Latest news with #iSharesCoreS&P500ETFIVV
Yahoo
14-05-2025
- Business
- Yahoo
S&P 500 Turns Green in 2025: ETFs to Buy on Upbeat Prospects
U.S. stocks rose on May 13, 2025, buoyed by strong gains in the tech sector after new inflation data hinted at easing price pressures in April. Optimism surrounding a temporary U.S.-China trade truce also contributed to the market's upward momentum. A combination of encouraging news drove the S&P 500 to erase its 2025 losses. The index is now up by 0.3% in the year-to-date frame. This marks a dramatic reversal from just over a month ago, when the index had fallen to the 2025 lows. The current rally represents the fastest recovery from a 15% year-to-date drop since 1982, according to Bespoke Invest, as quoted on Yahoo Finance. Against this mixed backdrop, investors may track S&P 500 ETFs like Vanguard S&P 500 ETF VOO, iShares Core S&P 500 ETF IVV, SPDR S&P 500 ETF Trust SPY and Invesco S&P 500 Momentum ETF SPMO. Tech giants led Tuesday's rally, with NVIDIA NVDA gaining nearly 6% to once again cross the $3 trillion market capitalization threshold. The company benefited from renewed optimism in the AI and semiconductor space, fueled by positive trade developments. Other members of the 'Magnificent 7' also posted gains. Coinbase COIN soared about 24% after being added to the S&P 500, becoming the first cryptocurrency exchange to join the benchmark index. The move is being tagged as a landmark moment for the crypto sector. April's Consumer Price Index (CPI) report revealed the lowest annual inflation rate since 2021, signaling no immediate price pressures despite earlier tariff volatility. However, economists noted the data is unlikely to change the Federal Reserve's cautious approach. Bond markets are now pricing in a potential 0.25% rate cut in September, a shift from the earlier expectations for a June move. President Trump took to Truth Social to pressure the Federal Reserve for rate cuts, citing cooling inflation and lower consumer prices. Investment banks are turning more optimistic on U.S. stocks following the 90-day U.S.-China tariff truce. Goldman Sachs raised its year-end S&P 500 target to 6,100 from 5,900, while Yardeni Research lifted its forecast to 6,500, up from a previous call for 6,000, as quoted on Yahoo Finance. Morgan Stanley shares the same view as that of Yardeni. The most bullish forecast comes from Wells Fargo, which predicts that the S&P 500 will close out 2025 at 7,007. Fundstrat predicts it at 6,600. Analysts cited stronger economic growth, fewer recession risks, and reduced tariff pressure as the key factors behind the upgrade. Apart from SPY, VOO and IVV, investors can play the growth part of the index with SPDR Portfolio S&P 500 Growth ETF SPYG and the value part of the index with SPDR Portfolio S&P 500 Value ETF SPYV. SPDR Portfolio S&P 500 High Dividend ETF Fund SPYD is a good bet for the dividend plays of the index. Investors can also bet on the leveraged S&P 500 ETFs like Direxion Daily S&P 500 Bull 3X Shares SPXL and ProShares Ultra S&P500 SSO, if the index manages to record some gains in 2025. However, if the S&P 500 falls by any chance, inverse ETF ProShares Short S&P500 ETF SH will rise. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report SPDR S&P 500 ETF (SPY): ETF Research Reports Direxion Daily S&P 500 Bull 3X Shares (SPXL): ETF Research Reports ProShares Ultra S&P500 (SSO): ETF Research Reports Vanguard S&P 500 ETF (VOO): ETF Research Reports ProShares Short S&P500 (SH): ETF Research Reports SPDR Portfolio S&P 500 High Dividend ETF (SPYD): ETF Research Reports iShares Core S&P 500 ETF (IVV): ETF Research Reports SPDR Portfolio S&P 500 Growth ETF (SPYG): ETF Research Reports SPDR Portfolio S&P 500 Value ETF (SPYV): ETF Research Reports Invesco S&P 500 Momentum ETF (SPMO): ETF Research Reports Coinbase Global, Inc. (COIN) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-04-2025
- Business
- Yahoo
Larry Fink proposes an alternative to the 60/40 portfolio. It means more fees.
Larry Fink — who, as BlackRock's chairman and chief executive, leads the world's biggest asset manager — is touting a new long-term investment strategy in his annual letter. 'Diversification has been called the 'only free lunch.' It was the motivating idea that led Nobel Prize-winning economists like Harry Markowitz and Bill Sharpe to develop Modern Portfolio Theory, which became the foundation for the standard portfolio of roughly 60% stocks and 40% bonds,' Fink said in this year's letter. I invested $100,000 in the S&P 500 in February and lost $10,000. How long will it take to recover? My tenant convinced me to take out a $175,000 home loan to buy stock — then he stole my home Why this strategist says there's still one last hurrah for the stock market before it falters These 20 worst-performing stocks in the S&P 500 sank 17% or more in March These 16 dividend stocks have 'high quality yields' if you want to diversify away from the U.S. 'The future standard portfolio may look more like 50/30/20 — stocks, bonds, and private assets like real estate, infrastructure, and private credit,' he said. BlackRock has been bulking up on private assets, agreeing last year to buy HPS Investment Partners, a private credit investor, for $14 billion after buying Global Infrastructure Partners for $12.5 billion and leading a $20 billion offer to buy Panama Ports. It's also buying Preqin, a provider of data for private markets. BlackRock is in the early stages of offering private assets to investors. Last week, it unveiled portfolios that combine publicly traded stocks and bonds with private funds, to be sold through financial advisers. Fink acknowledged that private assets carry greater risk, but said the alternative portfolio offers inflation protection, stability and returns. Left unsaid was that this portfolio is a lot more expensive. Two of BlackRock's biggest funds, the iShares Core S&P 500 ETF IVV and the iShares Core U.S. Aggregate Bond ETF AGG, each have an expense ratio of 0.03%. Compare that with a fund it sells to European investors: the iShares Listed Private Equity UCITS ETF, which has an expense ratio of 0.75%. A quantitative-investing pioneer, Richard Ennis, who examined the performance of university endowments that have invested heavily in alternative assets, found they're more expensive. 'What you get with alts is pretty much the same as what you get with stocks and bonds. The main difference is that you pay at least 10 times more for the alts,' he said. Fink said BlackRock wants to be able to index private markets as it does assets such as the S&P 500 SPX. 'With clearer, more timely data, it becomes possible to index private markets just like we do now with the S&P 500. Once that happens, private markets will be accessible, simple markets. Easy to buy. Easy to track,' he said. I met a friend for lunch. When the check arrived, she said, 'Thank you so much for paying!' Was I taken for a fool? 'I'm stuck': I'm a single mom with a 6-year-old child. What can I do to earn money fast? 'I cannot afford to lose more': What will happen to the market in April? I plan to retire in 3 years. Should I sell now? 'He gave me a week to get out': My son and I bought a house — now I'm homeless and living in a car. Can I sue him? Investors' jitters climb in ugly quarter for S&P 500, as they fret over tariffs and potential stagflation
