I last reviewed the SoFi Select 500 ETF ( SFY ) on October 1, 2025, when I reiterated my view that, despite concerns about its selection process, it was a sensible low-cost solution for investors seeking broad diversification with a slight growthThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Charter ...

I last reviewed the SoFi Select 500 ETF ( SFY ) on October 1, 2025, when I reiterated my view that, despite concerns about its selection process, it was a sensible low-cost solution for investors seeking broad diversification with a slight growthThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Charter ...

SCARLETT: WELCOME TO ETF IQ WE HAVE SOME BIG ECONOMIC DATA POINTS TO GET THROUGH. KATIE: LET'S GET TO THE BIGGEST STORIES RIGHT NOW. 19 TRILLION DOLLAR GLOBAL ETF INDUSTRY AND IS THE LAST FULL TRADING WEEK FOR THE YEAR WITH STOCKS WIPING OUT THEIR GAINS ON THE SESSION AS PEOPLE PREPARE FOR THAT DELAYED U.S. JOBS REPORT.SCARLETT: BLACKROCK'S JEFFREY ROSENBERG WILL HAVE HIS EYES ON THAT. KATIE: PLUS IN A MOMENT WE WILL SPEAK WITH SOMEONE FROM RBC CAPITAL MARKETS ABOUT THE VIEWS INSIDE AND OUTSIDE THE UNITED S ...

I'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spent decades an an investment advisor and fund manager before semi-retiring in 2020. Now, this investing group is my focus. The markets tells us a story…we just have to listen! I teach subscriber ...

Group 1 - The article discusses the impact of a leader's injury on the market, likening it to the situation of backup quarterbacks in the NFL, suggesting a potential lack of alternatives to fill the leadership void [1] - The author emphasizes the importance of understanding market narratives and teaches subscribers how to interpret these stories for investment decisions [1] Group 2 - The author has a beneficial long position in SPY, indicating a positive outlook on this investment [2] - The article does not provide specific investment recommendations or advice, highlighting the independent opinions of the author [3]

We're tracking ETF net inflows for the year that are now over 1.35% trillion year to date. We're also tracking the moves above and below the 30-day moving averages for the popular index funds, the SPY and the Triple Q's. Top inflows this week into the DGRW ETF.That's the Wisdom Tree US Quality Dividend Growth Fund. That was followed by the VTI, the Vanguard Total Stock Market Index, and the IWD, the Eyesshares Russell 1000 Value ETF. This week, I spoke with Tom Stout, ARC Investment Management President and ...

Core Insights - The Invesco S&P 500 GARP ETF (SPGP) was previously rated as a "sell" due to a significant gap between historical and estimated earnings growth rates [1] Group 1: Analyst Background - The Sunday Investor specializes in U.S. Equity ETFs and has a strong analytical background, holding a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] Group 2: ETF Rankings System - The ETF Rankings system provides individual factor scores that contribute to a composite score ranging from 1 to 10, making it easier for investors to understand the relative performance of ETFs [1] - The Sunday Investor is actively engaged in the comments section of articles, encouraging interaction and feedback from readers [1]

Core Viewpoint - The Invesco High Yield Equity Dividend Achievers ETF (PEY) offers a trailing dividend yield of 4.85%, positioning it as one of the highest-paying U.S. dividend ETFs, appealing to income-focused investors [1] Group 1: ETF Characteristics - PEY is highlighted for its attractive dividend yield, making it a viable option for investors seeking high income from dividends [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] Group 2: Analyst Background - The Sunday Investor possesses a strong analytical background and has completed educational requirements for the Chartered Investment Manager designation, indicating a high level of expertise in the field [1] - The Sunday Investor is actively engaged in the comments section of articles, encouraging interaction and discussion with readers [1]

Core Insights - The article emphasizes the importance of identifying long-term investment stories that could impact the markets in the upcoming year [1]. Group 1 - The focus is on investment opportunities rather than predicting market movements [1].

Core Insights - Over the past three years, REITs (VNQ) have only delivered 16% in total returns, significantly underperforming the overall stock market (SPY), which has expanded by approximately 75% [1] Group 1: REIT Performance - The total return of REITs over the last three years is 16% [1] - The overall stock market has seen a return of roughly 75% during the same period [1] - Adjusting for inflation, the real return figures for REITs are notably lower [1] Group 2: Industry Context - The article highlights the need for improved liquidity in the pan-Baltic capital markets through institutionalizing the REIT framework in Latvia [1] - There is an emphasis on developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]