Core Viewpoint - The Vanguard Small-Cap ETF (NYSEARCA: VB) is recommended for a buy rating, with expectations that small-cap stocks are poised for a new cycle of outperformance against large-cap stocks due to their low valuation levels and strong fundamentals [1]. Group 1 - Small-cap stocks are anticipated to outperform large-cap stocks in the near future [1]. - The low valuation levels of small-cap stocks are highlighted as a key factor for their potential outperformance [1]. - Strong fundamentals of small-cap companies are also noted as a contributing factor to this expected performance [1].

Emerging markets have been making a comeback this year, returning around 26% in the past five years. One key trend to note is that many emerging market value ETFs have been outperforming general emerging marketAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

Group 1 - The FolioBeyond Alternative Income and Interest Rate Hedge ETF (NYSEARCA: RISR) has a unique characteristic of negative duration, which differentiates it from traditional funds [1] - The CEF/ETF Income Laboratory, led by Stanford Chemist, focuses on managed income portfolios targeting safe and reliable yields of approximately 8% [1] - The majority of holdings in the CEF/ETF Income Laboratory are monthly payers, which facilitates faster compounding and provides steady income streams [1] Group 2 - Juan de la Hoz has extensive experience in fixed income trading, financial analysis, and operations, with a focus on dividend, bond, and income funds, particularly ETFs [2]

Group 1 - The Alger Concentrated Equity ETF (CNEQ) is a growth-focused ETF that employs a high conviction strategy with concentrated bets, aiming for higher risk-reward outcomes [1] - CNEQ is classified as an active ETF, which differentiates it from passive investment strategies [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1] - The authors have a strong background in quantitative research, financial modeling, and risk management, enhancing their ability to analyze market trends and corporate earnings [1]

Core Viewpoint - Value investing is gaining traction due to optimism about potential rate cuts and a downturn in the tech sector [1][4] Market Dynamics - U.S. technology stocks have faced a significant sell-off, with a reported loss of $1 trillion, driven by skepticism regarding the sustainability of the AI boom and caution from industry leaders [2][4] - A shift in investor sentiment has led to a rotation from tech stocks to defensive value-oriented sectors such as consumer staples, healthcare, and utilities [4] Rate Cut Expectations - Market expectations are increasing that the Federal Reserve may begin cutting interest rates, with futures indicating two 25-basis point reductions possibly starting in September [5] Valuation Trends - Growth stocks, particularly in tech and AI, are currently trading at high valuations, while value stocks in sectors like healthcare, financials, and industrials are trading at significant discounts, providing a margin of safety for investors [6][7] Notable Investments - Warren Buffett's investment in UnitedHealth, amounting to $1.57 billion, has sparked interest in the healthcare sector, which is noted to be trading at its greatest discount in 30 years relative to the broader market [7] Investment Opportunities - Investors are encouraged to consider value ETFs that are positioned to benefit from the current market rotation, with several funds showing positive performance [8][9]

When I scan for stocks, one of the first steps I take is to look at their charts. I want to see relative strength and a healthy uptrend. The Fidelity High Dividend ETF (NYSEARCA: FDVV ) certainly ticked that box.My approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am a freelance writer a ...

Group 1 - The Value Lab focuses on long-only value investment strategies, aiming to identify mispriced international equities with a target portfolio yield of approximately 4% [1][2] - The Franklin Dynamic Municipal Bond ETF (FLMI) is characterized as a long-duration municipal bond ETF, with a noted downward revision in the yield curve, particularly around the 12-13 year maturity mark [2] - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas in developed markets, emphasizing downside protection and the potential for non-correlated, outsized returns in the current economic climate [3] Group 2 - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macro opinions [2]

Core Viewpoint - Quadravest Preferred Split Share ETF has released its semi-annual financial statements and management report for the six months ending June 30, 2025, which are now accessible online [1]. Group 1 - The financial statements and management report are available on both www.sedarplus.com and the Preferred ETF's official website [1]. - The reporting period covers the first half of 2025, specifically from January 1 to June 30 [1]. - For additional inquiries, investors can contact Investor Relations via phone or visit the company's website [1].

If you look at my analysis history, you will see that I am not a big fan of ETFs that limit upside in exchange for income, and I am also not a big fan of Tesla, Inc. (Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have a beneficial long posi ...

The small-cap space has started to show momentum in recent weeks. The ultra-popular iShares Russell 2000 ETF (IWM) gained nearly 3% over the past week, outpacing the gain of 1% for the broad market fund (SPY) .There are various factors that are supporting the small-cap rally and will continue to do so in the short term.Anticipated Fed Rate CutsThe latest inflation data has increased expectations for a rate cut in September. Per the CME Group, futures markets were pricing in a 94% chance of a quarter-point c ...