Alternative ETFs and their growing role as portfolio diversifiers were the focus of this week's ETF Prime. Host Nate Geraci welcomed Cinthia Murphy, director of research at VettaFi, followed by Matt Bartolini of State Street Investment Management.
State Street Investment Management recently released its Midyear Outlook, and it captured the market's moment incredibly well, depicting an environment marked by both resilience and fragility. When we dive into the latest macro economic data, we see exactly that: a market that's anchored on solid fundamentals but that's also growing fragile as confidence wanes.
The State Street Bridgewater All Weather ETF offers a globally diversified, actively managed multi-asset strategy targeting conservative investors seeking stability and income. ALLW allocates across equities, inflation-linked bonds, and global nominal bonds, with a focus on mitigating inflation and market volatility. With a 4.26% distribution yield and flexible asset allocation, ALLW is positioned to benefit from ongoing inflationary pressures and supply chain disruptions.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 297,971 | $8.72M | $8.88M | $160,892.51 | 1.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 103,016 | $2.97M | $3.08M | $108,929.87 | 3.66% |
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 1.08M | $27.22M | $32.35M | $5.13M | 18.84% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,178 | $216,344.92 | $214,765.76 | -$1,579.16 | -0.73% |
Daren Blonski Fermata Advisors LLC | 61,186 | $1.72M | $1.79M | $67,651.32 | 3.94% |
| NASDAQ (NMS) Exchange | US Country |