Fidelity Global Quality Income ETF: konservative und renditestarke Anlagestrategie?
13.6 هزار بار بازدید -
2 سال پیش
-
The Fidelity Global Quality Income
The Fidelity Global Quality Income ETF (ISIN: IE00BYXVGZ48 WKN: A2DL7E Ticker: FGEQ) invests in stocks that have good quality indicators (cash flow stability, return on assets, debt ratio, etc.) and a good dividend. In this video you can see whether this strategy has been successful in the past and how exactly the ETF selects its stocks.
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📺 More ETF analysis
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📖 Timestamp:
00:00 Intro to Fidelity Global Quality Income ETF
00:18 Portfolio of Fidelity Global Quality Income ETF
- Fidelity Global Quality Income Index NO
- 237 stocks in the ETF/Index
- Equities from developed countries, excluding South Korean equities, ADRs, limited partnerships. and much more
- ESG focus: Rather low to non-existent
- Stocks that meet certain quality parameters (e.g. dividend yield, return on assets, cash flow margin, free cash flow stability, return on equity, leverage ratio)
- TOP-10 stocks of Fidelity Global Quality Income ETF in July 2022:
- Apple stock
- Microsoft stock
- Verizon Communications stock
- Comcast stock
- Chevron stock
- Procter & Gamble stock
- Pfizer stock
- The Home Depot stock
- NVIDIA stock
- Eli Lilly & Company Stock
- Country distribution
- Sector Allocation
- Comparison of sales growth, earnings growth, dividend yield, P/E, PBV with the comparison ETFs
- Market capitalization of the stocks in the ETF
08:28 Conclusion & Rating of the Fidelity Global Quality Income ETF portfolio
09:15 Recommendation: Tech shares on Instagram - Instagram: techaktien
09:26 Analysis of the product criteria
- Fund volume: €0.216 billion
- Age of the ETF: approx. 5 years (since March 2017)
- Total expense ratio of the ETF: 0.40% TER
- Type of distribution: distributing
- Replication method: full physical replication (tracking difference: +0.11%)
- Distribution interval: quarterly
- Distribution yield: 2.97% (2022)
- Index rebalancing interval: annually
11:05 Conclusion & evaluation of the product criteria of the Fidelity Global Quality Income ETF
11:25 Performance of the Fidelity Global Quality Income ETF
- Fidelity Global Quality Income ETF (ISIN IE00BYXVGZ48, WKN A2DL7E) compared to:
- iShares Core MSCI World UCITS ETF USD (Acc) (ISIN IE00B4L5Y983, WKN A0RPWH)
- iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (ISIN IE00BP3QZ601, WKN A12ATE)
- iShares Edge MSCI World Value Factor UCITS ETF (ISIN IE00BP3QZB59, WKN A12ATG)
- Fidelity US Quality Income UCITS ETF (ISIN IE00BYXVGX24, WKN A2DL7C)
- Long-term comparison since 1997 between the MSCI World Index and the Fidelity Global Quality Income Index NR (backtesting)
14:13 Conclusion & Evaluation of the Performance of the Fidelity Global Quality Income ETF
My request to you: Subscribe to the channel & support the channel growth! :-)
14:33 ADVERTISING: extraETF - this is how I track my depot
15:26 Fidelity Global Quality Income ETF Prediction
- Selection of stocks in the ETF
- z-Score calculation for quality and income factors in the index
- Price Momentum & Dividend Payout Ratio
- Interpretation of index performance in the past with reference to the financial crisis, tech bubble and much more.
18:55 Conclusion & Evaluation of the Forecast of the Fidelity Global Quality Income ETF
19:15 Conclusion & overall rating of the Fidelity Global Quality Income ETF
21:00 How to include the Fidelity Global Quality Income ETF in a portfolio? Sample portfolio
📌Short Description:
Are you looking for an ETF that selects stocks based on both quality parameters, such as return on assets or return on equity, and income parameters, such as dividend yield? Then this Fidelity ETF could be just the right ETF for your ETF savings plan. We talk about Quality z-Scores, Income z-Scores and the historical performance of the index behind the Fidelity Global Quality Income ETF.
📚 Links:
Buy Fidelity Global Quality Income ETF/ Overview (no affiliate link):
https://de.extraetf.com/etf-profile/I...
Information from Fidelity on the Fidelity Global Quality Income ETF
https://www.fidelity-etfs.com/de-de/f...
S&P Global Fidelity Global Quality Income Index NR factsheet: https://www.spglobal.com/spdji/en/cus...
Fund size & tracking difference:
https://de.extraetf.com/etf-profile/I...
#dividend #income #ETF
↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓
📺 More ETF analysis
Sustainable healthcare ETF? | iShares MSCI World Health Care Sector ESG UCITS ETF (Dist): Die Zukunft des Gesundheitssektors - ...
Xtrackers S&P 500 Equal Weight ETF: Xtrackers S&P 500 Equal Weight ETF - ...
500€ ETF savings plan: ETF-Anlage für Anfänger: Wie du mit e...
Factor investing explained: Factor-Investing & Multifactor-Invest...
TOP 5 ETFs: TOP 5 ETFs - für den ETF-Sparplan?
My ETF savings plan: Mein ETF Sparplan! (ETF-Sparplan 2022)
📖 Timestamp:
00:00 Intro to Fidelity Global Quality Income ETF
00:18 Portfolio of Fidelity Global Quality Income ETF
- Fidelity Global Quality Income Index NO
- 237 stocks in the ETF/Index
- Equities from developed countries, excluding South Korean equities, ADRs, limited partnerships. and much more
- ESG focus: Rather low to non-existent
- Stocks that meet certain quality parameters (e.g. dividend yield, return on assets, cash flow margin, free cash flow stability, return on equity, leverage ratio)
- TOP-10 stocks of Fidelity Global Quality Income ETF in July 2022:
- Apple stock
- Microsoft stock
- Verizon Communications stock
- Comcast stock
- Chevron stock
- Procter & Gamble stock
- Pfizer stock
- The Home Depot stock
- NVIDIA stock
- Eli Lilly & Company Stock
- Country distribution
- Sector Allocation
- Comparison of sales growth, earnings growth, dividend yield, P/E, PBV with the comparison ETFs
- Market capitalization of the stocks in the ETF
08:28 Conclusion & Rating of the Fidelity Global Quality Income ETF portfolio
09:15 Recommendation: Tech shares on Instagram - Instagram: techaktien
09:26 Analysis of the product criteria
- Fund volume: €0.216 billion
- Age of the ETF: approx. 5 years (since March 2017)
- Total expense ratio of the ETF: 0.40% TER
- Type of distribution: distributing
- Replication method: full physical replication (tracking difference: +0.11%)
- Distribution interval: quarterly
- Distribution yield: 2.97% (2022)
- Index rebalancing interval: annually
11:05 Conclusion & evaluation of the product criteria of the Fidelity Global Quality Income ETF
11:25 Performance of the Fidelity Global Quality Income ETF
- Fidelity Global Quality Income ETF (ISIN IE00BYXVGZ48, WKN A2DL7E) compared to:
- iShares Core MSCI World UCITS ETF USD (Acc) (ISIN IE00B4L5Y983, WKN A0RPWH)
- iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (ISIN IE00BP3QZ601, WKN A12ATE)
- iShares Edge MSCI World Value Factor UCITS ETF (ISIN IE00BP3QZB59, WKN A12ATG)
- Fidelity US Quality Income UCITS ETF (ISIN IE00BYXVGX24, WKN A2DL7C)
- Long-term comparison since 1997 between the MSCI World Index and the Fidelity Global Quality Income Index NR (backtesting)
14:13 Conclusion & Evaluation of the Performance of the Fidelity Global Quality Income ETF
My request to you: Subscribe to the channel & support the channel growth! :-)
14:33 ADVERTISING: extraETF - this is how I track my depot
15:26 Fidelity Global Quality Income ETF Prediction
- Selection of stocks in the ETF
- z-Score calculation for quality and income factors in the index
- Price Momentum & Dividend Payout Ratio
- Interpretation of index performance in the past with reference to the financial crisis, tech bubble and much more.
18:55 Conclusion & Evaluation of the Forecast of the Fidelity Global Quality Income ETF
19:15 Conclusion & overall rating of the Fidelity Global Quality Income ETF
21:00 How to include the Fidelity Global Quality Income ETF in a portfolio? Sample portfolio
📌Short Description:
Are you looking for an ETF that selects stocks based on both quality parameters, such as return on assets or return on equity, and income parameters, such as dividend yield? Then this Fidelity ETF could be just the right ETF for your ETF savings plan. We talk about Quality z-Scores, Income z-Scores and the historical performance of the index behind the Fidelity Global Quality Income ETF.
📚 Links:
Buy Fidelity Global Quality Income ETF/ Overview (no affiliate link):
https://de.extraetf.com/etf-profile/I...
Information from Fidelity on the Fidelity Global Quality Income ETF
https://www.fidelity-etfs.com/de-de/f...
S&P Global Fidelity Global Quality Income Index NR factsheet: https://www.spglobal.com/spdji/en/cus...
Fund size & tracking difference:
https://de.extraetf.com/etf-profile/I...
#dividend #income #ETF
2 سال پیش
در تاریخ 1401/04/19 منتشر شده
است.
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