What We’ve Been Working On

ETF Database

ETF database

There are almost 2,000 ETFs in the U.S. Trying to sift through and figure out which ones are worth investing in is arduous.

So we’re building a resource that will surface the top three ETFs in a category and present basic information like AUM, expense ratio, top ten holdings, etc.

We include an ETF’s top ten holdings because it’s important to know what stocks your money is invested in, and ETF titles can be misleading.

For example,

If you were bullish on homebuilders, the top two ETFs are ITB (iShares) and XHB (SPDR). But their make-up is totally different.

ITB’s top five positions are Lennar, D.R. Horton, NVR, Pulte Group, and Toll Brothers. All those companies are actually “homebuilders.”

XHB’s top five positions are Masco (building supplies), iRobot (makes robot vacuums), A.O. Smith (makes water heaters), Whirlpool (makes dishwasher), and Fortune Brands (makes faucets and security systems).

There are only TWO homebuilders in the top ten positions. Those companies are in related industries and should benefit if homebuilders prosper but it’s not the same as investing in companies that actually build houses.

The bottom line is there are nuances in these ETFs and we’ll help you parse them out.

Read More

Our Product Roadmap

Here is a quick update of what we are working on.

We are taking July and part of August to lay the groundwork for several things.


 

A YouTube channel-This will start with a free investing course broken up into five to seven parts. Videos will be posted on YouTube and on our website with accompanying articles and resources.

IGTV-Instagram’s new long-form video content (red arrow, green box). We will produce a daily 1-3 minute show. Each show will focus on an IPO, company, ETF, or chart we find interesting.

Podcast-We will base this podcast on our weekly research. It will start as a weekly broadcast and might expand into two shows per week.

Our goal is to give readers multiple ways to consume our research.

This takes time and planning; which is why we are breaking from our regular research to build the infrastructure and systems to produce this content.

In place of the normal weekly email, I will send my favorite reads of the week until we get back to our normal research newsletter.

Premium members

We are monitoring our positions and will send updates as needed.


If you have any questions, feel free to shoot me an email.

Caleb