IJJ ETF review: fair fees and diversified mid-cap value exposure, but cyclical/financial-heavy. Read the full analysis here.
The Invesco S&P GARP ETF, as its acronym implies, seeks growth at a reasonable price. The S&P 500 index is trading near all-time highs. It could be the right time for conservative investors to start ...
These funds steer clear of typical value metrics that are based on price ratios Investors and money managers often assign stocks to value or growth camps. Value stocks tend to be those of mature ...
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued ...
DFSV is a rules-based small-cap value ETF with 1,000+ holdings, low turnover, and strong risk-adjusted returns. Read here for more analysis.
In an era of global interconnectivity, The Perfect Stocks Portfolio has embraced a truly international approach to value investing, incorporating companies from diverse markets including the United ...
The third quarter of 2024 proved rewarding for investors in large-value funds, thanks to the rotation out of the big-name technology stocks that had led the bull market. During the quarter, the ...
The trailing-twelve-months (TTM) PEBV ratio for the S&P 500 did not change much from 6/30/23 to 8/15/23. This report is an abridged version of S&P 500 & Sectors: Price-to-Economic Book Value Ratio is ...
The S&P 500 index (SNPINDEX: ^GSPC) has risen roughly 33% over the past year, which is a very large increase in a very short period of time. It is hitting all-time highs on a regular basis. It isn't ...