The IVV ETF and the S&P 500 index can always go up in price, but what differs at any time is how much risk is inherent in doing so. As of this writing, that risk level is abnormally high, for several different reasons cited in the article.
U.S. Democratic presidential candidate Harris has proposed hiking the corporate tax rate from 21% to 28% if she wins the November election.
FLRG has an index-based strategy centered on the value, quality, low volatility, and momentum factors. It has outperformed IVV as well as most of its peers over the October 2020-August 2024 period. The current version of its portfolio has stronger quality and value characteristics than that of IVV.
Keep it simple and stick with ETF's based around the S&P 500. With one simple investment, you are divested across a broad marketplace.
The iShares Core S&P 500 ETF (IVV) was launched on 05/15/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
I've been writing about ETFs for almost 15 years. At my job, talking about an ETF by its ticker, and not its name, is the norm.
Some market watchers believe that recent market sell-offs may cause distress due to risk exposure. It may thus be wise to reduce risk levels by tapping index ETFs.
U.S. stocks rebounded on Aug 8, 2024, after weekly initial jobless claims fell more than the forecast in a positive update on the health of the US jobs market.
FCTE is an actively managed ETF attempting to outsmart the S&P 500 by betting on its 20 most promising constituents. It is supposed to rebalance the portfolio monthly. Since its debut in July, FCTE has amassed $308.6 million in AUM and beaten IVV and QQQ. FCTE has an earnings yield higher than that of IVV, plus mostly stronger quality. Its growth proposition is weaker.
A hypothetical S&P 500 “median” company is overvalued by 14% relative to 11-year averages. Nonetheless, energy, communication services, consumer staples and real estate are undervalued based on the same metrics. Industrials and information technology are the most overvalued sectors.
Such 100% buffer ETFs weren't viable when interest rates were close to zero. But with Treasuries yielding about 5% today, you can get a 10% maximum upside cap rate with zero downside.
With the S&P 500 on a seven-session winning streak and record high, these ETFs can be fruitful for investors.