MLP ETFs (Literally) Have More Gas in the Tank March 12, 2021
As has been widely noted, energy is the best-performing group in the S&P 500 to this point in 2021. That’s giving rise to master limited partnerships (MLPs) and the
AMLP seeks investment results that correspond generally to the price and yield performance of its underlying index, the Alerian MLP Infrastructure Index. The index is comprised of energy infrastructure MLPs that earn a majority of their cash flow from the transportation, storage, and processing of energy commodities.
While midstream energy assets and MLPs are on a tear to start 2021, some analysts believe there’s more upside to be had in this group.
March 9, 2021
Resurgent value and cyclical stocks can support upside for ex-U.S. developed market equities. Investors can get in on the action with dividends to boot through the
ALPS identifies the five highest-yielding securities in the 10 GICS sectors on the last trading day of November. From there, IDOG is rebalanced quarterly in an effort to keep sector weights in the area of 10% and individual holdings at around 2%.
“UK and euro area stocks lagged the global market in 2020. UK stocks, skewed toward sectors that typically fare poorly during cyclical downturns and weighed down by Brexit uncertainties, were the worst performer among developed market (DM) peers. With the risk of a no-deal Brexit lifted and the UK leading the vaccine rollout among DMs, we see a broad activity restart in the summer,” according to BlackRock research.
With Dividends Back in Style, This Dog Could Have Its Day
High dividend strategies like the
ALPS Sector Dividend Dogs ETF (SDOG) are back in style, and the value resurgence and low interest rates are just two reasons why.
SDOG tries to reflect the performance of the S-Network Sector Dividend Dogs Index, which applies the “Dogs of the Dow Theory” on a sector-by-sector basis using the S&P 500 with a focus on high dividend exposure. SDOG’s equal-weight methodology is important because it reduces sector-level risk and dependence of some groups that are considered to be imperiled value ideas.
History shows that after high dividend stocks lag the broader market by wide margins, as was the case last year, they often enjoy long subsequent periods of outperformance.
3 Stocks to Dump in a Rising-Rate Environment
February was a wild month for the stock market.
All three major indexes ended the month in the green, with the Dow Industrials adding 4.4% and the S&P gaining 3.4%. And even with its 4.9% decline last week, the technology-heavy Nasdaq still turned out a 1.4% gain.
This may be a sneak preview of what’s coming next for the markets… including three winning sectors and three losing stocks.
Marching in Like a Lion
The steep sell-off in tech stocks had one culprit: rising interest rates. The 10-year Treasury note jumped to 1.54% from 0.93% at the beginning of the year:
The BFOR ETF: Mid Cap Returns that Outperform the S&P 500 March 5, 2021
It’s often believed that quality comes at higher multiples, and that the thesis is even more true when considering smaller stocks, including mid caps. The
BFOR tracks the Barron’s 400 Index (B400), which takes 400 stocks from the broader MarketGrader U.S. Coverage Universe by using a methodology that selects components based on the strength of their fundamentals in growth, valuation, profitability, and cash flow, and then screens components for certain criteria regarding concentration, market capitalization, and liquidity.
For long-term investors, BFOR is a prime idea for mid cap exposure.