XITK News and Press, SPDR FactSet Innovative Technology From 03/19/21

What’s happening in the Tech sector and QQQ is PE compression. For Q4, now fully reported, the “expected” Tech sector growth rate through 12.31.20 was 3% but the actual was 20%. Remember too the stock market and the QQQ action could be discounting increased re...

10-year U.S. Treasury yield. Where is it headed? Will high-flying tech and momentum stocks fly high again? Is this a short-lived sector rotation from tech into value? For further details see: The Great Tech Rotation. Will High-Flying Tech Fly High Again?

Innovation growth funds offer investors the possibility of strong, market-beating returns. These same funds are also generally quite risky, although some markedly less than others. An overview of the best innovation growth funds follows. For further details see: Best Inn...

Here is the thing that's worrying me the most. I don't like it when others get really bulled up. The tech bubble bust is in its early infancy. Energy stocks are still pretty ridiculous to be priced here. For further details see: What Are My Worries And Where Are We H...

On a year to date basis, again, energy is the top-performing sector up 31.7% followed by financials, communication services, industrials and materials. Year to date, technology continues to slip in performance and is now negative for the year down .7%. The economic data also suppo...

Thematic funds for portfolio tactical sleeve. Anchor with multi-theme fund, supplement with single theme funds. LOUP, ARKK, XITK, KOMP, and MATFX are attractive multi-theme funds. For further details see: Thematic Funds For The Tactical Sleeve

Innovation exchange traded funds have been a swelling topic of discussion, thanks to the spark by Cathie Wood and Ark Invest. First Trust, is the latest firm jumping in the tank, filing a preliminary prospectus with the U.S. Securities Exchange Commission for the First Trust Innovation Leader...

The technology sector is best for growth investors, but could also offer a safe haven for income investors. If you want to find dividend payers among tech stocks, your best bet is in the semiconductor industry. Companies that were once growing rapidly through technology breakthrou...

There are some extraordinary things that are going on that we have not seen in a long, long time. As we think about what the implications for portfolio construction are, we first need to ask ourselves what is the role of the different asset classes in the portfolio. What if inflat...

More tech-heavy momentum names underperforming the cyclical names sensitive to economic growth. Steepening yield curve indicates much stronger growth this year. Craig: With global cases falling and vaccine rollouts, likely to see a mini boom in summer time. For further detai...