September is historically the worst month of the year for U.S. stocks. The S&P 500 has retreated 56% of the time in September, by an average of 1.17%, per Bank of America’s Paul Ciana, who cited data dating back to 1927, as quoted on Bloomberg.Note that terrifying financial events, such as the start of the Great Depression in 1929 or the fall of Lehman Brothers in 2008, all crept up in the month of September.However, this September could be different due to the chances of a Fed rate cut in the United States ...

The SPDR S&P Aerospace & Defense ETF (NYSEARCA: XAR ) provides exposure to 38 U.S. Aerospace & Defense stocks, as determined by Global Industry Classification Standards. Since it follows a modified equal weighting scheme, XAR partially solves some diversification issues common to its peers, namely the iSharesThe 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 ...

If you're interested in broad exposure to the Technology - Broad segment of the equity market, look no further than the iShares Expanded Tech Sector ETF (IGM) , a passively managed exchange traded fund launched on March 13, 2001.Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.Investor-friendly, sector ETFs provide many options to gai ...

Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams that include senior editors, investment strategists, marketing managers, data analysts, and executives, I contribute ideas to help make content relevant, accessible, and measurable. Having ...

With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...

Launched on September 9, 2010, the Vanguard S&P Mid-Cap 400 ETF (IVOO) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.The fund is sponsored by Vanguard. It has amassed assets over $2.78 billion, making it one of the average sized ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendWith market capitalization between $2 billion and $10 billion, mid cap companies usually contain higher ...

Launched on September 22, 2015, the ProShares S&P 500 Ex-Technology ETF (SPXT) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.The fund is sponsored by Proshares. It has amassed assets over $214.90 million, making it one of the average sized ETFs attempting to match the Large Cap Blend segment of the US equity market.Why Large Cap BlendLarge cap companies typically have a market capitalization above $10 billion. Overall, ...

投资策略与背景 - 投资始于2011年高中时期 主要涉及房地产投资信托基金、优先股和高收益债券 [1] - 近期采用股票多头头寸与备兑认购期权及现金担保认沽期权相结合的策略 [1] - 投资方法论基于基本面长期视角 重点关注房地产投资信托基金和金融行业 偶尔涉及交易所交易基金及其他宏观交易驱动的个股分析 [1] 披露声明 - 作者未持有任何提及公司的股票、期权或类似衍生品头寸 且未来72小时内无相关头寸建立计划 [2] - 文章内容为作者独立观点 未获得除Seeking Alpha外任何形式的报酬 [2] - 作者与提及股票的公司不存在商业关联 [2] 平台性质说明 - 平台明确声明不提供投资建议 suitability评估或未来业绩保证 [3] - 所表达观点不代表Seeking Alpha整体立场 平台非持牌证券交易商、经纪商或投资顾问 [3] - 分析师团队包含未受机构或监管机构认证的专业投资者与个人投资者 [3]

市场情绪与指数表现 - 鲍威尔讲话后投资者信心略有改善 推动标普500指数小幅上涨[1] - 标普500指数8月先涨3.7% 随后第二周失势 截至8月21日下跌约1.5%[2] - 截至8月27日标普500指数反弹 涨幅约1.7%[2] 通胀与经济风险 - 消费者12个月通胀预期从4.5%升至4.9% 长期预期从3.4%升至3.9%[4] - 滞胀风险加剧 表现为增长放缓、通胀上升与高失业率并存的经济状况[3] - 美国债务水平创纪录与持续地缘政治不稳定加剧市场波动[5] 人工智能板块风险 - 人工智能热潮推动市场反弹 但OpenAI首席执行官警告存在AI泡沫[5] - 投资者从主要科技公司撤资 认为AI板块涨幅已过度延伸[5] - AI驱动的反弹存在系统性脆弱性 可能引发对轻微负面消息的过度反应[6] 波动率ETF产品分析 - iPath Series B S&P 500 VIX Short-Term Futures ETN（VXX）管理资产8.061亿美元 年费率0.89%[11] - VXX过去一月下跌11.48% 一年下跌8.47% 月均成交量667万股[11][12] - ProShares VIX Short-Term Futures ETF（VIXY）管理资产3.319亿美元 年费率0.85%[13][14] - VIXY过去一月下跌11.56% 一年下跌9.82% 月均成交量181万股[14] - ProShares VIX Mid-Term Futures ETF（VIXM）管理资产3910万美元 年费率0.85%[15][16] - VIXM过去三个月下跌6.82% 但过去一年上涨16.4% 月均成交量15万股[16] 波动率ETF策略价值 - 短期增加波动率ETF敞口可作为应对市场混乱期的有效策略[7] - 该类基金在市场波动期间能提供短期收益 并在波动持续时进一步上涨[7] - 长期投资者可忽略短期不确定性 但短期投资者需保持高度谨慎[7]

市场表现 - 华尔街上周表现分化 标普500周涨0.3% 道琼斯周涨超1.5% 纳斯达克周跌0.6% [1][5] - 8月22日单日大幅上涨 道指涨1.9%创历史新高 标普500涨1.5% 纳斯达克涨1.9% [5] 货币政策 - 美联储主席鲍威尔在杰克逊霍尔会议暗示可能9月降息 称经济前景变化可能需要货币政策调整 [2] - 交易员对9月降息概率预期从当日早间70%升至周五下午91.5% 一周前为85% [4] - 降息预期推动国债收益率下降和股市上涨 [4] 行业ETF表现 - KSTR科创板50ETF周涨12.8% 跟踪上证科创板50指数 费率0.89% [7] - YOLO大麻ETF周涨12.5% 投资国内外大麻股权证券 费率1.12% [8] - ARKZ以太坊期货策略ETF周涨11.3% 以太坊ETF单日涨幅超14% 多只接近52周高点 [9] - CHIQ中国消费 discretionary ETF周涨6.4% 持仓中国电商和消费股 蔚来汽车周涨29% [10] - CNXT创业板ETF周涨5.1% 受益中国持续复苏和长期资本流入 芯片股受"中国制造"预期推动 [12] 消费数据 - 零售数据弱于预期但必需品需求稳健 粮油食品类增8.6% 日用品增8.2% [11] - 高端消费类别表现突出 运动休闲用品增13.7% 珠宝增8.2% [11]