Is Chinese Healthcare the Miracle KURE for Your Portfolio? April 5, 2021
In the United States, healthcare is a dynamic sector home to defensive value stocks, disruptive growth names, and plenty of in-between.
China offers a comparable level of healthcare dynamism, which investors can access with exchange traded funds such as the
KURE invests in a variety of publicly traded shares of Chinese issuers, including A-Shares, B-Shares, H-Shares, P-Chips, and Red Chips – the portfolio essentially includes companies listed on mainland China, Hong Kong, and the U.S. Furthermore, the Chinese healthcare companies must be classified under the Global Industry Classification Standard. That index may also include small-, mid- and large-cap companies.
HOMZ tracks the Hoya Capital Housing 100 Index, a rules-based index composed of the 100 companies that collectively represent the performance of the US Housing Industry. According to Hoya Capital, the ETF is designed to track total spending on housing and housing-related services. The underlying index is composed of four US Housing Industry Business Segments, each weighted based on their relative contribution to US Gross Domestic Product.
Hoya Capital Real Estate, a research-focused investment advisor specializing in real estate securities, launched HOMZ about two years ago, making it the first ETF to offer diversified exposure across the entire US housing sector. The fund has grown an impressive 130% the past year alone.
Regardless of Fundamentals, Bitcoin Adoption Can Propel It Higher April 5, 2021
It’s not likely to be a linear move to the upside, but Bitcoin will find price support if not significant appreciation from its rapidly rising adoption case.
The good news is the adoption trajectory for Bitcoin looks compelling. Looking at the S-curve, which measures adoption of new technologies, Bitcoin is right where it should be according to many market observers.
“Utility value refers to the benefits that the technology provides, reflected by its demands. Speculative value is when investors believe the technology is worth a value based on future expectations,” according to WisdomTree research. “Both factors are essential in advancing a system’s expansion utility value is unsubstantiated if speculative value doesn’t grow, and conversely, speculative value is artificial if utility value doesn’t follow. Bitcoin’s recent growth is fueled by both aspects. Its ecosystem has matured,
April 5, 2021
With rates having been so low for so long, savers have been hurt by the lack of available safe income in the market. Conventional wisdom says that these savers will either be pushed into risker assets or forced to take the historically low interest rates offered by low-risk debt. A more novel solution is also possible, however. Regardless of one’s portfolio make-up, utilizing option overlays is one way to provide consistent income with a low probability of loss.
One example is an iron condor strategy. This strategy writes out of the money puts and calls to produce income, and then buys deeper out of the money puts and calls to protect against losses. By buying and selling the options on an index, the income generated from the strategy is tax advantaged (60% long-term, 40% short-term) even though the options may be short-dated. Also, one need not own the index to use the strategy. Any portfolio can act as margin, and the maximum potential loss is defined at the out
April 5, 2021
To say it’s not easy investing in bonds these days is an understatement, but investors can increase their chances of success with the right strategies. The
RAVI primarily invests in investment-grade debt securities with a heavy tilt toward U.S. corporate bonds. According to the fund prospectus, the ETF may also invest, without limitation, in fixed income securities and instruments of foreign issuers in developed and emerging markets, including debt securities of foreign governments, and may invest more than 25% of its total assets in securities and instruments of issuers in a single developed market country. RAVI can hold up to 20% of its total assets in fixed income securities and instruments of issuers in emerging markets.