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.

See Which Of The Latest 13F Filers Holds VTI

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

ETF Analysis: Do Historical Returns Predict Future Returns?

Historic returns are among the first things investors consider when analyzing an ETF. This article ranks hundreds of small-cap, mid-cap and large-cap ETFs by their one-year, three-year and five-year returns by segment and style. Do Historical Returns Predict Future Returns? examines hundreds of U.S. Equity ETFs. Using over 4,000 data points for 576 EquityETFs over 23 years.

Sorry Campers, The Fed Is Not Riding To The Rescue

Wednesday might have marked a significant turning point for the market and investors. The March CPI report came in slightly hotter than expected. Expectations for cuts to the Fed Funds rates continue to be pushed back. The market seems vulnerable to a significant pullback as credit conditions continue to deteriorate.

SCHB: Nothing Special As A Total Stock Market Proxy

The Schwab U.S. Broad Market ETF™ offers low-cost exposure to around 2,500 publicly traded U.s. Companies. SCHB is a branded ETF created by Schwab to keep clients in their own funds. The SCHB ETF offers a diversified portfolio spread across multiple sectors. The fund may underperform the S&P 500 Index due to its broad exposure to the total stock market.

More Cold Water On Rate Cuts Thanks To March Inflation Report

The Bureau of Labor Statistics released the March consumer price index showing inflation has stalled across most sectors of the economy. In March, inflation rose 0.4% and core inflation held above 3.5%. Disinflation has stopped, with recent readings higher than previous reports. Durable goods deflation and energy prices are factors to consider, while rental inflation shows promise.

Three In A Row: US CPI Firm, Stocks Plunge, 10yr Near 4.5%

March CPI came in at 0.4%, exceeding expectations, indicating higher inflation. US real average hourly earnings rose 0.6% from a year ago, but at a slower pace than in February. Treasury yields rose and the probability of a June rate cut decreased after the strong CPI report. The US 10-year Treasury note yield rose to near 4.5% in pre-market trading. This is the third consecutive month of hotter-than-expected March CPI data.

Is WisdomTree U.S. Multifactor ETF (USMF) a Strong ETF Right Now?

Palo Alto Networks Stock Jumps On Expanded AI Partnership With Google Cloud: The Details

Palo Alto Networks announced an expansion of its partnership with Google Cloud. The company named Google Cloud its AI and infrastructure provider of choice. Palo Alto said the expanded agreement solidifies its place as Google Cloud’s preferred next-generation firewall provider. The two companies have maintained a partnership since 2018.

The March CPI Report Is Expected To Be Hot For The Third Straight Month

The March CPI Report Is Expected To Be Hot For The Third Straight Month. Analysts expect a 0.3% m/m increase in both headline and core CPI, indicating a stall in the disinflation process. Rising energy prices, particularly gasoline, are driving the resurgence in inflation. Inflation expectations have risen, with the market pricing in fewer rate cuts.

The Optimal All-Weather Portfolio: March 2024 Update

About The Absurdity Of Attempting To Predict The Future - Part 2

Weekly Market Pulse: A New Paradigm?

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

Weekly Indicators: The Coincident Indicators Say 'Soft Landing' Is Here

Long leading indicators show improvement, with bond yields and mortgage rates remaining neutral despite recent increases. Coincident indicators suggest a "soft landing" scenario for the economy in 2024. Short leading indicators are showing mixed results, with commodities and the US dollar strengthening, but temporary staffing remains negative.

MCI: Contains Junk Rated Debt That Outperforms The S&P In Total Return

Barings Corporate Investors (MCI) has outperformed the S&P 500 in total return since its inception in 1971. The fund focuses on high-yielding corporate debt securities. MCI has a current dividend yield of 8.7%. The fund's portfolio consists of private bank loans and floating rate debt of junk-rated companies.

SPY: The Correction May Be Massive

Danil Sereda: Growing discrepancy between real rates and the upward trend of the S&P 500 is a huge threat to the stock market. He sees 2 possible scenarios for how things should develop. The next logical level at which SPY should be attractive to buy again is 11-12% below today's level. He says the market needs to get rid of its overheated mentality.

Building Healthy ETF Portfolios: 6 Key Nutrients

The Labor Market Won't Quit: 303,000 Jobs Added In March