US Stock MarketDetailed Quotes
VAW Vanguard Materials ETF
- 199.500
- +1.850+0.94%
Close May 30 16:00 ET
199.640High197.530Low
199.640High197.530Low25.96KVolume197.530Open197.650Pre Close5.17MTurnover0.18%Turnover Ratio--P/E (Static)14.80MShares205.98552wk High--P/B2.95BFloat Cap161.16652wk Low3.26Dividend TTM14.80MShs Float205.985Historical High1.63%Div YieldTTM1.07%Amplitude57.946Historical Low199.186Avg Price1Lot Size
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$SPDR S&P 500 ETF(SPY.US$Any thoughts on $VanEck Rare Earth and Strategic Metals ETF(REMX.US$? Off the charts performance - minimal overlap with $Vanguard Materials ETF(VAW.US$& $Ishares Inc Msci Glbl Mtl&Mng Produ Etf(PICK.US$- Adds China exposure
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$Vanguard Materials ETF(VAW.US$/ $SPDR S&P 500 ETF(SPY.US$ pair has seen vaw underperform with periods of outperformance ... two of the more signficant periods were may 2004 to june 2008 and march 2020 april 2021 of which its have given most of it back currently trading near 2 sigma cheap on a 17 year horizon which is odd given the fact that inflation has been a front page problem for a few months... I personally am always suspect of "thematic" investing
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Hamish Maclaren : I started a small position in May 2019, and REMX has exceeded my wildest expectations.
I would be cautious about allocating any more than 2% of your portfolio to it. As you've observed too, REMX is extremely volatile. I am overlaying a risk mitigation strategy using the 200 SMA.
BLACKER-ALX Hamish Maclaren: Confirms explosion of return over the past year. Sustainability of return the issue. Still think a portion can be allocated to materials sector.
Milenko BLACKER-ALX: From the article...
"....what you have to understand is that it took us 30 years to build these supply chains. We blew it up in three years, beginning in 2018, and you can’t put it back together. This is Humpty Dumpty. It will take at least 10 years to reconstruct the supply chains if we don’t want to do it with China and globalization.”
https://dailyreckoning.com/supply-chain-disruptions-will-continue/
Henriettalew : This is on my coverage list! Completely agree with what LakeOZ boater said. Good fund, more something like an EV play (booming sector), issues with valuation. It is a buy, but a small allocation is ideal.