A recent study conducted by S&P Dow Jones Indices highlighted that due to historically increased dispersion during election months, sector rotation strategies have the potential to outperform the overall market during this Presidential Election season.
The effects of downturns on equity market performance may be significant. Investors are rightly concerned that they may be investing at the top of the market and may fear experiencing a substantial reduction in wealth during a market correction or bear market. This fear may prevent individuals from realizing the potential long-term returns of US equity markets.
Financial theory posits that stocks with higher risk or volatility should outperform those with lower risk or volatility. However, a report from S&P showed that indices that were designed to provide downside risk mitigation actually outperformed the overall market over the 12/31/94 - 3/31/20 time period, something that they were not designed to do.
The impact of coronavirus-related shutdowns has been significant. Unemployment is soaring, GDP is shrinking, and corporate earnings are evaporating. In addition, there is much uncertainty as to what the future will look like in both a medical and economic sense.
Was the March equity market decline a bear market or just a correction within a bull market? Lance Roberts and ARMR portfolio manager Jim Colquitt discuss their views on where the market may be headed.
As parts of the world may be seeing a plateauing of new coronavirus cases and some are even starting to talk about reopening at least parts of their economies, investors are hoping for a V-shaped recovery once restrictions are lifted.
During March, the fund had a 100% allocation to technology stocks through its holding of the Vanguard Information Technology ETF (VGT). As much of the country entered “shelter in place” mode, technology stocks were perceived to be beneficiaries.
The spread of the coronavirus around the world with its resulting economic impact has resulted in large losses and increased volatility in the equity market. Investors may be looking at their portfolios and wondering what their next course of action should be.
With equity markets at or near all-time highs, the current economic expansion spanning the longest time-period in modern history, and US equity index valuations above their long-term averages, investors may rightly question whether it is prudent to invest in the stock market.
The Armor US Equity Index ETF, ARMR, an exchange traded fund that debuted Tuesday, brings a refreshed view to sector investing.
EXPENSE RATIO: 0.60% Today, Armor Indexes and Exchange Traded Concepts have rolled out a sector-focused ETF-of-ETFs. The Armor US Equity Index ETF (ARMR) was created with the idea of helping to improve performance by avoiding sectors that are likely to underperform and avoiding drawdowns.
Armor Index Inc. on Tuesday rolled out the Armor US Equity Index ETF (ARMR), a fund of funds product that tracks an in-house index designed to provide exposure to sectors of the U.S. equity market that Armor believes are most likely to generate positive returns. The second part of its mission is to manage downside risk by shifting into U.S. Treasurys when signals indicate that equities aren’t the place to be.
EXPENSE RATIO: 0.60% Armor Index ETFs, an innovative new provider of indices designed to protect against downside risk across a number of asset classes, in conjunction with Exchange Traded Concepts, LLC (“ETC”), one of the leading provider of white label ETF services, announced the launch of the *Armor US Equity Index ETF (ARMR).
Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus and Summary Prospectus, which may be obtained by visiting https://armoretfs.com/documents. Read the prospectus and Summary Prospectus carefully before investing.
Foreside Fund Services, LLC, distributor.
Investing involves risk, including possible loss of principal. The Fund’s return may not match or achieve a high degree of correlation with the return of the Index. To the extent the Fund’s investments are concentrated in or have significant exposure to a particular issuer, industry or group of industries, or asset class, the Fund may be more vulnerable to adverse events affecting such issuer, industry or group of industries, or asset class than if the Fund’s investments were more broadly diversified. Issuer-specific events, including changes in the financial condition of an issuer, can have a negative impact on the value of the Fund.
A new or smaller fund is subject to the risk that its performance may not represent how the fund is expected to or may perform in the long term. In addition, new funds have limited operating histories for investors to evaluate and new and smaller funds may not attract sufficient assets to achieve investment and trading efficiencies.
Shares are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00pm Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.