LVHD News and Press, Legg Mason Low Volatility High Dividend ETF From 10/18/23

2023-10-18 07:46:48 ET Summary LVHD attempts to satisfy low-volatility and high-dividend investors, featuring a 0.75 five-year beta and a 4.37% expected dividend yield. Fees are 0.27% and the ETF manages $904 million in assets. A key question is whether investors will turn to ETFs...

2023-10-15 06:30:00 ET Summary The investment environment has undergone a sweeping alteration, calling for significant capital reallocation. The decline in interest rates over the past 40 years has been overlooked as a major driver of investment profits. Credit instruments may...

2023-09-29 03:20:00 ET Summary If the United Auto Workers strike lasted an entire quarter, it could result in a flat quarter for US gross domestic product. However, strikes tend not to last for very long. A short-term spending bill may help avoid a US government shutdown. But even...

2023-09-24 00:13:00 ET Summary We are cautiously optimistic for Q4 2023. Stock markets turned decidedly more upbeat in July as many strategists adjusted their projections away from recession and toward a “soft landing” scenario for the U.S. economy. Generative AI...

2023-09-22 03:05:00 ET Summary In many ways, 2023 continues to be the mirror image of 2022, with the most volatile assets being some of the best performers for much of the year. Growing evidence of an economy that is slowing warrants an allocation to low volatility equities, with ...

2023-09-10 05:05:00 ET Summary What to expect from the "Magnificent 7" going forward? What is driving stocks higher? Why stocks keep rising even as cracks form in the economy. Equity markets have had a strong year so far, with the S&P 500 up 17% and the Nasdaq Co...

2023-09-06 08:20:56 ET Summary CDC holds 100 stocks selected for their high yield and low volatility characteristics. The ETF was a previous top-performer due to its substantial outperformance during the March 2020 market crash. Unfortunately, CDC lost its way last September, and ...

2023-08-03 14:31:57 ET Summary DURA features the rare combination of low-volatility, high dividends, and high quality. It competes well with SPHD and LVHD, and is a nice choice for defensive dividend investors. With an expected 3.38% yield, there are higher-paying options. Also, t...

2023-08-01 03:37:19 ET Summary LVHD fishes for high-yielding, low-volatility stocks from the Russell 3000. We appreciate LVHD's policy of not just relying on backward-looking metrics. LVHD has done a better job than SPHD in not just delivering returns but juggling risk as well...

2023-07-19 20:55:00 ET Summary Modern Portfolio Theory focuses on assembling the optimal group of assets to achieve the best return per unit of risk. Diversification works well because it blends short and long duration instruments thereby reducing the overall average duration. ...