SDY News and Press, SPDR S&P Dividend From 12/20/22

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary Avoiding envy, and its associated pitfalls, is one of the simple secrets to a successful investment portfolio. Value once again outperformed Growth in the last week. After closing below the 200-day moving average for two weeks running, the US Dollar seems firmly entrenched i...

Summary SDY continues to be a fund that has served me well in 2022. I anticipate a similar backdrop in 2023. There are signs both corporate profits and the labor market are weakening. In this environment, I prefer companies and ETFs that focus on defense and quality. The underlying ...

Summary There’s a growing valuation discount between our portfolios and their respective indices. Today, one can purchase a higher-quality portfolio for a discounted price relative to the index. This creates an attractive entry point for our actively managed small- to mid-cap...

Summary They may be far fewer in number than they used to be but traditional value investors are still out there, harnessing the power of “the force” in markets. Investors still interested in “thinking” their way to wealth (rather than giving in to the ...

Summary Various market anomalies could support the ETF into 2023. A seasonality effect could entertain the ETF's consumer defensives and cyclicals exposure. The high-dividend anomaly could play a key role amid an uncertain economy. Don't underestimate the cross-sectional m...

Summary DTD is a broad market dividend ETF weighted by expected cash dividend. It is better balanced than SPY across sectors, cheaper in valuation, and equivalent in quality. DTD has underperformed the benchmark since 2007 but beats it in 2022. This dividend ETF (exc...

Summary From time to time I include an update on the performance of the Dogs of the Dow investment strategy. The last update was more than six months ago, April 16 to be exact. Now, with two months left in the year, the 2022 Dogs of the Dow continue to maintain an impressive perfo...

Summary Now, with two months left in the year, the 2022 Dogs of the Dow continue to maintain an impressive performance advantage over the Dow Jones and S&P 500 indices. Even with this apparent risk on recovery in equities, the value and dividend-style equities continue to outp...

Summary The trend away from active funds to passive hurts so many old-school asset managers. Franklin Resources gives investors a fresh update on its flow trends in its Q4 earnings report next week. The chart shows a broad downtrend, but there are some rays of hope for the bul...