HDV News and Press, iShares Core High Dividend From 03/03/23

Summary The beginning of the year always offers a chance to catch up with a broad range of clients who are in the mode of thinking about the big picture outlook: pension funds, insurers, consultants and sovereign wealth funds across Australia, Asia, Europe and North America. This note r...

Thanks to their low costs, easy access, and sophistication, exchange-traded funds (ETFs) have steadily taken inflows for decades. As of Q4 2022, BlackRock estimates that ETFs make up 12.6% of equity assets in the U.S. Today, there are sector-based ETFs and even ETFs that focus on a specific t...

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary We think value stocks can outperform as interest rates head higher. Regions and sectors help us find quality within value and growth at a reasonable price. Stocks slid after the Federal Reserve’s preferred inflation gauge showed persistently high inflation, reinforcing wh...

Summary For income seekers looking to diversify away from U.S. equities, the iShares International Select Dividend ETF with its 7% yield is tempting. However, in addition to the income-generating aspect, it is important to look at capital appreciation. In this case, the comparison o...

Summary SPHD tracks the S&P 500 High Dividend Low Volatility Index. It has a 0.30% expense ratio, $4 billion in assets, and reconstitutes twice annually to ensure key objectives are achieved. The last reconstitution deleted 14 companies primarily due to recent strong performance, dr...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary DIVZ is an actively-managed dividend ETF focusing on a select group of low-volatile blue-chip stocks. The expense ratio is 0.65% and assets under management are up to $78 million. I initiated coverage on DIVZ in September 2022 and was excited for its potential. The fund's manage...

Summary Since 1926, nearly one-third of the S&P 500’s total return has come from dividends, and over 50% in decades featuring rising interest rates, slowing growth, and geopolitical uncertainty. Bond yields have risen but dividend-paying stocks can help diversify your sources...

Summary The investment portfolio I have built for you in this article consists of 2 ETFs and 8 companies which I consider to be attractive in terms of risk and reward. I have built this investment portfolio in a way that gives you a Weighted Average Dividend Yield [TTM] of 3.04%. At...