Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

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

Texas Instruments: No Rush To Buy

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

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

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

Four Reasons To Consider Value Investing Now

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.

PFM: Discussing The Impact Of Reconstitution

The Invesco Dividend Achievers™ ETF (PFM) has seen a few changes in the wake of the underlying index's reconstitution in March. PFM is a passively managed investment vehicle that tracks the NASDAQ US Broad D dividend growth index. Since October 2023, PFM has deleted 21 holdings and added 43. The portfolio is now more expensive and the weighted-average growth rates have weakened slightly. With valuation being less of a concern, the Hold rating is maintained on PFM.

PFM: Good For Dividend Exposure Overall

Invesco Dividend Achievers™ ETF offers exposure to dividend-paying companies with a history of increasing dividends. The PFM ETF's top holdings include Microsoft, Apple, UnitedHealth Group, Exxon Mobil and JPMorgan Chase. The fund's exposure is well-diversified across various sectors.

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

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

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

Beyond The Magnificent Seven: Looking For Opportunities In Value Stocks

The Great Paradox Of The U.S. Market

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

The 60/40 Portfolio: Still A Viable Strategy?

Weekly Report: what happened at PFM last week (0226-0301)?

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?