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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 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 This month I had 6 transactions. New forward dividend is approximately $1,165. Next month I will look into Fresenius, CBOE Global, Armada Hoffler, and Brookfield Asset Management. The end of the year is approaching and it hasn't been a pretty one for stock investor...
Summary VYM has outperformed the overall market by a healthy margin this year. Although a great core holding, its heavy value tilt may lead to muted returns as inflation recedes. VYM's middle-of-the-road yield and low dividend growth make it an inferior option to peers in a hi...
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 DLN tracks the WisdomTree U.S. LargeCap Dividend Index, selecting 300 of the largest dividend-paying companies by market capitalization. Annual fees are 0.28%, and the ETF yields 2.48%. WisdomTree's quality screen is evident throughout the portfolio. I've calculated a Prof...
Summary This month I had 6 transactions. New forward dividend is approximately $1.134. Next month I am looking to add capital to the IGaming sector, CVS Health, and/or Brookfield Asset Management. I am also looking to consolidate one of my smaller positions. Octo...
Summary Securities that pay a growing dividend offer investors some protection against rising rates. iShares Core Dividend Growth ETF has significantly outperformed the S&P 500 over the past year. I examine the methodology for stock inclusion and weighting in DGRO’s...
Summary DGRW is a high-quality but low-yielding dividend growth ETF with a 0.28% expense ratio and $6.33 billion in AUM. However, DGRW's 12.27% long-term annualized dividend growth rate may not be enough to satisfy the needs of income investors with short or median time horizons. ...
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2024-01-16 05:00:13 ET Look, I get it: many folks love ETFs, mainly because of the cheap management fees. I mean who doesn’t love a deal? And it is true that ETFs’ fees are a fraction of those levied by the typical mutual fund or closed-end fund (CEF) . Tro...
2023-12-02 12:00:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...