Decisive Factors - Understanding The Drivers Of Equity Returns

High-quality US stocks have been on a winning streak this year. Equity factors are an important way to gauge portfolio exposures. The top quintile of higher-quality stocks outperformed the bottom quintile by 4% in the first quarter. Stocks with high interest coverage are expected to moderate economic growth over the coming year.

Weekly Report: what happened at JQUA last week (0415-0419)?

JQUA Crosses Critical Technical Indicator

QUAL: Strong Performing Quality ETF, But With Notable Downsides

IShares MSCI USA Quality Factor ETF is a hold due to a mix of positive and negative factors. The fund has slightly outperformed the market but has the least diversification and lowest dividend yield among comparable quality-focused funds. Compared to QUAL, I find JQUA to be more attractive.

Weekly Report: what happened at JQUA last week (0408-0412)?

JQUA: Quality Defined

JPMorgan U.S. Quality Factor ETF is a rules-based investment vehicle that tracks the JP Morgan US Quality Factor Index. The fund has shown consistent growth since its inception and has a low expense ratio of 0.12%. The portfolio includes high-quality stocks across various sectors. 33% of the fund is in the Technology sector.

Weekly Market Pulse: A New Paradigm?

Weekly Report: what happened at JQUA last week (0401-0405)?

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.

Weekly Report: what happened at JQUA last week (0325-0329)?

Quick Thoughts: Do Elections Matter For Markets?

Home Market Outlook Today's Market Quick Thoughts: Do Elections Matter For Markets? Stephen Dover of Franklin Templeton Institute examines the major parties and their potential implications on capital markets in the US 2024 presidential elections. The field is set for the presidential elections for the US in 2024. Dover also discusses the potential implications of competing policy outcomes for capital markets.

SPHQ: High Quality ETF Designed For Long-Term Investors

Invesco S&P 500 Quality ETF (SPHQ) has a 0.15% expense ratio and $8.69 billion in assets under management. SPHQ tracks the S&p 500 Quality Index, selecting 100 of the highest-quality large-cap U.S. Stocks. Backtested Index results indicate the Index has outperformed the S-P 500 by 3% per year since 1995. The Invesco Quality ETF has an excellent track record but has deceiving results over the last 30 years.

Weekly Report: what happened at JQUA last week (0318-0322)?

High Quality: A 'North Star' Through The Market Cycle

Home Investing Strategy Portfolio Strategy High Quality: A 'North Star' through The Market Cycle. An emphasis on quality can drive outperformance through market cycles, says Daniel Hanson, CFA. High quality companies offer the potential to keep pace with the market during rallies, he says.

JPMorgan U.S. Quality Factor ETF declares quarterly distribution of $0.1164

Noteworthy ETF Inflows: JQUA

Weekly Report: what happened at JQUA last week (0311-0315)?

The Great Paradox Of The U.S. Market

DGRO: Dividend Safety, Growth, And Consistency Scores For This 2.34% Yielding DGI ETF

IShares Core Dividend Growth ETF (DGRO) is a well-diversified dividend growth ETF yielding 2.34%. DGRO has a 5.51% estimated earnings growth rate, a low payout ratio, and dividend safety, consistency, and growth scores. Last November, I warned of decelerating dividend growth for the iShares Core dividend growth ETF. DGI investors are running out of options.

Weekly Report: what happened at JQUA last week (0304-0308)?