When the market is on a tear, it's tempting to sit back and wait for a pullback. But smart investors know that the best strategy isn't timing the market -- it's time in the market. The market hitting new highs actually isn't uncommon. In fact, a J.P. Morgan study found that since 1950, the S&P 500 hit a new high on about 7% of its trading days. Meanwhile, on nearly a third of the days it hit a new high, it never traded below that price again. That's why dollar-cost averaging is so important. And one of the ...

被动收入投资策略 - 文章核心观点为通过投资Schwab美国股息股票ETF(SCHD)获取长期被动收入 该ETF跟踪道琼斯美国股息100指数 持有103只股票 包括德州仪器 雪佛龙 康菲石油 默克和思科等权重股 [1][3] - 相比房地产投资和联盟营销等传统被动收入方式 该ETF提供更简单的长期收益方案 [1] ETF业绩表现 - 自2011年10月成立以来 该ETF分红增长541% 年复合增长率约14% [4] - 过去12个月分配收益率为3.87% 30天SEC收益率为3.85% 10万美元投资可产生3850美元年收入 [5] - 成立以来年均回报率12.3% 近五年年均回报率12.9% [8] ETF投资特性 - 组合平均市盈率低于16倍 显著低于标普500近30倍的估值水平 [7] - 年管理费率仅0.06% 采用被动管理策略降低成本 [8] - 总净资产规模达702亿美元 日均交易量约1600万股 流动性充足 [9] 同业比较 - 相比SPDR标普500高股息ETF(4.5%收益率)和摩根大通纳斯达克溢价收益ETF(11.3%收益率) 该ETF收益率虽较低但更注重分红稳定性和增长潜力 [10] - 在分红可靠性 增长潜力和历史回报等维度表现突出 被认为是市场上最优秀的股息ETF之一 [11]

Fidelity Blue Chip Growth ETF (FBCG) 概况 - 该ETF由Fidelity Management & Research Company LLC管理 于2020年6月2日推出 旨在通过主动管理投资具有高增长潜力的大型蓝筹股 [1] - 基金费用率为0.59% 资产管理规模(AUM)达45.3亿美元 [1] 投资策略与定位 - 采用主动管理策略 重点配置具备高增长特征的蓝筹公司股票 [1]

投资策略 - 近期股市上涨促使市场关注备兑看涨期权基金作为避险选择 [1] - NEOS纳斯达克100高收益ETF(NASDAQ:未提及代码)被作为具体分析案例 [1] - 投资组合策略包含两种模式：短期生存/赎回组合与长期激进增长组合 [1] 研究团队背景 - 研究团队负责人拥有金融经济学博士学位及十年量化建模经验 [2] - 研究领域覆盖抵押贷款市场、商业地产市场及银行业 [2] - 研究重点包括ETF产品及资产配置 涉及整体市场、债券、金融板块和房地产市场 [2] 服务内容 - 提供动态资产配置方案以实现高收益与高增长的双重目标 [1] - 服务包含实时观点交流、持仓月度更新及个股分析请求响应 [1] - 包含税务规划讨论等增值服务 [1]

The Avantis US Large Cap Value ETF (NYSEARCA: AVLV ), launched on 09/21/2021 and managed by American Century Investment Management Inc., provides exposure to large-cap stocks that exhibit value characteristics through a factor-based systematic strategy. For an actively managed fund, it charges aAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and ...

Eldridge BBB-B CLO ETF表现 - 该ETF过去几年表现优异 得益于82%的强劲收益率和极低的利率风险[1] - 产品因高收益特性受到市场欢迎 近期表现突出[1] CEF/ETF Income Laboratory服务特点 - 提供管理型收益组合 目标年化收益率约8% 专注于CEF和ETF领域的高收益机会[1] - 组合适合各经验层次投资者 包含主动和被动投资策略[1] - 持仓中大部分为月度派息产品 加速复利效应并提供稳定现金流[1] - 附加服务包括24/7在线交流及交易提醒功能[1] 分析师专业背景 - 具备固定收益交易员 金融分析师 运营分析师及经济学教授多重职业经历[2] - 擅长跨市场跨币种的固定收益证券分析交易 涵盖债券 货币市场及银行间贸易融资[2] - 研究重点集中于股息 债券及收益型基金 特别专注ETF领域[2]

I last reviewed the SP Funds S&P 500 Sharia Industry Exclusions ETF (NYSEARCA: SPUS ) on May 17, 2024, when I named it as superior to the Wahed FTSE USA Shariah ETF ( HLAL ) but notThe Sunday Investor has completed all the educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor. Focusing on U.S. Equity ETFs, The Sunday Investor maintains a comprehensive ETF Database that tracks the performance and fundamentals for ...

The VanEck Real Assets ETF (NYSEARCA: RAAX ) is an interesting fund. We came across this name as part of a research project, and wanted to dig more into the name. As per the fund objective:With an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We ...

主题ETF趋势 - 主题ETF在过去几个季度呈现更精细化的趋势 [1] - Fundstrat Granny Shots US Large Cap ETF (GRNY) 追踪Tom Lee的投资组合策略 [1] 内容创作特点 - 内容形式包括文章、博客、电子邮件和社交媒体 [1] - 擅长将金融数据转化为叙事性内容 [1] - 关注主题投资、市场事件和客户教育 [1] - 擅长分析股票市场板块、ETF和经济数据 [1] - 使用图表等工具以简单而引人入胜的方式呈现信息 [1]

For investors seeking momentum, SPDR S&P Aerospace & Defense ETF (XAR) is probably on the radar. The fund just hit a 52-week high and is up 58.9% from its 52-week low price of $137.09/share.But are more gains in store for this ETF? Let’s take a quick look at the fund and the near-term outlook on it to get a better idea of where it might be headed:XAR in FocusThe S&P Aerospace & Defense Select Industry Index represents the aerospace & defense sub-industry portion of the S&P Total Stock Market Index. The S&P ...