US Dividend Aristocrats, August 2019

Posted Leave a commentPosted in Lists

“Dividend Aristocrats” typically refer to stocks that have consistently paid and raised their dividends for many years, often 25 or more. This list of US dividend aristocrats comes straight from the holdings of the ProShares S&P 500 Dividend Aristocrats Dividend ETF “NOBL“, which also ranked in my earlier list of top S&P 500 ETFs. The […]

US Index Funds adding shares to loss-making Uber and Lyft

Posted Leave a commentPosted in Investing

While there is a lot of merit to simply investing in a broadly diversified portfolio of low cost index funds, market cap weighted index funds have some features (or flaws, depending how you see it) that drive me to alternatives. One key example is this recent WSJ story highlighting how US index funds are about […]

Top S&P 500 ETFs

Top S&P 500 ETFs as of 2019 Q2

Posted 1 CommentPosted in Investing, Lists

I have long argued that the S&P 500 is an overrated, overused stock market index benchmark, while also admitting it is still one of the best constructed and balanced benchmarks globally.  By comparison, the flagship benchmarks of Hong Kong, Canada, Australia, Singapore, and other countries tend to be far more lopsided with industry concentrations in […]

Why not ETFs

Why you may not be investing more in ETFs

Posted Leave a commentPosted in News

This tweet by @nategeraci, @cerulli_assoc and @daniilatcerulli was one of those I found good enough to share and save here for future reference. It ranks what non-ETF users are currently looking for and waiting for before using ETFs. The first and third ones are the most obvious: about half of non-ETF users surveyed said they […]

US ETF Watchlist

US ETF Watchlist 2019Q1

Posted Leave a commentPosted in Lists

Here is an updated watchlist of US ETFs I post mostly for my own quick reference, with links to Bing search, Fidelity, Morningstar, and SeekingAlpha information each one click away. All-world Global Benchmark ETFs ACWF (Morningstar, Fidelity, SeekingAlpha) VT (Morningstar, Fidelity, SeekingAlpha) ACWI (Morningstar, Fidelity, SeekingAlpha) ACIM (Morningstar, Fidelity, SeekingAlpha) Bond and REIT ETFs BND […]

2019 Country valuation dashboard

2019 Country Valuation Dashboard

Posted Leave a commentPosted in data

2019 is a good year to start off with a country valuation dashboard, given how most of 2018 was a story of US stocks outperforming most other countries’ stock markets, at least until December.  Despite last month’s correction, US stocks remain relatively expensive compared to most other countries’ markets, with the US S&P 500 still […]

100 Top UCITS ETFs

100 Top UCITS ETFs (UK listed) for 2019

Posted Leave a commentPosted in Lists

As an updated reference list, here are the 100 Top UCITS ETFs, listed in London, domiciled in Ireland, and denominated in US dollars, with over US$100mio in assets as of this writing. Before I have mostly focused on posting lists of top UCITS ETFs by Blackrock’s iShares (which still has the best website IMHO), State […]

Top Single Country International ETFs

Top Single Country International ETFs

Posted 1 CommentPosted in Lists

By assets, ETF investors largely seem to prefer to buy very broad market exposure at very low cost. When Vanguard launched their first China-only ETF earlier this year, I noted that US ETF investors have about 10x more allocated to Chinese stocks through the portion of broad emerging market ETFs allocated to China than through […]

Top 100 International Smart Beta ETFs

Top International Smart Beta ETFs

Posted Leave a commentPosted in Lists

I probably like the term “smart beta” even better than most other professional investment advisors, not to mention more than most average investors, but all “smart beta” really means is owning the profits of stocks in proportion to something other than the overall size / market value of those stocks. In other words, a smart […]

Top Actively Managed ETFs

Top Actively Managed ETFs by Assets

Posted Leave a commentPosted in Lists

One of the most common misconceptions I hear about exchange traded funds (ETFs) is that they are all passively managed, market cap weighted index trackers. While that would describe many of the largest and most popular ETFs, especially the original low-cost trackers of the S&P 500 index, there are an increasing number of actively managed […]