Category Archives: $SPY

Trend Behavior: Comparing US vs. Emerging Markets Stocks

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Standard finance theory tells us to select weights for stocks and other asset classes based on market value. By that standard, emerging markets deserve a relatively light touch in portfolios. But this strikes some investors are misguided. As Frontera, a research shop, noted last year, “Emerging Markets Account for 80% of Global GDP Growth But […]

Despite Market Turmoil, Momentum Factor Still Dominates

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The recent spike in stock market volatility has dented the momentum factor’s powerful bull run, but the strategy continues to reign supreme over its main competitors in the US equity factor space, based on a set of proxy ETFs. For the one-year trend, it’s still a one-factor race. The iShares Edge MSCI USA Momentum Factor […]

Technology Continues To Lead US Sectors As Healthcare Heats Up

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Shares of technology stocks remain the trend leader but healthcare’s recent strength suggests a changing of the guard may be near, based on a set of sector ETFs ranked by one-year return. Meanwhile, telecom is the only US sector nursing a loss for the year-over-year change, although real estate stocks are close to dipping into […]

Momentum Continues To Dominate Factor ETF Performances

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The US stock jumped to another record high yesterday, providing more fuel to keep the momentum factor sizzling. All the major factor strategies are posting solid one-year returns these days, but momentum’s trend remains a bullish outlier, based on a set of proxy ETFs. The outsized return for the momentum-factor strategy, which targets equities that […]

How Long Will The Stock Market’s Low-Volatility Regime Last?

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US stocks ticked up to another record close yesterday (Jan. 8) – the fifth consecutive trading day with a new high, based on the S&P 500 Index. For much of the last two years, in fact, equities been rising steadily and forging new peaks with remarkably low levels of volatility. How long can the calm […]

Tech Stocks Still Lead US Sectors For One-Year Trend

Posted on in $SPY, Finance News, SR, VNQ, VOX, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY | 0 comments

Technology shares continue to post the strongest trend performance for US equity sectors, based on a set of ETFs ranked by one-year return. Although most sectors are posting year-over-year gains, the annual pace for tech remains notable for its outsized advance vs. the rest of the field. Technology Select Sector SPDR (XLK) is up a […]

5 Questions For Herb Blank On Reverse Market-Cap Weighting

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Weighting stocks based on market capitalization has long been the design standard for most index funds, but a recently launched ETF turns the strategy on its head. The Reverse Cap Weighted US Large Cap ETF (RVRS) holds the familiar S&P 500 names but in weights that are inversely proportional to their market cap. For example, […]

Are Recent S&P 500 Returns Excessive Relative To History?

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The US stock market has been on a tear lately. Has the party gone too far? A rising chorus of analysts say that caution is advised, citing several valuation metrics. The Shiller PE Ratio, for instance, is currently at its second-highest level since the late-1800s. Valuations appear stretched, but history reminds that this form of […]

Momentum Leaves Other Factor Strategies In The Dust This Year

Posted on in $SPY, Finance News, IJJ, IJS, IVE, MTUM, QUAL, USMV, VYM | 0 comments

No one will confuse it with Bitcoin, but momentum is certainly red hot among US equity factor strategies, based on a set of ETFs. Stocks exhibiting relatively strong and persistent performance have outperformed for much of the year so far and the gap has widened in recent weeks. All the major equity factor strategies are […]

Tech-Stock Momentum Accelerates

Posted on in $SPY, Finance News, SR, VNQ, VOX, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY | 0 comments

Technology shares have surged recently, leaving the rest of US equity sectors in the dust, based on a set of ETFs. Sector leadership appeared to be shifting to tech from financials at the end of last month. Nearly four weeks later, the transition is complete and there’s no doubt which sector dominates the upside momentum […]