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DHS Is A Solid ETF, But Peers Offer Higher Returns With Modest Risk Factor
Seeking Alpha· 2025-07-14 12:51
Group 1 - The stock market has experienced significant growth over the past five years, driven by emerging technologies and tech-focused rallies [1] - Dividend investors can achieve substantial returns by making informed investment choices in dividend-focused stocks [1] - The analysis emphasizes a combination of fundamental and technical approaches to forecast market trends for both short- and long-term horizons [1]
Amid Tariff Uncertainty, Key In on S&P 500 Price Action
Schaeffers Investment Research· 2025-07-14 12:49
Core Viewpoint - The article discusses the potential impact of President Trump's tariff strategies on the stock market, particularly the S&P 500 Index (SPX), highlighting the risks associated with his shifting stance as the market recovers from previous declines [1][9]. Market Performance - The SPX is currently trading above its year-end 2024 close of 5,882, the 2024 Election Day close of 5,783, and the pre-Inauguration Day close of 5,995, reaching an all-time high above the February closing high of 6,144 [8]. Tariff Strategies - Evidence suggests that Trump's tariff strategies may become bolder as the SPX recovers, with threats to double tariffs on several countries and impose 50% levies on Canada [5][7]. - The administration's approach to tariffs is closely linked to stock performance, with a potential increase in tariffs expected when stocks are performing well [9][10]. Volatility and Market Sentiment - The Cboe Market Volatility Index (VIX) is at multi-month lows, indicating a calm market despite increasing tariff threats, which may embolden Trump to escalate tariffs further [11]. - A premium of over 15% in the 30-day VIX futures contract compared to the VIX suggests potential underperformance in the market in the following weeks [12]. Short Interest and Trader Optimism - Total short interest on SPX components has increased by 5%, indicating a highly shorted market, yet the SPX has managed gains despite this headwind [16][18]. - Trader optimism is rising, as evidenced by a low VIX reading and a National Association of Active Investment Managers (NAAIM) survey score of 86 out of 100, up from 50 at the SPX trough earlier this year [19]. Support Levels - Potential support levels for the SPX are identified at the former all-time closing high of 6,144 and the rising 30-day moving average, projected to be around 6,130 by the end of the week [20].
Tech ETF Showdown: XLK Vs. QQQ (The Winner May Surprise You)
Seeking Alpha· 2025-07-14 12:05
As my followers well know, I advise investors to construct and hold a well-diversified portfolio built on a foundation of a high-quality, low-cost S&P500 ETF and to overweight the technology sector. Some argue that the S&P500 is already highly exposedMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advise ...
Should Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) Be on Your Investing Radar?
ZACKS· 2025-07-14 11:21
Core Viewpoint - The Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) is a passively managed ETF aimed at providing broad exposure to the Large Cap Blend segment of the U.S. equity market, with assets exceeding $1.30 billion, making it one of the larger ETFs in this category [1]. Group 1: Fund Overview - GSEW was launched on September 12, 2017, and is sponsored by Goldman Sachs Funds [1]. - The ETF targets large cap companies, which typically have a market capitalization above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap stocks [2]. Group 2: Costs and Performance - The annual operating expenses for GSEW are 0.09%, positioning it as one of the least expensive options in the ETF space, with a 12-month trailing dividend yield of 1.48% [3]. - GSEW has achieved a performance increase of approximately 7.51% year-to-date and 15.66% over the past year, with trading prices ranging from $67.22 to $83.03 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 16.60% of the portfolio, followed by Information Technology and Industrials [4]. - The top 10 holdings account for approximately 2.13% of total assets, with Mongodb Inc (MDB) representing about 0.23% of total assets [5]. Group 4: Risk and Alternatives - GSEW seeks to match the performance of the Solactive US Large Cap Equal Weight Index, which includes around 500 of the largest U.S. companies, and has a beta of 1 with a standard deviation of 16.73% over the trailing three-year period [6][7]. - Alternatives to GSEW include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases of $643.17 billion and $689.40 billion, respectively, with similar expense ratios [9]. Group 5: Market Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].
Should First Trust Value Line Dividend ETF (FVD) Be on Your Investing Radar?
ZACKS· 2025-07-14 11:21
Core Viewpoint - The First Trust Value Line Dividend ETF (FVD) offers broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and a focus on dividend-paying companies [1][7]. Group 1: Fund Overview - FVD is a passively managed ETF launched on August 19, 2003, and is sponsored by First Trust Advisors, with assets exceeding $9.08 billion [1]. - The ETF targets large cap companies, defined as those with market capitalizations above $10 billion, which are generally considered stable investments [2]. Group 2: Performance Metrics - FVD aims to match the performance of the Value Line Dividend Index, which includes U.S. securities that pay above-average dividends and have potential for capital appreciation [7]. - The ETF has recorded a year-to-date increase of approximately 4.71% and a one-year increase of about 11.62% as of July 14, 2025 [7]. - Over the past 52 weeks, FVD has traded between $40.62 and $46.70 [7]. Group 3: Cost Structure - The annual operating expenses for FVD are 0.61%, making it one of the more expensive ETFs in its category, with a 12-month trailing dividend yield of 2.26% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 21.70% of the portfolio, followed by Utilities and Consumer Staples [5]. - Texas Instruments Incorporated (TXN) represents about 0.49% of total assets, with the top 10 holdings accounting for approximately 4.8% of total assets under management [6]. Group 5: Risk Profile - FVD has a beta of 0.72 and a standard deviation of 13.07% over the trailing three-year period, categorizing it as a medium-risk investment [8]. - The ETF consists of about 226 holdings, which helps to diversify company-specific risk [8]. Group 6: Alternatives - Alternatives to FVD include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger assets under management and lower expense ratios of 0.06% and 0.04%, respectively [10].
OTC Markets Group Welcomes Singapore Exchange Ltd. to OTCQX
Globenewswire· 2025-07-14 11:00
NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced Singapore Exchange Ltd. (SGX: S68; OTCQX: SPXCY, SPXCF), Asia’s most international multi-asset exchange operating equity, fixed income, currency and commodity markets, has qualified to trade on the OTCQX® Best Market. Singapore Exchange Ltd. begins trading today on OTCQX under the symbols “SPXCY, SPXCF.” U.S. investors can find ...
HTUS: This Market Timing ETF Still Has To Prove Itself
Seeking Alpha· 2025-07-14 05:21
Group 1 - Hull Tactical US ETF (BATS: HTUS) is an actively managed ETF launched on June 24, 2015, aimed at long-term capital appreciation [1] - HTUS has a 12-month dividend yield of 16.83% and a 30-day SEC yield of 0.78% [1] - The investing group led by Fred Piard focuses on quality dividend stocks and companies at the forefront of tech innovation, providing various market risk indicators and investment strategies [1] Group 2 - Fred Piard, PhD, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1]
TBG: A High-Conviction Dividend ETF Finding Its Footing
Seeking Alpha· 2025-07-14 04:44
Group 1 - The TBG Dividend Focus ETF is an actively managed fund that focuses on companies with a consistent history of growing dividends [1] - The fund has accumulated $161 million in assets since its inception, indicating strong investor interest [1] - TBG has delivered solid performance, although specific performance metrics are not detailed in the provided text [1] Group 2 - The Sunday Investor is focused on U.S. Equity ETFs and maintains a comprehensive database tracking nearly 1,000 funds [1] - The Sunday Investor is on track to become a licensed options and derivatives trading advisor, enhancing credibility in the investment community [1]
Indian Equities Are A Good Opportunity, But PIN Is Not The Best Fund
Seeking Alpha· 2025-07-14 03:03
Group 1 - The Invesco India ETF (NYSEARCA: PIN) aims to provide investors with exposure to quality Indian stocks [1] - The portfolio of the ETF is constructed using the FTSE India Index as a base [1]
STIP ETF: Profit From TIPS Asymmetric Opportunity
Seeking Alpha· 2025-07-13 12:44
Group 1 - The U.S. inflation rate expectations are increasing, impacting the market for inflation-linked government bonds [1] - The iShares 0-5 Year TIPS Bond ETF (STIP) has been highlighted due to its performance in the current inflationary environment [1]