ETF's for Income Nov 29
11/29/2010 0 comments
ETFs for high dividend stocks can be used to represent their corresponding equity classes in asset allocation. Monitoring these ETF's give insight into the funds for a high performance portfolio that provides income as well as growth. The fixed income (bond) trend is covered in a separate weekly report.
More details are available on the MyPlanIQ website.
|
Description |
Symbol |
Nov 22 Trend Score |
Direction |
Nov 15 Trend Score |
|
iShares MSCI Emerging Markets Index |
EEM |
11% |
^ |
8% |
|
SPDR DJ Wilshire Intl Real Estate |
RWX |
10% |
^ |
8% |
|
PowerShares Intl Dividend Achievers |
PID |
10% |
^ |
7% |
|
iShares Dow Jones Intl Select Div Idx |
IDV |
10% |
^ |
6% |
|
iShares S&P U.S. Preferred Stock Index |
PFF |
8% |
^ |
7% |
|
iShares MSCI EAFE Index |
EFA |
8% |
^ |
6% |
|
iShares Dow Jones US Real Estate |
IYR |
8% |
v |
8% |
|
PowerShares HighYield Dividend Achievers |
PEY |
8% |
^ |
6% |
|
SPDR S&P 500 |
SPY |
7% |
^ |
6% |
|
SPDR S&P Dividend |
SDY |
7% |
^ |
6% |
|
iShares Dow Jones Select Dividend Index |
DVY |
7% |
^ |
5% |
|
Vanguard Dividend Appreciation |
VIG |
7% |
^ |
5% |
|
Vanguard High Dividend Yield Indx |
VYM |
7% |
^ |
5% |
|
First Trust Value Line Dividend Index |
FVD |
6% |
^ |
5% |
All of these ETFs trade within a relatively tight band -- this hints at a lower portfolio volatility which is good.
Top Three
The top three ETFs remain the same. Emerging markets spring back well as would be expected from the asset class indicators. Real estate has levelled off but should be watched as it might drop out of the top three next week. International stocks seem to be doing better than the asset class indicators would suggest and it will be interesting to see whether their upward trend continue next week.
Bottom Three
Even in the bottom three, there is a mildly positive overall trend -- however, other asset classes are performing better.
The nature of dividend bearing assets remove some volatility and give short term income. This continues to be appealing to those who have investments but want income now.
labels:investment,
Symbols:IYR,RWX,EEM,PID,IDV,PEY,EFA,SPY,SDY,PFF,DVY,FVD,VYM,VIG,
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