SPHD

A Good Start To 2024

Many financial markets hit record highs in the first quarter of 2024. The S&P 500 Index of stocks of large US companies hit a record high late in January. The annual rate of inflation has slowed since its 2022 peak but is still above the Federal Reserve’s 2% target.

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

Equity Income Investing Redux

High-yielding stocks are positioned to perform better over the next year. The top 20% of dividend-paying stocks in the S&P 500 Index have returned 13.5% in the 12 months through March. Over the past 30 years, the highest quintile of high-yield stocks have outperformed.

SPY: The Setup Looks Extremely Bearish

SPY has been on a strong run recently, but the outlook is very bearish right now. The S&P 500 is overvalued based on several valuation models. A weakening macroeconomic outlook also poses a severe headwind for SPY. SPY is facing a challenging economic environment and outlook.

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Potential Opportunities In Quantitative And Passive Investing

Julien Palardy, Managing Director and Head of Quantitative and Passive Investing at TD Asset Management, discusses the strategies his team uses to generate opportunities. The rise of geopolitical risks and uncertainty may lead some investors to consider different approaches to investing. Julien: Quantitative investing is different from passive investing.

Invesco S&P 500 High Dividend Low Volatility ETF declares monthly distribution of $0.1410

Invesco S&P 500 High Dividend Low Volatility ETF declares monthly distribution of $0.1410. 30-Day SEC Yield of 4.71% as of April 19. Payable Apr 26; for shareholders of record Apr 23; ex-div Apr 22.

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.