Thu, Jun. 30, 9:28 AM
- SPDR SSGA Global Allocation ETF (NYSEARCA:GAL) - $0.2422. 30-Day Sec yield of 2.32%.
- SPDR SSGA Income Allocation ETF (NYSEARCA:INKM) - $0.2617. 30-Day Sec yield of 3.10%.
- SPDR SSGA Multi-Asset Real Return ETF (NYSEARCA:RLY) - $0.1154. 30-Day Sec yield of 1.63%.
- SPDR SSGA Risk Aware ETF (NYSEARCA:RORO) - $0.1210. 30-Day Sec yield of 1.28%.
- SPDR MFS Systematic Core Equity ETF (NYSEARCA:SYE) - $0.2592. 30-Day Sec yield of 1.74%.
- SPDR MFS Systematic Growth Equity ETF (NYSEARCA:SYG) - $0.1489. 30-Day Sec yield of 0.91%.
- SPDR MFS Systematic Value Equity ETF (NYSEARCA:SYV) - $0.2536. 30-Day Sec yield of 1.93%.
- Payable July 13; for shareholders of record July 5; ex-div June 30. 30-Day SEC yield as of 06/28/2016.
Thu, Mar. 31, 1:46 PM
- SPDR SSGA Global Allocation ETF (NYSEARCA:GAL) - quarterly distribution of $0.1217. 30-Day Sec yield of 2.35%
- SPDR SSGA Income Allocation ETF (NYSEARCA:INKM) - quarterly distribution of $0.1851. 30-Day Sec yield of 3.16%.
- SPDR SSGA Multi-Asset Real Return ETF (NYSEARCA:RLY) - quarterly distribution of $0.0568. 30-Day Sec yield of 1.64%.
- SPDR SSGA Risk Aware ETF (NYSEARCA:RORO) - quarterly distribution of $0.1656. 30-Day Sec yield of 1.63%.
- SPDR MFS Systematic Core Equity ETF (NYSEARCA:SYE) - quarterly distribution of $0.2816. 30-Day Sec yield of 1.62%.
- SPDR MFS Systematic Growth Equity ETF (NYSEARCA:SYG) - quarterly distribution of $0.1702. 30-Day Sec yield of 0.93%.
- SPDR MFS Systematic Value Equity ETF (NYSEARCA:SYV) - quarterly distribution of $0.2824. 30-Day Sec yield of 1.77%.
- Payable Apr. 12; for shareholders of record Apr. 4; ex-div Mar. 31. 30-Day Sec yield as of 03/29/2016.
Dec. 29, 2015, 2:02 PM
- SPDR MFS Systematic Growth Equity ETF (NYSEARCA:SYG) announces quarterly distribution of $0.149.
- 30-Day Sec yield of 0.85% (as of 12/28/2015).
- Payable Jan. 11; for shareholders of record Dec. 31; ex-div Dec. 29.
- Additionally, the board declares ST cap gain dividend of $0.3696 and LT cap gain of $0.8522, payable along with quarterly distribution.
Dec. 8, 2015, 12:31 PM
- The bulk of Bank of America Merrill Lynch's 2016 global outlook is a near-perfect extrapolation of current trends and themes - modest economic growth, a slow rise in U.S. rates diverging from other global central banks, commodities and credit under pressure, continued recovery in U.S. housing.
- One standout line does interest however, and that's the team's expectation for value to make a comeback versus growth.
- The research is fairly ample that value trumps growth, but it hasn't worked out that way for years. As measured by the Vanguard Value ETF (NYSEARCA:VTV) and the Vanguard Growth ETF (NYSEARCA:VUG), growth has trumped value by 690 basis points this year, and more than 2K basis points over the last five years.
- It brings to mind another long period of growth beating value - the mid-to-late 1990s (how'd that one work out?).
- ETFs: IVE, VUG, IWF, VTV, SKF, IWD, SPYG, IVW, RPV, RPG, MGK, SCHG, SPYV, SCHV, VOOG, VOOV, PWV, MGV, IWY, JKE, FTA, PWB, EZY, VONG, VONV, FNDX, FBG, DVP, IWX, FTC, PXLG, JKF, IELG, PXLV, SYG, FLGE, GVT, FBGX, RWG, SYV, FIBG, DHVW, CAPX
Nov. 24, 2015, 2:35 PM
- From the intraday low on Aug. 24, the fifty stocks in the S&P 500 with the largest short interest are up just an average of 1%, according to Bespoke Investment Group. That's against an average gain of 8% for the other 450 members of that index.
- This bucks the trend of heavily-shorted names leading broader rallies, says the group.
- Also usually leading are smaller-cap names, but not this time - the 50 largest S&P 500 stocks are up an average of 11% vs. just 3.9% for the other 450.
- In divergence number three (although this could be a corollary to the first one), the most beaten down names usually bounce the most out of a correction, but the worst performers in the market selloff are continuing to lag in the rally.
- ETFs: CRF, VUG, VTV, VV, USA, SCHX, SCHG, SCHV, ZF, PWV, FEX, JKD, EEH, IWY, JKE, EQL, PWB, EZY, IWL, IWX, FTC, JKF, IELG, SYG, ERW, GVT, FWDD, RWG, ZLRG, SYE, SYV, SBUS, GSLC, USSD, USWD
Oct. 9, 2015, 11:13 AM
- While most point to surging margin debt as a sign of trouble, Leuthold's Doug Ramsey is concerned it's falling too fast.
- He turned bearish this summer when margin debt fell more than 6% in July and August. Its drop below a seven-month moving average told Ramsey demand for stocks was quickly sliding.
- "Margin debt contracting is a sign of loss of investor confidence and it’s confirmation of a lot of other evidence we have that we’ve entered a cyclical bear market,” he says. “We got a lot of traditional warning signs leading up to the high in terms of market action, and deteriorating breadth and margin debt is important to the supply-demand analysis.”
- ETFs: CRF, VUG, VV, USA, SCHX, SCHG, ZF, FEX, JKD, EEH, IWY, JKE, EQL, PWB, IWL, FTC, ERW, SYG, FWDD, RWG, ZLRG, SYE, SBUS, GSLC
Sep. 30, 2015, 11:26 AM
Jun. 30, 2015, 2:09 PM
Mar. 31, 2015, 1:41 PM
Feb. 18, 2015, 1:06 PM
- As CIO of BMO Private Bank, Jack Ablin has recommended an overweight position in large-cap U.S.stocks since 2010. BMO is currently 50% overweight the U.S., but is getting ready to sell.
- "We're going to go from substantially overweighting the U.S. to neutral to underweight,” Ablin tells Howard Gold. "This is a major policy decision ... Over the next three to five years the U.S. is going to take a back seat to international markets.”
- His reasoning: U.S. stocks are too expensive, and while companies are beating Q4 estimates, analysts have sharply cut 2015 earnings growth forecasts to 2.6% from 8.1% as recently as late last year.
- ETFs: VUG, VTV, VV, SCHX, SCHG, SCHV, PWV, FEX, JKD, EEH, JKE, IWY, EQL, EZY, PWB, IWL, IWX, FTC, JKF, SFK, IELG, ERW, FWDD, RWG, GVT, SYG, SYE, SYV, SBUS, ZLRG
Dec. 29, 2014, 2:38 PM
Oct. 13, 2014, 10:30 AM
- "Active managers have totally panicked," says Ryan Detrick, commenting on the latest NAAIM survey showing a cliff-dive in equity exposure to its lowest level since May 2012.
- ETFs: VUG, VTV, VV, SCHX, SCHG, SCHV, PWV, FEX, JKD, JKE, IWY, EEH, EQL, PWB, EZY, IWX, IWL, FTC, JKF, SFK, IELG, FWDD, ERW, RWG, GVT, SYG, SYE, SYV
Jul. 11, 2014, 12:41 PM
- Based out of Naperville, Illinois, Calamos ETF Trust will enter the ETF space with the launch of the Calamos Focus Growth ETF (CFGE) on Monday.
- According to the regulatory filing, CFGE will invest primarily in growth-oriented companies with market capitalizations of more than $1 billion that the firm believes offer the best opportunities for growth.
- This active ETF may also invest up to 25 percent of its assets in foreign securities, and will feature an expense ratio of 0.90%.
- Other ETFs focused on growth: VUG, SCHG, EFG, JKE, IWY, PWB, FTC, SFK, RWG, SYG
Jun. 10, 2014, 3:19 PM
- "Relative to the past 50 years, this stock market has been abandoned and orphaned even as it had made participants wealthy," writes Bill Smead, drawing on a Howard Gold report showing only 37.7% of global investable assets were in equity at the end of 2012, the lowest since 1959 when records first began being kept.
- Why? The mass movement to fixed income, the trendy move towards wide-asset allocation at the expense of plain-vanilla large-cap U.S. equities, the rise of alternative investing, and the echo-boomers - born between 1977 and 1996 - have been much slower to get married, have kids, buy houses, and invest in stocks than previous generations.
- Smead's prediction: As rates rise over the next 10 years, fixed-income will sour and equity dividend payout ratios will normalize. Further returns from commodities and other esoteric asset classes won't match their once-in-a-lifetime moves from 1999-2012 and investors will lose interest. Rising rates will make LBOs less economic and private equity returns will decline.
- "The lack of affection for US large cap equities will mute declines and reward patient long-duration owners of quality common stocks."
- ETFs: VUG, VTV, VV, SCHX, SCHG, SCHV, PWV, FEX, JKD, EQL, JKE, IWY, PWB, EZY, IWX, FTC, EEH, JKF, IWL, SFK, RWG, ERW, IELG, FWDD, GVT, SYG, SYE, SYV
Jun. 10, 2014, 1:21 PM
- Credit Suisse and UBS will each launch a fund tomorrow with the help of advisor, Ken Fisher, who played a part in the successful launch of the Barclays ETN + FI Enhanced Global High Yield ETN (FIGY) just over a year ago.
- The Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) and the UBS AG FI Enhanced Large Cap Growth ETN (FBGX) will each feature a leveraged strategy while investing in domestic large-cap firms.
- The third launch will be the ETRACS Wells Fargo MLP Ex-Energy ETN (FMLP) from UBS; this fund will offer a play into the MLP space while avoiding energy plays, which often dominate holdings in broad MLP ETNs.
- Other large-cap growth ETFs: IWF, SKF, VUG, SPYG, IVW, RPG, MGK, SCHG, VOOG, JKE, IWY, PWB, FBG, UKF, FTC, VONG, SFK, RWG, SYG, PXLG, FIBG
- Other MLP ETFs: AMLP, AMJ, MLPL, MLPI, MLPA, MLPN, EMLP, MLPS, MLPX, AMU, ATMP, ENFR, MLPW, IMLP, OSMS
Feb. 21, 2014, 2:48 PM
- Maybe sensing the moderate early-2014 selloff is done with, investors poured $13.4B into equities in the latest week, according to BAML - the strongest in 12 weeks and bringing YTD equity asset-gathering back to flat.
- Emphasizing the risk appetite theme, flows into high-yield bonds of $2.4B were the highest in 17 weeks, and money-market funds saw outflows of $40.45B after receiving inflows of $11.55B the previous week.
- Still, emerging market debt and equity continues to be sold. In fact, outflows from EM equities over the past four weeks have risen to 2.2% of AUM - just shy of the 3% level which signals a contrarian "buy" signal, says BAML.
- Turning into a pretty good contrarian signal himself, is Hugh Hendry, who dropped his multi-year caution in December to get "long pretty much anything." His Eclectica Fund subsequently lost 3.6% in January - its worst monthly tally ever.
- Related ETFs: PRF, VUG, VTV, SDOG, VV, SCHX, MGK, DEF, NY, SCHG, SCHV, PWV, FLAG, MGV, DOD, JKD, FEX, EQL, IWY, PWB, JKE, EZY, IWX, FTC, EEH, SPXH, JKF, SFK, TRSK, RWG, FWDD, FNDX, PXLC, ERW, PXLV, GVT, SYG, ALTL, PXLG, SYE, SYV, IELG
The SPDR® MFS Systematic Growth Equity ETF's (the "Fund") investment objective is to seek capital appreciation.
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