October 26, 2012 – 8:18 am
Research on holdings is necessary due diligence because an ETF’s performance is only as good as its holdings’ performance. No matter how cheap, if it holds bad stocks, the ETF’s performance will be bad.
October 22, 2012 – 2:04 pm
This article provides quick access to all our 4Q reports on Style funds. I also provide a link to all of our 4Q sector reports.
We can quickly and easily create custom reports for clients.
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From the start, avoid any ETFs below a $100 million market cap. Anything smaller puts you at risk of inadequate liquidity, too large a bid/ask spread and tracking error. Even $100 million can be too low. The bigger the market cap the less trading risk. There are plenty of free services that allow you to screen out the smaller ETFs and minimize your trading risk.
The focus of this article, however, is investing risk or the relative investment potential of the ETF.
By David Trainer
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Posted in ETF Research
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Also tagged AT&T, DRN, ETF ratings, etf screener, financial sector ETFs, fudn screener, Large Cap Value ETFs, SPG, SPYV, stock screener, T, VNQ
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February 28, 2012 – 8:56 am
Competition for Lipper and Morningstar is “heating up” according to fund-industry expert Chuck Jaffe. Research based on past performance is losing favor as investor recognize its lack of rigor and value.
October 10, 2011 – 11:39 am
There are 36 “large cap value” ETFs. Per Figure 1, these 36 ETFs have drastically different stock holdings and, therefore, allocations. The lowest number of holdings is 30 while the highest is 1178.
How do investors pick the ETF that will deliver the best performance?
By David Trainer
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Posted in ETF Research
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Also tagged AT&T, bottoms-up ETF analysis, Columbia Concentrated Large Cap Value Strategy Fund, DHS, DIA, DLN, Dow Jones Industrial Average ETF, DTD, DTN, DVY, EPS, EQIN, EXT, Exxon MObil, EZY, FDL, FDV, First Trust Large Cap Value AlphaDEX Fund, First Trust Morningstar Dividend Leaders Index Fund, First Trust Strategic Value Index Fund, First Trust Value Line Dividend Index Fund, FTA, FVD, GVT, HDV, iShares Dow Jones Select Dividend Index Fund, iShares High Dividend Equity Fund, iShares Morningstar Large Value Index Fund, iShares NYSE 100 Index Fund, iShares Russell 1000 Value, iShares Russell Top 200 Value Index Fund, iShares S&P 500 Value Index Fund, IVE, IWD, IWX, JKF, JNJ, Johnson & Johnson, LWPE, MGV, NY, PFM, PowerShares Dividend Achievers, PowerShares Dynamic LargeCap Value, PowerShares FTSE RAFI US 1000 Portfolio, PowerShares RAFI Fundamental Pure Large Value Portfolio, PRF, PWV, PXLV, RPV, Russell Equity Income ETF, Russell Low P/E ETF, Rydex S&P 500 Pure Value ETF, SCHV, Schwab U.S. Large-Cap Value ETF, SDY, SPDR S&P 500 Value ETF, SPDR S&P Dividend ETF, SPYV, T, Vanguard Div Appreciation ETF, Vanguard High Dividend Yield ETF, Vanguard Mega Cap 300 Value, Vanguard Russell 1000 Value ETF, Vanguard S&P 500 Value ETF, Vanguard Value ETF, VIG, VONV, VOOV, VTV, VYM, WisdomTree Dividend ex-Financials Fund, WisdomTree Earnings 500 Fund, WisdomTree High-Yielding Equity Fund, WisdomTree LargeCap Dividend Fund, WisdomTree Low P/E Fund, WisdomTree Total Dividend Fund, WisdomTree Total Earnings Fund, XOM
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We recommend investors avoid all utility sector ETFs. There are no ETFs in the utility sector with an attractive-or-better rating. None of the ETFs rank better than the S&P500.
Investors should sell the following dangerous-rated utility sector ETFs:
By David Trainer
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Posted in ETF Research
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Also tagged DPL, DPL Inc., Focus Morningstar Utilities Index ETF, FUI, FXU First Trust Utilities AlphaDEX Fund, IDU, iShares Dow Jones U.S. Utilities Index Fund, PEG, PowerShares Dynamic Utilities, PowerShares S&P SmallCap Utilities Portfolio, ProShares Ultra Utilities, PSCU, Public Service Electric and Gas Company, PUI, Rydex S&P Equal Weight Utilities ETF, RYU, UPW, Utilities Select Sector SPDR, Vanguard Utilities ETF, VPU, XLU
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Retail HOLDRS (RTH) is our top pick for consumer discretionary sector ETFs. RTH is one of 51 ETFs that gets… Read more >>
By David Trainer
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Posted in ETF Research, Stock Picks and Pans
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Also tagged attractive Rating, CBS, CBS Corp, DIS, Disney, ETF long and short ideas, ETF ratings, ETF Research, F, Ford, HOT, MCD, McDonalds, NetFlix, NFLX, Nike, NKE, PBS, PowerShares Dynamic Media, Retail HOLDRS, RTH, Select Sector SPDR-Consumer Discretionary, SPDR S&P Homebuilders ETF, SPDR S&P Retail ETF, Starwood Hotels & Resorts Worldwide, Target, TGT, Vanguard Consumer Discretionary Index Fund, VCR, XHB, XLY, XRT
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Select Sector SPDR-Consumer Staples (XLP) is our top pick for consumer staples sector ETFs. XLP is one of four ETFs, out of the 270 we currently cover, to get our very attractive rating. We also rate the investment merit of the top five consumer staple sector ETFs.
By David Trainer
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Posted in ETF Research, Stock Picks and Pans
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Also tagged BG, Bunge, CL, Clorox, ETF long/short ideas, ETF ratings, ETF Research, fundamental ETF rating, PBJ, PG, PowerShares Dynamic Consumer Staples Sector, PowerShares Dynamic Food and Beverage, PowerShares S&P SmallCap Consumer Staples Portfolio, Proctor and Gamble, PSCC, PSL, Select Sector SPDR-Consumer Staples, UNFI, United Natural Foods, Vanguard Consumer Staples Index Fund, VDC, Wal-Mart, WFM, Whole Foods Market, WMT, XLP
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