Invesco S&P Equal Weight ETF

EQL-T

Analysis and Opinions about EQL-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 30, 2019
(A Top Pick Sep 21/18, Up 4%) Each holding here occupies 1-500th of the ETF. EQL offers breadth in its holdings. It emphasizes mid-caps and financials, anchoring his U.S. position.
Show full opinionHide full opinion
(A Top Pick Sep 21/18, Up 4%) Each holding here occupies 1-500th of the ETF. EQL offers breadth in its holdings. It emphasizes mid-caps and financials, anchoring his U.S. position.
PAST TOP PICK
PAST TOP PICK
September 5, 2019
(A Top Pick Aug 31/18, Up 3%) Equal weighting gave him better diversification.
Show full opinionHide full opinion
(A Top Pick Aug 31/18, Up 3%) Equal weighting gave him better diversification.
PAST TOP PICK
PAST TOP PICK
June 12, 2019
(A Top Pick Jul 13/18, Up 4%) This is the best long-term play on US stocks, an equally weighted S&P that steers away from tech.
Show full opinionHide full opinion
(A Top Pick Jul 13/18, Up 4%) This is the best long-term play on US stocks, an equally weighted S&P that steers away from tech.
COMMENT
COMMENT
June 12, 2019
Favourite dividend-paying S&P ETF, and how American dividends effect Canadian taxes? His favourite is EQL. In an RRSP, you don't worry about withholding taxes, but there are withholding taxes outside an RRSP. In taxable accounts, the dividends are taxed as income, so you can't avoid that.
Show full opinionHide full opinion
Favourite dividend-paying S&P ETF, and how American dividends effect Canadian taxes? His favourite is EQL. In an RRSP, you don't worry about withholding taxes, but there are withholding taxes outside an RRSP. In taxable accounts, the dividends are taxed as income, so you can't avoid that.
PAST TOP PICK
PAST TOP PICK
November 23, 2018
(A Top Pick Aug 31/18, Down 7%) This was a portfolio building decision to diversify away from the FANG impact on the overall S&P index. It has protected from the sell-off of the market. Facebook has corrected by 40%, for example.
Show full opinionHide full opinion
(A Top Pick Aug 31/18, Down 7%) This was a portfolio building decision to diversify away from the FANG impact on the overall S&P index. It has protected from the sell-off of the market. Facebook has corrected by 40%, for example.
TOP PICK
TOP PICK
September 21, 2018

FANGs have been driving S&P 500. But here, every stock is 1/500th, so it has greater breadth to the US blue chips and far less single stock concentration. Defensive call. Occupies half their US equity allocation. An equal weight ETF is always rotating by selling winners and buying losers, so you want enough breadth, and 500 names is plenty.

Show full opinionHide full opinion

FANGs have been driving S&P 500. But here, every stock is 1/500th, so it has greater breadth to the US blue chips and far less single stock concentration. Defensive call. Occupies half their US equity allocation. An equal weight ETF is always rotating by selling winners and buying losers, so you want enough breadth, and 500 names is plenty.

TOP PICK
TOP PICK
August 31, 2018

A great tool for a Canadian investor to get buy an equal weight S&P strategy without tax complications. The MER is very low and competitive.

Show full opinionHide full opinion

A great tool for a Canadian investor to get buy an equal weight S&P strategy without tax complications. The MER is very low and competitive.

TOP PICK
TOP PICK
July 13, 2018

Contains the S&P 500 equal weight, not hedged. De-emphasizes technology, while still being in the S&P 500. Equal weighted, big cap portfolios tend to perform better than S&P 500 market caps over long periods of time. Keep this as the anchor for American exposure.

Show full opinionHide full opinion

Contains the S&P 500 equal weight, not hedged. De-emphasizes technology, while still being in the S&P 500. Equal weighted, big cap portfolios tend to perform better than S&P 500 market caps over long periods of time. Keep this as the anchor for American exposure.

Showing 1 to 8 of 8 entries
  • «
  • 1
  • »