Tesla as an Aggressive Growth Fund

   

A Diversified Pool 

of 

High-tech Ventures

 ——— 

Tesla makes waves by building novel products for a sustainable economy starting with electric cars. As a mark of success, the dynamo has single-handedly created a mass market for clean vehicles.

Since its debut in 2003, the pioneer has gradually branched out into adjunct markets and turned into a conglomerate of high-tech ventures. The product lines on hand run the gamut from self-driving cars, solar cells, and potent batteries to insurance plans, neural supercomputers, and humanoid robots.

To be sure, Tesla is a single company from a formal stance. Even so, the wunderkind in practice bears a constellation of startups in motley sectors of the economy. For this reason, a stake in Tesla reflects a diversified portfolio of technologies and applications.

NOTE:  The report is a video titled, “Tesla as an Aggressive Growth Fund”. The briefing is available at Youtube or Vimeo.

Meanwhile, a preview of the report appears as a video clip titled, “Tesla as a High Growth Fund”. The nugget may be viewed at Youtube, Pinterest, or TikTok.

  

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$TSLA  #Investing

What is an ETF or ETN?

Guide to 

Exchange Traded Funds and Notes

 versus Mutual Funds

–

An exchange traded fund (ETF) is a communal vehicle for investment, as is an exchange traded note (ETN). This primer profiles the duo of instruments and compares them to mutual funds. The relative merits of the securities are explained, along with the grave risks both blatant and subtle. The serious investor has to juggle the crucial factors in order to thrash out a robust program of investment.

The ebook is available in multiple formats including Amazon Kindle. Another example is PDF at the Internet Archive; but here you should shun conversions such as EPUB which were produced automatically by the archiving system and features poor formatting.  ;-)

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Top ETF Review for Investing in Asia – DBJP, DXJ and CQQQ

Performance of Spearheads 

Versus Mature and Emerging Markets

A review of the top picks in the exchange traded fund (ETF) category is a prudent approach to investing in Asia. On the whole, the stock markets in the budding regions of the world have a way of soaring and plunging far more than their peers in the mature countries. This hallmark applies to the bourses of Asia as much as anywhere else.

Unfortunately, the emerging regions as a whole have fared a lot worse than the U.S. market in recent years. Amid the widespread funk, however, Japan and China have turned into a couple of hotspots on the global stage.

Over the past three years, the best performance was turned in by the MSCI Japan US Dollar Hedged Index fund, which trades in the U.S. under the ticker symbol of DBJP. The total return for the dynamo, given by the sum of capital gain plus dividend yield, came out to an annual gain of 28.15% on average over a 3-year period ending in spring 2015.

During the same timespan, the runner-up was the WisdomTree Japan Hedged Equity ETF. The index fund, which runs under the banner of DXJ, racked up 26.54% a year on average.

Meanwhile the third slot was nabbed by the Guggenheim China Technology ETF, which sports the call sign of CQQQ. The tracking vehicle scored an average gain of 25.92% a year.

By way of comparison, the flagship fund within the mature economies takes the form of SPY. The beacon chalked up an advance of 18.11% a year over the same interval. Meanwhile the heavyweight for the emerging markets lies in VWO, which eked out a mere 4.94% per annum.

From a different slant, a graphic survey of the price action over a longer time frame provides a wholesome view of the markets. For this purpose, a fitting window is a span of half a decade, which is long enough to cover the crash of the stock market in the autumn of 2011 as well as the recovery in the years to follow.

The visual plot serves to highlight the advantage of SPY in terms of ample growth coupled with muted risk over the entire stretch. More precisely, the flagship ETF turned in an admirable showing compared to its rivals in terms of risk-adjusted growth over the course of half a decade.

NOTE: The full briefing is a document in PDF form. The report, titled “Top ETF Review for Investing in Asia”, may be viewed or downloaded here.

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Midcap ETF Review for CSD, RPV and RYJ

 

Performance of Top Index Funds

Given the attractions of an exchange traded fund, a midcap ETF review for the stock market paves the way for investing in lusty firms of moderate size. For this purpose, the first order of business is to select a timespan for sizing up the returns on investment.

On one hand, a lengthy window of observation provides a heap of data for a thorough analysis of performance. On the other hand, the broad-based approach has its drawbacks as well. One stumper springs from the dynamism within the financial forum. Due to the explosive growth of index funds in the millennium, a prolonged timespan has the side effect of brushing aside numerous entrants that have stepped into the arena only in the recent past.

For this reason, the wily investor has to strike a balance between the conflicting factors in order to pick an apt window of evaluation. In striking a compromise, a time frame of three years seems like a fitting choice in general.

From a different stance, the financial crisis of 2008 was a watershed in the global economy. In recognition of the landmark, a duration of five years ending in spring 2013 has the advantage of spanning the epic blowup and its aftermath. For this reason, the longer window of half a decade can provide a host of pointers on the true nature of motley markets.

In addition to grasping the price action in the arena, the wise investor takes into account a number of additional factors relating to the short run as well as the long range. A case in point is a modicum of liquidity needed for the artful player to enter and exit a given market in a timely fashion.

A second hallmark of the savvy investor lies in an aversion for levered vehicles. The reason stems from the constant threat of sudden death and/or gradual demise that dogs any type of rickety scheme based on high gearing. Due to the specter of certain doom, only a heedless speculator lusts after shaky contraptions pumped up by the gimmicks of leverage. In other words, the wise investor relies only on sturdy rigs that move with the target market in a direct and forthright way.

In sifting through a database of index funds focused on midsize firms, a straightforward approach is to begin with a muster of the front-runners in the field. Then the other factors such as liquidity and risk can be brought to bear on the appraisal.

In line with this thrust, we begin with a tally of raw performance over the course of three years ending in the autumn of 2013. The resulting list of candidates can then be whittled down further by a couple of secondary screens. As we noted above, the first filter deals with the liquidity of the ETF in the marketplace. Meanwhile the second criterion concerns the directness of the setup; that is, the absence of leverage.

Based on this regimen, the top 3 index funds turned out to be CSD, RPV and RYJ. The purpose of these pools is to keep pace with their respective benchmarks: the Beacon Spin-off Index, the S&P Pure Value Total Return Index, and the Raymond James SB-1 Equity Index.

Among these pacers, CSD turned out to be the clear winner. Moreover the return on investment for the spearhead displayed a series of higher peaks as well as rising troughs over the span of half a decade.

Of the pair of runners-up, the average payoff for RPV over the past three years was comparable to that for RYJ. On the other hand, the former pool broke down more severely than the latter during the financial flap of 2008. After the smashup, though, RPV for the most part kept up with its rival and managed to eke out a slightly better performance in recent years.

To place the turnout of the high flyers in context, the eagles were compared against a couple of renowned benchmarks of the stock market. Looking at the big picture, the Standard & Poor’s index of 500 giants stands out as a popular proxy for the bourse as a whole. Meanwhile the S&P 400 Midcap Index is arguably the leading beacon within the vale of midsize stocks.

Each of the foregoing yardsticks has spawned an index fund of its own. The offsprings carry the ticker symbols of SPY and MDY respectively. On the upside, the trio of winning funds for midcap stocks – namely, CSD, RPV and RYJ – trumped the popular benchmarks of the bourse by a solid margin.

NOTE: The full report is a document in PDF form. The publication, listed under the title of “Midcap ETF Review for Investing in Top Markets”, may be downloaded here.  

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ETF Review of Top 3 Picks for Consumer Cyclical Stocks – XRT, PEJ and XHB

 

Comparison of Fund Performance

for

XRT, PEJ and XHB 

A review of the top performers is a springboard for sound investing in consumer cyclical stocks by way of an exchange tradedf fund (ETF). To pick out the best choice of index fund, the first step is to round up the front-runners. In sizing up the firebrands, the key gauges include the speed of capital gains and the extent of price volatility

To this end, a basic criterion involves the rate of return over the past few years. On the other hand, a lot of index funds are relative newcomers to the field. For this reason, a prober who insists on a lengthy history will exclude a raft of candidates. At this early stage in the upgrowth of exchange traded funds, a fitting compromise between the length of the track record and the size of the candidate pool is a life span of 3 years.

For our purpose here, the period of evaluation straddled three years ending in the summer of 2013. During this stretch, the best performance was turned in by an exchange traded fund based on the S&P Retail Select Industry Index. The communal pool, which sports the ticker symbol of XRT, chalked up a gain of 30.92 percent a year on average.

The runner-up in the sweepstakes was a vehicle tied to the S&P Homebuilders Select Industry Index. The dynamo, which flies under the banner of XHB, managed to snag an average return of 29.73% per year.

Meanwhile the bronze metal in the race went to the PowerShares Dynamic Leisure & Entertainment fund. The hustler, branded as PEJ, snapped up a yearly gain of 28.46%.

In order to obtain a better sense of the performance figures, we need to put the results into a larger context. For this purpose, the benchmark of choice among professional investors lies in the Standard & Poor’s index of 500 titans listed on the stock market.

The latter yardstick is tracked with remarkable accuracy by an exchange traded fund that runs under the banner of SPY. The tracking vehicle turned in a bounty of 18.87% a year on average over the course of three years.

To sum up, the third place in the rankings was claimed by PEJ which surpassed the chief benchmark of the market by nearly 10% a year. By contrast, the outcome for XHB turned out to be a mite better by about 1%. Finally, the payoff for XRT was higher still by another percent or so.


NOTE: The full report is a document in PDF form. The resource is available here: Top ETF Review for Consumer Cyclical Stocks.


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Smallcap ETF Review – Top 3 Index Funds for Healthcare, Energy and Growth Stocks

 

 Index Fund Performance 

 for 

 PSCH, PSCE and IJT 

Given the drawcards of an exchange traded fund, a smallcap ETF review for the stock market lays the groundwork for investing with finesse in bantam firms. To this end, the first order of business is to select a suitable timespan for sizing up the candidates.

On one hand, a lengthy window of observation provides a heap of data for a thorough analysis of performance. On the other hand, the broad-based approach has its drawbacks as well. One stumper springs from the dynamism within the financial forum. Due to the explosive growth of index funds in the millennium, a prolonged timespan has the side effect of casting aside numerous entrants that have stepped into the arena only in the recent past.

For this reason, the wily investor has to strike a balance between the conflicting factors in order to pick an apt window of evaluation. In striking a compromise, a time frame of three years seems like a fitting choice in most cases.

From a different stance, the financial crisis of 2008 was a watershed in the global economy. In recognition of the landmark, a duration of five years ending in spring 2013 has the advantage of spanning the epic fiasco and its aftermath. For this reason, the longer window of half a decade can provide a host of pointers on the true nature of motley markets.

In addition to grokking the price action in the arena, the deft investor takes into account a number of additional factors relating to the short run as well as the long range. A case in point is a minimal level of liquidity needed for the artful player to enter and exit a given market in a timely fashion.

A second hallmark of the savvy investor is an aversion for levered vehicles. The reason lies in the constant threat of sudden death and/or gradual demise that besets any type of rickety scheme based on high gearing. Due to the specter of certain doom, only a heedless speculator lusts after shaky contraptions pumped up by the gimmicks of leverage. In other words, the sober investor relies only on sturdy rigs that move with the target market in a direct and forthright way.

In sifting through a database of index funds focused on smallish firms, a straightforward approach is to begin with a muster of the front-runners in the field. Then the other factors such as liquidity and risk can be brought to bear on the appraisal.

In line with this thrust, our search begins with a tally of raw performance over the course of three years ending in spring 2013. The resulting list of candidates is then whittled down by the duo of secondary screens. As we noted above, the first filter deals with the liquidity of the asset in the marketplace. Meanwhile the second criterion concerns the directness of the setup; that is, the absence of leverage.

Based on this routine, the top 3 index funds turned out to be PSCH, PSCE and IJT. These pools focus respectively on the healthcare sector, energy market, and growth stocks.

Within the ranks of acceptable funds based on bantam stocks, PSCH turned out to be the clear winner. The return on investment for the spearhead displayed a series of higher peaks as well as rising troughs over the span of three years following its debut in the stock market in spring 2010.

Of the pair of runners-up, the average payoff for PSCE was comparable to the turnout for IJT. On the other hand, the latter vehicle was a lot less volatile compared to the former. For this reason, IJT was the better choice for the genuine investor.

To place the performance of the high flyers in context, the eagles were compared against a couple of renowned benchmarks of the bourse. Looking at the big picture, the Standard & Poor’s index of 500 giants stands out as a popular proxy for the stock market as a whole. Meanwhile the Russell 2000 Index is arguably the leading beacon within the vale of bantam stocks.

Each of the foregoing yardsticks has spawned an index fund of its own. The offshoot vehicles carry the ticker symbols of SPY and IWM respectively. On the bright side, the trio of winning funds for smallcap stocks – namely, PSCH, PSCE and IJT – trounced the standard benchmarks of the bourse by a comfortable margin.


 NOTE: The full briefing is a document in PDF form. The publication, titled “Smallcap ETF Review for Investing in Top Markets”, may be viewed or downloaded here.

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