|Bid||0.00 x 1200|
|Ask||0.00 x 1800|
|Day's Range||66.41 - 66.77|
|52 Week Range||56.79 - 68.51|
|PE Ratio (TTM)||N/A|
|Beta (3Y Monthly)||0.88|
|Expense Ratio (net)||0.35%|
Weighed down by trade tensions, global growth worries and U.S. government shutdown? Play these dividend growth ETFs and stocks.
Heading into 2019, some market observers forecast slower dividend growth for the S&P 500 than was seen last year, indicating dividend investors should focus on strategies and exchange traded fund that ...
The idea of a well-balanced or perfect portfolio can seem daunting for many investors, especially those who are learning how to invest for the first time. Even professionals struggle to reach "perfect" asset allocations and, let's be honest, many people have different ideas about what constitutes "good" returns, so aiming for perfection can be akin to aiming at a moving target. The famed modern portfolio theory (MPT) examines how risk-averse investors can optimize returns, but given that investors have varying degrees of risk tolerance, what is a well-balanced portfolio for one, may not be for another investor. Some tried and true versions of well-balanced portfolios are likely to include a mix of bonds and stocks with exposure to the former rising as the investor ages. InvestorPlace - Stock Market News, Stock Advice & Trading Tips "Each investor profile has an associated asset allocation--the percentage of investments including stocks, bonds and cash that a portfolio holds. Asset allocation is a strategy that can help you balance portfolio risks and rewards," according to Bank of America Merrill Lynch. * 10 Hot Stocks to Buy Right Now Exchange-traded funds (ETFs) make for ideal tools in building well-balanced portfolios. Many of the best ETFs feature large rosters of holdings, low costs and are suitable for use by novice and sophisticated investors. Here are some of the best ETFs for building a well-balanced portfolio. ### iShares Core MSCI Total International Stock ETF (IXUS) Expense Ratio: 0.10%, or $10 annually per $10,000 invested Investors in every country have a bias toward their own country's stocks. That also means a lot of investors are missing out on some of the best ETFs while limiting their portfolio's diversification. Total market funds, such as the iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) are among the best ETFs for U.S. investors looking to add international exposure to their portfolios. IXUS is a broad, cost-efficient fund that features exposure to developed and emerging markets. The fund holds over 3,400 and tilts heavily toward developed markets. While international equity funds are usually more volatile than U.S. equivalents, IXUS's three-year standard deviation of 11.66% should be palatable even for risk-averse investors. IXUS allocates about 29% of its combined geographic exposure to Japan and the U.K. China is the fund's largest emerging market weight at just over 7%. ### iShares Core Conservative Allocation ETF (AOK) Expense Ratio: 0.25% If asset allocation is not your thing, some ETFs can help ease that burden. The iShares Core Conservative Allocation ETF (NYSEARCA:AOK) is one of the best ETFs for investors seeking a conservative mix of bonds and equities. Best of all, this does the asset allocation for the investor. AOK's seven holdings are other iShares, five of which are equity funds. However, the fund lives up to its conservative billing as over 70% of its weight is dedicated to two bond funds. That gives AOK a significant dividend yield and a significantly lower standard deviation than a broad market index such as the S&P 500. * 7 Best Stocks to Buy Until the Next Seismic Shift Due to its heavy fixed income tilt, AOK is one of the best ETFs for investors looking for a traditional approach to lowering portfolios' correlation to major equity benchmarks like the S&P 500. ### WisdomTree U.S. MidCap Dividend Fund (DON) Expense Ratio: 0.38% It is often said the mid caps are the overlooked segment of the equity market. It is also frequently noted that mid-cap stocks historically outperform their large-cap rivals, while offering less volatility than small-cap stocks. Knowing these factors, it is safe to say well-balanced portfolios should include more than just large-cap equities. The WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON) is one of the best ETFs in the mid-cap space and not just because it comes with a dividend buffer, though that helps. DON's trailing 12-month dividend yield of 2.59% is nearly 120 basis points above the yield on the S&P MidCap 400 Index. Over long holding periods, DON has a track record of outperforming the S&P MicCap 400 as well as actively managed mid-cap funds. The fund's long-term performance and status as one of the best ETFs for mid caps justify a fee that is above those found on more basic mid-cap strategies. DON, which also holds about 400 stocks, allocates 34.70% of its weight to the consumer discretionary and real estate sectors. ### Vanguard Total Bond Market ETF (BND) Expense Ratio: 0.05% As was noted earlier, well-balanced portfolios should not be overly allocated to a single asset class. For investors that are new to fixed income funds, total market exposure makes a lot of sense, particularly when it comes with a low fee and lots of liquidity. Enter the Vanguard Total Bond Market ETF (NYSEARCA:BND), one of the best ETFs for diversified bond exposure. * 10 Consumer Stocks to Buy for Income BND "actually makes this a pretty good complement to stocks because those more highly rated conservative bonds tend to provide good downside protection. So in periods when the stock market is selling off this can provide a nice counterbalance to stocks and serve as the defense within your portfolio," according to Morningstar. ### ProShares S&P 500 Dividend Aristocrats ETF (NOBL) Expense Ratio: 0.35% Building a well-balanced portfolio can mean investing for the long term and dividends definitely deserve a place at the long-term investing table. Moreover, safe, steadily rising dividends are vital to investors' long-term total returns. The ProShares S&P 500 Dividend Aristocrats ETF (BATS:NOBL) is one of the best ETFs for investors looking for broad exposure to stocks with a long histories of consistently boosting payouts. NOBL targets the S&P 500 Dividend Aristocrats Index, which only includes companies that have increased dividends for 25 consecutive years. There are other reasons why NOBL is one of the best ETFs for truly balanced portfolios. "Since year-end 1989, there have been six calendar years of negative performance for the S&P 500--and in all six years, the S&P 500 Dividend Aristocrats outperformed the equity benchmark by an average of 13.28%. In fact, the S&P 500 Dividend Aristocrats produced a positive total return in three of those years," according to S&P Dow Jones. ### Invesco S&P 500 Low Volatility ETF (SPLV) Expense Ratio: 0.25% Some implementation of factor-based strategies can be useful in well-balanced portfolios and given the long-term nature of such portfolios, the Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) is one of the best ETFs to consider. SPLV follows the S&P 500 Low Volatility Index, a collection of the 100 S&P 500 members with the lowest trailing 12-month volatility. Low volatility funds usually do not capture all of the upside during strong bull markets. Rather, products like SPLV are designed to limit downside when stocks slide. If they do what they are supposed to do, funds like SPLV can be some of the best ETFs in rough market environments as was the case late last year. * The 10 Best Index Funds to Buy and Hold "The fourth quarter of 2018 was exceedingly tough for US equities, with no gains to be found in any of the indexes tracked by our quarterly factor scorecard. And yet, certain factors -- namely Low Volatility and Dividend Yield -- were able to significantly cushion the blow suffered by the broad market. While the S&P 500 Index lost 13.52% in the quarter, the S&P 500 Low Volatility Index fell just 5.22%," according to Invesco. ### Vanguard Total Corporate Bond ETF (VTC) Expense Ratio: 0.07% When building what they think are adequately diversified portfolios, many investors allocate to just one bond fund or one corner of the bond market. Opting for a diversified bond fund can leave fixed income investors short on yield. The Vanguard Total Corporate Bond ETF (NASDAQ:VTC) is one of the best ETFs for boosting your portfolio's yield without moving to junk bonds. As an ETF of ETFs, VTC holds three other corporate bond ETFs by Vangaurd, which helps diversify duration risk while enhancing the fund's yield profile. The average duration of VTC's 3,837 holdings (one of the largest rosters in the corporate bond space) is seven years. Almost half of VTC's holdings carry BBB ratings. VTC is also one of the best ETFs for cost-conscious investors, as only eight corporate bond ETFs have lower expense ratios than this Vanguard fund. As of this writing, Todd Shriber did not hold a position in any of the aforementioned securities. ### More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 10 Hot Stocks to Buy Right Now * 7 Stocks That Have Big Headwinds In 2019 * 5 Terrific Tech Stocks That Will Make You Forget About FANG Compare Brokers The post 7 Best ETFs for a Well-Balanced Portfolio appeared first on InvestorPlace.
As investors re-evaluate investment portfolios after a year of volatility, some may be considering ETFs that target a dividend growth strategies for a stable core position to prop up their portfolios. "A large body of research has found that the stocks of companies that can consistently grow their dividends over time have been attractive sources of income and long-term wealth creation. Dividend growth stocks also have a strong record of long-term outperformance, owing in large part to their resilience in market downturns.
Dividends are often view a quality trait, but investors looking for credible combinations of dividends and the quality should assess factors beyond pure yield. Those factors include return on equity (ROE) ...
Dividend Aristocrats are a group of S&P; 500 stocks that have boosted their annual dividend payouts for at least 25 consecutive years and whose individual market cap exceeds $3 billion, explains income expert Ned Piplovic, editor of DividendInvestor.
Considered conservative investments, so-called Dividend Aristocrats have outperformed the broader market for most periods.
The ProShares S&P 500 Aristocrats ETF (CBOE: NOBL) , which tracks the S&P 500 Dividend Aristocrats Index, was one of those funds. NOBL's underlying index requires member firms to have minimum dividend increase streaks of 25 years. “2018 ended on a sour note for the S&P 500, as the index declined by more than 9% in December alone,” said S&P Dow Jones Indices in a recent note.
ETF investors who are still worried about market conditions can look to a quality strategy that focuses on the elite Dividend Aristocrats to rise above the uncertainty. On the recent webcast, Uncertain Equity Markets and the Dividend Aristocrats, Aye Soe, Managing Director of Global Research & Design at S&P Dow Jones Indices, highlighted the importance of dividends on returns, pointing out that dividends have contributed to approximately 28% of total return of the S&P 500 since 1960. Soe added that being consistent in dividend payouts also paid off as those that have consistently increased dividends exhibited higher returns and lower volatility, compared to their broad stock market benchmarks.
Recent market volatility has been a reminder that equity markets are always uncertain. As we start 2019, where can you turn to manage potential volatility and market change? On the upcoming webcast, Uncertain ...
Furthermore, over two dozen companies have announced additional dividend increases this month, which could push the year's total to an even higher level. Investors are enjoying the dividend growth due to a surge in company profits following last year's broad corporate tax cuts. “There was a confluence of a couple of things that contributed to dividends that won’t happen again,” Jim Tierney, chief investment officer of concentrated U.S. growth at AllianceBernstein, told the WSJ.
Securities like high dividend stocks offer decent yield, but they can be volatile. The solution? Mix income securities, balancing yield with tolerable risk.
ETFs have come a long way since first hitting the scene over two decades ago, and the industry continues to innovate and evolve to help investors meet today's challenges. "I think the ETF industry is doing a pretty good job keeping up with the times and trends in the market place and responding to investors' needs with a whole variety of products and strategies that I think, especially in times like this, seem to have a place," Steve Cohen, Managing Director at ProShares, at the Charles Schwab IMPACT 2018 conference. At ProShares, which has been known for its leveraged and inverse ETF suite, the fund provider has been rolling out a number of alternative or smart beta ETF strategies.
Dividend Aristocrat ETFs lead to a healthy portfolio with a greater scope of capital appreciation as opposed to simple dividend paying stocks or those with high yields.
Jassim Alseddiqi, chief executive officer at Abu Dhabi Financial Group, discusses investing in Imkan's coastal project, the property market in the U.A.E., bidding on ABRAAJ Assets, his interest in Noble ...
Interest rates are rising in the U.S. and some other markets, but that is not standing in the way of solid dividend growth. Data confirm as much. In fact, global dividends recently ascended to a record high.
The year 2018 has been anything but smooth so far for the stock market. First, rising rate concerns in the late January-early February period, then trade war tensions and last but not the least, a pickup in inflation have been occasional deterrents.Source: ShutterstockTrade Tensions