US ETFDetailed Quotes
VFH Vanguard Financials ETF
- 121.060
- +3.110+2.64%
Close Jan 15 16:00 ET
121.260High120.080Low
121.260High120.080Low1.02MVolume120.710Open117.950Pre Close122.47MTurnover1.04%Turnover Ratio--P/E (Static)97.20MShares126.16052wk High--P/B11.77BFloat Cap90.78352wk Low2.07Dividend TTM97.20MShs Float126.160Historical High1.71%Div YieldTTM1.00%Amplitude22.167Historical Low120.635Avg Price1Lot Size
Market Overview
- 10 years Treasury yield is rising continuously because of high inflation expectation ( fear of high US tariffs) and strong US economy ( low unemployment rate and strong consumers spending ).
- 10 years Treasury yield is approaching 5% ( 5% was highest record since Fed hiked rate last 2 years ) and put large downward pressure to stock markets broadly. ( Yield currently a...
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I made a difficult but crucial decision on Friday to sell off losing positions at pre-market which were moving downtrend so badly like $Novo-Nordisk A/S (NVO.US)$ , $D.R. Horton (DHI.US)$ , $Huntington Ingalls Industries (HII.US)$ , $MarketAxess (MKTX.US)$ . Especially obesity drug giant NVO which collapsed 25% at pre-market after disappointing trial results o...
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New Positions
$Symbotic (SYM.US)$ , $IonQ Inc (IONQ.US)$ , $Alphabet-A (GOOGL.US)$ , $PepsiCo (PEP.US)$ , $Futu Holdings Ltd (FUTU.US)$
Sold out Positions
$Hershey (HSY.US)$ , $UnitedHealth (UNH.US)$ , $Taiwan Semiconductor (TSM.US)$
Increased / Decreased Positions
None
Remarks
- I sold out $Hershey (HSY.US)$ after buyout news came out. I took decent profit from this rumour.
- Just few days after I bought $UnitedHealth (UNH.US)$ , I sold ...
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Increased Positions
$D.R. Horton (DHI.US)$ , $Johnson & Johnson (JNJ.US)$ , $Coca-Cola (KO.US)$ , $iShares MSCI China ETF (MCHI.US)$
New Positions
$Vanguard Financials ETF (VFH.US)$ , $Utilities Select Sector SPDR Fund (XLU.US)$ , $UnitedHealth (UNH.US)$
Decreased / Sold out Positions
None
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Below is a proposed approach to play the Election Theme. But if you follow Dalio's "All Weather" strategy, it is just a small adjustment of your ETF portfolio.
However, if you ask me, that is the purpose of "All Weather" approach by Dalio 😁😁😁, no further or any adjustment.
One key impact if either candidate win, is the rising USA national debt. Gold ETF can be adjusted up at the reduction of other ETF to handle the higher risk event of the ri...
Many businesses fear rising interest rates. But for certain financials, like banks, higher rates are a good thing.
Banks lend money out at higher rates than they borrow at, pocketing the difference. As interest rates increase, this earnings spread widens.
Banking giants are also well-capitalized right now and ...
Happy Friday! Weekly Sectors Fund Flow Board is here~
From this chart, you will be able to find out what sector ETFs have most fund inflow. Fund inflow is often considered as a bullish sign of the sector and related ETFs!
^Weekly Sectors Fund Flow Board: a sector ranking based on sector ETFs aggregate 3-month fund flows.
^3-month fund flows: a metric that can be used to gaugethe perceived popularity amongst investors of different sectors.
^The boa...
S&P Dow Jones Indices and MSCI have launched a consultation on a potential revamp of the widely followed Global Industry Classification Standards (GICS) that determine which sector each company is placed in.
This debate could have meaningful consequences, with the weighting of banks in the $45.7bn $Financial Select Sector SPDR Fund (XLF.US)$, as well as other ETFs such as $11.6bn $Vanguard Financials ETF (VFH.US)$, falling below one-third, from a peak of 45.4 per cent in 2013 according to S&P data, if the proposed changes come into force.
However, the $49bn $The Technology Select Sector SPDR® Fund (XLK.US)$ , the world's largest sector ETF, according to data from TrackInsight, and the $48.2bn $Vanguard Information Technology ETF (VGT.US)$ would become both more cyclical — prone to rise and fall in line with the economy — and more concentrated as the sector is stripped of several stocks, including three of its eight largest.
“Some of the largest information technology companies in the S&P 500 index could be changing sectors.”
- said Todd Rosenbluth, head of ETF and mutual fund research at CFRA Research.
“At least seven of its large-cap company sector constituents are potentially moving to a new sector,” Rosenbluth added, with the knock-on effect that "banks would no longer dominate broad financial ETFs."
MSCI and S&P are proposing that "transaction and payment processing companies" are switched from the information technology sector of the GICS framework to the financial sector. This would impact companies such as $Visa (V.US)$, $MasterCard (MA.US)$ and $PayPal (PYPL.US)$, which have a combined market capitalisation of more than $1tn and are, respectively, the fourth, sixth and eighth largest stocks in the IT sector.
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The technology category would be further denuded by being stripped of its data processing and outsourced services, and payroll processing sub-industry groupings, which would be switched to the industrial sector under the proposals.
This would impact companies such as $Fidelity National Information Services (FIS.US)$, $Broadridge Financial Solutions (BR.US)$ and $Automatic Data Processing (ADP.US)$. The proposed changes would result in heightened concentration in the technology sector, coming as they do on top of a 2018 reshuffle that saw $Meta Platforms (FB.US)$, $Twitter (Delisted) (TWTR.US)$, $Snap Inc (SNAP.US)$and $Alphabet-A (GOOGL.US)$, the parent of Google, transferred to communication services. $Microsoft (MSFT.US)$ and $Apple (AAPL.US)$ already account for a combined 44.7 per cent of the S&P 500 Information Technology index, even before the latest proposals.
MSCI and S&P are currently consulting on the proposals, with a decision due in February.
Source: Financial Times
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