ETF Asset Report of the Month of July
VOO led July ETF inflows with $12.68B, while LQD and IWM witnessed sharp outflows.
3 Reasons the Market Can Rally, 2 Ways to Diversify If It Doesn't
As the S&P 500 and the Nasdaq-100 indexes trade near and new all-time highs now, many investors may wonder whether any bullish outlooks could already be priced into the overall stock market's valuation. The truth is that, while there are a few key reasons why higher prices might occur, investors should also consider the best ways to hedge their current portfolios.
Top-Performing ETF Areas of July
Ethereum ETFs like QETH and CETH soared over 30% in July, fueled by bullish sentiment, policy moves and staking buzz.
This New ETF Mitigates Concentration Risk in the S&P 500
While investors may look to the vaunted S&P 500 for broad-based equities exposure through associated ETFs like the SPDR S&P 500 ETF Trust (SPY) or Vanguard S&P 500 ETF (VOO), they might be seeking even further diversification that mitigates concentration risk.
5 Stocks Powering the S&P 500 ETF So Far in 2025
Five stocks, PLTR, NRG, STX and HWM, have surged over 60%, powering SPY's climb to all-time highs in 2025.
Why Warren Buffett Chose This 2-Fund Portfolio For His Spouse?
Warren Buffett's 90/10 portfolio - 90% in S&P 500, 10% in short-term government bonds - offers simplicity, low cost, and historically strong performance. The S&P 500's dominance is justified by its profitability, global revenue exposure, and long-term outperformance of most active funds, though it lacks small-cap and international diversification. Buffett's aggressive equity allocation suits his wife's likely large inheritance and goals, but may not be suitable for retirees with smaller nest eggs due to sequence of returns risk.
2025 Q2 Earnings Season Off To A Strong Start After Bank Reports
Big banks reported strong Q2 profits, driven by trading and investment banking, though CEOs remained cautious about economic risks. The Late Earnings Report Index (LERI) shows increased certainty, despite more companies setting unusual earnings dates. Key tech (Tesla, Alphabet) and industrial companies report this week, with peak earnings season expected from July 28 to August 15.
Can Investing $25,000 in the S&P 500 Today and Holding On for 25 Years Make You Wealthy?
For not only years, but decades, tracking the S&P 500 has been a reliable way to generate significant stock gains. Since the index tracks the best stocks on the U.S. markets, it offers a great low-risk way to ensure you're positioned for long-term growth.
Investing With Purpose: How to Pitch the TOV ETF to Clients
U.S. large-cap equity exposure forms a fundamental building block in nearly every client portfolio. Therefore, for investors seeking to align potential financial growth with their personal values, a compelling new option has emerged: the JLens 500 Jewish Advocacy U.S. Index ETF (TOV).
Q2 2025 Earnings Season Preview
Next week, the Q2-2025 earnings season will begin in earnest as a barrage of S&P 500 companies report. Over the last few months, according to data from S&P Global, the Q2-2025 earnings estimates have declined from $234/share in the original March 2024 estimate to $220/share as of June 15th. There are three core drivers to explain the steeper-than-normal downward revisions in Q2-2025 earnings.
Should SPDR S&P 500 ETF (SPY) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the SPDR S&P 500 ETF (SPY), a passively managed exchange traded fund launched on 01/29/1993.
How to Trade the Ups and Downs of the S&P 500 With ETFs
With record highs and rising volatility, leveraged and inverse ETFs like SPXL and SPXU offer bold plays on the S&P 500's next move.
