Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itsel
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itsel
A look at the weighted underlying holdings of the First Trust Financials AlphaDEX Fund (FXO) shows an impressive 20.2% of holdings on a weighted basis have experienced insider buying within the past six months.
Columbia Banking System Inc (Symbol: COLB), which makes up 0.98% o
To become a "Dividend Aristocrat," a dividend paying company must accomplish an incredible feat: consistently increase shareholder dividends every year for at least 20 consecutive years. Companies with this kind of track record tend to attract a lot of investor attention —
Editor’s note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are not meant to be held unmonitored for long periods. If you don’t have the resources, time or inclination to constantly monitor and manage [...]
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By Scott Welch, CIMA ® Chief Investment Officer – Model Portfolios and Kevin Flanagan Head of Fixed Income Strategy This article is relevant to financial professionals who are considering offering model portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional. Not all [...]
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By Jeremy Schwartz, CFA Global Chief Investment Officer and Joe Grogan Head of Distribution, Americas Market volatility provides a slew of opportunities and challenges for investment managers whose role during this time is to calm clients while determining the best path forward with their portfolios. While banks, wirehouses and RIAs are pouring resources into developing competitive wealth management offerings, [...]
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By Kevin Flanagan Head of Fixed Income Strategy At last month’s FOMC meeting, the Fed hit the pause button for the first time since it began raising rates in March of last year. As a result, speculation began to intensify about what the policy maker’s next move could be or whether it would take a breather for a while [...]
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President Joe Biden recently hosted Narendra Modi in a lavish state visit, the Indian prime minister’s first, with both nations seeking to realign their strategic interests at a time when China’s global influence continues to grow. During the event, both leaders committed to strengthening defense and commercial ties, highlighting the importance of international law and [...]
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VanEck® Merk® Gold Trust allows investors to redeem their shares for physical gold. Learn more in this Q&A. For centuries, gold has served as a form of exchange, a safe haven investment (in times of financial market turmoil) as well as a hedge against severe inflation. As an investment, gold delivers the ability to enhance portfolio diversification, acts [...]
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SUMMARY The tech sector has outperformed the S&P 500 year to date in 2023. We do not see a return to growth-stock-only purchase strategies. We believe the tech sector should be incorporated into income-seeking strategies. Back in May 2022, we wrote a Weekly View entitled “Move Over TINA…Here Comes PATTY”, where we introduced our new acronym [...]
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To learn more about Main Management and how some of our strategies could help you with your investment needs, please contact Darol Ryan, our Head of Sales and National Accounts, at ryan@mainmgt.com. Also check out Main Management CEO Kim Arthur on Twitter and Main Management on LinkedIn.
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According to Nationwide’s annual advisor survey, a quarter of clients close to retiring report they will delay retirement. Given the elevated risk in the last year and near term, increasingly more investors are also turning to a financial advisor for guidance when it comes to saving for retirement. The annual Advisor Authority survey conducted by [...]
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Disruptive investing has stood out in the stock market for years, driving significant growth in the S&P 500. Whether via Tesla (TSLA) pushing the envelope in electric vehicles or e-commerce names like Shopify (SHOP) challenging physical retailers, disruptive names have outperformed the disrupted. However, the disruptive investing regime may no longer surprise the market, according [...]
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The development of new social media platforms seems to occur at an increasingly breakneck pace and Meta’s new Twitter competitor, Threads, is no exception. The freshly released platform ushered in 70 million sign-ups in just its first full day since its public debut Wednesday night, according to Meta CEO Mark Zuckerberg on Friday. This explosive growth [...]
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One of the biggest advantages that direct indexing boasts is the ability to mine portfolios for tax-loss harvesting opportunities. And while advisors often wait until Q4 to scan for TLH opportunities, these opportunities don’t just occur at year-end. So, when it comes to scanning the portfolios for such opportunities, the frequency of the scans matters. [...]
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The ADP’s strong jobs report pushed the benchmark yield for 10-year Treasuries over the 4% threshold. That’s the highest 10-year Treasury yields have been since March. That spike in yields came from investors selling off stocks following the report’s release. The strong labor market has made investors nervous that the Federal Reserve will continue raising [...]
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In trading on Friday, shares of the Invesco S&P 500— Pure Value ETF (Symbol: RPV) crossed above their 200 day moving average of $77.66, changing hands as high as $78.44 per share. Invesco S&P 500— Pure Value shares are currently trading up about 1.2% on the
In trading on Friday, shares of the First Trust Low Duration Opportunities ETF (Symbol: LMBS) entered into oversold territory, changing hands as low as $47.29 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indic
“Enlightened thinkers know that their thoughts form their world and the quality of one’s life comes down to the richness of one’s thoughts. If you want to live a more peaceful, meaningful life, you must think more peaceful, meaningful thoughts.” Robin Sharma, The Monk Who Sold His Ferrari The View from 30,000 feet The U.S. equity [...]
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