ETFS

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Source: Goodfon Instrument The VanEck Vectors Russia ETF (BATS:RSX) is a fund that offers exposure to equities from Russia, which include publicly-traded companies that are incorporated in Russia or that are incorporated outside of Russia but have at least 50% of their revenues/related assets in Russia. Source: VanEck Source: TradingView Note: The RTS Index is
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This is a crucial moment for the Invesco S&P 500 High Beta ETF (SPHB). The fund has been on an impressive winning streak. For the month of November alone, fueled by the end of the election cycle and back-to-back positive news on the rollout of a coronavirus vaccine, SPHB has been up an impressive 27%
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The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund sectors in the last week, as well as to highlight recently concluded or upcoming corporate actions on CEFs, such as tender offers. Most of the information has been sourced from CEFInsight or
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Since the COVID-related market meltdown in March, equity funds (including ETFs) have continued to suffer net outflows despite the average equity fund moving into positive territory and posting a year-to-date return of 2.93%. They have handed back some $317.0 billion year to date (their largest net outflows for any full one-year period) through the Refinitiv
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Invesco Dynamic Leisure and Entertainment ETF (PEJ) is a fund that invests mainly in consumer cyclical and communication companies. A little over twenty-five percent of the ETF is invested directly in the U.S. restaurant industry. I estimate that thirty-one percent of the ETF has U.S. restaurant exposure. It is for this reason that I am
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Written by Nick Ackerman, co-produced by Stanford Chemist Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) is a diversified global call writing fund that offers investors a strong distribution. The fund has performed rather well, considering the market gyrations that 2020 has presented it. The widening discount has recently caught my attention. The last time
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Over the past month, shareholders of the Aberdeen Standard Physical Gold Shares ETF (SGOL) have been rewarded with returns turning positive once again. In my opinion, SGOL is heading higher. I believe that the instrument makes for a solid play on gold at this time due to its methodology and holdings as well as the
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Over the past six months, the Credit Suisse Silver Shares Covered Call ETN (NASDAQ:SLVO) has delivered a fairly strong return, as can be seen in the following chart. At present, I am bullish SLVO and believe that it will continue to deliver returns over the next few months. However, I must caveat this analysis by
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Main Thesis and Background The purpose of this article is to evaluate the Vanguard Long-Term Bond ETF (NYSEARCA:BLV) as an investment option. This ETF has a primary objective “to track the performance of the Bloomberg Barclays U.S. Long Government/Credit Float Adjusted Index”. Currently, the fund trades at $111.86/share and pays monthly distributions, with a 30-day
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Our last article on Cornerstone Total Return Fund (CRF) provided a great fodder for the debate. This was similar to our earlier article on its sister fund Cornerstone Strategic Value Fund (CLM). While we thought the data we provided was powerful enough, there were still skeptics. We thought the best way to address that, was
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Welcome to Orchid’s Platinum Weekly report, in which we discuss platinum prices through the lenses of the GraniteShares Platinum Trust (PLTM). Thesis PLTM has performed the weakest among the precious metals group since the start of October, as the index chart below shows. Source: Bloomberg, Orchid Research While we have been willing to turn tactically
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iShares Short Treasury Bond ETF (SHV) holds over $21.2 billion in assets when we last looked at it. It is one of the larger ETFs around and assets have actually gone up over the last few years. We examine this one today as its numbers gave us a mild case of indigestion. Returns Are Nothing
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Cornerstone Total Return Fund (CRF) focuses on returning your cash back to you. That is no secret. The fund runs a managed payout scheme that openly acknowledges that they are focusing on this system where they liquidate assets to pay you back. But how does this work out for the shareholder? That is what we
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Welcome to Orchid’s Palladium Weekly report, in which we discuss palladium prices through the lenses of the Aberdeen Standard Physical Palladium Shares ETF (NYSEARCA:PALL). Thesis PALL has rebounded strongly since late September, which has been part of a broad-based rebound in the precious metals after the rally in the dollar paused. Source: Bloomberg, Orchid Research
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Steadily lower CEF yields and heightened volatility have underlined the attraction of alpha-generation strategies. In this article, we take a look at a number of relative value CEF opportunities in the preferreds sector. Within the Flaherty & Crumrine suite of preferred CEFs, we highlight the Flaherty & Crumrine/Claymore Total Return Fund (FLC) over the Flaherty
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Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net negative flows of $9.3 billion for the fund-flows trading week ended Wednesday, October 7. This week’s results marked the ninth straight overall net outflow for funds during which time their coffers have contracted by almost $159 billion. In this week’s activity, the
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My judgment is based on looking at publicly available supply and demand reports (EIA). Those reports indicated that COVID lockdowns crashed demand by ~4 million barrels per day (mb/d). Beginning in mid-April, gasoline demand has recovered to about 1 mb/d below pre-COVID. In response to the Russian-Saudi price war, COVID demand decreases, and financial issues,
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Author’s note: This article was released to CEF/ETF Income Laboratory members on October 1, 2020. Please check latest data before investing. The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund [CEF] sectors in the last week, as well as to highlight
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So far the SPY (NYSEARCA:SPY) has had a normal correction after an enormous move up from the bottom of a market crash to a rather surprising new high. This move was fueled by extreme fiscal and monetary stimulus. The latest stimulus package is stalled in Congress and the market move up is also stalled. Interest
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As you can see in the following chart, the Invesco DB Gold Fund (NYSEARCA:DGL) has performed quite strongly this year with shares sitting on a 24% year-to-date gain. It is my belief that now is a solid time to buy gold. I believe that the long-run fundamentals suggest that gold is going to head higher
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Shrugging off plus-side returns for the week, for the eighth week in a row investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $15.9 billion for Refinitiv Lipper’s fund-flows week ended September 30, 2020. Fund investors were net redeemers of all four asset classes, withdrawing $14.0 billion from
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Written by Nick Ackerman, co-produced by Stanford Chemist The Calamos Strategic Total Return Fund (CSQ) offers investors an attractive blend of convertible exposure and common equity exposure. Equities dominate the largest allocation of the fund’s portfolio, led by the tech sector. Though the allocation to tech isn’t egregiously large overall. In fact, the allocation of
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Written by Nick Ackerman, co-produced by Stanford Chemist The Eaton Vance Enhanced Equity Income Fund II (EOS) has been on fire this year. This is thanks to its heavy weighting in tech. Led by a significant position in Amazon (AMZN). Eaton Vance runs a solid line-up of option-based funds. In this case, EOS is not
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Investment Thesis I am finding myself continuing to spend a great deal of my time and energy looking at ETFs, as opposed to individual stocks, in my pursuit of income generation. During my first pass through the most popular dividend paying ETFs, I landed on the Schwab US Dividend Equity ETF (SCHD) as my top