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Volatility returning has seen S&P 500 sink into correction territory. Morningstar Research's David Sekera says that while trade tensions have weighed on markets, there may be more at play.
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Job openings rose, there was no rise in jobless claims even after the large layoffs in the government sector, and the inflation reports were better than expected. Click to read.
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Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Read more here.
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A Growth Mindset
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As equity investors, we look for companies that have been sold down to well below their intrinsic business value.
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In 2024, returns were strong across stocks and bonds, but push out to two years, and the S&P 500 produced its highest return since the go-go '90s.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
TSM | 0.01% | $920.34B | +27.26% | 1.40% |
BEEM | -0.07% | $32.35M | -68.62% | 0.00% |
PRPH | -0.12% | $11.61M | -93.09% | 0.00% |
PULM | -0.34% | $27.76M | +363.41% | 0.00% |
EDU | 0.36% | $8.49B | -44.46% | 0.00% |
UUU | 0.45% | $4.21M | +21.33% | 0.00% |
VSTA | 0.48% | $279.00M | -11.45% | 0.00% |
PSQH | 0.58% | $116.30M | -44.12% | 0.00% |
CATO | -0.63% | $66.95M | -43.40% | 15.64% |
LPTH | -0.63% | $87.55M | +50.34% | 0.00% |
FRO | 0.69% | $3.76B | -27.99% | 10.73% |
NTNX | 0.77% | $19.33B | +16.04% | 0.00% |
CYD | -0.88% | $781.62M | +114.94% | 1.99% |
QXO | -1.03% | $5.50B | -85.27% | 0.00% |
SMCI | 1.18% | $23.21B | -59.76% | 0.00% |
K | 1.37% | $28.42B | +46.73% | 2.76% |
BTCT | -1.40% | $23.17M | +40.12% | 0.00% |
ZCMD | 1.40% | $32.53M | -19.38% | 0.00% |
MVO | 1.43% | $74.75M | -37.38% | 20.78% |
NNVC | 1.43% | $20.65M | +15.79% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HUSA | -14.19% | $16.94M | -20.59% | 0.00% |
TCTM | -7.03% | $3.22M | -84.87% | 0.00% |
NVDA | -5.77% | $2.89T | +29.63% | 0.03% |
STG | -5.53% | $29.37M | -42.04% | 0.00% |
SYPR | -5.49% | $37.07M | -6.94% | 0.00% |
CEG | -4.38% | $68.65B | +26.02% | 0.67% |
CRVO | -4.10% | $100.60M | -48.58% | 0.00% |
FATBB | -4.06% | $53.73M | -26.29% | 13.59% |
LITB | -3.91% | $18.75M | -77.50% | 0.00% |
CYCN | -3.62% | $7.34M | -15.31% | 0.00% |
SLE | -3.29% | $5.75M | -84.04% | 0.00% |
INSM | -2.96% | $14.26B | +199.05% | 0.00% |
BACK | -2.77% | $1.41M | -67.43% | 0.00% |
CPSH | -2.40% | $24.11M | -9.29% | 0.00% |
MNOV | -2.37% | $74.06M | +6.34% | 0.00% |
HIHO | -2.31% | $8.28M | -7.84% | 6.38% |
SRRK | -2.23% | $3.18B | +95.58% | 0.00% |
CAMT | -1.92% | $3.08B | -18.55% | 0.00% |
CANG | -1.88% | $285.37M | +169.86% | 0.00% |
ANF | -1.83% | $4.15B | -40.07% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
WEAT | -0.45% | $122.51M | 0.28% | |
SGOV | 0.63% | $38.60B | 0.09% | |
TBLL | 1.12% | $2.05B | 0.08% | |
KCCA | 1.44% | $108.74M | 0.87% | |
KRBN | -1.78% | $180.36M | 0.85% | |
AGZD | 1.86% | $139.24M | 0.23% | |
GCC | 1.92% | $148.32M | 0.55% | |
BCI | 2.01% | $1.35B | 0.26% | |
CMDY | 2.05% | $307.36M | 0.28% | |
UNG | -2.39% | $456.14M | 1.06% | |
TFLO | 2.68% | $6.79B | 0.15% | |
BIL | 3.03% | $42.20B | 0.1356% | |
FTGC | -3.09% | $2.51B | 1.02% | |
CORN | 3.29% | $54.28M | 0.2% | |
TBIL | 3.31% | $5.28B | 0.15% | |
TPMN | 3.66% | $33.27M | 0.65% | |
COM | 4.06% | $244.68M | 0.72% | |
BCD | 4.09% | $244.58M | 0.3% | |
JMST | 4.22% | $3.53B | 0.18% | |
DBC | -4.29% | $1.33B | 0.87% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -47.17% | $195.31M | 0.85% | |
TAIL | -30.12% | $83.83M | 0.59% | |
USDU | -29.97% | $214.47M | 0.5% | |
UUP | -24.12% | $332.64M | 0.77% | |
CTA | -22.37% | $927.03M | 0.76% | |
BTAL | -18.39% | $392.24M | 1.43% | |
EQLS | -12.69% | $6.31M | 1% | |
DBE | -12.68% | $54.72M | 0.77% | |
DBO | -11.48% | $190.57M | 0.77% | |
BNO | -11.24% | $90.64M | 1% | |
USL | -10.73% | $45.36M | 0.85% | |
KMLM | -10.61% | $227.79M | 0.9% | |
USO | -10.28% | $891.33M | 0.6% | |
OILK | -9.55% | $64.75M | 0.69% | |
UGA | -8.65% | $85.26M | 0.97% | |
COMT | -7.83% | $671.56M | 0.48% | |
USCI | -7.47% | $228.07M | 1.07% | |
DBA | -6.82% | $845.19M | 0.93% | |
PDBC | -5.55% | $4.85B | 0.59% | |
GSG | -4.97% | $1.03B | 0.75% |
Current Value
$44.431 Year Return
Current Value
$44.431 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SDY | 97.07% | $20.19B | 0.35% | |
KNG | 95.94% | $3.69B | 0.75% | |
NOBL | 95.93% | $11.75B | 0.35% | |
LGLV | 93.50% | $931.54M | 0.12% | |
SPYD | 92.37% | $6.90B | 0.07% | |
SPLV | 92.13% | $7.59B | 0.25% | |
SDOG | 92.11% | $1.24B | 0.36% | |
SCHD | 91.98% | $77.64B | 0.06% | |
VOE | 91.66% | $18.38B | 0.07% | |
NULV | 91.56% | $1.66B | 0.26% | |
DVY | 91.46% | $22.15B | 0.38% | |
IUSV | 91.19% | $20.19B | 0.04% | |
LVHD | 91.16% | $539.62M | 0.27% | |
SPYV | 91.14% | $25.21B | 0.04% | |
VOOV | 91.07% | $5.27B | 0.07% | |
FTCS | 91.01% | $8.51B | 0.54% | |
IVE | 91.01% | $37.10B | 0.18% | |
CDC | 90.80% | $779.96M | 0.42% | |
DGRO | 90.78% | $31.45B | 0.08% | |
XMLV | 90.77% | $786.36M | 0.25% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITW | 76.88% | $74.36B | -6.28% | 2.31% |
NWE | 72.57% | $3.45B | +14.28% | 4.66% |
OLP | 72.46% | $568.39M | +13.49% | 6.88% |
BKH | 72.22% | $4.33B | +16.06% | 4.37% |
CPK | 71.94% | $2.89B | +18.79% | 2.05% |
APAM | 70.48% | $2.83B | -8.67% | 7.40% |
NWN | 69.67% | $1.68B | +14.69% | 4.67% |
OGS | 69.63% | $4.44B | +17.75% | 3.59% |
STAG | 69.39% | $6.56B | -8.20% | 4.24% |
POR | 68.62% | $4.85B | +8.44% | 4.48% |
KIM | 68.58% | $14.21B | +5.98% | 4.71% |
LXP | 68.32% | $2.66B | -1.42% | 5.85% |
L | 68.29% | $18.77B | +13.91% | 0.28% |
ATO | 68.21% | $23.94B | +29.09% | 2.23% |
PNC | 67.41% | $68.63B | +9.89% | 3.69% |
MTG | 67.25% | $5.75B | +8.22% | 2.14% |
GGG | 67.10% | $14.12B | -12.00% | 1.26% |
ORI | 66.99% | $9.37B | +33.61% | 2.87% |
BRK.B | 66.77% | $1.14T | +27.78% | 0.00% |
GNL | 66.67% | $1.83B | +1.79% | 13.91% |
FVD - Traded Fund III First Trust Value Line Dividend Index Fund contains 223 holdings. The top holdings include HMC, EIX, SIGI, TM, NOC
Sector | Weight |
---|---|
Industrials | 20.94% |
Utilities | 19.18% |
Consumer Staples | 15.15% |
Financials | 12.15% |
Health Care | 9.18% |
Materials | 6.21% |
Information Technology | 5.95% |
Consumer Discretionary | 4.41% |
Communication Services | 3.56% |
Energy | 1.91% |
Real Estate | 1.31% |