Retirement Strategy: Etf Portfolio Vs. The Stock Only Portfolio: Surprise, Surprise! | Seeking Alpha

First is the Real Estate Index ETF ($IYR), which broke out from a solid base at $69 in mid-April. The current consolidation above the 20-day EMA has been bullish, with volume well below average over the past two-weeks (light volume during consolidation is positive). A continuation breakout is a move from a short-term consolidation pattern of two to Best ETF Buy Right Now three weeks or so. It is not as long as the typical base breakout, which is usually seven to eight weeks or more in length. Volume has dropped off the past two weeks, coming in well below average: The second ETF setup is a potential pullback entry in the Platinum and Palladium ETF ($SPPP).

Disclosure Statement:ETF Expert is a web log (blog) that makes the world ofETFs easier to understand. Gary Gordon, MS, CFP is the president ofPacific Park Financial, Inc., a RegisteredInvestment Adviser with the SEC. Gary Gordon, PacificPark Financial, Inc., and/or its clients may hold positions in theETFs,mutual funds, and/or anyinvestment asset mentioned above. The commentary does not constitute individualizedinvestment advice.

Our third update has some surprises! Well, we now have one entire quarter, or 3 months, under our belt to see how the ETFOP challenges the BTDP in both dividends earned and total portfolio value. Let’s go straight to the results. ETFOP Had A Good Month The ETFOP currently consists of the following ETFs: Vanguard High Dividend Yield Index Fund ( VYM ), SPDR S&P Dividend ETF ( SDY ), WisdomTree LargeCap Dividend Fund ( DLN ), Vanguard Dividend Appreciation ETF ( VIG ) and Schwab U.S. Dividend Equity ETF ( SCHD ). These ETFs are widely recognized to be the best of breed for dividend growth investors who seek to have a position in a very wide assortment of stocks without having to do anything but own the ETF.

Large Company Index focuses on three fundamental measures: retained operating cash flow, adjusted sales, and dividends plus buybacks.. The product has highest allocation to energy, information technology and financial sectors while Exxon Mobil, Chevron and Conoco Philips are the top three holdings. With an expense ratio of 32 basis points, this ETF is slightly cheaper than PRF. As FNDX was launched in August 2013, not much of fund performance history is available though it has been beating the market cap weighted index since inception. Per Schwab, back-tested data for the period August 1996December 2012, shows that the fundamental index strategy could have substantially outperformed traditional index investing, returning 10.1% per year versus 7.2% for the cap weighted index, with a slightly lower volatility. Want the latest recommendations from Zacks Investment Research?


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