Comments
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares Russell Mid-Cap ETF (AMEX: IWR), we found
0 Comments
Harold Pollack index card for personal finance tips. Photo Credit/All Rights: Harold Pollack. Harold Pollack There are countless personal finance books, blogs and articles that offer advice on investing, savings, retirement and taxes. You could read all those books. Or, you can listen to this University of Chicago social scientist. His name is Harold Pollack,
0 Comments
In recent trading, shares of Valero Energy Corp. (NYSE: VLO) have crossed above the average analyst 12-month target price of $66.50, changing hands for $67.54/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level.
0 Comments
ThitareeSarmkasat/iStock via Getty Images The recent selling in just about everything has been painful for many investors. 401(k) values are plummeting, and those with poor (or no) risk management strategies are likely seeing massive amounts of red every time they open their brokerage account. This kind of selling can present opportunities, however, and right now,
0 Comments
Andrii Dodonov/iStock via Getty Images Thesis Apollo Senior Floating Rate Fund (AFT) is a closed-end management investment company. The fund’s investment objective is current income and preservation of capital by investing primarily in senior, secured loans made to companies whose debt is rated below investment grade and investments with similar economic characteristics. Under normal market
0 Comments
Andrii Yalanskyi/iStock via Getty Images The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL), an “oddball” fund that I have also been bullish about, has done poorly in the past many months. The performance of the last few weeks has been particularly disappointing, as I originally appreciated IVOL’s positive historical returns and nearly zero
0 Comments
canbalci/iStock via Getty Images Main Thesis/Background The purpose of this article is to evaluate the Invesco KBW Bank ETF (KBWB) as an investment option at its current market price. This is a sector-specific fund, with a focus on bank stocks exclusively. Importantly, it is heavily weighted towards the biggest banking names, and it is managed
0 Comments
ThitareeSarmkasat/iStock via Getty Images Author’s note: This article was released to CEF/ETF Income Laboratory members on January 22nd, 2022. The Invesco Senior Loan ETF (BKLN) is an index ETF focusing on senior secured floating rate loans from non-investment grade corporations. It offers investors a relatively weak 3.1% dividend yield, but, as the fund’s holdings are
0 Comments
tum3123/iStock via Getty Images (This article was co-produced with Hoya Capital Real Estate) Introduction Northern Trust Interest in investing in Emerging Markets remains high, even with China’s regulation issues and low vaccination rates in most of these countries, especially Africa where the continental rates is under 10%! Despite those difficulties, Northern Trust has EM country
0 Comments
T-Immagini/E+ via Getty Images When the markets tank, it pays to have defensive positions in the portfolio. The Amplify BlackSwan Growth & Treasury Core ETF (NYSEARCA:SWAN) was designed to be a growth fund that thrives when stocks are on the rise, but that also provides a cushion for when equity prices unwind. That said, SWAN
0 Comments
JimVallee/iStock via Getty Images With the market selling off, I was recently asked about buying iPath S&P 500 VIX Short-Term Futures ETN (BATS:VXX) puts. I have long been a proponent of buying VXX puts on spikes in the VXX as a form of income but – to cut to the chase – I do not
0 Comments
Updated rankings are out. Go to Best ETFs 2017: Long-term Bonds. In this category the iShares ETF family lands in the top spot for cost efficiency, with its 7-10 Year Treasury Bond fund (IEF), and in the lead for assets, with iBoxx $ Investment Grade Corporate Bond (LQD). Long bonds offer some prospect of real
0 Comments
A lot of financial advisors like to talk about “insurance” for their clients’ investments. Often, however, this takes the unlikely form of highly risky counter-investments. For instance, an advisor might choose a broad selection of blue-chip stocks. They pay a nice dividend and, assuming they are not too tightly concentrated, are pretty safe from causing a
0 Comments
Many value investors underperformed as the market soared over the past several years, but the tables may soon turn for quality, large-cap, liquid stocks, Bank of America Merrill Lynch Global Research analysts said this week. “These days, value investing has been replaced by a preference for ‘growth at any price. But over the very long
0 Comments
Steven A. Cohen’s Point72 Asset Management has made a big bet on Square, the payments processing startup created by Twitter co-founder and CEO Jack Dorsey. The over $11 billion family office for Cohen’s fortune disclosed on Friday it now owns nearly 6.7 million Square shares, or 5.4% of the company’s outstanding stock. Most of Point72’s investment in
0 Comments
The volatility of the past 2 weeks has Goldman Sachs, and many others, selling stocks. Sam Miklosko is on the other side of that trade. In order to execute a simple strategy of buying low and selling high, you have to buy when prices are low. That means that when the bears come out, it’s
0 Comments
Christian Magoon, the CEO of Amplify ETFs, has something new up his sleeve. The newcomer to the space (four years in now) is devising a strategy that will weed out some of what he calls the “zombie ETFs” in the market. Magoon started Amplify in April 2016, though he’s been in the ETF world for
0 Comments
President Trump is eyeing cutting the Social Security payroll tax. If not replaced by another funding source, the move could kill the most popular inflation-adjusted retirement program. While putting money in workers’ pockets in the short term, nixing the payroll tax will undercut funding for the popular program and achieve the sinister goal of GOP
0 Comments