GBDV News and Press, Global Beta ETF Trust Smart Income From 05/20/22

LYB has had strong performance momentum lately and is returning a lot of cash to shareholders while also deleveraging that balance sheet. While there is a lot to like about LYB, we want a portfolio of our highest conviction picks. We share why LYB is no longer a high conviction bu...

Large-cap growth stocks outperformed small-cap value stocks by over 700 basis points (bps) annualized from 2012 to 2021. This stretch of whopping outperformance - a cumulative gain of 508% for large growth versus 211% for small value - stands in stark contrast to the findings of acade...

The rising rate, rising dollar environment continues with the dollar index hitting a 20-year high last week. That rising dollar is having an impact on the rest of the global economy but so far it has been manageable. There are a lot of companies out there that have come public over th...

Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...

GBDV is a rules-based ETF whose constituents yield over 4%. Managers focus on diversification, valuation, volatility, and income to create a portfolio of about 100 U.S. large- and mid-cap stocks. GBDV was the best-performing dividend ETF in the last year. Yet, I doubt many have heard ...

Valero is improving its business faster than I expected, as it benefits from strong domestic and international demand as well as high margins. Dividend growth investors are in a terrific spot as the company's balance sheet is recovering quickly, leaving room for high dividend growth a...

There was a lot of volatility in stocks last week but in the end, the S&P 500 was down a mere 21 basis points. A rising currency is presumably negative for the export sector and positive for domestic purchasing power. On a sector basis, there were several winners last week wit...

Verizon’s stock has been annihilated since reporting earning on the 22nd. The company lowered guidance from up slightly to flat for the remainder of 2022. The stock is down nearly 10% in short order. Nonetheless, I feel the selloff is overdone, offering an excellent opportunity...

The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...

The Miller Income Strategy returned -10.08% for Q1 2022. As of the middle of April, the market is telling us the economy is still strong, though the rate of growth is now slowing due to overheating and inflation. Red-hot inflation now looks like it is weighing on growth. There...