|Bid||0.00 x 800|
|Ask||0.00 x 1100|
|Day's Range||68.63 - 69.25|
|52 Week Range||56.35 - 71.67|
|PE Ratio (TTM)||N/A|
|Beta (3Y Monthly)||0.44|
|Expense Ratio (net)||0.48%|
This article was originally published on ETFTrends.com. The Cambria Global Momentum ETF (CBOE:GMOM) provides investors with a unique approach to harnessing momentum. GMOM, which is four and a half years old, “intends to target investing in the top 33% of a target universe of approximately 100 ETFs based on measures of trailing momentum and trend.
Do you ever watch the Today Show? It frequently runs a segment where it celebrates the birthdays of people who are 100 years or older. As we are living longer, the number of celebrations has grown exponentially since Willard Scott started the practice in 1983. The economic effects of this demographic shift are tangible. InvestorPlace - Stock Market News, Stock Advice & Trading TipsSo, when I saw a recent article in Builder magazine that asked the question of what happens when more people live to 100 -- and more importantly, live to be a centenarian in relatively good health, there's money to made by investors. "The impact of what's known as the "longevity economy" -- defined as the purchasing power of those 55 and older -- is over $7.6 trillion in the United States alone," stated Builder contributor John McManus. "Many business leaders are recognizing that there are, and will continue to be, financial reasons to pay attention to these demographic shifts."While you could probably come up with a few names of companies that will benefit from an aging population, to save you some time, I thought I'd give you the answer on a silver platter with a few worth-while exchange-traded funds to consider. * The 10 Best Stocks to Buy for the Bull Market's Anniversary Here are seven ETFs to buy to ride the longevity economy. The Long-Term Care ETF (OLD)The meaning of the name behind the The Long-Term Care ETF (NASDAQ:OLD) is reasonably self-explanatory. OLD is an ETF from Janus Henderson (NYSE:JHG) that seeks to invest in companies around the world that are providing long-term care to an aging population. Tracking the Solactive Long-Term Care Index, OLD is a portfolio of 46 stocks that work in and around long-term care. The top ten holdings account for 68% of the fund's $16.5 million in total assets.Almost three years old, OLD's track record is still relatively short. However, over the past year, it did achieve an annual total return of 22.9% through Mar. 12; ten times the return of the S&P 500 over the same period.Charging 0.35% in expenses (or $35 annually per $10,000 invested), it has a nice mix of large and small companies, which means you're going to get a combination of large-cap dividend payers along with small- and mid-cap growth stocks. Oh, and don't forget, it benefits from an aging population. Global X Longevity Thematic ETF (LNGR)If you're going to invest in ETFs benefiting from the longevity economy, there is no more appropriate an investment than the Global X Longevity Thematic ETF (NASDAQ:LNGR), which tracks the Indxx Global Longevity Thematic Index. The index focuses on four longevity themes: Health care products, health care services, medical devices and senior homes. Within those four themes are 19 related industries. A company must generate at least 50% of its revenue from one of the four themes to qualify for inclusion. These are considered pure-play longevity companies. The index's goal is to assemble a portfolio of 100 companies. No stock can account for more than a 3% weight cap and a 0.3% weight floor. No industry can account for more than 60% of the portfolio. It's reconstituted and rebalanced annually in April. In existence since May 2016, LNGR has managed to attract $17.1 million in assets under management, which isn't much, but given how competitive the ETF space is, it's better than many other niche funds. * 10 Dividend Stock Winners Charging 0.50% annually, ETF specialists would probably call it expensive given almost 70% of the portfolio is invested in two industries -- healthcare equipment and biotechnology, which you can get elsewhere for less. iShares Residential Real Estate Capped ETF (REZ) While the iShares Residential Real Estate Capped ETF (NYSEARCA:REZ) is a play on real estate, two of the fund's top ten holdings are Ventas (NYSE:VTR) and Welltower (NYSE:WELL), two of this country's biggest owners of healthcare real estate. REZ has 33% of its $421 million in net assets invested in healthcare REITs, making the longevity economy an important reason why this ETF should do well in the next 5-10 years. In existence since May 2007, REZ has delivered for shareholders, generating an annualized total return of 18%, 155 basis points higher than the S&P 500. As its name suggests, its primary focus is to invest in residential real estate in the U.S., which accounts for 49% of the ETFs net assets. As far as real estate ETFs go, at 0.48% annually, it's not cheap, but it has at least outperformed the index and its real estate peers. Vanguard Health Care ETF (VHT)If you're going to write an article about ETFs benefiting from the longevity economy, or any economy for that matter, you've got to include Vanguard in the mix, if only because of its lower costs. The Vanguard Health Care ETF (NYSEARCA:VHT) charges a paltry 0.10% for its portfolio of 385 healthcare stocks. Of the industries it invests in, the top four by weight are pharmaceuticals (29%), healthcare equipment (21%), biotechnology (20%) and managed healthcare (11%). VHT's top ten holdings account for 44% of the fund's $10.3 billion in total net assets making it the biggest of the seven ETFs mentioned in this article. If you're going to focus on the longevity economy, VHT makes total sense as an anchor for your entire portfolio of ETFs because it brings size, it brings low fees and it delivers performance. * 7 Inexpensive, High-Dividend ETFs to Buy A decade ago, if you invested $10,000 in VHT, today it would be worth almost $51,000. You absolutely should have this ETF in your portfolio. SPDR S&P Insurance ETF (KIE)One of the things a lot of us buy to protect our family's assets is life insurance. Unfortunately, when we think of life insurance, the first thing that comes to mind is death. And when we think of death, we think of getting old. The SPDR S&P Insurance ETF (NYSEARCA:KIE) got its start in November 2005. More than 13 years later, it has total net assets of $714 million, a reasonable amount for a sector ETF. Like a lot of these ETFs, it has a smaller number of holdings with just 48. Life and health insurers account for 28% of the portfolio, the second-largest weighting, behind property and casualty insurance at 40%. Charging a reasonable 0.35% annually, KIE tracks the S&P Insurance Select Industry Index, an index that represents the insurance segment of the S&P Total Market Index, which in addition to life and health insurance and property and casualty insurance, invests in insurance brokers, multi-line insurance companies and reinsurance companies. The index is comprised of insurance stocks that have a float-adjusted market cap of $2 billion or more. The index's modified equal weighting ensures that investors get both company diversification by type of insurance and size of the company. ARK Innovation ETF (ARKK)The ARK Innovation ETF (NASDAQ:ARKK) has quite the reputation having been named ETF of the Year in 2017. Actively managed, it focuses on companies relying on disruptive innovation to drive their growth. ARKK's largest holding is Tesla (NYSEARCA:TSLA) with a weighting of 8.4%. Perhaps you've heard of Catherine Wood, the ETF's portfolio manager? She's gained a lot of notoriety for writing a letter to Tesla CEO Elon Musk last August asking him not to take the company private. I wrote about her shortly after that letter made the rounds. With more than $1 billion in total net assets in a little over four years, Wood has done an excellent job putting ARK Investment Management on the map, the business she started in 2014 after working for others for more than 30 years. If you like ETFs that invest across all market caps, you'll like ARKK. It puts almost half of its assets in small- and mid-cap stocks, limiting its number of holdings between 35-50 of its best ideas. * 7 Dividend Stocks With Big Yields Paying 0.75% for arguably one of the best tech investors in America, this is the star of the seven ETFs to buy I've listed. Principal Millennials Index ETF (GENY)Nobody likes getting old so it stands to reason that if you're going to bet on the longevity economy, it probably makes sense to hedge your bets a little by investing in the Principal Millennials Index ETF (NASDAQ:GENY), an ETF that invests in companies that are impacted by the spending and lifestyle of people born between 1980 and the mid-2000s. While it has taken the boomers a little while to understand where the Millennials are coming from, I can assure you we boomers (I'm 54 and at the very tail end of the baby boom) recognize the economic impact that this demographic is having on companies, big and small. There's money to be made from them. The ETF tracks the Nasdaq Global Millennial Opportunity Index, a group of approximately 100 stocks that derive a significant chunk of their revenue from Millennial consumption. As a result, its holdings list is much different than the typical broad-based ETF. It charges 0.45%, That's a reasonable fee considering the three portfolio managers bring an average of 23 years of industry experience to the table, it's going to surprise a lot of investors in the future who view it merely as a fad. Expected to spend $10 trillion over their lifetime, Millennials are the real deal. And so is GENY. As of this writing, Will Ashworth did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 15 Stocks Sitting on Huge Piles of Cash * The 10 Best Stocks to Buy for the Bull Market's Anniversary * 7 Dividend Stocks With Big Yields Compare Brokers The post 7 ETFs to Buy to Ride the Longevity Economy appeared first on InvestorPlace.
Fortunately for homeowners, the housing market recovered relatively quickly. Bubbles are notoriously hard to recognize in real-time, but there are certainly telltale signals to watch in the housing market. During that same stretch, housing prices nearly doubled that gain, rising 48 percent.
Given the bullish fundamentals, we have highlighted a few real estate ETFs that hit new one-year highs and could be excellent picks for investors seeking to benefit from defensive flight and a pause in Fed's tightening policy.
Like many other sectors, real estate experienced a difficult 2018. Despite starting the year with high home prices and impressively low mortgage rates, climbing interest rates ended up deterring buyers.
Real estate investment trust-related ETFs have strengthened this year, partly due to the rising demand for properties that allow consumers to store away their growing accumulation of stuff. For example, the iShares Residential Real Estate Capped ETF (REZ) , which includes large exposures to self-storage companies like 9.7% in Public Storage REIT (PSA), gained 6.4% year-to-date while the S&P 500 declined 5.9%.
In a year of volatility, yield-generating real estate stocks and sector-related ETFs outpaced the broader U.S. markets for the first time since 2015 as investors looked to dividends in an attempt to cushion ...
We have highlighted five ETFs from different corners of the market that have traded in the green in three months and will likely to continue to do so should the trends prevail.
After a wild October, one that saw the S&P 500 notch one of its worst October performances ever, equity market volatility remains a concern for investors. Stocks rallied following the midterm elections, but the S&P 500 quickly gave back those gains and is currently saddled with a month-to-date loss, suggesting some of that October volatility is seeping into November.
Equity Residential (EQR) reported strong third-quarter 2018 results yesterday. Its top and bottom lines came in ahead of Wall Street estimates and marked a decent improvement from the year-ago quarter as well as sequentially.
For real estate mutual funds and exchange-traded funds (ETFs), the 2018 story, to this point, is split into two chapters. Amid expectations for rising interest rates, which came to pass, rate-sensitive real estate ETFs and mutual funds slumped in the first several months of 2018.
The demand for self-storage facilities is on the rise. Citing a report by IBISWorld, Investment Bank reported that revenues of the self-storage industry are anticipated to grow 2.9% annually and reach $32.6 billion by 2020, from $30 billion at the end of 2017.
Equity Residential (EQR) always looks for opportunities to enhance shareholder wealth through its reinvestment strategies. It not only acquires or develops a property to earn rental income throughout the lifetime of the asset but also looks for options to take advantage of value appreciation in its properties and reinvest unleashed capital in more lucrative opportunities.
Equity Residential’s (EQR) second-quarter top line beat Wall Street estimates and marked a YoY (year-over-year) improvement, mainly driven by increased same-store revenues. Its same-store revenues, which include 72,629 apartment units, rose 2.2% YoY to $599.6 million.
On July 25, Equity Residential (EQR) posted FFO (funds from operations) of $0.81 for Q2 2018, beating Wall Street’s expectations by a penny and exceeding the mid-point of management’s guidance of $0.77–$0.81. That marked an improvement of $0.04 (or 5.2%) from FFO of $0.77 in Q2 2017. Increased rentals, higher occupancy rates, and upside margins benefited its second-quarter bottom-line results.
Extra Space Storage (EXR) is set to report its second-quarter results on July 31. Analysts expect its second-quarter AFFO (adjusted funds from operations) to rise 5.5% YoY (year-over-year) to $1.15 due to strong demand in the self-storage space and Extra Space’s strategic initiatives enhancing traffic and driving occupancy rates.
Ventas (VTR) is slated to report its second-quarter results on July 27. Wall Street expects its results to be mixed, with revenue rising 1.6% YoY (year-over-year) to $910.2 million and AFFO (adjusted funds from operations) per share falling 2.9%. The segment is struggling with market oversupply, which is impacting its pricing power, average occupancy rate, and monthly REVPOR (revenue per occupied room).