Diversify Your Portfolio And Hedge Your Bets With April s Top ETFs forbes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from forbes.com Daily Mail and Mail on Sunday newspapers.
StreetAuthority
March 12, 2021
A common question I get asked is: “What’s the right allocation between stocks and bonds for my portfolio?”
Now, there is no right answer to this question. I believe the standard formulas such as a 60/40 allocation or using 100 minus your age can work well if you have a large account.
For example, if you have $1 million, that would be $400,000 in fixed-income investments. Even at 3%, that would provide an income of $1,000 a month. But, with a $1 million account, you would withdraw 3% or 4% a year from the account in addition to collecting income.
But some of us don’t even have $1 million accounts. And regardless of your situation, I believe most people would be better off with a different approach.
Not Seeing the Love in February? 2 iShares ETFs for March March 8, 2021
Inflation fears and rising yields mean investors haven’t gotten much love from the markets post-Valentine’s Day. That said, investors can strategically position their portfolios for March with a pair of iShares funds through the
Both funds recently made Forbes list of top dividend ETFs for March. Despite rising yields in safe haven Treasury notes, these ETFs can help investors stay steps ahead of still relatively low government yields in comparison.
HDV seeks to track the investment results of the Morningstar Dividend Yield Focus Index composed of relatively high dividend paying U.S. equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash, and cash equivalents.
On Wednesday, two market watchers went searching for value plays at or near their 52-week highs that could benefit from a full-fledged vaccine rollout.
Steve Chiavarone, portfolio manager, equity strategist and vice president at Federated Hermes, had his eye on dividend payers.
Less than 5% off its 52-week high, the Dow Jones Select Dividend Index has been outperforming since Sept. 2, outpacing the S&P 500, large-cap growth, large-cap value and international names in the iShares MSCI EAFE ETF (EFA), Chiavarone told CNBC s Trading Nation on Wednesday. The story here is you get a dividend yield that s north of 4% and on a P/E basis, you re trading at 14.5 times next 12 months earnings, which is a lot cheaper than the market at 22 times, and dividend payers were really hurt by the pandemic, Chiavarone said.
Dividend Stocks: They Aren t Free Money ; Here s Why | Investor s Business Daily investors.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investors.com Daily Mail and Mail on Sunday newspapers.