It might be of some interest to see a spreadsheet of dividend yields of these 9 sectors as well as the range of these yields. It might be worth while considering weighting each sector based on it's current dividend yield vs where this is in terms of the sector's past ten years of 12 month average rolling yields. For INCOME objectives - perhaps placing larger allocations when the sector is yielding near the high end and lower allocations when the sector's current yield is near its low end. Not sure if this makes sense - (as it seems to for those who use the dogs of the DOW strategy.) This strategy could be supplemented with the use of fundamental analysis relative to future expectations of corporate ability to increase or lower dividend payouts.
In the good old days using margin allowed retail investors buy $200 of stock on $100 of equity using 50% margin. In addition, as I recall, many/most firms did not allow mutual funds to be in margin accounts. But now ETFs are in margin accounts and a GROWING number of etfs are leveraged as much as 3 to one and thus Still the same except one "Thing" and that is the fact that ETFs are marginable and can be used to backup margin cash to buy a 3 for 1 bull etf thus ending up with a 4 to one equity play and thus now the same amount of margin being used is resulting in significantly more risk and now that short ETFs are being use this adds to the amount of "risky" hedged investments creating a different level of leverage not available to the non professional investors. Maybe I am missing something.
Looking Under The Hood Of The Top 5 Preferred ETFs [View article]
David: Now that some of the comments above have brought up a few of the new ETF names - PXFX, PDT (closed end fund?), BWF ( Single corporate pfd - not a fund ?, - in addition to these, I am monitoring IPFF, SPFF, FPE . Ir would be "of interest" to see a side by side listing of each of their top 10 positions along with each position % equity allocation and show the "what if" equal dollars invested in each fund, which are the biggest to smallest total positions (using just the top 10 of each) of these 9 (?) different a ETFS (Just add the % allocations of any one position in all the 9 selected ETFs and divide by 9 to get an idea of what ones total portfolio of the (9) different portfolios combined. Off hand without doing the work I'd bet the WF Preferred would be one of the larger Pfd Positions. In any event net after fees, what has been the volatility of the past few years of rolling 12 month periods of dividend payouts. and have there been any trends in this? and what has been the daily, weekly or monthly standard deviation of price changes - ie which have n=been most volatile relative to the steadiness of the 12 month dividend payouts. Just a few ideas. This May 2012 review has been helpful in comparing and now with a new economy, maybe a good time for an update. Thanks
Taking Advantage Of Rising Energy Prices [View article]
It might be of interest to your readers to view similar "spreadsheets" of each of the major sectors using the most liquid of the available ETFs for all the monthly changes for this same period of time. Using the last line of each of the charts, an investor could easily come to their own conclusions with regard to the optimal "first of the month" to invest and the best "last of the month" liquidation based on his investing/trading modus operandi. I for one would find such data useful. Coloring Green text for up and Red for down would make it even more user friendly
It's Time to Buy These Two International Markets, Stat [View article]
LAST january you referenced the MSCI Emerging Markets *MXEF" as one of three ways to invest to participate in the rebound of China. I was unable to find this specific (There re many MSCI securities) company -perhaps a corrected symbol?
Going back to the highs of 1999-2000 and the macro lows and highs since for most equity benchmark indices, it appears that their peaks occurred in the mid 2006-7 period and the current bull move shows that most of the benchmarks have not (yet ?) closed at pr above this "all time peak". if in fact this 2006-7 peak is not surpassed on a closing basis during these next few days (weeks?), This formation might be called a "Macro" H&S pattern. Just an observation.
A Bull Market First: Apple Underperforms [View article]
Perhaps showing in red each of the months that Apple underperformed the SP500 would address latrina's (above) concerns. Doing the same comparison versus the XLK (technology ETF) might also provide interesting conclusions. What was not brought out of the chart was any comparison of data which (using hindsight of course) might produce information as to those who are willing to evaluate past "historical macro trends" of the stock vs :the market benchmarks in order to take appropriate action to take advantage of the (about ten) rather significant peaks and valleys in these past 12 years. This could be an interesting subject - to others besides myself - of future comments.
Soaring optimism from investment newsletter writers means losses ahead for stocks, writes Jason Goepfert. Going back to 2000, there have been 9 other times when sentiment rose to these levels, he says, and in each of those cases the S&P was lower a month later, with the median loss 3.1%. In 8 out of 9 cases, the S&P was lower 6 months later, with the median loss 4.25%. [View news story]
In terms of Optimism Level Measurements from investment news letters, what were month/year equity market benchmark levels at during which the sentiment registered their lowest levels? and,of course, what their levels one, 3, 6 and 12 months later. A spreadsheet showing such might be of interest if it also includes some of the ETFs representing various Equity sectors. Obviously, insider buy/selling levels should be in this spreadsheet. The "printing presses" - referenced in the above comment by Ray - should include both bullish and bearish the "printing presses" of investment newsletters.
I have always thought that most professionals have concluded that there is at least "some" correlation in terms of price of metals and to (at least) some extent the price of the two ETFS - GLD and SLV - since both ETFs have been trading. And that the SLV ETF has been more volatile. What with this admittedly hedged comment being stated, To what extent would Mike Williams and others view that for those interested in maintaining a "Macro" investment position in Precious Metals would a "Long SLV Silver Short GLD Gold" position make sense as a viable long term (one to 4 year) portfolio hedge based on the various U.S. Economic cliff, the volatile make up of EURO/Asia socio/economic viability, and increasingly volatile Mid East/Africa geopolitical uncertainties all unfolding during the next 4 years?
Platinum Is Outperforming Gold Despite A Large Deficit: Is It A Buy? [View article]
Why bother with Palladium ? When looking at the stock/ETF charts of Gold, Silver and Palladium stocks mentioned above during any of the past (various) one, two and three time periods, the Gold and Silver provide less volatile price trends and are better absolute returns than any of those which are considered to be Palladium. Compare short term (less than 12 months) or long term (More than one year) trends of PAL, GLD and SLV, and although Precious minerals are often bought as a hedge vs Equity markets, the GLD and SLV charts have provide a positive trend - not so with any of the Palladium stocks for these short and long term trends.
Prospects For New REIT Silver Bay Realty Trust [View article]
Me thinks a spreadsheet might be created which includes the various ownership, capitalization, "location, Location, Location" and other statistical profile data included in the above research findings for the diversified portfolio of investments in Short Sale, Foreclosed and Deeply Discounted SF Home Properties For Rent by Professional RE investors such as RESI SBY SFI RAS ABR CLNY HHC and any others
This would/could be helpful for any and all to better understand what seems to be a "yet to be" fully discounted opportunity to "own" and participate in a relatively "liquid" Residential Real Estate Recover.
I am retired (age 74) and need income. I believe in "total return" but would prefer long term equities (which you seem to like) from which I can expect a "reasonably high but growing dividend stream". Only a few of your past picks generates dividend income. What with "whatever" tax legislation is in the works as the "cliff" issues are resolved, generating income is and will be a "need" for retired folks. Your thoughts.
A spreadsheet comparative analysis of the three biotec ETFs might be of interest to determine duplication if any of the top names - especially of the top 10 or 20 in each portfiolio. - specifically, if one were to buy equal dollars of each ETF, what would be the to ten or 20 names in terms of percent allocation to the total portfolio? Obviously there will be a mix of returns based on the focus of each ETF- Market cap, R&D, Growth of Rev, U.S. vs international names, valuation, potential for dividend income as part of the total return, etc.
Same comments suggestions could be applied to the Home Residential Building ETFs, Financal ETFs, health care ETFs
Is This Dividend ETF Right For You? Part 2: HDV [View article]
I note that since inception of SCHD both HDV and SCHD are up about 10% through today 11/16 SCHD has paid 3 (increasing) dividends in 2012 , $0.138, $0.206, and $0.208 HDV has also paid 3 dividends in 2012 : $0.526, $0.540, $0.516 Price appreciation is one criteria The other is cash income return I believe that showing "what if" dividend reinvestment for each over comparable periods and related to volatility of price risk - SD of weekly price changes would help investors who seek GROWING income levels in investments they select to increase in value as it also increases in cash flow. After all, most all of those individual companies making up the SP Aristocrats have done both over the past 25 years.
Allocating For Superior Returns [View article]
Not sure if this makes sense - (as it seems to for those who use the dogs of the DOW strategy.)
This strategy could be supplemented with the use of fundamental analysis relative to future expectations of corporate ability to increase or lower dividend payouts.
NYSE Margin Debt Stalks All-Time Highs [View article]
In addition, as I recall, many/most firms did not allow mutual funds to be in margin accounts.
But now ETFs are in margin accounts and a GROWING number of etfs are leveraged as much as 3 to one and thus
Still the same except one "Thing" and that is the fact that ETFs are marginable and can be used to backup margin cash to buy a 3 for 1 bull etf thus ending up with a 4 to one equity play and thus now the same amount of margin being used is resulting in significantly more risk and now that short ETFs are being use this adds to the amount of "risky" hedged investments creating a different level of leverage not available to the non professional investors.
Maybe I am missing something.
Looking Under The Hood Of The Top 5 Preferred ETFs [View article]
Ir would be "of interest" to see a side by side listing of each of their top 10 positions along with each position % equity allocation and show the "what if" equal dollars invested in each fund, which are the biggest to smallest total positions (using just the top 10 of each) of these 9 (?) different a ETFS (Just add the % allocations of any one position in all the 9 selected ETFs and divide by 9 to get an idea of what ones total portfolio of the (9) different portfolios combined.
Off hand without doing the work I'd bet the WF Preferred would be one of the larger Pfd Positions.
In any event net after fees, what has been the volatility of the past few years of rolling 12 month periods of dividend payouts. and have there been any trends in this? and what has been the daily, weekly or monthly standard deviation of price changes - ie which have n=been most volatile relative to the steadiness of the 12 month dividend payouts. Just a few ideas. This May 2012 review has been helpful in comparing and now with a new economy, maybe a good time for an update. Thanks
Taking Advantage Of Rising Energy Prices [View article]
of each of the major sectors using the most liquid of the available ETFs for all the monthly changes for this same period of time.
Using the last line of each of the charts, an investor could easily come to their own conclusions with regard to the optimal "first of the month"
to invest and the best "last of the month" liquidation based on his investing/trading modus operandi.
I for one would find such data useful.
Coloring Green text for up and Red for down would make it even more user friendly
It's Time to Buy These Two International Markets, Stat [View article]
as one of three ways to invest to participate in the rebound of China.
I was unable to find this specific (There re many MSCI securities)
company -perhaps a corrected symbol?
Bullish Blizzard [View article]
most of the benchmarks have not (yet ?) closed at pr above this "all time peak".
if in fact this 2006-7 peak is not surpassed on a closing basis during these next few days (weeks?), This formation might be called a "Macro" H&S pattern.
Just an observation.
A Bull Market First: Apple Underperforms [View article]
Doing the same comparison versus the XLK (technology ETF) might also provide interesting conclusions.
What was not brought out of the chart was any comparison of data
which (using hindsight of course) might produce information as to those who are willing to evaluate past "historical macro trends" of the stock vs :the market benchmarks in order to take appropriate action to take advantage of the (about ten) rather significant peaks and valleys in these past 12 years.
This could be an interesting subject - to others besides myself - of future comments.
Soaring optimism from investment newsletter writers means losses ahead for stocks, writes Jason Goepfert. Going back to 2000, there have been 9 other times when sentiment rose to these levels, he says, and in each of those cases the S&P was lower a month later, with the median loss 3.1%. In 8 out of 9 cases, the S&P was lower 6 months later, with the median loss 4.25%. [View news story]
A spreadsheet showing such might be of interest if it also includes
some of the ETFs representing various Equity sectors.
Obviously, insider buy/selling levels should be in this spreadsheet.
The "printing presses" - referenced in the above comment by Ray - should include both bullish and bearish the "printing presses" of investment newsletters.
5 Compelling Reasons To Sell Gold [View article]
since both ETFs have been trading. And that the SLV ETF has been more volatile.
What with this admittedly hedged comment being stated, To what extent would Mike Williams and others view that for those interested
in maintaining a "Macro" investment position in Precious Metals would a "Long SLV Silver Short GLD Gold" position make sense as a viable long term (one to 4 year) portfolio hedge based on the various U.S. Economic cliff, the volatile make up of EURO/Asia socio/economic viability, and increasingly volatile Mid East/Africa geopolitical uncertainties all unfolding during the next 4 years?
Platinum Is Outperforming Gold Despite A Large Deficit: Is It A Buy? [View article]
When looking at the stock/ETF charts of Gold, Silver and Palladium stocks mentioned above during any of the past (various) one, two and three time periods, the Gold and Silver provide less volatile price trends and are better absolute returns than any of those which are considered to be Palladium.
Compare short term (less than 12 months) or long term (More than one year) trends of PAL, GLD and SLV, and although Precious minerals are often bought as a hedge vs Equity markets, the GLD and SLV charts have provide a positive trend - not so with any of the Palladium stocks for these short and long term trends.
Prospects For New REIT Silver Bay Realty Trust [View article]
RESI
SBY
SFI
RAS
ABR
CLNY
HHC
and any others
This would/could be helpful for any and all to better understand what seems to be a "yet to be" fully discounted opportunity to "own" and participate in a relatively "liquid" Residential Real Estate Recover.
Top Ten History [View instapost]
"whatever" tax legislation is in the works as the "cliff" issues are resolved, generating income is and will be a "need" for retired folks. Your thoughts.
8 Sector ETFs For 2013 [View article]
- specifically, if one were to buy equal dollars of each ETF, what would be the to ten or 20 names in terms of percent allocation to the total portfolio?
Obviously there will be a mix of returns based on the focus of each ETF- Market cap, R&D, Growth of Rev, U.S. vs international names, valuation, potential for dividend income as part of the total return, etc.
Same comments suggestions could be applied to the Home Residential Building ETFs, Financal ETFs, health care ETFs
Buy MPLX Today For Dividend Growth [View article]
Is This Dividend ETF Right For You? Part 2: HDV [View article]
SCHD has paid 3 (increasing) dividends in 2012 ,
$0.138,
$0.206, and
$0.208
HDV has also paid 3 dividends in 2012 :
$0.526,
$0.540,
$0.516
Price appreciation is one criteria
The other is cash income return
I believe that showing "what if" dividend reinvestment for each over comparable periods and related to volatility of price risk - SD of weekly price changes would help investors who seek GROWING income levels in investments they select to increase in value as it also increases in cash flow. After all, most all of those individual companies making up the SP Aristocrats have done both over the past 25 years.