In this post, we will go over the highest dividend-paying stocks among US Dividend Aristocrats stocks. The S&P 500 Dividend aristocrat list includes businesses that have proven themselves as the best dividend-paying stocks in the US. These stocks have at least a 25 years track record of paying and increasing their dividends. They are a solid choice to counter the impact of inflation and protect your portfolio during turbulent times. On top of the list, we have IBM, Exxon, Realty income, Leggett & Platt, and Chevron. For each stock, we will provide historical performance and growth indicators.

At the end of this post, you will access the complete list of the 30 highest dividend-paying stocks.

Why invest in US dividend aristocrats stocks?

If you are asking yourself, what is the typical profile of a dividend aristocrat stock? I have listed some common characteristics below:

Dividend aristocrats tend to dominate their industry

• The vast majority are companies that are well established in their sector. They manage to generate significant profits thanks to their comfortable position against the competition. They also sometimes operate in regulated markets such as electric utilities with almost no competition;

Safe heaven during turbulent times

• “Dividend aristocrats” are sometimes considered by the financial market as safe havens in the event of a market correction or decline. Indeed, dividend aristocrats are generally less volatile than the market, and there are less targeted by speculators;

Strong financial statements

• “Dividend aristocrats” will tend to have a better financial situation in terms of liquidity than the rest of the market. Their levels of liquidity or debt are generally better than the rest of the market;

Limited growth but there are exceptions

• In general, dividend aristocrats are mature businesses. That is, the growth potential is quite limited. However, some companies can pay dividends and invest in their growth. Usually, the dividend payout ratio is a good indicator. If the rate is low, it means the business is saving some money to grow. Business with high dividend pay out ratio have no financial resources left to grow.

Neo Financial Savings Account Review 2022

6 Canadian Dividend Stocks with high dividend growth

List of dividend aristocrats that pay monthly dividends

Dividend yield and Consecutive years of dividend growth

Ticker and nameDiv
yld		Yrs
Div
Growth
IBM -International Business Machines5,3%26
XOM -Exxon Mobil4,6%39
O -Realty Income4,4%26
LEG -Leggett & Platt4,4%50
CVX -Chevron4,3%35
WBA -Walgreens Boots Alliance4,1%46
MMM -3M Co.4,0%64
As of February 22nd, *Consecutive Years of Dividend Growth – Highest dividend paying stocks US

Growth indicators – Highest dividend paying stocks US

Revenue and dividend growth are important indicators. Dividend growth is 1- a sign of a company’s good financial health and 2- an excellent way for shareholders to hedge against the risks of inflation. Revenue growth is an indicator that the company continues to grow its operations and create value.

Ticker5yrs Div
Growth		5yrs Rev
Growth
IBM122.73-28.24
XOM17.1126.34
O22.8161.40
LEG26.989.27
CVX23.7841.93
WBA28.7712.92
MMM33.3317.42
Dividend and Revenues growth over the past 5 years – Source: Barchart – Highest dividend paying stocks US

Historical performance – Highest dividend paying stocks US

Ticker1yr
Perf		3yrs
Perf		Beta
IBM1.11-10.980,47
XOM39.40-4.430,73
O5.34-4.480,62
LEG-16.15-20.491,01
CVX35.748.500,64
WBA-5.79-31.260,76
MMM-17.95-29.270,52
Price performance (cumulative), Beta is a measure of volatility – Highest dividend paying stocks US

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1-International Business Machines (IBM)

IBM is a global information technology company that provides integrated enterprise solutions for software, hardware, and services. The company has five business segments: Cloud & Cognitive Software, Global Business Services, Global Technology Services, Systems, and Global Financing.

IBM sees the hybrid cloud as its biggest opportunity to return to growth in the future. IBM plans to accelerate customer adoption of hybrid cloud and AI.

IBM strategy for growth; Source: Investor’s presentation

2-Exxon Mobil Corp (XOM)

Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and around the world.

XOM has recorded great financial results lately and seemed set to create more value and growth for its shareholders. The company is generating growing cash flows which will allow maintaining its dividend payments. The primary risk remains pressure from climate militants.

Cash flow from oprations 2019-2027 – Source: Investors presentation

3-Realty Income Corp.

Realty income is a retail-focused real estate investment trust that has paid and increased its dividends in the past 26 years. The company pays a monthly dividend.

50% of Realty income corp comes from quality tenants. The company has successfully reduced its dependence on restaurants, favoring convenience stores and grocery stores.

Industry diversification – Investors presentation

4- Leggett & Platt, Inc. (LEG)

Leggett & Platt designs and manufactures a wide range of products including bedding components, machinery for the bedding industry, steel wire, adjustable beds, carpet padding and seat support systems from vehicle.

Thanks to its diversified products offering, LEG has a definite competitive advantage. Add to this its diversified geographic presence. The company ensures its growth through both organic means and acquisitions.

LEG is a dividend King with 50 years of historical dividend payments and increases.

Source: Leggett & Platt, Inc. annual report

5- Chevron Corp (CVX)

Chevron Corporation, through its subsidiaries, engages in integrated energy, chemical and petroleum operations worldwide.

Chevron is one of the highest-rated oil producers with a rating of AA-. It has a 35 years track record of increasing its dividends. CVX revenues grew by 41% over the past five years.

L’évolution des dividendes de CVX en comparaison avec ses concurents – Source: présentation aux investisseurs

Top 30 Highest dividend paying stocks US (Dividend Aristocrats)

NameDiv
Yld		Yrs
Div
Growth
IBM -International Business Machines 5,3%26
XOM -Exxon Mobil4,6%39
O -Realty Income4,4%26
LEG -Leggett & Platt4,4%50
CVX -Chevron Corp.4,3%35
WBA -Walgreens Boots Alliance4,1%46
MMM -3M Co.4,0%64
AMCR -Amcor Plc4,0%1
ABBV -Abbvie Inc3,9%50
BEN -Franklin Resources, Inc.3,8%42
ED -Consolidated Edison, Inc.3,7%48
FRT -Federal Realty Investment Trust.3,6%54
CAH -Cardinal Health3,6%34
PBCT -People`s United Financial3,5%29
KMB -Kimberly-Clark3,5%50
VFC -VF Corp.3,4%49
TROW -T. Rowe Price Group3,3%36
CLX -Clorox3,1%44
GPC -Genuine Parts2,8%66
KO -Coca-Cola Co2,8%60
PEP -PepsiCo Inc2,7%50
APD -Air Products & Chemicals2,7%40
ESS -Essex Property Trust2,7%27
JNJ -Johnson & Johnson2,6%59
ATO -Atmos Energy2,6%38
AFL -Aflac Inc.2,5%40
MDT -Medtronic Plc2,5%44
CAT -Caterpillar Inc.2,3%28
NEE -NextEra Energy2,3%27
CL -Colgate-Palmolive2,3%59
ITW -Illinois Tool Works2,3%58
As of February 22nd, *Consecutive Years of Dividend Growth – Highest dividend paying stocks US

Neo credit card is a unique cashback card that offers both great discounts and more flexibility. Instead of just having a fixed cashback rate, the Neo card offers a list of popular merchants with special cashback rates. The merchant community that Neo does business with offers an average of 5% unlimited cash back on all purchases made. This reward formula is more interesting than a classic cash back card.

Apply here to the Neo Mastercard

The Neo credit card is available with no annual fee! However, if you want to increase your cashback, you can opt for their different paid plans.

Summary

The Neo cashback card is competitive and provides more perks than traditional cashback cards issued by the big banks.

★★★★★

Neo credit card: advantages

–Great cashback rates, especially if you make your purchases at thousands of partner brands, including (Canadian Tire, Sport Chek, Netflix, Amazon, Walmart, Loblaws, Dollarama, Petro-Canada…etc.). Even more interesting is that you can easily access current offers and check your cashback on the Neo mobile app.

–No annual fee! If you opt for the plus and ultra packages, you will have to pay a monthly fee, but you can switch back to the standard plan at any time. I like the idea of ​​billing the fees monthly because when you cancel, you will only have to pay for the months used, unlike the case where you cancel a card that charges an annual fee;

–The credit score required for this card is only 600. Most cashback credit cards require a higher score;

Apply here to the Neo Mastercard

Neo credit card rewards!

–Purchase from Neo’s partner merchants: On average, you can get an average of 4% cashback. The offers are accessible on the Neo mobile application;

–Welcome offers at most merchant partners: when you make your first purchase at most eligible merchants, you receive 15% cashback;

–A guaranteed minimum cashback of 1%. Neo ensures that your cashback rate is at least 1%

-If buying local is a priority for you, know that the Neo mobile app has special cashback rate offers for businesses near you

Apply here to the Neo Mastercard

Neo Credit Card: list of partners

Neo does business with several brands for all types of purchases:

Furniture store: Structube, Kala Home, Aria Home Decor…etc
Clothing: Zara, Gap, Aritizia, lululemon..etc
Coffee: Second cup
Services: H&R Block, clearly, Netflix…etc
Department stores: Canadian Tire, Sport Chek, Netflix, Amazon, Walmart, Loblaws, Dollarama and Petro-Canada…etc

Hardbacon: compare popular financial products now!

How to boost your cashback

In addition to the standard plan discussed above, there are two additional options that might be more suitable for people spending more than $750 per month.

Neo Credit Card – Plus plan

  • 2,99 $/month
  • Avg 5% cashback at Neo partners
  • 1%² minimum cashback across overall spend

Neo Credit Card – Ultra plan

  • 8,99 $/month
  • Avg 6% cashback at Neo partners
  • 1%² minimum cashback across overall spend

How to Apply for the Neo cashback Card

To apply, you must meet two conditions:

be of legal age at the time of your application;
be a resident of Canada

use this secure link that takes you directly to the Neo Financial site to start your application.

Security

The Neo card is a Mastercard, it comes with 0 liability which protects you against unauthorized transactions. You can also block or unblock your card whenever you want.

*This site uses affiliate links to offset costs associated with running the blog. If you click and/or make a purchase through affiliate links on this site, I may receive a small payment at no additional cost to you. All opinions are mine. I only link to products and services that I currently use or have used in the past. Thank you for helping to make this site work, by providing you with free and valuable content!

In this post, we will review seven stocks that offer both safe and growing dividend yields. We used several criteria. First, we examined the historical track record of paying and increasing dividends. Second, we assess the capacity for these companies to sustain their dividends. As you will see below, stocks in the banking industry dominate the list.

Methodology

See below the criteria’s used to select the best dividend stocks to buy now:

  • At least 10 years of consecutive dividend increases;
  • Low payout ratio;
  • Minimum dividend yield of 2.5%;
  • 1 Billion dollar minimum – Market capitalization;
  • Great historical performance.

Best dividend stocks to buy – Dividend aristocrats 2022

Investing in dividend-paying stocks

Investing in dividend paying stocks is a strategy that appeals to young and old investors. Here is a quick reminder of the main concepts to keep in mind before applying this strategy:

Investment horizon: 5 years or more minimum. The strategy of investing in dividend paying stocks is not suitable for an investor with a short term horizon (less than 5 years).

Objective: The strategy can help you build passive income or further grow your capital by reinvesting the dividends received.

Risk Tolerance: Medium (provided you restrict yourself to selecting quality securities and having a diversified portfolio across several sectors).

Best dividend stocks to buy now for safety and growth

Ticker / NameDiv
Yield		Years of
Dividend
Increases
PRU -Prudential Financial3.9513
WASH -Washington
Trust Bancorp, Inc.		3.6411
PFG -Principal
Financial Group Inc		3.3415
BEN -Franklin
Resources, Inc.		3.3242
UGI -UGI Corp.3.0134
WEC -WEC Energy Group2.7918
KEY -Keycorp2.9211
Source: Barchart, January 14th, Best dividend stocks to buy for safety and growth

US Stocks that pay monthly dividends (Full list by sector)

PRU – Prudential Financial Inc.

Prudential Financial, Inc. is one of the world’s leading providers of financial services. The company offers a wide range of financial products and services. They are known for life insurance, retirement-related services, annuities, mutual funds, investment management and real estate services.

Prudential offers an attractive dividend yield of 3.95%. The payout ratio is low at 24.58%, which means it’s sustainable in the future. Some companies offer higher dividend yields but their payout ratio often exceeds 100%. This means that they are paying in dividends more than their reported income. Obviously, a high payout ratio means that sooner or later the company will have to make a cut. Furthermore, a company that distributes most of its reported income as dividends does not invest in its future.

The company increased its dividend every year in the past 13 years.

Prudential is a large cap with over 44 Billion dollars in assets. The stock is as volatile as the market with a Beta of 1.06. In addition to paying generous dividends, the stock performance was also attractive.

TickerPRU
NamePrudential
Financial Inc.
SectorFinancial
Services
Dividend Yield3.95
Years of Dividend
Increases		13
1-Year Dividend
Growth		4.55%
5-Year Dividend
Growth (Annualized)		8.92%
Market Cap
($M)		44,006
Payout Ratio24.58%
Beta1.06
One Year
Price Return		48.37%
Two Year
Price Return		36.55%
Five Year
Price Return		32.64%
Best dividend stocks to buy for safety and growth

WASH – Washington Trust Bancorp, Inc.

Washington Trust Bancorp, Inc. engages in the provision of financial services. It operates through the following segments:

  • Commercial Banking ;
  • Wealth Management Services.

The company was founded in 1984 and is headquartered in Westerly, RI.

Washington Trust offers an attractive dividend yield of 3.64%. The company increased its dividend every year in the past 11 years.

The payout ratio is low at 48.14%, which means it’s sustainable in the future. Some companies offer higher dividend yields but their payout ratio often exceeds 100%. This means that they are paying in dividends more than their reported income. Obviously, a high payout ratio means that sooner or later the company will have to make a cut. Furthermore, a company that distributes most of its reported income as dividends does not invest in its future.

WASH is a mid cap with over 1 Billion dollars in assets. The stock is less volatile than the market with a Beta of 0.80. In addition to paying generous dividends, the stock performance was also attractive.

TickerWASH
NameWashington Trust
Bancorp, Inc.
SectorFinancial Services
Dividend Yield3.64%
Years of
Dividend Increases		11
1-Year
Dividend Growth		3.85%
5-Year Dividend
Growth Annualized		7.28%
Market Cap ($M)1,032
Payout Ratio48.14%
Beta 0.80
One Year
Price Return		31.30%
Two Year
Price Return		25.14%
Five Year
Price Return		36.24%
Best dividend stocks to buy for safety and growth

PFG – Principal Financial Group Inc

Principal Financial Group, Inc. is a financial company. It specializes in retirement solutions, insurance, and investment products through its diverse family of financial services companies and national network of financial professionals.

Principal Financial offers a interesting dividend yield of 3.34%. The company increased its dividend every year in the past fifteen years!

The payout ratio is low at 38.65%, which means it’s sustainable in the future. Some companies offer higher dividend yields but their payout ratio often exceeds 100%. This means that they are paying in dividends more than their reported income. Obviously, a high payout ratio means that sooner or later the company will have to make a cut. Furthermore, a company that distributes most of its reported income as dividends does not invest in its future.

PFG is a large cap with over 20 Billion dollars in assets. The stock is more volatile than the market with a Beta of 1.26. In addition to paying generous dividends, the stock performance was very attractive. PFG had a price return of over 50% just in the past year.

TickerPFG
NamePrincipal Financial
Group Inc
SectorFinancial Services
Dividend Yield3.34%
Years of
Dividend Increases		15
1-Year
Dividend Growth		14.29%
5-Year Dividend
Growth Annualized		6.83%
Market Cap ($M) 20,299
Payout Ratio38.65%
Beta 1.26
One Year
Price Return		50.85%
Two Year
Price Return		49.09%
Five Year
Price Return		57.70%
Best dividend stocks to buy for safety and growth

BEN – Franklin Resources, Inc.

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships.

Franklin Resources offers a interesting dividend yield of 3.32%. The company is a dividend aristocrat with a solid record of increasing its dividends (42 years in a row).

The payout ratio is low at 15%, which means it’s sustainable in the future. Some companies offer higher dividend yields but their payout ratio often exceeds 100%. This means that they are paying in dividends more than their reported income. Obviously, a high payout ratio means that sooner or later the company will have to make a cut. Furthermore, a company that distributes most of its reported income as dividends does not invest in its future.

BEN is a large cap with over 17 Billion dollars in assets. The stock is more volatile than the market with a Beta of 1.51. In addition to paying generous dividends, the stock performance was very attractive. BEN had a price return of over 36.86% just in the past year.

TickerBEN
NameFranklin
Resources, Inc.
SectorFinancial Services
Dividend Yield3.32%
Years of
Dividend Increases		42
1-Year
Dividend Growth		3.57%
5-Year Dividend
Growth Annualized		7.71%
Market Cap ($M) 17,553
Payout Ratio15.60%
Beta1.51
One Year
Price Return		36.86%
Two Year
Price Return		49.68%
Five Year
Price Return		10.71%
Best dividend stocks to buy for safety and growth

UGI – UGI Corp.

UGI Corp. operates as a holding company that engages in the distribution, storage, transport, and marketing of energy products and services. It operates through the following segments: AmeriGas Propane; UGI International; Midstream and Marketing; and UGI Utilities.

UGI offers a interesting dividend yield of 3.06%. The company is a dividend aristocrat with a solid record of increasing its dividends (34 years in a row).

The payout ratio is low at 9.7%, which means it’s sustainable in the future. Some companies offer higher dividend yields but their payout ratio often exceeds 100%. This means that they are paying in dividends more than their reported income. Obviously, a high payout ratio means that sooner or later the company will have to make a cut. Furthermore, a company that distributes most of its reported income as dividends does not invest in its future.

UGI is a large cap with over 9 Billion dollars in assets. The stock is less volatile than the market with a Beta of 0.60. In addition to paying generous dividends, the stock performance was very attractive. UGI had a price return of over 28.69% just in the past year.

TickerUGI
NameUGI Corp.
SectorUtilities
Dividend Yield3.06%
Years of
Dividend Increases		34
1-Year
Dividend Growth		4.55%
5-Year Dividend
Growth Annualized		7.75%
Market Cap ($M) 9,584
Payout Ratio9.76%
Beta  0.60
One Year
Price Return		28.69%
Two Year
Price Return		10.94%
Five Year
Price Return		13.17%
Best dividend stocks to buy for safety and growth

WEC – WEC Energy Group Inc

WEC Energy Group, Inc. is a holding company, which engages in the generation and distribution of electricity and natural gas.

WEC offers a interesting dividend yield of 2.99%. The company has a solid record of increasing its dividends (18 years in a row).

The payout ratio is low at 64%, which means it’s sustainable in the future. Some companies offer higher dividend yields but their payout ratio often exceeds 100%. This means that they are paying in dividends more than their reported income. Obviously, a high payout ratio means that sooner or later the company will have to make a cut. Furthermore, a company that distributes most of its reported income as dividends does not invest in its future.

WEC is a large cap with over 9 Billion dollars in assets. The stock is less volatile than the market with a Beta of 0.14. In addition to paying generous dividends, the stock performance was very attractive. WEC had a price return of over 14% just in the past year.

TickerWEC
NameWEC Energy
Group Inc
SectorUtilities
Dividend Yield2.99%
Years of Dividend
Increases		18
1-Year
Dividend Growth		7.11%
5-Year Dividend
Growth Annualized		5.43%
Market Cap ($M) 30,685
Payout Ratio64.43%
Beta   0.14
One Year
Price Return		14.06%
Two Year
Price Return		9.91%
Five Year
Price Return		92.91%
Best dividend stocks to buy for safety and growth

KEY – Keycorp

KeyCorp operates as bank holding company, which engages in the provision of financial services. it provides a range of retail and commercial banking, commercial leasing, investment management, consumer finance, student loan refinancing, commercial mortgage servicing and special servicing, and investment banking products and services to individual, corporate, and institutional clients.

KEY offers a interesting dividend yield of 2.92%. The company has a solid record of increasing its dividends (11 years in a row).

The payout ratio is low at 29%, which means it’s sustainable in the future. Some companies offer higher dividend yields but their payout ratio often exceeds 100%. This means that they are paying in dividends more than their reported income. Obviously, a high payout ratio means that sooner or later the company will have to make a cut. Furthermore, a company that distributes most of its reported income as dividends does not invest in its future.

KEY is a large cap with over 24 Billion dollars in assets. The stock is more volatile than the market with a Beta of 1.15. In addition to paying generous dividends, the stock performance was very attractive. WEC had a price return of over 47% just in the past year.

TickerKEY
NameKeycorp
SectorFinancial Services
Dividend Yield2.92%
Years of
Dividend Increases		11
1-Year
Dividend Growth		5.41%
5-Year Dividend
Growth Annualized		18.07%
Market Cap ($M)24,859
Payout Ratio29.04%
Beta1.15
One Year
Price Return		47.11%
Two Year
Price Return		49.64%
Five Year
Price Return		71.78%
Best dividend stocks to buy for safety and growth

Reasons behind the strength of banking stocks

News of faster economic growth than anticipated seem to favor the banking sector. Here we need to distinguish between two trends: large Banks and small-mid regional banks.

Large banks benefited from:

  • Trading: revenues are soaring from an exceptional year. Retail investors were abnormally active and trading much more than usual which increased commissions’ revenues for Banks;
  • Releasing large sums of money that were held in reserves to hedge against expected loan losses due to pandemic. These losses never materialized.

Small and regional Banks

Regional banks did not benefit from the increase witnessed in trading activities or investment banking. See below some factors that are pushing some investors to be bullish:

  • Loan growth should improve because most if not all covid-related support will cease in the second half of the year;
  • Rising interest rates is usually favorable for both attracting new deposits and providing high yielding loans;
  • Consumer spending is picking up and is expected to reach pre-pandemic levels before year end. This will benefit traditional baking segments;
  • Mergers and acquisitions rumors’ surrounding some attractively valued US regional banks.    

In this post, we will be reviewing the offering for Bitcoin and Ethereum ETFs in Canada. We will first have a look at the advantages of holding an ETF rather than the cryptocurrency directly. Then we will compare the prospects for both Bitcoin and Ethereum. Finally, we go through the ETFs available in the market thus far (comparison of MER and Asset under management).

What’s a Bitcoin

You can review our previous post or check the more detailed source below.

We suggest CoinDesk bitcoin 101 (https://www.coindesk.com/learn/bitcoin-101/what-is-bitcoin)

Advantages of holding crypto ETFs:

TFSA/RRSP Eligible

This is one of the greatest features of holding a cryptocurrency ETF. You can take advantage of the growth potential of these speculative investments within a registered account.

You cannot accomplish this if you invest in Bitcoin or Ethereum directly.

Simple to trade and safety

Buying bitcoin or Ether can be challenging. Investors need to familiarize themselves with a lot of new concepts before even considering acquiring cryptocurrencies. Add to this, the choice of platform is left to the investor when he acts on his own and the storage/safety too.

Cryptos in ETFs are Physically settled and safely held in cold storage. Cold storage is a way of holding cryptocurrency tokens offline (so inaccessible for hackers).

Best Cashback credit cards in Canada – 2021

No wallet required

When you buy a Crypto ETF, there is no need of a wallet account.

Should you buy a Bitcoin ETF or an Ethereum ETF?

Bitcoin and Ethereum rely on the same technology. This being said, they are quite different when it comes to the purpose. In essence, Bitcoin’s objective is to become a true currency. It has achieved a lot of head wings in the past years. According to Coinbase, 20% of all Bitcoin transactions were actual payments for exchange of services. Slowly, Bitcoin is becoming widely accepted and viewed as an alternative to national currencies. Besides, the entry of institutional investors into this market will for sure bring some stability in comparison to the rocky beginning of Bitcoin. As a bitcoin ETF holder, you are part of the movement that will stabilize Bitcoin.

What makes Bitcoin appealing is the cap of 21 million units that can be created. This limited supply will help Bitcoin keep a threshold value.

On the other hand, Ethereum was intended as a platform to facilitate smart contracts via its own currency. As more and more smart contracts and decentralized applications are built Ethereum’s popularity and profitability will increase. There is no cap in the number of Ethereum that can be created. Ethereum has gained credibility when Microsoft and ConsenSys partnered to offer Ethereum Blockchain  as a service on Microsoft Azure.  

Advantages and Disadvantages

 + Advantages– Disadvantages
BitcoinBitcoin technology is well established

Bitcoin is more and more popular and
with the entry of institutional investors,
the volatility would be lower

Limit of 21 Millions makes it valuable		Government regulations can
hinder its growth
EthereumTechnology is promising but not
yet well established High risk but also
high reward if technology becomes
streamlined		Government regulations can hinder
its growth

No cap on the number of
Ethereum that can be created makes it
less appealing for some investors

Newer technology than Bitcoin, so
more risk and more potential growth

Bitcoin ETFs offering

SymbolName AUM
in M		Mgmnt
Fee
BTCC-BPurpose Bitcoin               6151.00
BTCC-UPurpose Bitcoin               5811.00
BTCCPurpose Bitcoin  
Currency Hgd		             2431.00
BTCX-BCI Galaxy Bitcoin  
Cad Unhedged Unit		                 10.40
BTCX-UCI Galaxy Bitcoin
Usd Unhedged Unit		             1920.40
Barchart.com and prospectus

Bitcoin ETFs performance comparison

Symbol1M
%		6M
%
BTCC-B-11.9831.31
BTCC-U-12.97NA
BTCC-9.6331.02
BTCX-B-12.0731.61
BTCX-U-9.9631.05
Barchart.com as of January 14th 2022

The CI Galaxy Bitcoin stands out for its low MER in comparison with BTCC purpose bitcoin.

BTCC Purpose bitcoin

Purpose Bitcoin ETF (the “Fund”) invests in and holds substantially all of its assets in long-term holdings of the digital currency bitcoin. Its considered a high risk investment. As such, it should not constitute a large portion of your portfolio but rather a minimal portion.

BTCC-B: Trades in Canadian dollars

BTCC-U: Trades in US dollars

BTCC: Trades in Canadian dollars and is hedged against currency fluctuations.

CI Galaxy Bitcoin  

The ETF’s investment objective is to provide holders of units exposure to bitcoin through an institutional-quality fund platform.

BTCX-B: Trades in Canadian dollars

BTCX-U: Trades in US dollars

Ethereum ETFs offering

  AUM
in M		Mgmnt
Fee %
ETHH Purpose Ether ETF (Cad Denominated Curre) 12 1.00
ETHH.B Purpose Ether ETF  12 1.00
ETHH.U Purpose Ether ETF US dollars 7 1.00
ETHX.B CI Galaxy Ethereum ETF B 1 0.40
 ETHX.U CI Galaxy Ethereum ETF US dollars 17 0.40
Barchart.com and prospectus

Ethereum ETFs performance

Symbol1M
%		6M
%
ETHH-B-15.8965.96
ETHH-U-13.77NA
ETHH-13.8464.38
ETHX-B-15.8966.85
ETHX-U-13.7866.59
Barchart.com as of January 14th 2022

Purpose Ether ETF

Purpose Ether ETF invests in and holds substantially all of its assets in long-term holdings of the digital currency ether (“Ether”).

CI Galaxy Ethereum ETF

The ETF’s investment objective is to provide holders of units exposure to Ether through an institutional-quality fund platform.

ARKK is the largest actively managed Exchange Traded Fund in the US. Its performance since its inception has been short of exceptional. It’s widely popular among investors. If you just heard about it then let’s dive in together to determine if it’s still a good time to buy! Or time to stay away from the bubble that can be caused by some its overvalued holdings.

ARK philosophy is built around investing in disruptive technologies. It means it’s looking to invest now in the technologies that will dominate the future. So far, the fund manager Catherine D Wood has been successful at her choices and the ETF has become widely known among investors as one of the best performing ETFs out there.

As per the prospectus, ARKK is an actively managed ETF that seeks log-term growth. At least 65% of its assets have to be invested in it’s theme which is DNA technologies (‘‘Genomic Revolution”), industrial innovation in energy, automation and manufacturing (‘‘Industrial Innovation’’), the increased use of shared technology, infrastructure and services (‘‘Next Generation Internet’), and technologies that make financial services more efficient (‘‘Fintech Innovation’’).

Basic info about ARKK ETF

Expense ratio                                0.75%

Inception date                          10/31/2014

Number of holdings                       35-55

ARKK Performance

Symbol  ARKK
NameArk Innovation ETF
Mgmnt Fee0.75%
Div Yield2.16%
AUM in M16,340
1M %Chg-13.13%
YTD %Chg-20.98%
3Y %Chg157.63%
5Y %Chg372.47%

Note: Past performance does not guarantee future results.

ARKK ETF Top 10 Holdings

companyweight (%)
TESLA INC7.17%
ROKU INC6.23%
TELADOC HEALTH INC6.14%
ZOOM VIDEO COMMUNICATIONS-A6.10%
COINBASE GLOBAL INC -CLASS A4.76%
UNITY SOFTWARE INC4.59%
SPOTIFY TECHNOLOGY SA4.20%
TWILIO INC – A4.16%
EXACT SCIENCES CORP3.92%
INTELLIA THERAPEUTICS INC3.79%
as of December 21st

ARKK ETF Methodology

To better assess if ARKK is a good ETF to buy, we have to look into:

  • MER: The management expense ratio for this ETF is really low (0.75%) considering it’s an actively managed fund (not just an ETF tracking an index).
  • The holdings: The list is shown in the table above and includes some household names in addition to other less known to the public technology companies. In my analysis I will focus on its top holding which are Tesla inc and Roku Inc.

Tesla

The performance of Tesla Inc Shares has definitely helped ARKK reach amazing returns in 2020. The enthusiasm for Tesla reminds many analysts of a pre-bubble phase. The stock is trading at a valuation that is very difficult to justify with its financial ratios:

Price / Earning ratio for Tesla: 175x

Price / earning ratio (average whithin its industry):   15x

The numbers speak for themselves, Tesla has a Price / Earning ratio that is way over the industry average. To be able to value a company, you need to determine its future earnings and its growth rate in the future. At the current valuation, Tesla needs to post insane profits in the coming years which is realistically unlikely. Just a reference Tesla started the year 2020 with a market capitalization of $81 B and ended the year at $420 B. On December 2020, it made its entry to the S&P500. This means Tesla shares will have to be purchased by all index fund managers who track the S&P500. This will for sure help Tesla shares be more stable as a good portion of its shares will be held by institutional investors. Many analysts believe though that the entry to the S&P will help a bit but only in the short term. The performance of the company will reside on its ability to deliver on its upcoming new car Model Y. Also, Tesla needs to up significantly its sales for her autonomous driving software to convince the market. Software sales were key in making Tesla profitable in the past years because of their high margin.

In short, Tesla needs to maintain investors hope really high to keep its current valuation. Any unexpected drop in sales or issues with its new model will shake investors’ confidence. We need also to keep in mind the competition which is working hard to catch up to Tesla in the electric vehicle segment.

Roku inc

Compared to its lows of March 2020, Roku’s shares have had a terrific ride (Up 420%). The fact that the company posted losses in 2020 did not discourage investors. The growing number of Roku’s daily active users seems to be the main driver. Many analysts expect the company to increase its revenues at the expense of traditional media content.  

Roku is expected to meet expectation because:

  • Growth in sales of Roku smart tv’s;
  • Roku’s acquisition of new content such as Quibi’s;
  • Growth in ad revenues.

Final thought

As you can see above, Tesla Inc which represents 10% of ARKKs holdings have a questional valuation. This could slow some of the futur returns. However, one should note that the main aspect of an actively managed fund is the quality of its manager. ARKK has consitently out performed the index since its creation. So, the recent performance is not a coincidence. We recommend a buy and hold strategy because of the long term return potentiel.

Please see other posts you might be interested in!

    In this post we will review the Top 7 Best US Growth ETF in terms of performance (past 52 weeks)! We have selected only ETFs that had the highest returns. Also, we limited ourselves to ETFs that have asset under management (AUM) above 1 Billion dollars. ETFs with low AUM tend to be less liquid and cost more when trading because of the spread (the difference between the bid and ask price) is often high.

    Please note, past performance does not guarantee future results. I personally use this list to understand market trends and anticipate future ones.

    Highlights

    Index ETFs tracking the Energy sector dominate our top 7 Best US Growth ETFs. In the sections below, we will discuss the reasons that could explain their amazing performance so far.

    Energy

    Within the past year, the S&P 500 Energy Sector index has been outpacing the broad S&P 500 index by a 20% margin, according to etftrends.com. This benefited Energy ETFs who are invested in significant Oil & Gaz producers. The fears surrounding supplies continue to be the primary catalyst. The US government tried to convince OPEC+ to increase production, but so far, these efforts have failed. Consequently, the United States will be using the strategic petroleum reserve to try to appease markets. Several other courtiers are expected to follow suit.

    What lies ahead for 2022 is potentially more stable growth. Investors should pick producers who can benefit from the recent supply issues and who are also prepared to switch to wind and/or solar energy to reap future growth opportunities.

    Moody’s said in a report on Friday (November 19) “The ongoing recovery in global oil demand, gradual supply growth, and a manageable cost environment will provide a supportive macro backdrop for producers to maintain earnings above 2019 levels,”. “Many producers that did not invest sufficiently in 2020-21 will seek to boost capital budgets to stabilize production and stave off potential declines in volumes.”

    Carbon (cap-and-trade)

    Carbon credits are part of cap-and-trade schemes meant to reduce CO2 emissions. Governments’ green initiatives has led Carbon prices to hit new records over the past year.

    Uranium

    The potential growth in global demand for uranium is pushing uranium stocks and ETFs higher. China has unveiled plans to build 50 new nuclear power plants. Also, the new American administration is keen to reduce its dependence on coal and oil. There is a push for clean electricity through energy sources like nuclear power. This is because nuclear power provides a low-carbon source of energy that is not intermittent, unlike wind and solar power.

    Best US growth ETF: AUM and Management fee

    NameMgmnt
    Fee    		AUM
     KRBN -Kfa Global
    Carbon    		0.78%1,668
     XOP -S&P Oil & Gas
    Expl & Prod SPDR    		0.35%3,496
     USO -US Oil Fund0.83%2,435
     REMX -Vaneck Rare
    Earth Strategic Metals    		0.59%1,018
     FENY -Fidelity Energy
    MSCI ETF    		0.08%1,047
     VDE -Energy ETF Vanguard0.10%6,044
     URA -Global X Uranium0.69%1,178
    Source: Barchart – As of January 4th , AUM asset under management in millions,

    Best US growth ETF: performance table

    Symbol1M
    %Chg    		52W
    %Chg 
     KRBN10.83%109.06%
     XOP10.09%77.42%
     USO15.81%71.68%
     REMX1.76%70.40%
     FENY7.92%59.08%
     VDE7.63%59.03%
     URA2.54%58.81%

    Source: Barchart – As of January 4th, 52 Weeks performance

    Top 10 Best Growth ETF in Canada!

    1) KRBN -Kfa Global Carbon

    The KraneShares Global Carbon Strategy ETF (KRBN) invests in carbon credits (using future contracts). These credits are used in cap-and-trade schemes meant to reduce CO2 emissions.

    The performance of KRBN is directly linked to the price of carbon.

    2) XOP – S&P Oil & Gas Expl & Prod SPDR

    The SPDR® S&P® Oil & Gas Exploration & Production ETF seeks to provide exposure to the oil and gas exploration and production segment. This ETF invests in large, mid and small cap stocks.

    XOP invests directly in businesses involved in: Integrated Oil & Gas, Oil & Gas Exploration & Production, and Oil & Gas Refining & Marketing

    Top Holdings

    NameWeight
    PBF Energy Inc. Class A2.51%
    Valero Energy Corporation2.49%
    APA Corp.2.41%
    Devon Energy Corporation2.40%
    EQT Corporation2.39%
    Phillips 662.39%
    Marathon Oil Corporation2.38%
    Marathon Petroleum Corporation2.36%
    HollyFrontier Corporation2.34%
    Antero Resources Corporation2.33%
    Fund Top Holdings as of Jan 03 2022

    3) USO – US Oil Fund

    The United States Oil Fund® LP (USO) is an ETF that tracks the price of West Texas Intermediate Light Sweet Crude Oil.

    4) REMX – Rare Earth/Strategic Metals Vaneck ETF

    VanEck Vectors® Rare Earth/Strategic Metals ETF (REMX®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS® Global Rare Earth/Strategic Metals Index (MVREMXTR), which is intended to track the overall performance of companies involved in producing, refining, and recycling of rare earth and strategic metals and minerals.

    Holding Name% of Net
    Assets
    Pilbara Minerals Ltd8.20
    Zhejiang Huayou Cobalt Co Ltd6.79
    China Northern Rare Earth Group High-Te6.76
    Lynas Rare Earths Ltd6.37
    Ganfeng Lithium Co Ltd6.32
    Allkem Ltd5.63
    Avz Minerals Ltd5.33
    Iluka Resources Ltd5.03
    Shenghe Resources Holding Co Ltd4.83
    Liontown Resources Ltd4.81
    Mp Materials Corp4.69
    Daily Holdings (%) as of 01/03/22, Total Holdings: 20

    5) FENY – Fidelity Energy MSCI ETF

    FENY offers exposure to the energy sector in the U.S. equity market (by tracking the MSCI USA IMI Energy Index)

    Portfolio Composition

    Exxon Mobil Corp19.86%
    Chevron Corp17.03%
    ConocoPhillips7.13%
    EOG Resources Inc4.07%
    Pioneer Natural Resources Co3.31%
    Schlumberger Ltd3.22%
    Marathon Petroleum Corp3.18%
    Williams Companies Inc2.61%
    Kinder Morgan Inc Class P2.53%
    Phillips 662.43%
    Holdings AS OF 11/30/2021

    6) VDE – Energy ETF Vanguard

    VDE is an index ETF (passively managed). The funds seeks to provide exposure to the US energy equity market.

    Month-end 10 largest holdings
    (66.30% of total net assets) as of 11/30/2021

    1 Exxon Mobil Corp.
    2 Chevron Corp.
    3 ConocoPhillips
    4 EOG Resources Inc.
    5 Pioneer Natural Resources Co.
    6 Schlumberger NV
    7 Marathon Petroleum Corp.
    8 Williams Cos. Inc.
    9 Kinder Morgan Inc.
    10 Phillips 66

    7) URA -Global X Uranium

    URA is a targeted play on uranium mining and the production of nuclear components.

    Net Assets (%)Name
    23.23CAMECO CORP
    10.42NAC KAZATOMPROM JSC-GDR
    7.16NEXGEN ENERGY LTD
    6.55PALADIN ENERGY LTD
    4.69DENISON MINES CORP
    4.45ENERGY FUELS INC
    3.33URANIUM ENERGY CORP
    2.93YELLOW CAKE PLC
    2.19CENTRUS ENERGY-A
    2.01CGN POWER CO LTD-H
    Top Holdings As of 01/04/22

    Archive

    Transformational Data Sharing Amplify ETF (BLOK)

    With all the hype surrounding cryptocurrencies, it’s no surprise that a blockchain technology ETF tops the list of the best performing ETFs in the US. This ETF is BLOK and it’s offered by AmplifyETFs. The fund invests primarily in companies involved in the development and utilization of blockchain technologies. One of the most known application of these technologies is Bitcoin and other similar cryptocurrencies. This being said, it’s not the only application. It applied in various other ways:

    – Financial services: blockchain will revolutionize the way banks settle financial transactions or sell you financial products such insurances..etc.;

    – Smart property: think of it as making everything that belong to you connected to each other such as you car, your home, your fridge…etc.;

    – Smart contract: any service that contractual: music, health, financial products will be soon impacted by blockchain technologies!

    – Blockchain identity: Governments are quite interested in investing in blockchain technology. They will be soon able to produce digital passports or provide you with Birth, wedding or death certificates all online with guarantee of very low risk of error in them. !

    BLOK is very popular ETF and has 1.3 Billion dollars in asset under management.

    Amplify Seymour Cannabis ETF (CNBS)

    CNBS is an actively managed ETF that invests in companies that drive 50% or more of their revenue from the Cannabis and Hemp ecosystem. These companies can be small, medium or large cap. The fund’s selection of stock includes also companies that supports the industry such agricultural technology, Real Estate and Commercial Services, or Ancillary (Consumption Devices/Mechanisms, Investing & Finance, Technology & Media and Other Ancillary).

    Advisorshares Pure Cannabis ETF (YOLO)

    YOLO is another play in the Cannabis field. This fund is actively managed and screens the market (domestically and internationally) for companies that drive at least 50% of their net revenue from marijuana and hemp industries. 25% of the assets of the fund are in the pharmaceuticals, biotechnology and life sciences.

    COPX – G-X Copper Miners ETF

    The Global X Copper Miners ETF (COPX) provides investors access to a broad range of international companies active in exploration, mining and/or refining of copper. Number of holdings can range from 20 to 40. Adjustments are carried out semi-annually.

    Online Retail Amplify ETF (IBUY)

    This ETF tracks an index of global stocks issued by firms with revenues dominated by online retail sales. These firms must have at least 70% of their revenues from online sales. The geographic allocation of this ETF is 75% US stocks and 25% International.

    XRT – S&P Retail SPDR

    The SPDR® S&P® Retail ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Retail Select Industry® Index. The retail segment of the S&P TMI comprises the following sub-industries: Apparel Retail, Automotive Retail, Computer & Electronic Retail, Department Stores, Drug Retail, Food Retailers, General Merchandise Stores, Hypermarkets & Super Centers, Internet & Direct Marketing Retail, and Specialty Stores.

    S&P Smallcap Consumer Discretionary Invesco – PSCD

    In 7th position, we have a small cap ETF. The Invesco S&P SmallCap Consumer Discretionary ETF (Fund) is based on the S&P SmallCap 600® Capped Consumer Discretionary Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index.

    Companies part of the index are engaged in consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. PSCD is balanced in a quarterly basis.

    SPDR S&P Kenso Smart Mobility – HAIL

    HAIL invests in companies whose products and services are driving innovation behind smart transportation, which includes the areas of autonomous and connected vehicle technology, drones and drone technologies used for commercial and civilian applications, and advanced transportation tracking and transport optimization systems.

    URNM – Northshore Global Uranium Mining ETF

    The North Shore Global Uranium Mining ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the North Shore Global Uranium Mining Index (the “Index”). The Index is designed to track the performance of companies that are involved in the mining, exploration, development, and production of uranium, as well as companies that hold physical uranium or other non-mining assets.

    FCG -Natural Gas  FT

    The investment objective of the Fund is to replicate the performance of an equity index called the ISE-Revere Natural Gas™ Index.

    The index itself is comprised of exchange-listed companies that derive a substantial portion of their revenues from the exploration and production of natural gas. Several criteria’s are applied in the selection process:

    • proven reserves minimum
    • Liquidity
    • Market capitalization
    • Weighting concentration

    PXE -Dynamic Energy Exploration & Production Invesco

    The Invesco Dynamic Energy Exploration & Production ETF is based on the Dynamic Energy Exploration & Production Intellidex℠ Index (Index).

    The Index is composed of securities of 30 U.S. companies involved in the exploration and production of natural resources used to produce energy. The index will include stocks that meet several criteria’s:

    • price momentum,
    • earnings momentum,
    • quality,
    • management action,
    • value
    • UNG -US Natural Gas Fund

    The United States Natural Gas Fund® LP (UNG) is an exchange-traded security that is designed to track in percentage terms the movements of natural gas prices. The fund does not hold Natural Gaz stocks but rather invests in futures contract.

    Disclaimer

    The data on this website is for your information only. It does not constitute investment advice, or advice on tax or legal matters. Any information provided on this website does not constitute investment advice or investment recommendation nor does it constitute an offer to buy or sell or a solicitation of an offer to buy or sell shares or units in any of the investment funds or other financial instruments described on this website. Should you have any doubts about the meaning of the information provided herein, please contact your financial advisor or any other independent professional advisor.

    The Canadian stock market remains marked by great volatility. From the precipitous market decline at the onset of the pandemic to recent record highs in 2021, the market has certainly tested the courage of investors. To help you, we have compiled 3 lists of the best performing Canadian stocks to buy:

    – The best large cap stocks in terms of performance since the start of the year. Large cap means that the company must have a market value greater than $ 10 billion;

    – The best mid cap stocks in terms of performances since the start of the year. Mid cap means the company must have a market value greater than $2 Billion;

    – The best small cap stocks in terms of performances since the start of the year. Small cap means the company must have a market value greater than $300 Millions;

    For best dividend stocks, please view our recent post: Top 10 Canadian Dividend aristocrats stocks to buy

    Best Canadian Stocks in 2021 (Large cap) by performance

    SymbolNameYTD
    %Chg     		3Y
    %Chg
     TOUTourmaline Oil147.73%139.09%
     OVVOvintiv Inc142.59%N/A
     CVECenovus Energy95.61%49.21%
     TFIITfi International93.56%206.23%
     IMOImperial Oil74.79%12.73%
     CCOCameco Corp74.72%94.96%
     CNQCDN Natural Res70.77%45.80%
     SJR-BShaw
    Communications    		65.62%46.53%
     NVEINuvei Corp61.70%N/A
     LLoblaw CO53.32%57.84%
    November 30th Barchart

    Similar posts:

      Best Canadian Stocks in 2021 (Mid cap) by performance

      SymbolNameYTD
      %Chg       		3Y
      %Chg
       BTEBaytex Energy Corp433.33%48.39%
       HUTHut 8 Mining Corp346.70%833.53%
       POUParamount Resources329.00%208.19%
       BBD-BBombardier 260.42%-23.11%
       LACLithium Americas215.39%950.00%
       ERFEnerplus Corp203.27%-1.07%
       GLXYGalaxy Digital Hold182.20%2945.54%
       CSCapstone Mining163.45%945.00%
       MEGMeg Energy Corp133.71%25.60%
       VETVermilion Energy124.65%-59.14%
      November 30th Barchart

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      Best Canadian Stocks in 2021 (Small cap) by performance

      SymbolNameYTD
      %Chg       		3Y
      %Chg
       ATHAthabasca Oil Corp600.00%6.25%
       NVANuvista Energy558.51%70.99%
       FILFilo Mining Corp510.36%435.45%
       CRCrew Energy Inc446.43%183.33%
       PIPEPipestone Energy425.37%80.51%
       OBEObsidian Energy414.94%-3.03%
       CJCardinal Energy392.68%55.38%
       AAVAdvantage
      Oil & Gas      		314.62%219.37%
       BIRBirchcliff Energy266.67%96.67%
       NEXTNextsource Mat257.78%222.00%
      November 30th Barchart

      Disclaimer

      The data on this website is for your information only. It does not constitute investment advice, or advice on tax or legal matters. Any information provided on this website does not constitute investment advice or investment recommendation nor does it constitute an offer to buy or sell or a solicitation of an offer to buy or sell shares or units in any of the investment funds or other financial instruments described on this website. Should you have any doubts about the meaning of the information provided herein, please contact your financial advisor or any other independent professional advisor.

      TELUS Corporation, together with its subsidiaries, provides a range of telecommunications and information technology products and services in Canada. It operates through Wireless and Wireline segments. 

      T Chart by TradingView

      TSE T- Canadian Dividend aristocrat

      Telus trades in the Toronto Stock Exchange (TSE). Telus is a dividend aristocrat stock with 17 years of consecutive dividend increases!. The list of Canadian ”Dividend Aristocrats” stocks is managed by the firm Standard and Poors. The index is titled the S&P Canadian Dividend Aristocrats. It requires a minimum of 5 years of successive dividend increases. For the full list of Canadian Dividend Aristocrats stocks, please follow the link here.

      TSE T – Dividend profile

      Telus stock offers an attractive yield of 4.50%. The dividend is not safe as the pay out ratio is over 100%. The telecom company increased its dividends for 17 consecutive years which is a sign of a solid financial situation.

      The dividend growth in the past five years was 7%. This is really good news for any investor. The continuous increase in dividends helps investor cope with the impact of inflation.

      The Beta is a measure of volatility. Telus’s Beta is at 0.5 meaning the stock is less volatile than the overall market.

      Telus witnessed a modest growth in revenues in the past 5 years mainly due to the impact of the pandemic on travel activites (which generate very profitable roaming charges).

      TSE-T – Analysis and financial data

      Telus offers stable dividend. It’s somewhat similar to a bond with better return. The company enjoys being part of an industry that has high barriers to entry. The competition is limited to the usual players such as BCE, Rogers…etc. The industry itself can be viewed as an oligopoly. Many analysts consider the dividend to be safe but warn of limited growth.

      Symbol  T.TO
      NameTelus Corp
      Market Cap, $K39,645,930
      Div Yield4.50%
      Div Payout%132.08%
      5Y Div%7.12%
      5Y Earn%-3.87%
      5Y Rev%4.30%
      P/E (ttm)30.66
      Beta0.5
      Links 

      Analyst ratings

      TypeCurrent
      11/23/20 to 11/23/21
      Consensus RatingBuy
      Strong Buy0 Strong Buy
      rating(s)
      Buy8 Buy rating(s)
      Hold1 Hold rating(s)
      Sell0 Sell rating(s)
      Consensus Price TargetC$31.17
      Source: Marketbeat

      Latest posts

        The stock market remains marked by great volatility. From the precipitous market decline at the onset of the pandemic to recent record highs in 2021, the market has certainly tested the courage of investors. To help you, we have compiled 3 lists:

        – the best Mega caps in terms of performance since the start of the year. Mega caps means that the company must have a market value greater than $ 200 billion;

        – the best large cap stocks in terms of performance since the start of the year. Large cap means that the company must have a market value greater than $ 10 billion;

        – the best mid cap stocks in terms of performances since the start of the year. Mid cap means the company must have a market value greater than $2 Billion;

        – the best small cap stocks in terms of performances since the start of the year. Small cap means the company must have a market value greater than $300 Millions dollars;

        Best US Stocks in 2021 (Mega cap) by performance

        NameYTD
        %Chg         		3Y *
        %Chg
         ASML – Asml Hld
        NY Reg ADR        		63.1290.1
         LLY – Eli Lilly & Co55.4156.6
         NVDA – Nvidia55.3218.2
         GOOG – Alphabet
        Cl C        		55.2119.8
         GOOGL – Alphabet
        Cl A        		54.2115.7
         NVO – Novo Nordisk
        A/S ADR        		40.6109.5
         ORCL – Oracle Corp39.286.3
         XOM – Exxon Mobil37.8-28.4
         DHR – Danaher37.5204.6
         FB – Facebook Inc31.499.1
        As of August 4th, Barchart.com , *Cumulative return

        Similar posts:

          Best US Stocks in 2021 (Large cap) by performance

          NameYTD
          %Chg           		3Y
          %Chg
           AMC – Amc Enter1,307.571.0
           GME – Gamestop Corp679.1858.2
           BNTX – Biontech
          Se ADR          		408.3N/A
           MRNA – Moderna Inc301.1N/A
           ASAN – Asana Inc Cl A146.7N/A
           FUTU – Futu Holdings
          Ltd ADR          		133.9N/A
           LB – L Brands Inc114.9155.8
           TFII – Tfi Inter Inc113.4206.7
           FTNT – Fortinet Inc104.6303.8
           CLR – Continental Res101.4-49.3
          As of August 4th, Barchart.com , *Cumulative return

          Questrade: Get 50$ free trades when you open a Questrade account

          Best US Stocks in 2021 (Mid cap) by performance

          NameYTD
          %Chg           		3Y
          %Chg
           SAVA – Cassava Sc1,194.17,710.6
           AMEH – Apollo Med402.6280.2
           PRTA – Prothena355.4265.1
           UPST – Upstart214.0N/A
           SM – Sm Energy184.3-38.6
           STFC – State Auto
          Finl          		180.359.9
           MARA – Marathon
          Digital Hldgs Inc          		175.1647.9
           NTLA – Intellia
          Thera CS          		170.1431.0
           DDS – Dillard’s161.191.8
           LC – Lendingclub160.949.3
          As of August 4th, Barchart.com , *Cumulative return

          Best US Stocks in 2021 (Small cap) by performance

          NameYTD
          %Chg           		3Y
          %Chg
           VTNR – Vertex Energy1,080.1577.4
           MOXC – Moxian Inc601.420.2
           SGOC – Sgoco Gr451.7676.7
           EXPR – Express Inc424.1-54.7
           PDSB – Pds
          Biotechnology Corp          		420.5-38.7
           BTU – Peabody
          Energy Corp          		356.8-74.6
           UXIN – Uxin Ltd
          ADR          		303.4-46.4
           IDT – IDT Corp302.0857.4
           XYF – X Financial
          ADR          		289.5N/A
           OCGN – Ocugen Inc271.0-95.3
          As of August 4th, Barchart.com , *Cumulative return

          Disclaimer

          The data on this website is for your information only. It does not constitute investment advice, or advice on tax or legal matters. Any information provided on this website does not constitute investment advice or investment recommendation nor does it constitute an offer to buy or sell or a solicitation of an offer to buy or sell shares or units in any of the investment funds or other financial instruments described on this website. Should you have any doubts about the meaning of the information provided herein, please contact your financial advisor or any other independent professional advisor.

          June 16th 2021: In this post we will review the Top 10 Best Growth ETF in the United States that are leading the pack so far this year! We have selected only ETFs that had the highest returns. Also, we limited ourselves to ETFs that have asset under management (AUM) above 100 millions dollars. ETFs with low AUM tend to be less liquid and cost more when trading because of the spread (the difference between the bid and ask price) is often high.

          Please note, past performance does not guarantee future results. Always consult a financial advisor before making any financial decisions.

          Highlights

          Dry Bulk shipping

          Because commodities are in a strong upcycle following the gradual reopening of global economies. Dry bulk shipping is historically a major beneficiary of commodity cycles.

          Dry bulkers carriers account for 43% of the world fleet. They carry out 55% of global work. They serve essential needs such as food and energy supplies.

          Energy (Oil and Natural gas)

          Energy has strongly rebounded this year. This is especially true, as oil price has been benefiting the most from the expectation of swift global economic recovery buoyed by rapid vaccination rollout.

          Many argue that we are headed to a commodities super-cycle. A phenomenon caused by inadequate supply faced with increase demand for commodities. This will impact all major commodities.

          Small Caps

          Smaller stocks have historically led after recessions, which could augur well for small-caps if the economy continues to strengthen this year, and the new stimulus bill in the US is expected to boost spending. However, investors should keep in mind small caps are inherently risky and more volatile.

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            Table 1: Info on: Asset under management in Millions and Management fee.

            Symbol / NameMgmnt FeeAUM
            BDRY – Breakwave Dry Bulk Shipping3.32%104
            PSCE – S&P Smallcap Energy Invesco0.29%220
            FCG – Natural Gas  FT0.60%281
            PXI – DWA Energy Momentum Invesco0.60%227
            AMZA – Infracap MLP ETF2.01%335
            XOP – S&P Oil & Gas Expl & Prod SPDR0.35%4,438
            IEO – US Oil & Gas Explor & Prod Ishares0.42%374
            URNM – Northshore Global Uranium Mining0.85%313
            OIH – Oil Services Vaneck ETF0.35%3,611
            VDE – Energy ETF Vanguard0.10%5,567
            Source: Barchart.com as of June 16th, 2021

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            Table 2: Best performing ETFs in North America so far this year.

            SymbolYTD
            %Chg             		1M
            %Chg            		52W
            %Chg
             BDRY291.3031.29317.31
             PSCE84.9716.67100.99
             FCG81.7512.4983.83
             PXI74.1313.6583.35
             AMZA68.0312.6548.75
             XOP64.3211.3159.71
             IEO60.456.8356.14
             URNM56.503.69150.67
             OIH52.687.8971.65
             VDE50.795.2342.10

            1-BDRY – Breakwave Dry Bulk Shipping

            BDRY provides long exposure to the dry bulk shipping market through a portfolio of near-dated freight futures contracts on dry bulk indices. The Fund is designed to give investors pure-play exposure to the dry bulk market through a portfolio of near-dated freight futures contracts on dry bulk indices without the need for a futures account.

            BDRY ETF Holdings

            Name% Total Assets
            BALTIC CAPESIZE TIME CHARTER /JUNE 202115.78%
            BALTIC EXCHANGE PANAMAX T/C /JUNE 202114.86%
            BALTIC CAPESIZE TIME CHARTER /JUL 202113.99%
            BALTIC CAPESIZE TIME CHARTER /AUG 202113.97%
            BALTIC CAPESIZE TIME CHARTER /SEPT 202113.88%
            BALTIC EXCHANGE PANAMAX T/C /JUL 202110.83%
            BALTIC EXCHANGE PANAMAX T/C /AUG 202110.45%
            BALTIC EXCHANGE PANAMAX T/C /SEPT 202110.15%
            SUPRAMAX 58 TC FFA 58KT3.41%
            Issuer’s website as of June 15th

            2- PSCE – S&P Smallcap Energy Invesco

            The Invesco S&P SmallCap Energy ETF (Fund) is based on the S&P SmallCap 600® Capped Energy Index (Index). The Fund will normally invest at least 90% of its total assets in the securities of small-capitalization US energy companies that comprise the Underlying Index.

            PSCE ETF Holdings

            Company% of Fund
            PDC Energy Inc9.84
            Range Resources Corp8.10
            Matador Resources Co7.58
            Helmerich & Payne Inc7.50
            Southwestern Energy Co7.21
            Renewable Energy Group Inc6.08
            SM Energy Co4.87
            Callon Petroleum Co4.67
            Core Laboratories NV4.08
            Patterson-UTI Energy Inc3.99
            Issuer’s website as of June 15th

            3- FCG – Natural Gas  FT

            FCG is invested in exchange-listed companies that derive a substantial portion of their revenues from the exploration and production of natural gas.

            FCG ETF Holdings

            Security NameWeighting
            DCP Midstream, LP4.89%
            Devon Energy Corporation4.70%
            Western Midstream Partners LP4.68%
            Hess Corporation4.60%
            EOG Resources, Inc.4.54%
            Marathon Oil Corporation4.27%
            Diamondback Energy, Inc.4.20%
            ConocoPhillips4.02%
            Antero Resources Corporation3.79%
            Issuer’s website as of June 15th

            4- PXI – DWA Energy Momentum Invesco

            The Invesco DWA Energy Momentum ETF (Fund) invests in companies showing relative strength (momentum), and is composed of at least 30 securities from the NASDAQ US Benchmark Index.

            PXI ETF Holdings

            Company% of Fund
            Cheniere Energy Inc5.45
            Callon Petroleum Co4.38
            Ovintiv Inc4.37
            Matador Resources Co4.32
            Texas Pacific Land Corp4.19
            SM Energy Co4.14
            Antero Resources Corp3.62
            Nabors Industries Ltd3.10
            Southwestern Energy Co3.10
            Clean Energy Fuels Corp3.00
            Issuer’s website as of June 15th

            5- AMZA – Infracap MLP ETF

            The Fund seeks to provide exposure to midstream master limited partnerships (MLPs) with an emphasis on high current income.

            AMZA ETF Holdings

            SecurityWeight %
            MPLX LP17.25
            ENTERPRISE PRODUCTS PARTNERS15.35
            WESTERN MIDSTREAM PARTNERS L12.00
            PLAINS ALL AMER PIPELINE LP11.79
            NUSTAR ENERGY LP10.19
            ENERGY TRANSFER LP9.51
            DCP MIDSTREAM LP8.66
            BP MIDSTREAM PARTNERS LP6.99
            PHILLIPS 66 PARTNERS LP6.44
            CRESTWOOD EQUITY PARTNERS LP5.28
            Issuer’s website as of June 15th

            6- XOP – S&P Oil & Gas Expl & Prod SPDR

            XOP Seeks to provide exposure the oil and gas exploration and production segment of the S&P TMI, which comprises the following sub-industries: Integrated Oil & Gas, Oil & Gas Exploration & Production, and Oil & Gas Refining & Marketing

            Seeks to track a modified equal weighted index which provides the potential for unconcentrated industry exposure across large, mid and small cap stocks

            Allows investors to take strategic or tactical positions at a more targeted level than traditional sector based investing

            XOP ETF Holding

            NameWeight
            Range Resources Corporation3.55%
            Antero Resources Corporation3.45%
            Southwestern Energy Company3.19%
            Hess Corporation3.19%
            Callon Petroleum Company3.14%
            Devon Energy Corporation3.11%
            Murphy Oil Corporation3.09%
            EQT Corporation2.97%
            EOG Resources Inc.2.91%
            Marathon Oil Corporation2.89%

            7- IEO – US Oil & Gas Explor & Prod Ishares

            The iShares U.S. Oil & Gas Exploration & Production ETF seeks to track the investment results of an index composed of U.S. equities in the oil and gas exploration and production sector.

            IEO ETF Holdings

            NameWeight (%)
            CONOCOPHILLIPS17.03
            EOG RESOURCES INC10.27
            PHILLIPS8.27
            MARATHON PETROLEUM CORP7.40
            HESS CORP5.15
            CHENIERE ENERGY INC4.81
            DEVON ENERGY CORP4.39
            PIONEER NATURAL RESOURCE4.12
            DIAMONDBACK ENERGY INC4.12
            VALERO ENERGY CORP4.07
            Issuer’s website as of June 15th

            8- URNM – Northshore Global Uranium Mining ETF

            The North Shore Global Uranium Mining ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the North Shore Global Uranium Mining Index (the “Index”). The Index is designed to track the performance of companies that are involved in the mining, exploration, development, and production of uranium, as well as companies that hold physical uranium or other non-mining assets.

            URNM ETF Holdings

            COMPANY NAME% OF NET ASSET VALUES
            NAK KAZATOMPROM AO16.51%
            CAMECO CORP15.20%
            URANIUM PARTICIPATION CORP7.98%
            YELLOW CAKE PLC5.98%
            PALADIN ENERGY LTD5.33%
            DENISON MINES CORP5.16%
            NEXGEN ENERGY LTD5.02%
            ENERGY FUELS INC4.25%
            URANIUM ENERGY CORP3.94%
            CGN MINING CO LTD3.87%
            Issuer’s website as of June 15th

            9- OIH – Oil Services Vaneck ETF

            OIH is intended to track the overall performance of U.S.-listed companies involved in oil services to the upstream oil sector, which include oil equipment, oil services, or oil drilling.

            OIH ETF Holdings

            NameWeight %
            SCHLUMBERGER NV22.02
            HALLIBURTON CO13.72
            BAKER HUGHES CO6.29
            TENARIS SA5.15
            CHAMPIONX CORP5.14
            TECHNIPFMC PLC4.97
            NOV INC4.55
            LIBERTY OILFIELD SERVICES INC4.50
            HELMERICH & PAYNE INC4.04
            CACTUS INC3.87
            Issuer’s website as of June 15th

            10- VDE – Energy ETF Vanguard

            VDE follows a passive strategy. It includes stocks of companies involved in the exploration and production of energy products such as oil, natural gas, and coal.

            VDE ETF Holdings


            as of 05/31/2021

            Rank/holdings
            1Exxon Mobil Corp.
            2Chevron Corp.
            3ConocoPhillips
            4EOG Resources Inc.
            5Schlumberger NV
            6Marathon Petroleum Corp.
            7Kinder Morgan Inc.
            8Phillips 66
            9Valero Energy Corp.
            10Williams Cos. Inc.
            10 largest holdings = 67.60% of total net assets

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