January 20, 2021
Dividend stocks steadied late last year after a turbulent first half. With that steadiness comes expectations that growth will resume this year. Those sentiments apply to international dividend payers too, enhancing the appeal of 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%.
With more looking to foreign markets as a way to diversify away from U.S. equities, investors will face certain risks associated with international exposure. Nevertheless, there are a number of smart beta global exchange traded fund strategies that can help investors better manage risks.
January 15, 2021
Small caps are soaring, stealing some thunder from their oft-overlooked mid cap brethren. Investors shouldn’t sleep on the stocks in the middle. One prudent mid cap play is 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.
“The characteristics inherent in mid capitalization U.S. equities have led to nearly 35 years of consistent and meaningful outperformance relative to small and large cap equities,” according to RBC Global Asset Management. “Indeed, this asset class is ripe with opportunities to invest in high quality, established organizations with substantial growth potential.”