Fred Piard

1 day ago | seekingalpha.com | Fred Piard

This article was written byFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation.

2 days ago | seekingalpha.com | Fred Piard

Jun. 05, 2025 10:52 AM ET, , , , , SummaryiShares Morningstar Mid-Cap Value ETF (IMCV) holds a portfolio of 287 mid-cap stocks selected using four valuation ratios and dividend yield. IMCV is well diversified in holdings and sectors, with a focus on financials, and shows a high dividend growth rate in 10 years. Compared to other mid-cap value ETFs, IMCV has a low expense ratio, but an average return.

2 days ago | seekingalpha.com | Fred Piard

Jun. 05, 2025 8:00 AM ET, , , , , SummaryiShares U.S. Consumer Focused ETF offers a unique, AI-driven approach of consumer discretionary, with a more defensive profile than traditional ETFs in this sector. While IEDI has average fundamentals, it has historically delivered superior risk-adjusted performance compared to competitors. IEDI has a few drawbacks: low assets under management, limited liquidity, portfolio concentration, and recent underperformance.

2 days ago | seekingalpha.com | Fred Piard

This article was written byFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation.

3 days ago | seekingalpha.com | Fred Piard

Jun. 04, 2025 8:30 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , SummaryThe Direxion Daily Semiconductor Bull 3X Shares magnifies the daily return of the NYSE Semiconductor Index using swap contracts. SOXL has lagged behind the unleveraged index for 10 years. The article explains why and how leveraged ETFs drift, and calculates the current and 10-year average drift of SOXL. SOXL is a trading instrument, not a buy-and-hold investment.