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ETF Focus

Recession Watch Is Officially On

I’m amazed by the number of people still talking about how the economy is in good shape right now and there’s a relatively small chance of recession. I damn near fell out of my chair when Janet Yellen said that there was “nothing” to suggest that there will be a recession in the United States (this is the same person, mind you, that said inflation wasn’t a risk either). Even The Economist, which is a pretty good publication, said that there wasn’t a chance of recession until 2024 and even then it would likely be mild.
BUSINESS
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NOBL: Dividend Aristocrats Holding Up Well Here

Dividend aristocrats holding up well here even though they've lagged over the past month. The short-term sentiment reversal of the past couple weeks won't help, but the focus on quality and balance sheet health keep them attractive. $NOBL.
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Best Performing ETFs For May 2022

Equities were able to stop some of the bleeding experienced earlier in the year, but they're still struggling to make any meaningful progress. The major indices were relatively flat overall, but the range of returns depending on which sector or theme you're looking at was wide. On top of that, volatility remains elevated. That means investors are experiencing a wild ride with little in the way of returns to show for it.
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JEPI: 8% Yield With Downside Protection

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Best Performing Dividend ETFs For May 2022

Dividend stocks and ETFs continue to dominate the broader market in 2022. All strategies - dividend growth, dividend quality and high yield - have beaten the S&P 500, but high yielders have far and away performed the best. The SPDR Portfolio S&P 500 High Dividend ETF (SPYD), which simply tracks the 80 highest-yielding stocks from the index has returned 6% year-to-date compared to a -14% return for the S&P 500. That's a whopping gap of 2000 basis points! Investors have responded by dropping more than $37 billion into dividend ETFs during the first five months of 2022.
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Junk Bonds Begin Flashing Major Warning Sign

Saying that there’s an asset class flashing a warning sign after some equity sectors are already down 20-30% or more is a little like saying you should try to swerve out of the way after the car accident has already happened. It seems a little obvious, but I also think there are signals that still aren’t nearly where they should be when looking at previous market bottoms.
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S&P 500 ESG Index: Tesla Out, ExxonMobil In

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4 Attractive ETF Ideas Heading Into Summer

Quick note: Last week, I asked for ideas on the topics or ideas you’d like to see covered here and you didn’t disappoint! Some of these themes I’ll begin working to incorporate into these e-mails, including today’s. Some of the questions I may end up turning into an article that will go up on TheStreet, so be sure to keep an eye out for that as well. As always, keep the comments and questions coming! You can either comment on any of these newsletter posts or e-mail me at contact@etffocus.com. Looking forward to keeping the conversation going!
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The Market Rejected Powell's Attempt At Reflating Stock Prices. This Is Not Insignificant.

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Best Performing Dividend ETFs For April 2022

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The Bull Case For Equities

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