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.

Weekly Report: what happened at AOR last week (0408-0412)?

Weekly Report: what happened at AOR last week (0401-0405)?

Weekly Report: what happened at AOR last week (0325-0329)?

Weekly Report: what happened at AOR last week (0318-0322)?

Weekly Report: what happened at AOR last week (0311-0315)?

INCM: Active 60/40 Allocation From Franklin Templeton

Franklin Income Focus ETF offers a flexible and active 60/40 portfolio allocation. The fund is a blend of the S&P 500 Index and the Bloomberg US Aggregate Index. Franklin Income FocusETF has a focus on fixed-income and high-yield bonds. Since its inception, the fund is up 7.2%.

Weekly Report: what happened at AOR last week (0304-0308)?

Weekly Report: what happened at AOR last week (0226-0301)?

Weekly Report: what happened at AOR last week (0219-0223)?

Weekly Report: what happened at AOR last week (0212-0216)?

Weekly Report: what happened at AOR last week (0205-0209)?

Weekly Report: what happened at AOR last week (0129-0202)?

AOR: Not The Most Capital-Efficient 60/40 ETF

Weekly Report: what happened at AOR last week (0122-0126)?

AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out

IShares Core Moderate Allocation ETF is a fund of funds with a 40/60 allocation model in global equity and bond indexes. The best performer is an actively managed fund holding U.S. Stocks and bond futures. AOM started investing in 2008 and tracks the S&P Target Risk Moderate Index. The fund has a 12-month trailing yield of 2.79%.

Weekly Report: what happened at AOR last week (0115-0119)?