Monday, May 8, 2023 10:31 AM EDT
2022 provided a litmus test for ETFs designed to shield Investors from the full impact of a major stock market decline.
AAPL | Apple Inc. |
BDCS | UBS ETRACS Wells Fargo Busn Dev Co ETN |
CMTBX | Columbia Masters International Equity Portfolio |
DIS | The Walt Disney Company |
DPMZX | Dreyfus Connecticut Fund Class Z |
EDOG | ALPS Emerging Sector Dividend Dogs ETF |
EXWAX | Manning & Napier Fd Inc.World Opportunities Srs |
F | Ford Motor Company |
FMC | FMC Corporation |
GBKNF | GRAUBUENDNER KANTONA |
GIS | General Mills Inc. |
GUARY | GUARANTY TR 144A BK |
HGSD | WisdomTree Global Hedged SmallCp Div ETF |
JBLU | JetBlue Airways Corporation |
K | Kellogg Company |
LUV | Southwest Airlines Co. |
MCD | McDonald's Corporation |
MDY | MidCap SPDRs |
MO | Altria Group Inc. |
MRAIF | MRC Allied Inc |
PBP | PowerShares S&P 500 Buy Write Portfolio |
PCEF | PowerShares Exchange-Traded Fund Trust II |
PGSMX | Putnam U.S. Government Income Trust Class M |
QQQ | PowerShares QQQ Trust Series 1 |
RYL | Ryland Group Inc. |
SBIO | ALPS Medical Breakthroughs ETF |
SDOG | ALPS ETF Trust |
TM | Toyota Motor Corporation |
TSLA | Tesla Motors Inc. |
VEU | Vanguard FTSE All-World ex-US ETF |
VPU | Vanguard Sector Index Funds |
VRCC | VERTICAL COMMUNICATN |
VRIRX | Van Kampen 2050 Retirement Strategy Fund Class R |
VTI | VANGUARD TOT STK MKT ETF |
VWO | Vanguard FTSE Emerging Markets ETF |
WDFC | WD - 40 Company |
WSM | Williams-Sonoma Inc. |
XBI | SPDR S&P Biotech ETF |
XMPT | Market Vectors ETF Trust |
XOP | SPDR S&P OILGAS EPL ETF |
XSVCX | Firsthand Technology Value Fund Inc |
YYY | YieldShares High Income ETF |
Latest Comments
A Graphic Exposition On Seasonality In Key Macro Indicators
Thank you Menzie Chinn, this research is very compelling and applicable to something I am working on now.
Consolidative Session, Even If Not Turn Around Tuesday
Greaat summaries on a complex global situation. Great to read your take on thinks, Marc.
Major Asset Classes August 2022 Performance Review
Very good article Jim
Trustworthy Companies Offer Superior Investment Returns With Less Risk
Clarification that HP Inc. (Newish Ticker Symbol: HPQ, no longer HWP) is the company formerly known as Hewlett Packard Inc. and is the company in the top ten.
HP is still the ticker symbol for Helmerich & Payne, a longtime oil service and equipment company. That company did not make this list.
Recession Risk Rises But US Still Expected To Grow In Q2
Extremely well covered. Thank you Jim Picerno. I'm not sure that we won't get a technical recession and we'll probably weed out some companies with balance sheets too weak to survive a credit crunch. But until supply outstrips demand, I don't see an actual classic recession with massive layoffs and an avalanche of reduced sales taking place. Last quarter and possibly this quarter is a result of sticker shock holding off fulfillment of pent-up demand on a temporary basis. Permanently, we should weather this storm by 2023 if not before.
Dividend-Yield Factor Offers Port In Equity Storm This Year
James Picerno
Absolutely correct James Picerno. As I've written in my blog, some ETFs that have combined low volatility, high dividend yield, high solvency and relatively low valutations have actually managed positive returns year-to-date. Very few other non-single-industry, non-derivative and non-inverse ETFs have managed to do this.
Market Forecasts For 4th Quarter 2021 And Beyond
I did not list in the Tickers covered portion 3 stocks mentioned in the article with purchase recommendations: AMC Entertainment ($AMC), Intella Theraputics ($NTLA) and SolarEdge Tech. ($SEDG). Please excuse the oversight. All the reports are available free of charge.
Are Equally Weighted Portfolios Intrinsically Superior To Cap Weighted Portfolios? - A Case Study Using S&P 500 ETFs
You are welcome. Very kind of you to say.
Deep-Value ETF Report: Wednesday, June 16
Terrific analysis Jim. Defining Value or Deep Value is always subject to interpretation and forensic accounting adjustments but this is a very good documentation of the overall trend this year. I just posted a blog here in TalkMarkets today on the ETFs in the Consumer Staples Sector. They are not Deep Value but is less susceptible to downturns and sudden idiosyncratic jolts.. Those fearing a market reversal rather than just a rotation while remaining invested in US Stocks may wish to check it out in my feed.
Jim, it is always a pleasure to read your updates.
Reviewing Market Signals As Warnings Increase
Since we're discussing seasonality and to bolster your point, Dr. Duru, September has been the worst average monthly return month of the year, so if one adopts a more defensive posture in August, maintaining it through September probably makes sense. Historically turbulent October is a more complicated issue because the turbulence has run both ways. It has been a month of crashes in some years and big upward moves in others.