ETFS

The coronavirus fallout turned catastrophic in a fast and furious fashion, as President Trump announced U.S. travel ban from Europe soon after the Covid-19 outbreak was declared a pandemic by the WHO. Global ex-U.S. Real Estate Fund (VNQI) could not escape the wrath of the bloodbath with a devastating -20% year-to-date performance, though has outperformed
0 Comments
Lipper’s fund asset groups (including both mutual funds and exchange-traded funds) took in $70.4 billion of net new money for the fund-flows trading week ended Wednesday, March 11. Money market funds (+$87.6 billion) were responsible for all of the week’s net inflows as investors parked a significant amount of money on the sidelines, driven by
0 Comments
I’ve been looking for closed-end fund bargains amidst the recent carnage. Buying cheap assets is great, but finding a double discount is even better. One fund that recently came to my attention is the NexPoint Strategic Opportunities Fund (NYSE:NHF). NHF has traded at a chronic discount, and it recently became more severe. The current NAV
0 Comments
Thesis Summary The Vanguard Total International Stock ETF (VXUS) can be used to gain exposure to equity markets outside of the U.S. Diversifying your portfolio is especially useful during a correction. Having said this, upon further analysis of the fund, we believe there are better alternatives out there to help investors balance out their portfolios.
0 Comments
ETF Overview iShares Global Healthcare ETF (NYSEARCA:IXJ) owns a portfolio of large-cap healthcare stocks in the world. The ETF tracks the investment results of the S&P Global 1200 Health Care Index. Stocks in IXJ’s portfolio should benefit from an ageing population in the world in the next few decades. In addition, these stocks will also
0 Comments
ETF Overview The Vanguard Industrials ETF (NYSEARCA:VIS) owns a portfolio of U.S. industrial stocks. The ETF basically tracks the performance of the MSCI US Investable Market Industrials 25/50 Index. The fund has delivered an excellent 257% total return in the past 10 years. Stocks in VIS’s portfolio are those with competitive advantages. While we are
0 Comments
Investment Thesis Last July, I wrote two articles for Seeking Alpha in which I examined six of the most popular preferred stock ETFs. In the first of those articles, I considered the Invesco Preferred Portfolio ETF (PGX) alongside two of its competitors. In response to a lively discussion in the comments of that article, I
0 Comments
Thesis Welcome to Orchid’s Platinum Weekly report, in which we discuss platinum prices through the lens of the GraniteShares Platinum Trust (PLTM). PLTM reached a high of $10.00 per share on February 19, missing our Feb-20 target of $10.30 per share. Platinum has performed the worst among the precious metals space so far in February,
0 Comments
The Invesco DB USD Index Bullish Fund (NYSEARCA:UUP) has moved to levels that are near the highs from last October and macroeconomic trends suggest that these gains have the potential to continue. Key event factors in several different countries have positioned trading scenarios in ways that support the bullish outlook for this U.S. dollar-based ETF,
0 Comments
[embedded content] The 10 year Treasury is at 1.47%. The 30 year Treasury bond is at an all time low yield of 1.92%. Just deal with it. Get over it. There ain’t no yield in sight, and none is likely to show up anytime soon. The Fixed-Income markets have been flummoxed by the world’s central
0 Comments
For the third week in row, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $13.9 billion for Lipper’s fund-flows week ended February 19, 2020. Fund investors were net purchasers of taxable fixed income funds (+$7.9 billion), money market funds (+$6.3 billion), and municipal bond funds (+$1.8 billion),
0 Comments
Main Thesis The purpose of this article is to evaluate the SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as an investment option at its current market price. This is a fund that holds corporate bonds that are rated investment grade, which also have a remaining maturity between 1 – 3 years. I believe now
0 Comments
For the sixth week in seven, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $3.9 billion for Lipper’s fund flows week ended February 5, 2020. Fund investors were net purchasers of taxable fixed-income funds (+$7.0 billion), equity funds (+$3.4 billion), and municipal bond funds (+$1.6 billion), but
0 Comments
It’s been a hard year for holders of the Invesco DB Oil ETF (DBO) with shares falling by over 16% since the start of this year. While this negative return has been difficult to stomach for some, it is my opinion that we are sitting on the cusp of a large rally in crude oil.
0 Comments
Investment thesis Welcome to Orchid’s Silver weekly report, in which we wish to deliver our regular thoughts on the silver market through the Aberdeen Standard Physical Silver Shares ETF (SIVR). SIVR proved weaker than our expectations in January, as the silver spot price made a loss of roughly 1%, underperforming gold, which enjoyed a gain
0 Comments