LVHD News and Press, Legg Mason Low Volatility High Dividend ETF From 11/16/23

2023-11-16 01:50:00 ET Summary Inflation has dropped down significantly which means that the Fed, in my opinion, will stop raising rates now, and maybe even lower them, at some point next year. The heat is not off yet, but it is coming off and it is a marked change for the both th...

2023-11-10 07:30:00 ET Summary Value went through the longest and deepest dry spell in history from 2007 to summer of 2020. Depends how you define value. As a value investor, obviously that puts our company through a ringer and it has us challenging and testing our own assumptions...

2023-11-09 19:35:00 ET Summary The economy is still digesting the excesses of the Covid boom, and that process is not over yet. It could last several more years. Environments like this are characterized by unusually high risks, primarily because you’re coming off a period o...

2023-11-08 20:00:45 ET Summary The iShares MSCI USA Min Vol Factor ETF seeks to track an index of U.S. equities with lower volatility characteristics than the broad market. USMV has a low management fee and has delivered very strong historical risk adjusted performance. USMV's...

2023-10-27 23:25:00 ET Summary After two quarters of strong equity performance, markets paused and reversed in the third quarter of the year. U.S. equities lost -3.2% and European equities lost -2.1%. Clearly, the change of tone at the U.S. Federal Reserve (“Fed”) pl...

2023-10-27 16:52:36 ET Summary Since my cautionary review in February, SPHD has underperformed the broader market by 14%. Investors continue to collect generous monthly dividends, but at the expense of capital appreciation. The reason is SPHD's poor methodology which selects only ...

2023-10-24 17:07:00 ET Summary Human behavior can lead to irrational investment decisions, but a well-planned low-volatility strategy may be the antidote. Loss aversion trumps risk aversion. Humans feel the pain of loss two to three times more acutely than they feel the pleasure o...

2023-10-24 15:35:00 ET Summary From a macro standpoint, there are reasons to be cautious throughout international markets. Uncertainty abounds when trying to forecast central bank policymaking. We think a combination of the low volatility and sustainably high dividend factors prov...

2023-10-18 22:26:31 ET Summary LVHD's strategy is based on the Franklin Low Volatility High Dividend Index. LVHD's appalling performance since the March 2022 article does not mean a buying opportunity has emerged. The problem is its strategy. It does deliver in a stormy enviro...

2023-10-18 07:46:48 ET Summary LVHD attempts to satisfy low-volatility and high-dividend investors, featuring a 0.75 five-year beta and a 4.37% expected dividend yield. Fees are 0.27% and the ETF manages $904 million in assets. A key question is whether investors will turn to ETFs...