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HYGH: Unappealing In Stable Or Decreasing Rates
Seeking Alpha· 2025-09-29 18:23
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance, leading to the identification of the eight best-ranked closed-end funds shared with members of the investing group [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and companies leading in tech innovation, while also providing market risk indicators and various investment strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [2]
HYGV: Junk Bond ETF Beating The Benchmark, But Lagging Some Competitors
Seeking Alpha· 2025-09-28 10:05
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the top eight closed-end funds for investment [1] - The investing group led by Fred focuses on quality dividend stocks and tech innovation companies, providing various market strategies [2] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, has been investing in data-driven systematic strategies since 2010 [2]
PBP: 10% Yield Hiding Poor Historical Data
Seeking Alpha· 2025-09-23 20:47
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the top eight closed-end funds for investment [1] Group 2 - The investing group Quantitative Risk & Value focuses on quality dividend stocks and tech innovation companies, providing various market risk indicators and investment strategies [2] - The leader of the investing group has over 30 years of experience in technology and has been utilizing data-driven systematic strategies since 2010 [2]
INTF: International ETF With An Edge Over The Benchmark
Seeking Alpha· 2025-09-12 19:30
Group 1 - The article discusses Fred Piard, a quantitative analyst and IT professional with over 30 years of experience, who runs an investing group focused on quality dividend stocks and tech innovation companies [1] - Fred Piard has been investing in data-driven systematic strategies since 2010 and is the author of three books [1] Group 2 - The article does not provide any specific company or industry analysis, nor does it include any financial data or performance metrics [2][3]
RPAR: Tactical ETF With A Very Long-Term Strategy
Seeking Alpha· 2025-09-11 19:11
Group 1 - The article discusses Fred Piard, a quantitative analyst and IT professional with over 30 years of experience, who runs an investing group focused on quality dividend stocks and tech innovation companies [1] - Fred Piard has been investing in data-driven systematic strategies since 2010 and is the author of three books [1] Group 2 - The article does not provide any specific company or industry analysis, nor does it include financial data or performance metrics [2][3]
SPLG: S&P 500 Dashboard For September
Seeking Alpha· 2025-08-31 14:46
Group 1 - The article provides a top-down analysis of the S&P 500 Index, focusing on sector metrics related to valuation, quality, and momentum [1] - It aims to assist in analyzing funds that track the S&P 500 Index, such as SPDR [1] - The author, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - The article does not provide any specific company or industry insights, focusing instead on the S&P 500 Index and its related metrics [1]
VNLA: Short-Term Bond ETF Beating Its Benchmark
Seeking Alpha· 2025-08-26 18:32
Core Insights - The article highlights the investment strategies of Fred, who focuses on quality dividend stocks and tech innovation companies [1] Group 1: Investment Strategies - Fred runs an investing group called Quantitative Risk & Value, which includes a portfolio of quality dividend stocks and companies leading in tech innovation [1] - The investment group also provides market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds [1] Group 2: Analyst Background - Fred Piard, PhD, is a quantitative analyst and IT professional with over 30 years of experience in technology [1] - He has authored three books and has been investing in data-driven systematic strategies since 2010 [1]
XLP: Consumer Staples Dashboard For August
Seeking Alpha· 2025-08-20 19:14
Group 1 - The article provides a top-down analysis of the consumer staples sector, focusing on industry metrics related to value, quality, and momentum [1] - It aims to assist in analyzing sector ETFs, particularly The Consumer Staples ETF [1] - The author, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - The article does not provide specific financial data or performance metrics related to the consumer staples sector or individual companies [2][3]
FTQI: Lagging Some Peers And Uncertain Impact Of Yield Hike
Seeking Alpha· 2025-08-07 07:00
Group 1 - High yield ETFs and closed-end funds experience capital and distribution decay, which can be mitigated through rotational strategies rather than long-term investments [1] - A 5-factor ranking system was designed in 2016 to monitor performance and identify the best-ranked closed-end funds for investment [1] - The investing group led by Fred focuses on quality dividend stocks and tech innovation companies, providing various market strategies [2] Group 2 - Fred Piard, a quantitative analyst with over 30 years of experience, has been investing in data-driven systematic strategies since 2010 [2]