BlackRock says retirement investing must evolve beyond index funds, per a Moneywise article. These income-focused ETFs could help generate steadier retirement cash flow.
Franklin International Low Volatility High Dividend Index ETF remains a Buy, downgraded from Strong Buy, as core diversification and income theses hold. LVHI has delivered strong risk-adjusted returns, outperforming the S&P 500 over the past year, with lower drawdowns and a 4-5% yield. Current portfolio tilts—energy overweight, tech underweight, Japan underweight—support valuation diversification but may challenge the low volatility promise.
Income investors in the Franklin International Low Volatility High Dividend Index ETF (NYSEARCA:LVHI | LVHI Price Prediction) get paid well to sit through a quieter ride than most equity funds.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 493,235 | $17.06M | $20.52M | $3.46M | 20.29% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 98 | $3,368.1 | $4,077.77 | $709.67 | 21.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 81,622 | $2.92M | $3.39M | $471,107.36 | 16.13% |
| YA Yinka Akinsola Blue Trust Inc. | 211 | $8,553.94 | $8,774.43 | $220.49 | 2.58% |
Jeff Ameen Spire Wealth Management | 400 | $16,216 | $16,644 | $428 | 2.64% |
| BATS Exchange | US Country |
The fund is designed to cater to investors looking for more stable income opportunities by investing in the stocks of profitable companies located in developed markets outside of the United States. It focuses on companies that not only have high dividend yields or the potential for high dividend yields but also exhibit lower price and earnings volatility. An important aspect of the fund's strategy is its effort to mitigate exposure to exchange-rate fluctuations, which is accomplished by investing at least 80% of its net assets, along with any borrowings for investment purposes, in securities that make up its underlying index. This approach aims to offer investors a more predictable and less volatile investment option in the international equity space.
This product focuses on generating a more stable income stream for investors by specifically targeting stocks of profitable companies in developed markets outside the U.S. These companies are selected for their high or expected high dividend yields, contributing to the product's goal of providing a steady income.
By emphasizing lower price and earnings volatility, this investment option aims to reduce the risk commonly associated with equity investments. The fund selects stocks that historically have shown less volatility, making it a suitable option for investors seeking safer equity exposure.
In international investing, exchange-rate fluctuations can significantly affect returns. This fund addresses this concern by employing strategies to mitigate exposure to currency risks, ensuring that investors are somewhat insulated from the volatility of exchange rates between the USD and other major currencies.