OUSA Overview

September Stock Trends: Historically, September is the worst month for U.S. stocks, with the S&P 500 declining 56% of the time; however, this year may differ due to a high probability of a Fed rate cut, which could bolster market performance.

Investment Opportunities: Key ETFs to consider this September include the Financial Select Sector SPDR ETF (XLF), ALPS OShares U.S. Quality Dividend ETF (OUSA), VanEck Retail ETF (RTH), VanEck Gold Miners ETF (GDX), and First Trust NASDAQ Cybersecurity ETF (CIBR), each showing potential for growth amid current economic conditions.

Investment Opportunities Amid Market Volatility: Kevin O'Leary, known as "Mr. Wonderful," encourages investors to buy during market downturns, highlighting that many stocks are undervalued despite current volatility and losses in major indices like the Nasdaq and Russell 2000.

Political Factors Affecting the Market: O'Leary discusses how recent tariff threats from President Trump have contributed to market uncertainty, while he remains optimistic about long-term investing and does not foresee an imminent recession based on his analysis of consumer strength and private company performance.

Overview of ALPS ETF (OUSA): The ALPS ETF, launched in 2015, focuses on the Large Cap Value segment of the US equity market, with assets over $820 million and a 12-month trailing dividend yield of 1.44%. It has a diversified portfolio primarily in Information Technology, Financials, and Healthcare sectors.

Performance and Comparison: OUSA has shown a return of approximately 21.72% this year and 27.28% over the past year, with a medium risk profile. It is compared to other ETFs like Schwab U.S. Dividend Equity ETF and Vanguard Value ETF, which have lower expense ratios and larger asset bases.

Overview of ALPS ETF (OUSA): The ALPS (OUSA) is a passively managed ETF focused on the Large Cap Value segment of the US equity market, with assets over $813 million and an expense ratio of 0.48%. It has shown strong performance, gaining approximately 16.98% this year and 26.79% over the past year.

Investment Strategy and Holdings: OUSA aims to match the FTSE US Qual / Vol / Yield Factor Index and primarily invests in large-cap companies, with significant allocations in Financials, Information Technology, and Healthcare sectors. Its top holdings include Apple Inc., Microsoft Corp., and JPMorgan Chase & Co., collectively representing about 40.51% of total assets.

Overview of ALPS (OUSA): The ALPS (OUSA) ETF, launched in 2015, focuses on the Style Box - Large Cap Value category, aiming to match the performance of the FTSE US Qual / Vol / Yield Factor 5% Capped Index with a current asset size of over $815 million and an expense ratio of 0.48%.

Performance and Comparison: As of September 2024, OUSA has shown a year-to-date return of approximately 17.49% and a 12-month increase of about 27.48%, while also being compared to other ETFs like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have lower expense ratios and larger asset sizes.

September Stock Trends: Historically, September is the worst month for stocks, with negative returns in 42 out of 74 years since 1950. However, this year may differ due to a potential Federal Reserve rate cut, which could positively impact certain ETFs.

ETFs to Watch: Key ETFs highlighted for potential gains include SPDR Portfolio S&P 500 Growth ETF (SPYG), ALPS OShares U.S. Quality Dividend ETF (OUSA), VanEck Retail ETF (RTH), Invesco AI and Next Gen Software ETF (IGPT), and First Trust NASDAQ Cybersecurity ETF (CIBR), driven by factors like growth outlook, consumer sentiment, and demand for technology.