Funds & ETFs 842

These funds offer investors entrée to a wide array of Healthcare and Dividend ideas.

Schwab U.S. Dividend Equity ETF (SCHD)| Daily Alert May 26
Schwab U.S. Dividend Equity is being added to our recommended Growth and Conservative portfolios with a 6% target weight. It mirrors an index designed by Horizon Investment Services, a sister company of Horizon Publishing, which earns a fee based on its asset size.

Holding nearly 100 stocks, the ETF favors high-quality companies with sustainable dividends. Financials represent 22% of the portfolio, followed by industrials at 18%. The ETF ranks among the top 3% of its peer group on five-year performance.
Richard Moroney, CFA, Dow Theory Forecasts,, 800-233-5922, May 17, 2021

VanEck Vectors Pharmaceutical ETF (PPH)| Daily Alert May 27
Although it got off to an inauspicious start in our portfolios, we’ve seen a precipitous rise in the value of the VanEck Pharmaceuticals ETF since early March. In fact, PPH was up nearly 6% since our last issue.

This is a circumstance that I suspected we would have much sooner than we did; however, sometimes in this business you are right about an idea but either too early or too late in your implementation. Well, turns out we were a bit early on PPH, but now the ETF that holds some of the biggest, and arguably best, pharmaceutical companies in the market is starting to perform as I thought it would.

If you don’t own PPH, I think it’s wise to add it to your Growth Portfolio holdings.
Jim Woods, Successful Investing,, 1-800-211-4766, June 2021

*Invesco High Yield Equity Dividend Achievers ETF (PEY)
Invesco High Yield Equity Dividend Achievers tracks an index of 50 stocks selected based on dividend yield, dividend growth, and other factors.

Invesco High Yield has returned 54% over the past 12-months and averaged 12% annually over three years. Invesco High Yield is currently paying a 3%+ yield.
Harry Domash, Dividend Detective,, 866-632-1593, June 2021

*Virtus LifeSci Biotech Products ETF (BBP)
Virtus LifeSci Biotech Products is a passively managed biotech ETF that weighs the portfolio selections essentially equally, as opposed to the more typical practice of weighing selections according to market capitalization.

This is an important aspect because biotech ETFs who weigh their portfolio selections essentially equally have been the best performers by far because they have larger investments in smaller biotechnology companies which are acquisition targets for large pharmaceutical companies looking for ways to revitalize their drug portfolios by
scooping up smaller companies.
Gray Cardiff, Sound Advice,, 800-825-7007, June 1, 2021


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