They could do even better in a future recession as investors pour into under-appreciated defensive assets. Investors have piled into tech stocks to the point where they constitute a plurality of their portfolios, if not the large majority. When a downturn hits the market, a rotation out of tech is likely. All that excess liquidity may end up making its way to the following 3 ETFs. If you are an investor who is securing profits and is buying up dividend ETFs to weather a possible downturn instead, it's not a ...

Ilyas nasrulloh / Shutterstock.com Quick Read iShares Flexible Income Active ETF (BINC) yields 6.14% monthly through 4,000 holdings managed by Rick Rieder who oversees $2.7T in assets. ALPS REIT Dividend Dogs ETF (RDOG) yields 6.67% quarterly across 47 diversified REITs positioned to benefit from Fed rate cuts. iShares Preferred and Income Securities ETF (PFF) yields 6.07% monthly and trades below par value after losing 18.8% over five years. If you’re thinking about retiring or know someone who i ...

While dividend ETFs like Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) dominate retail investor conversations, SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD) has quietly delivered a 4.7% yield at rock-bottom cost. ...

The broader market could soon go through some pivotal changes in the near future as we turn the page to December, with investors confident about another rate cut this month. ...

2025年投资者表现评估 - 2025年对于投资者而言并非表现最佳的年份 [1] - 2025年对于投资者而言也并非表现最差的年份 [1]

行业关注度 - 股息投资领域的主要关注度集中于大型知名公司 [1] - 摩根大通、嘉信理财、富达投资和iShares等大型机构获得最多关注 [1]

长期持有型股息ETF推荐 - iShares Select Dividend ETF (NASDAQ:DVY) 被提及为长期持有不会令人失望的股息ETF之一 [1] - Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO) 被推荐为适合长期投资的股息ETF [1] - Vanguard Dividend Appreciation Index Fund ETF (NYSEARCA:VIG) 被列为长期可靠的股息ETF选择 [1]

AI行业前景与风险 - 谷歌CEO认为当前AI热潮存在非理性成分 并警告若泡沫破裂所有公司都将受影响[4] - OpenAI CEO同样认为投资者对AI存在过度兴奋情绪[5] - AI泡沫破裂可能对整体市场产生灾难性影响 部分投资者已开始将利润转向防御性股息ETF[6] 防御性投资策略 - 股息ETF可在市场下跌时缓冲冲击 即使上涨行情持续也能获得股息收益[3] - SPDR道琼斯工业平均ETF追踪30只蓝筹股表现 在非蓝筹主题如AI引发的下跌中表现更好[7] - 多数ETF持仓重叠集中于英伟达等大型科技股 若AI热潮消退将面临较大风险[8] 具体ETF产品特点 - SPDR道琼斯工业平均ETF前10大持仓中有9只非科技股 避免AI风险重叠暴露[9] - iShares国际精选股息ETF收益率为4.58% 受益于美元对欧元年内贬值10.6%[9]

文章核心观点 - 尽管AI主题ETF因大幅上涨而成为市场焦点，但股息ETF今年的需求情况仍是一个核心问题 [1] 投资策略与方法 - 投资策略为机会主义型，专注于识别具有吸引力的风险/回报机会 [1] - 方法结合了敏锐的价格走势分析和基本面投资 [1] - 倾向于避开过度炒作和高估的股票，同时利用 battered stocks 的显著反弹可能性 [1] - 重点识别具有强劲增长潜力和被严重打压的反向投资机会，投资主题展望期为18至24个月 [1] - 投资组合旨在为寻求利用具有稳健基本面、买入动能和高度吸引人估值的 turnaround plays 的成长股投资者服务 [1]

退休规划方法 - 长期以来最有效的退休支出指导方法是4%规则 [1]