5 min readBy Ron Koren ETF Insider
AMLP VS FENY: Sectors and Top Holdings
This article aims to dissect the comparison of AMLP vs. FENY, providing investors with a clearer view of which may be the best fit for their portfolio.
The AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) is managed by AdvisorShares, a firm known for its innovative approach to exchange-traded funds. DWMC is an actively managed ETF focused on micro-cap securities, which are companies with market capitalizations under one billion dollars. The fund's investment strategy, driven by Dorsey, Wright Associates, LLC, employs a relative strength philosophy, emphasizing securities that have shown greater price appreciation within its universe. This approach, guided by market movement rather than fundamental data, sets DWMC apart as a unique investment vehicle in the micro-cap segment.
The AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) primarily focuses on investing in micro-cap securities, with an emphasis on relative strength investing. While the primary investment objective isn't centered around dividends, the dividend distribution of the underlying micro-cap companies within the ETF's portfolio can contribute to potential returns for investors. The dividend payments from these micro-cap companies are subject to their individual dividend policies and financial performances.
The actively managed AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) focuses on investing in U.S.-traded equity securities, primarily consisting of common and preferred stock, along with American Depositary Receipts (ADRs). The ETF's investment approach is rooted in relative strength investing, emphasizing securities that have outperformed their peers in terms of price appreciation within its investment universe. The selection process is systematic and driven by market movements, with a focus on securities ranking high in relative strength. This strategy can lead to relatively high portfolio turnover as securities are bought and sold based on their performance within the investment universe.
When examining the correlation of the Dorsey Wright Micro-Cap ETF (DWMC), investors gain insights into how this ETF behaves in relation to the micro-cap equity market. Since DWMC focuses on micro-cap securities, its correlation might be distinct from larger market indices. Analyzing DWMC's correlation with relevant benchmarks and sectors provides investors with valuable information about the ETF's performance dynamics. To delve deeper into correlations and gain a comprehensive understanding of various ETFs, including DWMC, the ETF Insider web app offers a user-friendly visualization tool that showcases overlaps, aiding investors in making informed decisions based on correlations and broader market trends.DWMC Sector
The AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) focuses on investing in micro-cap securities, targeting companies with market capitalizations under one billion dollars. This ETF aims to capture opportunities within this niche market segment, utilizing a strategy of relative strength investing to select securities that have appreciated more than others in the investment universe. As a result, the ETF's investment focus relies on systematic analysis of market movement rather than company fundamentals, potentially leading to higher portfolio turnover due to frequent buying and selling activities.DWMC Exposure
The Davis Select Worldwide ETF (DWMC) offers exposure to a diverse range of global equities, reflecting its emphasis on capturing growth and value opportunities across different markets and regions. By employing a selective and active investment approach, DWMC aims to provide investors with exposure to both established and emerging companies, allowing them to participate in the global economic landscape. Our tool ETF Insider's web app is an invaluable resource for exploring and comprehending the exposure characteristics of DWMC and other U.S. ETFs, offering users a user-friendly visualization tool to analyze overlaps, correlations, and other essential data points for informed investment decisions.
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5 min readThis article aims to dissect the comparison of AMLP vs. FENY, providing investors with a clearer view of which may be the best fit for their portfolio.
4 min readThis article sheds light on the DWMC ETF, a micro-cap focused fund in the investment universe. Learn about its structure, performance metrics, and potential role in augmenting a comprehensive investment strategy.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
