Dual Momentum Portfolio Update
Scott's Investments - Seeking Alpha - Wed Feb 11, 4:02PM CST
Scott's Investments provides a free "Dual ETF Momentum" spreadsheet which was originally created in February 2013. The strategy was inspired by a paper written by Gary Antonacci and available on Optimal Momentum. Antonacci has a new book...
VTI: 108.47 (+0.51), HYG: 91.12 (+0.13), GLD: 117.98 (+0.64), REM: 11.74 (+0.04), SHY: 84.64 (unch), VNQ: 85.06 (-0.57), VEU: 48.81 (+0.34), TLT: 128.19 (-1.33), CIU: 110.04 (-0.16)
Implied Forward T-Bill Rates Show A Rise To 2.59% In 2021, Up 0.12% From Last Week
Donald van Deventer - at Seeking Alpha - Thu Feb 05, 5:35PM CST
NUV: 9.86 (-0.02), IEF: 107.18 (-0.36), REM: 11.74 (+0.04), AGG: 110.76 (-0.13), SHY: 84.64 (unch), BND: 82.80 (-0.19), TLT: 128.19 (-1.33), TMV: 29.17 (+0.87), TBT: 44.22 (+0.88), TMF: 90.04 (-2.88)
Best and Worst ETFs of January - ETF News And Commentary
Zacks Equity Research - Zacks Investment Research - Wed Feb 04, 1:12AM CST
Volatility and Bonds ETFs gained, while Energy ETFs went downhill during January.
ZROZ: 123.35 (-1.57), XES: 27.64 (+1.10), VXX: 30.97 (-0.38), REM: 11.74 (+0.04), EDV: 126.88 (-1.85), CVOL: 0.95 (-0.04), TLT: 128.19 (-1.33), VIXY: 20.59 (-0.25)
Go figure - Mortgage REITs rally as rates soar
Seeking Alpha - at Seeking Alpha - Tue Feb 03, 2:52PM CST
NLY: 10.69 (+0.03), MFA: 7.89 (unch), CIM: 3.19 (unch), MTGE: 18.33 (+0.01), REM: 11.74 (+0.04), EFC: 20.75 (-0.01), CYS: 8.78 (+0.04), AGNC: 21.95 (+0.21), HTS: 18.03 (+0.07), WMC: 14.14 (+0.13), DX: 8.34 (+0.01)
JPMorgan previews Q4 for mREITs
Seeking Alpha - at Seeking Alpha - Mon Feb 02, 11:16AM CST
NLY: 10.69 (+0.03), MFA: 7.89 (unch), MORT: 23.63 (-0.02), REM: 11.74 (+0.04), TWO: 10.27 (-0.03), AGNC: 21.95 (+0.21), WMC: 14.14 (+0.13), MORL: 19.93 (+0.09), AMTG: 15.76 (-0.07)
Interest Rate Cycle Sharpens As Implied Forward T-Bill Rates Bend Down By 0.30% In 2025
Donald van Deventer - at Seeking Alpha - Fri Jan 30, 10:28AM CST
NUV: 9.86 (-0.02), IEF: 107.18 (-0.36), REM: 11.74 (+0.04), AGG: 110.76 (-0.13), SHY: 84.64 (unch), BND: 82.80 (-0.19), TLT: 128.19 (-1.33), TMV: 29.17 (+0.87), TBT: 44.22 (+0.88), TMF: 90.04 (-2.88)
The ETF Retirement Portfolio Revisited
Joseph P. Porter - at Seeking Alpha - Wed Jan 28, 3:34PM CST
SPLV: 38.18 (-0.27), IYLD: 26.05 (-0.01), MDIV: 21.48 (+0.04), AOM: 35.36 (+0.04), REM: 11.74 (+0.04), INKM: 32.86 (+0.07), PCEF: 23.82 (-0.16)
Income plays not spared in selloff
Seeking Alpha - at Seeking Alpha - Wed Jan 28, 3:05PM CST
NLY: 10.69 (+0.03), MORT: 23.63 (-0.02), ARR: 3.13 (unch), REM: 11.74 (+0.04), AGNC: 21.95 (+0.21), MBB: 109.88 (+0.03), HTS: 18.03 (+0.07), WMC: 14.14 (+0.13), MORL: 19.93 (+0.09), AMTG: 15.76 (-0.07)
A Strategic High-Yield Discussion And Portfolio Planner
Adam Aloisi - at Seeking Alpha - Tue Jan 27, 1:01PM CST
HYG: 91.12 (+0.13), MAIN: 30.82 (+0.23), SPG: 193.11 (-1.61), MDIV: 21.48 (+0.04), SDIV: 23.77 (+0.14), ARI: 16.70 (-0.07), CBA: 16.75 (+0.19), WSR: 15.60 (-0.13), BDCS: 22.99 (+0.10), SNH: 22.47 (+0.36), MORL: 19.93 (+0.09), VTI: 108.47 (+0.51), STWD: 24.24 (-0.10), GOV: 23.02 (-0.14), JNK: 39.43 (+0.10), GHY: 16.68 (+0.05), REM: 11.74 (+0.04), VNQ: 85.06 (-0.57), HYLS: 50.48 (+0.38), PSEC: 8.67 (+0.07), NRF: 18.65 (+0.12)
KBW leaning bearish on mREITs, but Two Harbors is a pick
Seeking Alpha - at Seeking Alpha - Tue Jan 27, 9:09AM CST
MORT: 23.63 (-0.02), TWO: 10.27 (-0.03), REM: 11.74 (+0.04), MORL: 19.93 (+0.09)
U.S. Treasury Term Premium Unchanged But Higher Expected Rates Increase Forward T-Bill Rates By 0.27%
Donald van Deventer - at Seeking Alpha - Fri Jan 23, 5:23PM CST
NUV: 9.86 (-0.02), IEF: 107.18 (-0.36), REM: 11.74 (+0.04), AGG: 110.76 (-0.13), SHY: 84.64 (unch), BND: 82.80 (-0.19), TLT: 128.19 (-1.33), TMV: 29.17 (+0.87), TBT: 44.22 (+0.88), TMF: 90.04 (-2.88)
New Year Kicks Off With New Fears To Keep Investors On Edge
Scott Martindale - Seeking Alpha - Tue Jan 20, 4:47AM CST
As widely expected, the new year has begun with a lot of volatility on high trading volume, as investors fear more than just a mild correction to start out the year. Despite the strong fundamentals here in the U.S., there are plenty of dangers around...
IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), ACT: 285.37 (+3.71), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), UNH: 109.44 (-0.40), PSA: 202.61 (-1.18), IYC: 142.85 (+0.77), SMH: 56.39 (+0.33), NXPI: 84.79 (-0.60), IT: 81.53 (+1.64), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), LUV: 43.30 (-0.20), JLL: 161.15 (+0.18), PPH: 67.69 (+0.60), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), REM: 11.74 (+0.04), TYL: 116.28 (+1.36), IDXX: 159.08 (+1.72), IYW: 107.68 (+0.94)
Is This ETF the Safest Way to Invest in High-Yield Mortgage REITs?
Dave Koppenheffer, The Motley Fool - Motley Fool - Fri Jan 16, 8:02AM CST
If you want to generate income from high-yielding stocks without drastically increasing your risk, you may want to consider a mortgage real estate investment trust (REIT) exchange-traded fund (ETF) like iShares Mortgage Real Estate Capped ETF...
VDE: 115.76 (+2.32), NLY: 10.69 (+0.03), REM: 11.74 (+0.04), VHT: 130.56 (+0.66)
Forward 1 Month T-Bill Rates Drop Up To 0.43% While U.S. Treasury Term Premium Stay Steady At 0.69% At 30 Years
Donald van Deventer - at Seeking Alpha - Fri Jan 16, 1:20AM CST
NUV: 9.86 (-0.02), BOND: 109.14 (-0.10), IEF: 107.18 (-0.36), REM: 11.74 (+0.04), SHY: 84.64 (unch), BND: 82.80 (-0.19), TLT: 128.19 (-1.33), TMV: 29.17 (+0.87), TBT: 44.22 (+0.88), TMF: 90.04 (-2.88)
Housing Barometer: Improvement On All Fronts In 2014
Trulia - at Seeking Alpha - Thu Jan 15, 5:52PM CST
All five measures of the Housing Barometer improved over the past year. The indicator that the recovery now most depends on—young-adult employment—made the largest leap, but is still not quite halfway back to normal. How We Track This...
REZ: 62.12 (-0.41), PKB: 22.67 (+0.18), XHB: 36.36 (+0.09), REM: 11.74 (+0.04), ITB: 27.51 (+0.02), IYR: 80.31 (-0.44)
Mortgage bonds brace for refinance boom
Seeking Alpha - at Seeking Alpha - Wed Jan 14, 12:17PM CST
IVR: 15.33 (+0.01), MTGE: 18.33 (+0.01), AGNC: 21.95 (+0.21), DX: 8.34 (+0.01), MORL: 19.93 (+0.09), NLY: 10.69 (+0.03), ANH: 5.16 (+0.06), MORT: 23.63 (-0.02), ARR: 3.13 (unch), TWO: 10.27 (-0.03), REM: 11.74 (+0.04), WMC: 14.14 (+0.13), AMTG: 15.76 (-0.07)
Bubble Watch: Home Prices Still 2% Undervalued And Slowing Toward Smooth Landing
Trulia - at Seeking Alpha - Wed Jan 14, 11:30AM CST
Relative to fundamentals, home prices nationally looked 2% undervalued in the fourth quarter of 2014. Home prices in 70 of the 100 largest metros are less than 10% over- or undervalued. That's the highest number of markets close to local long-term...
REZ: 62.12 (-0.41), PKB: 22.67 (+0.18), XHB: 36.36 (+0.09), REM: 11.74 (+0.04), ITB: 27.51 (+0.02), IYR: 80.31 (-0.44)
Wells Fargo pulls the plug on mortgage REITs
Seeking Alpha - at Seeking Alpha - Mon Jan 12, 9:03AM CST
NLY: 10.69 (+0.03), MFA: 7.89 (unch), MITT: 18.52 (+0.08), MORT: 23.63 (-0.02), MTGE: 18.33 (+0.01), REM: 11.74 (+0.04), CYS: 8.78 (+0.04), AGNC: 21.95 (+0.21), CMO: 11.84 (+0.02), MORL: 19.93 (+0.09)