TCW’s Post

Join us on November 9th! Click the link below to hear me discuss covered calls and how to invest in high free cash flow yield with Amplify ETFs and VettaFi

Tired of the rollercoaster ride of investing? Discover an ETF that offers stability without compromising on dividends. The Franklin International Low Volatility High Dividend Index ETF (LVHI) offers a stable yield by leveraging technical and fundamental factors. Check it out now: https://lnkd.in/etpBVyZt #FundSpotlight #investing

One from the studies: Have you ever wondered how index funds came to be? Well, read and find out! "The fundamental principles established by that first index fund are simple: Buy virtually the entire US stock market and hold it intact “forever,” eliminate advisory fees, and minimize both operating costs and portfolio turnover. These simple principles have won the day. But in 1993, almost two decades after the creation of the original index fund, a new form of index fund—originally designed for stock traders and speculators—came into existence. That change and that challenge, little noted in financial history, will be long remembered." (Bogle, 2016) https://lnkd.in/gJhidPgu Bogle, J. C. (2016). The index mutual fund: 40 years of growth, change, and challenge. Financial Analysts Journal, 72(1), 9-13.

Many advisor portfolios are underweight in large cap growth, missing out on potential returns. The American Century Focused Dynamic Growth ETF (FDG) offers active large-cap growth exposure, with a 35.8% return over the last year, outperforming its benchmark. FDG's active approach and scrutiny of funds help navigate the large-cap growth world amid potential tech bubbles and market outlook changes.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/g7tuR8aW

Please join us on January 30th at 1PM ET, we will be hosting a webinar on the Bristol Gate Concentrated Canadian Equity ETF (BGC). Link to register can be found here - https://lnkd.in/ev2HVKCP It is a High Quality/High Active Share addition to portfolios. Some further highlights on BGC: • Concentrated & equally weighted portfolio of 23 of the highest predicted dividend growth stocks at the highest quality • Hybrid Approach - Machine Learning Model used to predict dividend growth and Fundamental Analysis done by PMs to assess quality and valuation • Historically underweight Energy and Canadian bank exposure • ★★★★ Morningstar 4-Star Rated

Please join us on January 30th at 1PM ET, we will be hosting a webinar on the Bristol Gate Concentrated Canadian Equity ETF (BGC). Link to register can be found here - https://lnkd.in/ev2HVKCP It is a High Quality/High Active Share addition to portfolios. Some further highlights on BGC: • Concentrated & equally weighted portfolio of 23 of the highest predicted dividend growth stocks at the highest quality • Hybrid Approach - Machine Learning Model used to predict dividend growth and Fundamental Analysis done by PMs to assess quality and valuation • Historically underweight Energy and Canadian bank exposure • ★★★★ Morningstar 4-Star Rated

For professional investors only. Fixed income markets have rallied strongly in the last couple of months making it the strongest two-month return for the Bloomberg Global Aggregate Index in the last 30 years; once again providing positive returns across the fixed income spectrum. Flows into fixed income ETFs continued to grow, net new assets this year have reached $68.2bn making it the strongest calendar for fixed income ETF inflows. Read here for thoughts from Paul Syms, CFA, EMEA ETF Head of Fixed Income Product Management and Raphael Stern, CFA, Global Head of Fixed Income Portfolio Management, Invesco ETF & Indexed Strategies. on how fixed income performed in December and what you should be looking out for in the near term. http://ow.ly/O6q850Ojmv0 Capital at risk.

For professional investors only. Capital at risk. November was a very strong month for global bond markets, with positive returns seen across the fixed income spectrum. Flows into fixed income ETFs continued to grow, net new assets this year have reached $63bn making it the strongest calendar for fixed income ETF inflows. Read here for thoughts from Paul Syms, CFA, EMEA ETF Head of Fixed Income Product Management and Raphael Stern, CFA, Global Head of Fixed Income Portfolio Management, Invesco ETF & Indexed Strategies on how fixed income performed in November and what you should be looking out for in the near term: https://lnkd.in/e-5R7p2F

Active ETFs are on the rise.....here are the issuers leading the charge 👇 Facts: 📈 While active ETFs account for only 6% of the overall market share in the U.S., they captured around 23% of the total net flows as of year-end 2023. 📊 According to the 2024 Global ETF Survey by Trackinsight, 73% of respondents are either already investing in Active ETFs or are interested in doing so, showing a willingness to increase their allocation. Moreover, there's a greater likelihood of them investing in a strategy if it transitions from a mutual fund to an ETF format. Interested in learning more? 🔽 Download Trackinsight's Global ETF Survey 2024 Report: https://lnkd.in/dsdPJuH3 📖 Read our guide to Active ETFs: https://lnkd.in/dAS_xpsQ 🔍 Find Active ETFs: https://lnkd.in/d8kxWKGZ Mo Sparks, CETF® Douglas Yones ChFC®, CETF® #etfs #activemanagement #investing #markets #finance

VettaFi, Amplify ETFs, & Kevin Kelly of Kelly Intelligence with a webinar on Free Cash Flow (FCF) yield and covered call strategy. Learn about the COWSETF Index - how to consider Trailing FCF yield, and appropriately evaluate Forward FCF yield. (ie. Sometimes stuff happens and Forward FCF yield estimates must be reconsidered).