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Actively managed ROE offers exposure to around 100 top-quality U.S.-listed stocks, which are weighted equally. The factor mix I found under the hood is nothing short of robust, with quality exposure being fairly large. Strong value characteristics are also to mention. Alas, ROE is well behind IVV when it comes to the growth factor, which is in part responsible for its underperformance.
DIS, LDOS and RF are some of the stocks with high ROE to profit from as investors snap up likely beneficiaries of the Trump trade.
I am upgrading Norwegian Cruise Line stock from a sell to a hold due to recent earnings beat and positive changes in quarterly fundamentals. Despite high debt and potential share dilution, NCLH shows strong revenue growth and high returns on equity, indicating potential near-term stock price appreciation. Key risks include inconsistent free cash flow, economic uncertainties, and potential inflationary pressures that may affect discretionary spending.
Svenska Handelsbanken is undervalued with a P/B below 1x, despite a strong ROE of 15% and conservative loan underwriting practices. A weak Swedish housing market is only having an impact perhaps on loan growth, but not on the bank's safety. They are restructuring and managing costs well, helping operating profit growth and ROE improvements.
SYY, CF, SNA, ROST and RF are some of the stocks with high ROE to profit from as markets face intense volatility.
CEG is a good stock to have in your portfolio, given its rising earnings estimates and higher returns.
LMT, CF, ACGL, PHM and BCH are some of the stocks with high ROE to profit from as traders brace for more crude oil volatility slugfest.
The Astoria US Equal Weight Quality Kings ETF has a 0.49% expense ratio and $140 million in equal-weighted assets across major sectors. ROE's 23% turnover and equal-weight strategy eliminate market cap bias but fail to generate alpha over broader cap-weighted indices, as represented by SPY or QQQ. Pairing ROE with the Roundhill Daily Inverse Magnificent Seven ETF (MAGQ) can offset Mag 7's impact, but requires precise timing and carries significant risks.
VettaFi recently began a weekly series called “This Week in ETFs.” My colleague Heather Bell recaps ETF filings, closures, and launches.
FAQ
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