…Music, Media, & Entertainment ETF (QJ).” You can read more on it here. Lots of people are yelling “TOP” at the top of their lungs and they’re probably right. That’s not saying there hasn’t been goofy ETFs in the past. But I think this is the first one branded by…
…Staples Select Sector SPDR ETF (XLP) Shares of our consumers staples ETF took a hit as we go to press. The tobacco giant Philip Morris International (PM) reported disappointing results and fell 15% on the news. PM accounts for 9% of XLP’s holdings, and that helped push shares down 3%…
…iShares US Preferred Stock ETF (PFF) We are looking at a 0.6% month-on-month gain and a total return of 6.8% on this excellent preferred-stock ETF. About half of the total return was generated by share price appreciation, while the other half was contributed by its distribution yield, currently at 5.6%.…
…iShares US Preferred Stock ETF (PFF) PFF shares went ex-dividend on May 2; shareholders were paid on May 8. Including this distribution, our total return on this ETF is 4.8%. Continue holding. New Subscribers: Do not buy. GAMCO Global Gold, Natural Resources & Income Trust (GGN) Our position on GGN…
…iShares Edge MSCI Min Vol Japan (JPMV) The Japanese economy shrank 0.6% in Q1, ending the longest streak of growth since 1989. The Japanese stock market has been weak due to soft economic data. If the economy contracts in Q2, Japan will be in a recession. We still have a…
…Staples Select Sector SPDR ETF (XLP) Our consumer staples ETF has struggled, down -4.4% over the last month. XLP is composed of large multi-national companies that are more likely to be affected by a trade war. This helps explain why the sector struggled during the recent market volatility. If things…
…1-3 Year Treasury Bond ETF (SHY). There’s also a third option. It’s a time-tested store of value. This asset is known to rise in value during times of heightened volatility. It’s also been one of the most out-of-favor assets in the world for the last three years. The asset I’m…
…There is now an ETF ETF. Seriously. There is an ETF (ticker TETF) that is intended to track the ETF industry. Here is a list of the holdings (from Eric Balchunas at Bloomberg): @nancefinance quipped on Twitter that the ticker should be META. Honestly, it kind of makes sense to…
…again to film the ETF Master Class you probably heard about in The 10th Man, and then I have a trip to Toronto where I am really going to do some economic tourism. I also hope to catch a Yankees Game at Rogers Centre, which will always be the SkyDome…
…iShares Edge MSCI Min Vol USA ETF (USMV) I’m all in favor of keeping things simple. I guess in one sense, my job would be to hunt around for the one stock that has the most gearing to a downturn in the stock market, and pick that as a short.…
Jared Dillian
Jared Dillian
Robert Ross
Patrick Watson