Latest news with #iSharesCoreU.S.AggregateBondETF
Yahoo
4 days ago
- Business
- Yahoo
SPY Attracts $1.5B in New Assets Despite Weak ADP Jobs Data
The SPDR S&P 500 ETF Trust (SPY) pulled in $1.5 billion, boosting its assets under management to $608.5 billion, according to data provided by FactSet. The inflows came as the Dow Jones Industrial Average fell 0.2% after ADP reported private payrolls increased only 37,000 in May, well below the 110,000 forecast. The iShares Core U.S. Aggregate Bond ETF (AGG) attracted $564.9 million, while the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) gained $414.3 million. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) collected $299.8 million, and the VanEck Semiconductor ETF (SMH) pulled in $199.1 million. The SPDR Portfolio S&P 500 ETF (SPLG) saw outflows of $399.6 million, while the Financial Select Sector SPDR Fund (XLF) lost $273.2 million. The iShares Core S&P 500 ETF (IVV) experienced outflows of $239.5 million, and the Invesco Large Cap Growth ETF (PWB) shed $228.7 million. U.S. equity ETFs collected $2.4 billion in net inflows, while U.S. fixed-income ETFs gained $2.1 billion. International equity ETFs attracted $959.5 million, and currency ETFs pulled in $501.9 million. Overall, ETFs gained $6.6 billion on Wednesday, leading up to Friday's nonfarm payrolls report and amid concerns about economic growth. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust 1,519.71 608,529.99 0.25% AGG iShares Core U.S. Aggregate Bond ETF 564.85 124,607.95 0.45% VCIT Vanguard Intermediate-Term Corporate Bond ETF 414.30 53,310.35 0.78% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 299.82 30,356.39 0.99% SGOV iShares 0-3 Month Treasury Bond ETF 235.90 47,957.46 0.49% BND Vanguard Total Bond Market ETF 209.64 126,863.38 0.17% SMH VanEck Semiconductor ETF 199.07 23,313.95 0.85% VTI Vanguard Total Stock Market ETF 192.86 478,760.59 0.04% HYG iShares iBoxx $ High Yield Corporate Bond ETF 189.89 16,552.34 1.15% XLK Technology Select Sector SPDR Fund 189.13 74,033.78 0.26% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPLG SPDR Portfolio S&P 500 ETF -399.58 68,181.28 -0.59% XLF Financial Select Sector SPDR Fund -273.24 49,272.10 -0.55% IVV iShares Core S&P 500 ETF -239.54 587,471.96 -0.04% PWB Invesco Large Cap Growth ETF -228.65 1,147.75 -19.92% SOXL Direxion Daily Semiconductor Bull 3x Shares -210.80 12,043.73 -1.75% ABFL FCF US Quality ETF -127.42 705.18 -18.07% SHY iShares 1-3 Year Treasury Bond ETF -123.42 23,977.02 -0.51% VTV Vanguard Value ETF -110.61 134,061.47 -0.08% USHY iShares Broad USD High Yield Corporate Bond ETF -106.70 22,643.45 -0.47% XLB Materials Select Sector SPDR Fund -105.21 4,745.35 -2.22% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 23.61 10,019.70 0.24% Asset Allocation 9.09 24,915.75 0.04% Commodities ETFs 262.41 214,242.31 0.12% Currency 501.88 144,317.48 0.35% International Equity 959.47 1,800,893.53 0.05% International Fixed Income 626.75 291,815.06 0.21% Inverse 128.23 14,425.34 0.89% Leveraged -401.52 123,208.96 -0.33% US Equity 2,429.62 6,852,269.09 0.04% US Fixed Income 2,046.84 1,658,504.25 0.12% Total: 6,586.38 11,134,611.45 0.06% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved 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
Mint
11-05-2025
- Business
- Mint
The classic 60/40 portfolio has lost fans. They're intrigued by 25/25/25/25.
It's no secret investors have been disappointed lately with the classic 60/40 investment strategy. Can the so-called 'permanent" portfolio provide an alternative? Recent returns look good, but there are risks. The permanent portfolio is a nickname some investors give to a strategy of splitting your holdings equally among four major asset classes: stocks, bonds, gold, and cash. (It isn't to be confused with Permanent Portfolio mutual fund, but more on that later.) The permanent portfolio, also sometimes referred to as the 25/25/25/25 strategy, has performed well in recent years, more or less matching the returns of the more traditional 60% stocks/40% bonds strategy. And some investors think the future looks bright. 'Commodities are in [an] early-stage structural bull market, led by gold, and U.S. stocks in [a] late-stage structural bear market relative to international stocks," wrote BofA Securities investment strategist Michael Hartnett in a note Thursday. 'The most diversified of portfolios, e.g. 25/25/25/25 cash/gold, stocks/bonds likely to remain competitive vs 60-40." Hartnett goes on to outline potential headwinds for U.S. stocks, including more restrained U.S. government spending, tariffs, and declining productivity. Indeed, on Thursday, the Bureau of Labor Statistics noted that U.S. productivity declined for the first time in three years during the first quarter. What's more, writes Hartnett, gold has tended to turn in its best performance relative to stocks in historical periods when markets have experienced similar dynamics, and the U.S. appeared to be on its back foot: in the 1930s following the Smoot-Hawley Tariff Act, during the stagflation of the 1970s, and following turmoil of 9/11. Recent returns for the permanent portfolio strategy certainly look attractive. To gauge performance, Barron's asked Morningstar to calculate trailing returns for a portfolio split equally between the Vanguard Total World Stock ETF, iShares Core U.S. Aggregate Bond ETF, SPDR Gold Shares, and cash. We also asked for returns for a portfolio with 60% invested in the Vanguard stock fund and 40% in the iShares bond fund as a point of comparison. Over the past year, the permanent portfolio was the winner hands down, returning nearly 17%, compared with 10% for the traditional 60/40 strategy. What was more surprising: The strategies were essentially neck-and-neck at the five- and 10-year marks. Only over the past 15 years has the classic 60/40 strategy prevailed, with an average annual return of 6.5%, compared with 5.2% for the permanent portfolio. It's also worth taking a look at the returns of the popular Permanent Portfolio mutual fund, a $4.3 billion mutual fund run by longtime portfolio manager Michael Cuggino. Cuggino's take on the strategy involves investing roughly one-third in bonds, one-third in gold, and one-third in stocks that he favors, such as Palantir, Nvidia, and Costco Wholesale. The fund has returned 22% in the past year and 6.9% over the past 15 years. However, it's worth noting that its returns have historically been volatile, with the portfolio sometimes leading its fund category and sometimes lagging dramatically. Can the strategy of ditching the classic 60/40 portfolio—while adding big helpings of cash and gold—continue to outperform in coming years? It's true stock the market looks iffy. Despite a difficult start to 2025, U.S. stocks are still trading at about 35 times their long-term cyclically-adjusted earnings—about where they were in 1929—and higher than at any time since the dot-com bubble. Market watchers, including Goldman Sachs and Vanguard, have warned the U.S. stock market could be on the verge of a 'Lost Decade," of sluggish returns. On the other hand, history shows few assets have matched stocks' long-term historical returns, and that is true of bonds, gold, and cash. It's worth noting that gold prices are also at historic highs, having jumped 40% in the past year. Investors who add a big slug of gold to their portfolios today are hardly getting in on the ground floor. Write to Ian Salisbury at
Yahoo
14-04-2025
- Business
- Yahoo
Software Engineer Making $9,000 a Month in Dividends Shares Portfolio, Says He 'YOLO'd Tech Stocks in IRA'
President Donald Trump's tariffs against America's trading partners and the subsequent retaliatory measures from China and Europe resulted in major losses for investors across the globe, with no end to volatility in sight. Trade tensions may ease amid expected deals between key countries, but prudent investors are rethinking their long-term strategies. Dividend stocks have gained significance in this period of market turbulence because of their strong history. A March report from S&P Global showed that dividends have accounted for about 31% of the total S&P 500 returns since 1926. Don't Miss: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. A few weeks ago, a dividend investor shared his income report and portfolio details on r/Dividends — a Reddit community with over 700,000 followers. The portfolio screenshots shared by the investor showed he was making about $9,250 per month, or $111,100 annually, in dividends. His total portfolio yield was about 2.3%. "Dividends and interest cover 60% of expenses. Decent growth without huge volatility," he said. The investor, 58, said he was a software engineer in Silicon Valley and retired in 2021. He said his goal is to cover his expenses of $15,000 per month with dividends by 2030. "YOLO'd tech stocks in my IRA," the investor said, referring to the social media slang for taking a bold, high-risk approach. Trending: Hasbro, MGM, and Skechers trust this AI marketing firm — . Let's take a look at some of the key holdings in the investor's portfolio. iShares Short Treasury Bond ETF The iShares Short Treasury Bond ETF (NASDAQ:SHV) gives investors exposure to US Treasury bonds with remaining maturities of one year or less. SHV is suitable for investors looking for low-risk funds to preserve capital and earn income. The investor said SHV accounted for about 5% of his total portfolio. iShares Core U.S. Aggregate Bond ETF iShares Core U.S. Aggregate Bond ETF (NYSE:AGG) was another key bond ETF in the investor's portfolio. The fund tracks an index composed of investment-grade US U.S. Dividend Equity ETF The investor earning about $9,000 in monthly dividends had Schwab U.S. Dividend Equity ETF (NYSE:SCHD) in his portfolio. Schwab U.S. Dividend Equity ETF tracks the Dow Jones U.S. Dividend 100 Index and provides exposure to some of the top dividend stocks trading in the U.S., including Verizon (NYSE:VZ), Coca-Cola (NYSE:KO), ConocoPhillips (NYSE:COP), Lockheed Martin (NYSE:LMT), PepsiCo (NASDAQ:PEP) and Chevron (NYSE:CVX). iShares Core S&P 500 ETF The investor making $9,000 a month in dividends said about 60% of his portfolio was allocated to the iShares Core S&P 500 ETF (NYSE:IVV). The fund tracks the S&P 500 Index and yields about 1.2%. It provides investors exposure to some of the biggest companies in the world, including Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG, GOOGL)), among others. Read Next: Have $200K saved? Deloitte's fastest-growing software company partners with Amazon, Walmart & Target – Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Software Engineer Making $9,000 a Month in Dividends Shares Portfolio, Says He 'YOLO'd Tech Stocks in IRA' originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
Yahoo
07-04-2025
- Business
- Yahoo
Stock, Bond ETFs React to Tariff News; VOO Hits Bear Market
Stock, bond and commodity ETFs broadly fell Monday, with S&P 500 funds like the Vanguard S&P 500 ETF (VOO) briefly tumbling into bear market territory amid wild gyrations sparked by President Donald Trump's global tariffs. The biggest U.S. exchange-traded funds, including VOO, the SPDR S&P 500 Trust (SPY) and the iShares Core S&P 500 ETF (IVV), which together hold more than $1.5 trillion in assets (or more than 10% of the entire ETF market), fell for a third day straight. They've each lost 10% over that time frame and are down almost 20% since the February all-time high. Safe-haven ETFs also dropped: The $125.6 billion iShares Core U.S. Aggregate Bond ETF (AGG) and the $128.9 billion Vanguard Total Bond Market ETF (BND) fell, while the $43.3 billion SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) just barely ended in the green. Market volatility surged to its highest since the 2020 pandemic, as measured by the Cboe Volatility Index (VIX). In a sign of how itchy investors' trigger fingers have become, the market briefly soared mid-morning, turning positive following reports—which were later disavowed—that tariffs would be paused for 90 days. Rattling markets further was Trump's threat for another 50% tariff on China. 'The name of the game now is uncertainty across the board with investors,' said Tim Urbanowicz, CFA, chief investment strategist at Innovator ETFs, likening the current environment to that of the pandemic meltdown. 'The uncertainty is not going away. We don't think it's peaked yet.' Investors bought around $850 million in so-called buffer ETFs on Friday, he said. Those funds hedge against volatility by limiting their losses and gains. Innovator is telling investors to be prepared for a 'wide range of outcomes,' he said. Source: data Market screens were a sea of red today, with few investments gaining. The VanEck Semiconductor ETF (SMH) moved higher by 1.5% along with the iShares Silver Trust (SLV), which was up 0.4% at the close. Beyond those rare green signs, investors found few places of refuge. 'Today, we feel bewildered, angry and shocked,' Allan Roth, columnist and founder of financial planning firm Wealth Logic, wrote in an email. 'I agree with the sentiment that this is 'a self-inflicted wound.''Permalink | © Copyright 2025 All rights reserved Sign in to access your portfolio
