How Do You Place Value On Factors In Your Portfolio? (PWV)

From Invesco: In my interactions with clients, I have noticed a desire to examine the valuation of investment factors such as low volatility, quality, dividend yield and momentum.
NYSE:PWV November 3, 2017 10:45am

Will Apple Inc. (AAPL) Unveil The iWatch On Sept. 9?

apple stock watchApple Inc. (NASDAQ:AAPL) beat the market this week, rising 1.55 percent from Wednesday, August 20, to Wednesday, August 27. The Dow, S&P 500, and NASDAQ were all in positive territory for the time period, but lagged behind AAPL
NASDAQ:QQQ August 29, 2014 12:32pm

3 Value ETFs Poised To Outperform [Rydex S&P 500 Pure Value ETF, iShares S&P 500 Value Index (ETF)]

new etfsNeena Mishra: Growth stocks had a strong performance last year as the Fed’s massive support encouraged investors to pour money into hot sectors which had higher growth potential.
NYSE:FTA May 12, 2014 4:50pm

Two Questions That Will help You Figure Out If A Stock Is Right For You

question: In the early 1990s, as soon as I would get home from work, I’d turn on CNBC’s predecessor FNN, soaking up all of the financial wisdom that I could. At that time, I was just learning about
NYSE:FXD October 7, 2013 12:07pm

A Closer Look At The New Barron’s 400 ETF From ALPS

alpsMany investors’ top goal is to beat the market, as represented by ultra-popular indexes like the Dow Jones Industrial Average (DIA) or the S&P 500 (SPY). In order to help with this goal, a number of ETF issuers have come up with specialized
NYSE:BFOR June 18, 2013 2:42pm

PowerShares Dynamic Large Cap Value ETF: A Better Large Cap ETF?

ETFsLarge Caps have been strong performers so far in 2013, and many are expecting the gains to continue as we approach the summer months. This is especially true given the stronger tail
NYSE:PWV May 12, 2013 11:49pm

Two New RAFI Fundamental Pure Style ETFs From PowerShares (PWV, PWB, PXLV, PXLG, MSFT, KO, BAC, GE, JPM)

Ron Rowland:  Last week (6/16/11), PowerShares rebranded seven of the nine ETFs in its suite of “Dynamic” style box ETFs as “Fundamental Pure” style box ETFs.  For some reason, the PowerShares Dynamic Large Cap Growth Portfolio (NYSE:PWB) and PowerShares Dynamic Large
NYSE:PWB June 23, 2011 4:21pm

Pullback Entry In The Powershares Bullish Dollar ETF (UUP, PWV, JJC, IWM, QQQ, DIA, SPY)

Stocks rallied for a third consecutive day on Tuesday on strong trade. All five major indices posted solid gains and closed near session highs. The S&P MidCap 400 and the small-cap Russell 2000
NYSE:JJC May 11, 2011 8:25am

Wagner Daily: Potential Pullback Buy Entry In This ETF (PWV, DIA, SPY, QQQ, IWM, SLV)

Equities closed near the session highs on Monday amidst very light trade. Small and mid cap issues led the advance. The small-cap Russell 2000 (NYSE:IWM) and the S&P MidCap 400 posted
NYSE:PWV May 10, 2011 8:14am

Three Quant ETFs Outperforming Their Respective Markets (SPY, IYW, EEM, PWV, IWD, CZA, FXH, IYH, XLV)

Over the past few years, investors have been searching for investment tools that are “outside the box” to boost returns and add diversification, which has enabled quantitative exchange traded
NYSE:CZA September 10, 2010 12:30pm

Morningstar Investigates Five Overlooked 5-Star ETFs (PWV, SDY, VIG, FVD, DEF)

For the most part ETFs are index funds. But an index can go far beyond just market cap weighting. Most ETF insiders know this already that there is wide swath of opportunities, equal-weighted, market cap-weighted, fundamentally-weighted, some of them driving
NYSE:DEF July 27, 2010 10:01am

The Anatomy of a 5-Star Active ETF (PWV)

goldstarOver the past three years, PowerShares Dynamic Large Cap Value (NYSEArca:PWV - News) has generated a track record that may not look that great on an absolute basis but is pretty impressive on a relative basis. Through April 24, 2009, PWV has returned negative 6.21% over the past three years. While negative returns are rarely something to crow about, when you compare that to the three-year return of the S&P-500-tracking SPDR (NYSEArca:SPY - News), negative 11.10%, the relative performance is impressive. The differential was good enough to earn this active ETF a 5-star rating against its ETF and open-end mutual fund competition. So, how did PWV manage to generate 489 basis points of relative outperformance against its large-value benchmark? Structurally, the PWV is a quantitative-active fund following PowerShares' Intellidex indexing strategy. First, the index sorts the investable universe into its market-cap style--in this case large cap--and then further sorts the list down to a value component. From that series of sorts, the fund picks and weights and invests in the 50 best stocks according to its multifactor model. The factors essentially boil down to three categories: valuation, growth, and market-price momentum. Every quarter, the index mechanically re-sorts the list by these sorts and factors and rebalances as necessary. So, that is how the fund works, but that doesn't necessarily explain how the factor screening managed to create such strong relative performance. To do that, we need to conduct an attribution analysis. This kind of analysis seeks to pull apart a fund's performance relative to its benchmark in order to dissect the true source of a fund's returns. There are a hundred ways to slice and dice a fund's performance, but the most common are to look at how various weightings affected the returns in terms of sector, industry, and style categories. Additionally, we can take a look at how the fund performs in these separate categories to get a sense of its stock-picking ability. Full Story:
NYSE:PWV April 29, 2009 8:23am

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