Weekly Report: what happened at AOR last week (0715-0719)?

Weekly Report: what happened at AOR last week (0708-0712)?

Weekly Report: what happened at AOR last week (0701-0705)?

Weekly Report: what happened at AOR last week (0624-0628)?

Weekly Report: what happened at AOR last week (0617-0621)?

Weekly Report: what happened at AOR last week (0610-0614)?

AOR: A Balanced Portfolio But Not Growth Oriented

IShares Core Growth Allocation ETF has a balanced portfolio of fixed income and equity funds. AOR is not a growth-oriented fund and is likely to underperform the S&P 500 index in the long run. The fund has yet to reach its price peak from late 2021, while the index has already surpassed its peak. IShares has performed well since the market reached cyclical bottom in October 2022.

Weekly Report: what happened at AOR last week (0603-0607)?

RLY: A Nice Allocation Fund... Really

Weekly Report: what happened at AOR last week (0527-0531)?

Weekly Report: what happened at AOR last week (0520-0524)?

Weekly Report: what happened at AOR last week (0513-0517)?

Weekly Report: what happened at AOR last week (0506-0510)?

Weekly Report: what happened at AOR last week (0429-0503)?

Weekly Report: what happened at AOR last week (0422-0426)?

MBB: Mortgage Backed Securities Offer A Little Extra

IShares MBS ETF primarily holds mortgage-backed securities issued by Ginnie Mae, Fannie Mae, and Freddie Mac. The ETF passively tracks the Bloomberg U.S. MBS Index and aims to replicate its investment results. Mortgage Backed Securities hold a lot of low coupon bonds. The main issue with MBB is that they offer a wider spread than comparable bonds.

S&P 500: Stock Returns, Defense And 'Long-Term Investing'

Nearly half the S&P 500 stocks are down since the start of 2022, says Sungarden. He says investors need to learn more about playing investment defense. Since start of the pandemic, returns are lower than many realize, he says. Sungarden says 62% of the 492 stocks he analyzed have returned under 5% per year.

Weekly Report: what happened at AOR last week (0415-0419)?

5 Defensive Investment ETF Strategies for Your Portfolio

AOA: Passive Bond-Equity Allocations Are Questionable

IShares Core Aggressive Allocation ETF is a fund of funds implementing a 80/20 allocation model in global equities and bonds. The AOA has an exposure to foreign securities of about 35%, which implies some currency risk. AOA strategies based on the negative correlation of stocks and bonds are questionable.