Vanguard Teams with Wellington to Launch Blended Model Portfolio Range
Vanguard has introduced a blended model portfolio service (MPS) for UK financial advisers, offering five low‑cost portfolios that combine active and index strategies. The partnership taps Wellington Management’s research to set asset allocations, ranging from 20% to 100% equity exposure. Vanguard implements the models using its own index and active fixed‑income funds, while active equity exposure comes from third‑party managers such as Schroders and Lazard. The launch expands Vanguard’s adviser‑focused product suite and provides a hybrid solution for clients seeking both stability and potential outperformance.
Nasdaq QQQ Endures Second Weakest Week of Year
we're in the midst of the second weakest week of the year for Nasdaq $QQQ stocks and '26 has been no exception... #seasonality https://t.co/xa65cuEhCz
Industrial ETF Climbs 14% Q1, Near Record High
Long Industrials $XLI up another +1.2% (back towards all-time highs) yesterday and already +14.1% in Q1-to-date
Investing in Digital Assets Without Full Crypto Exposure>
Financial advisors are eager to tap the long‑term upside of digital assets but are constrained by volatility and client comfort. The industry is shifting from speculative token trades to real‑world blockchain applications in data centers, AI workloads, and fintech services....
EQAL: Long-Term Issues Outweigh Recent Outperformance
The Invesco Russell 1000 Equal Weight ETF (EQAL) has outperformed peers IVV and IWB this year thanks to its equal‑weight tilt amid a capital‑rotation environment. However, its longer‑term track record remains weak, having lagged IVV, IWB, RSP, and EQL since 2014....
Vanguard's New Crypto ETF Triggers Massive Market Drop
Since Vanguard allowed spot crypto ETF trading on its brokerage platform Dec 1st… Btc ↓ 30% Eth, sol, & xrp ↓ around 40% Brutal timing after Vanguard waited nearly 2yrs to open up access.
ETH Slides 35% in a Month as ETF Flows Turn Negative
Ethereum’s spot ETFs saw a sharp contraction, with holdings falling from over 6.1 million ETH in late January to about 5.8 million ETH by Feb. 23, trimming total assets from $18.6 billion to roughly $11.9 billion. The price of ETH dropped about 35% over the...
Solar’s Two-Speed Rally: Utility-Scale Strength Masks Residential Fragility
Solar’s Invesco Solar ETF (TAN) has surged over 23% year‑to‑date through Feb 24, 2026, far outpacing the S&P 500’s modest 0.8% gain. The U.S. Energy Information Administration projects a record 86 GW of utility‑scale capacity additions in 2026, with solar comprising 51% of...
VCR: Vanguard's $6.1 Billion Consumer Discretionary ETF Has Some Major Fundamental Headwinds
Vanguard's Consumer Discretionary ETF (VCR) manages about $6.1 billion across roughly 300 stocks with a low 0.09% expense ratio. Amazon and Tesla now account for roughly 40% of the portfolio, a stark shift from its more diversified past. Recent fundamentals are...
Are Factor Strategies Built to Beat the Market
Factor investing—targeting systematic risk premia such as value, momentum, and low‑volatility—has become a cornerstone of many ETF portfolios. Recent data reviewed in the article shows that while certain factor ETFs can outperform the broad market in specific cycles, their edge...
SCHD's Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
Schwab U.S. Dividend Equity ETF (SCHD) is entering a phase of accelerated dividend growth, driven by a strategic shift toward higher‑cash‑flow sectors. Recent data shows the fund’s dividend yield hovering around 3.5% and payouts rising double‑digits year over year. A...
Equal‑Weighted S&P 500 Beats Mag 7 Amid Market Dip
The chart below shows that the equal-weighted S&P 500 has outperformed the Mag 7 by 12% over the past 3 months. The last time that happened was in the fall of 2024, and the time before was the spring of...
PFFD: Lagging Competitors In A Lagging ETF Category
Global X U.S. Preferred ETF (PFFD) continues to lose asset value and shrink its distribution payouts, despite offering one of the lowest expense ratios in the preferred‑stock ETF space. The fund trails peers on total return, risk‑adjusted performance, and dividend...
HYI: Discount Widens But Still Looking For Better Entry Level
Western Asset High Yield Opportunity Fund (HYI) converted from a term‑structured to a perpetual fund last year, prompting the discount to widen to roughly its historical average. The fund’s non‑leveraged, high‑yield strategy delivers a 10.23% distribution yield, but semi‑annual and...
13F Filers Dumped Bitcoin ETFs, Selling ~25k BTC
What did 13F filers do with the Bitcoin ETFs in Q4?? In what should not be much of a surprise -- they were sellers. Advisors and Hedge Funds (the two largest holder categories) were the biggest sellers. Overall 13F Filers sold...
Top Performing Leveraged/Inverse ETFs: 02/22/2026
Last week’s leveraged and inverse ETFs delivered standout returns, led by ProShares Ultra Silver (AGQ) with a 19.04% gain as silver rallied on heightened trade and geopolitical risk. Direxion’s South Korea Bull 3X (KORU) posted a 17.22% jump, fueled by...
Navigating the Unusual Twist in S&P 500 Factor Correlation
The S&P 500 is witnessing an atypical factor split in early 2026, with both high‑beta momentum (SPMO) and low‑volatility (SPLV) ETFs outperforming the broad benchmark. The momentum outperformance is driven by an AI‑focused earnings boom that has turned the index itself...
50‑Day MA Misleading in Rangebound SPY Market
There seems to be a lot of talk about the 🔵50 day moving average for $SPY If you recognize the market has been stuck in a range, you expect price to cross above and below the 50, that is a...
Are Drones the Key 2026 Tech Investing Trend?
2026 tech investors are urged to look beyond AI hyperscalers and consider drones as a diversified exposure to AI, robotics, defense, and commercial applications. VettaFi’s Rex Drones ETF (DRNZ), launched in October 2025, tracks a global index of drone manufacturers...
IYC: Now's Not The Time To Buy U.S. Consumer Discretionary Stocks
The iShares US Consumer Discretionary ETF (IYC) is a 26‑year‑old fund with a 0.38% expense ratio and $1.4 billion in assets. Historically it outperformed when earnings growth exceeded the market, but today its components show declining growth, weak earnings surprises, and...
21Shares Launches TSUI ETF on Nasdaq
21Shares has launched the TSUI exchange‑traded fund on Nasdaq, giving U.S. investors a regulated, spot‑based way to own the Sui (SUI) token. The ETF trades alongside traditional equities, allowing brokerage accounts to access crypto without custodial hurdles. At launch, SUI...
Bond ETF Bulls on Parade
In January 2026, fixed‑income ETFs attracted $56 billion of net inflows, pushing total inflows to over $105 billion across ETFs and mutual funds. Nearly half of the bond‑ETF money went into actively managed funds such as PIMCO’s PYLD and iShares BINC, while...
Crypto: US Outflows Extend Streak Amid Weak Volumes
Digital‑asset investment products saw a $288 million net outflow last week, extending a five‑week losing streak and bringing cumulative withdrawals to $4.0 billion. Trading volume fell to $17 billion, the lowest level since July 2025, indicating waning investor conviction. US investors led the outflows...
Bitcoin ETF Flows up $55B, Still #5 Overall
Yes, altho if you look at flows since Jan 2024 it STILL ranks #5 overall (only superhuman Vgrd ETFs did more), even after all this destruction. All told bitcoin ETF flows are still net net +$55b altho you'll be hard-pressed...
ETF Inflows Hit $304B, Doubling Record Pace
ETF inflows up to $304b YTD, which is DOUBLE the all-time record pace from last year. $VOO at $30b, also ahead of its record pace by 6b while Vanguard as whole is already at $100b, a $3b/day pace, and double...
Coinbase Adds Stock, ETF Trading as It Expands Beyond Crypto
Coinbase announced that U.S. customers can now trade stocks and ETFs on its platform alongside crypto. The service operates 24/5, offers commission‑free trades, and allows fractional shares starting at $1 using USD or USDC. The rollout follows the company’s “everything...
US Mega Caps and International Stocks Yield Identical 55% Gains
US mega caps and international stocks... same return since the start of 2024 $XLG $VEU +55% https://t.co/ivvWB6wtEx
QQQ Likely Bottomed Feb, Bounce to 614 Ahead
$QQQ - The low for February is probably in though the low of the downtrend that started on January 28 probably isn't. I expect it to bounce to at least the 100 day MA at 614 before we get another...
Disruptive Theme of the Week: Some Surprise Winners YTD
The week’s disruptive theme spotlights unexpected YTD winners, led by wet and dry shipping ETFs, South Korean market exposure, and oil‑service funds. Breakwave Tanker Shipping ETF (BWET) surged 100% and Breakwave Dry Bulk Shipping ETF (BDRY) climbed 31% as VLCC...
Ritholtz Launches First Trend-Following ETF: A Watchlist Pick
Interesting… Ritholtz filing for first ETF. Trend following strategy. I like the Goaltending name/concept (a la Granny Shots another bball metaphor). Ben and Mike are the PMs. One to watch.
Leveraged ETFs Fees Rising, Unaffected by Vanguard Effect
Leveraged ETFs: The Last Stronghold of the 1% Fee.. check out how the asset-weighted avg fee of 2x ETFs is actually going UP. Only category totally immune from Vanguard Effect, which explains the $1b in ann revenue and the torrent...
Broad-Based Growth in 4Q25 Midstream/MLP Dividends
Midstream dividend growth remains robust, with 92.7% of AMNA constituents raising payouts year‑over‑year and no dividend cuts since July 2021. Both MLPs and corporations delivered sequential increases in Q4 2025, highlighted by Plains All American’s 9.9% hike. The sector’s strong cash‑flow generation...
QQQ Likely Stuck $600‑620 Amid Nasdaq Indecision
$QQQ Daily. Sideways for 5-6 months and now Nasdaq becoming even more indecisive short-term with pennant forming. $600-$620 rough range https://t.co/EP70gR3L5H
Growth-Value Pullback Persists Amid Long-Term Uptrend
i've been pointing out the various moving average changes on a variety of time frames with value $IVE vs. growth $VUG... all said, this 20+ year chart still looks like a growth vs. value pullback in the context of an uptrend......
Defensive Market – SPY Holds as SOXX Leads – Healthcare ETFs Setting Up
The article on TrendInvestorPro is a subscriber‑only landing page that offers systematic trading strategies, market timing models, and ETF setups but provides no free market commentary. It prompts users to log in or subscribe to access detailed equity ETF analysis,...
Pullbacks Signal Buying Chance Before 5% S&P Drop
“Markets are at a tactical–fundamental crossroads. Historically these conflicting signals precede >5% S&P 500 drawdowns. Pullbacks are opportunities to add thematic exposure. A clearer equity “index” upturn should follow once policy catalysts materialise lower mortgage rates via falling UST yields,...
SPY Holds $
$spy morning glance as $680 range support helps again while we get a few RDR tactical buys in broken areas for cash flow https://t.co/avz7fuVMj0
Is Your ETF Habit Hiding a Systemic Risk?
Passive and thematic ETFs are funneling large inflows into market‑cap‑weighted indices, disproportionately boosting the biggest and most volatile stocks and creating a systemic risk that may outpace liquidity. In Canada, strategist Michael Green warns that this distortion decouples prices from...
Unpredictable Trades, Not Routine Patterns, Drive Outperformance
“…its limits may be more revealing than its success. The trades the system failed to anticipate — roughly 29% — were, on average, more closely associated with outperformance. In other words, the activity that falls outside routine, detectable investment patterns...
Watching QQQ: Will Early Strength Hold Above $604.50?
$QQQ Now we watch to see if early strength holds or fades — key question is whether $604.50 now rejects price. https://t.co/2w0irZyLwP
Bitcoin ETF Sell-Off Is ‘Purification’ of Bull Case, Investor Says
Eric Jackson of EMJ Capital argues that the recent $200 million outflow from U.S. spot Bitcoin ETFs is a cleansing phase, not a failure, positioning Bitcoin for a new wave of long‑duration institutional capital. He notes Bitcoin’s price has slipped to...
High Yield Holds Steady While Financials Remain Short
While we're short the Financials $XLF , liquid High Yield $HYG hasn't signaled get out yet https://t.co/NhKXuZMmrb
Staying Short Financials XLF and XLY in Quad3
SECTORS: we remain short of the Financials $XLF and $XLY during a MONTHLY #Quad3 https://t.co/VUVE8GW3B6
CoinShares Lists an ETP on Hyperliquid on Xetra with Zero Fees and a Staking Yield of 0.5%
CoinShares International listed the CoinShares Physical Hype ETP (ticker LIQD) on Germany's Xetra exchange, providing regulated exposure to Hyperliquid's native HYPE token. The product is fully backed by physical HYPE, carries a 0% management fee and offers a 0.5% annual...
WisdomTree Launches India ETF in Europe: EPI
WisdomTree has launched the WisdomTree India Earnings UCITS ETF (EPI), an earnings‑weighted fund tracking the proprietary WisdomTree India Earnings Index with a 0.55% total expense ratio. The ETF debuted on Xetra, Borsa Italiana and SIX, and will add a London...
Leveraged ETFs Ride Retail Trading Boom as Single-Stock Bets Redefine Market Stress Playbook
Retail investors have turned leveraged ETFs from niche tools into a core trading instrument, driving a 29% annual growth in fund volume since 2020. By mid‑2025, roughly 452 leveraged funds existed, with single‑stock products accounting for half of equity‑fund turnover....
STOXX-Linked ETPs Help Lift Leverage Shares Product Trading 53% in 2025
Leverage Shares saw its leveraged ETP trading volume surge 53% in 2025, driven largely by STOXX‑linked products. The 3x Tesla ETP topped the year’s volume and remained the most traded leveraged ETP on the London Stock Exchange for a third...
BDCs: The Liquid Way to Access to Private Credit>
Business development companies (BDCs) are experiencing a resurgence, highlighted by a 30‑day SEC yield of 9.21% for VanEck’s BIZD ETF and an industry‑wide yield of roughly 11.3%. Credit metrics show non‑accrual rates at 1.2% and loan prices near par, indicating...
FPA Short Duration Government ETF Q4 2025 Commentary
FPA Short Duration Government ETF posted a 1.05% return in Q4 2025 and a 6.84% gain for the full year. The performance was driven by Treasury interest income and price appreciation as yields fell across the curve. The fund kept its...
KQQQ: Management Shifting In The Wrong Direction
Kurv Technology Titans Select ETF (KQQQ) has been downgraded to Sell as its aggressive covered‑call strategy inflates risk and undercuts performance. The fund’s distribution yield surged to 18.72% but hinges on volatile option premiums, raising sustainability concerns. A 0.99% expense...