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☆ Forget funds like SPY and VOO — buy this alternative S&P 500 index that's trading near its cheapest levels since the dot-com bubble
▼ + stars: | 2024-09-12 | by ( Christine Ji | ) www.businessinsider.com time to read: +5 min

But there's another lesser-known S&P 500 index that you might not have heard of: the SPW. In contrast, the conventional S&P 500 allocates more weight to the biggest companies based on market capitalization. Big Tech names carry very little debt on their balance sheets, meaning that they are less affected by elevated interest rates. Bank of AmericaIn contrast, the cap-weight S&P 500 is approaching overvalued territory. Examples of SPW index funds include the Invesco S&P 500 Equal Weight ETF (RSP) and Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW).

Persons: —, that's, Jack Ablin, LPL, Jeff Buchbinder, Savita Subramanian, Buchbinder, Ablin, haven't, Goldman Sachs Organizations: Service, Nvidia, Big Tech, Business, Bank of America, Cresset, Healthcare, financials, Bank of America's, Equity, RSP

The next round of filings for spot ether ETFs with the SEC is due today, part of the ongoing regulatory process required before spot ether ETFs can be launched. One thing's for sure: the launch of spot bitcoin ETFs this year has been a success. That's still true for this year, but two of the top 10 ETF inflows year to date have been into spot bitcoin ETFs: iShares Bitcoin Trust (IBIT) at number four, and Fidelity Wise Origin Bitcoin Trust (FBTC) at number eight. Would 50% of the inflows of the spot bitcoin ETF be a win? We'll talk about this with Matt Hougan from Bitwise Asset Management, one of the applicants for a spot ether ETF.

Persons: That's, iShares, Matt Hougan, Matt, Nate Geraci Organizations: SEC, Nasdaq, Fidelity, Bitcoin, Stock, Aggregate, Blackrock US, Bitwise Asset Management, Edge

☆ Worried about a frothy market? Here's how to start building a long-term stake anyways
▼ + stars: | 2024-06-23 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

Here's our Club Mailbag email investingclubmailbag@cnbc.com — so you send your questions directly to Jim Cramer and his team of analysts. I realize since joining the Club I need to buy the S & P 500 to provide proper diversification. Kelly (Toronto) Several factors need to be considered to chart an appropriate course of action to get money to work. In this kind of situation, the old investment adage by Ken Fisher is applicable: "Time in the market beats timing the market." As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer, Jim, Jeff, Kelly, Ken Fisher, It's, Vanguard's, it's, Cash, Jim Cramer's, Brendan McDermid Organizations: CNBC, Club, Vanguard's, Jim Cramer's Charitable, Traders, New York Stock Exchange Locations: Toronto, New York City, U.S

☆ How to beat the retirement crisis: The founder of America's top wealth advisor explains how to properly save, and shares 2 sectors that could expedite returns if you're not on track
▼ + stars: | 2024-03-26 | by ( Laila Maidan | ) www.businessinsider.com time to read: +7 min

But let's say you're 30 years old and haven't started stashing money away; you may have difficulty getting there. And as a result of this, if you're going to live during a 30 or 40 year retirement. In Edelman's opinion, you're late to the game if you're over 25 and haven't started saving and investing. When people do set money aside, it's often in the wrong places, such as bank savings, money market accounts, and government bonds, Edelman said. All of this might sound complicated for a beginner, but diversification can be achieved through exchange-traded funds (ETFs), Edelman noted.

Persons: haven't, Ric Edelman, Barron's, Edelman, it's, aren't, Franklin Templeton Organizations: Federal Reserve, Edelman, New York Times, Trust, Vanguard Locations: America

☆ Build a tax-efficient portfolio with these funds, Bank of America says
▼ + stars: | 2024-03-19 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

April 15 is the deadline for taxpayers to file their income tax returns and pay sums owed for 2023. MLPs themselves aren't subject to federal income taxes, but limited partners owe taxes on the income distributed. MLPX has a total return of 7.6% in 2024, and MLPA's year-to-date total return is 9.3%, according to Morningstar. In 2024, IYK has a total return of nearly 4.7%, while XLU's total return is about 0.7%, according to Morningstar. MFM's total return this year is 3.66%, and NZF has a total return of 3.4% in 2024, according to Morningstar.

Persons: Jared Woodard, Woodard, —, MLPX, IYK, Morningstar, XLU, NZF Organizations: Bank of America, MLP & Energy Infrastructure, X MLP, Morningstar, Consumer Staples, Income Trust, Income Locations: MLPs, Indonesia, America, Nuveen

Robo-advisor investment services, such as Wealthfront and Betterment, have exploded in popularity in recent years. Investments are based on high-quality portfoliosMost financial advisors draw on a combination of their own education and experience. Management fees are low and predictableMost financial advisors charge based on a percent of assets under management, or a flat fee. Fee-only advisors are the best human financial advisors for most people, but when a computer handles your investments, you pay a lot less. Robo-advisors shouldn't perform significantly better than a great financial advisor, but not all financial advisors are great.

Persons: —, you'll, Schwab, You'll, Wealthfront, Read, shouldn't Organizations: Service, Vanguard Locations: Washington

☆ 3 young millionaires share the one index fund they'd invest in — plus the early mistake that could cost investors six figures in their retirement funds
▼ + stars: | 2023-10-19 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

People often turn to index funds or exchange-traded funds to simplify investing while getting exposure to diverse assets. According to an expense ratio calculator, the same setup would cost $8,278 with an expense ratio of 0.04%. It was money he would decide to scatter across nine index funds to diversify his portfolio. In 2019, he started the Personal Finance Club, which offers free and paid content about index fund investing. She sticks to one fund: the Vanguard 500 Index Fund ETF (VOO), which tracks the S&P 500 and is rebalanced quarterly to include the top 500 domestic companies.

Persons: Michael Quan, Quan, Jeremy Schneider, Treasuries, Schneider, Vivian Tu, she's, Rich, Tu Organizations: Investment Company Institute, Vanguard FTSE, Market, Fund, Finance Club, Fidelity, Street, JPMorgan Locations: Canada, Europe, Japan, New York City

☆ A 30 year old who built up a net worth of more than $1 million and quit his day job says he primarily invests in 2 types of funds — and explains why he diversifies with real estate instead of bonds
▼ + stars: | 2023-09-27 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +9 min

He quit his day job in March 2022 to build his personal finance brand, Defining Wealth, and coaching business full-time. The 30 year old shared his investment strategy, including the types of funds he invests in and why he prefers buy-and-hold real estate. Most of his stock-market money is invested in two types of funds, he told Insider: a broad US fund and a broad international fund. He started investing in real estate in 2018 in Orlando, Florida, where he lived at the time. What Wright likes about investing in real estate is that "you're buying an asset that's producing income," he said.

Persons: Tyler Wright, I'd, Wright, I've, Tyler Wright Wright, I'm, he'd Organizations: University of Central, Vanguard, Fidelity, Index Fund, Facebook, Google, Apple Locations: University of Central Florida, cryptocurrency, Nashville, Orlando , Florida, Orlando, Tennessee

☆ A former lawyer has paid down $190,000 in student loans and can afford to cancel the remaining $20,000 balance now. He explains why it's smarter to not pay the lump sum, and how he's investing it inst
▼ + stars: | 2023-08-16 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +6 min

Since the interest rate on his student debt is so low, he's better off investing the money he'd use to make a lump-sum payment. If that's the case, you might want to prioritize your debt, even if you have a low interest rate locked in. Refinancing your loans at a lower interest rateGroup didn't always have such a low interest rate on his student loans. It was important to him to consolidate everything, he said: "I needed one monthly payment and one interest rate. He ended up refinancing three more times to get to his current interest rate of 2.35%.

Persons: Ian, He's, I'm, Roth, he's, they've Organizations: Ian Group, Apple

☆ How do I invest in a S&P 500 fund? Should I trade stocks after hours? We've got answers
▼ + stars: | 2023-08-13 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Are you referring to the S & P index itself, or one of the variations, and which symbol(s)? Thanks, Doug W. There are many exchange-traded funds (ETFs) that track the S & P 500 . The top three by assets under management, in order from largest to smallest, would be the State Street Global Advisors' SPDR S & P 500 ETF Trust (SPY) , BlackRock's iShares Core S & P 500 ETF (IVV) , and the Vanguard S & P 500 ETF (VOO) . As mentioned in the question, there are lots of ETFs that track the S & P 500, so by no means are these three the only games in town. Volume usually does pick up outside of normal trading hours when an event takes place, such as an earnings release.

Persons: Jim Cramer, I've, Warren Buffett, Doug W, Jim Cramer's, Jim, doesn't, that's, we're, it's Organizations: State Street Global Advisors, Trust, Vanguard, Jim Cramer's Charitable Trust, Club, CNBC

☆ A 27-year-old investor who's building a retirement portfolio of $2 million in 8 years shares the 3 index funds he's betting on, including one with an over 500% return in the last 10 years
▼ + stars: | 2023-08-05 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

So far, he has accumulated $47,400 in a brokerage account and another $72,774 in a retirement account, according to records viewed by Insider. His top 3 favorite index fundsA majority of his retirement account sits in index funds. One of his top holdings is the Vanguard 500 Index Fund ETF (VOO), which tracks the S&P 500. The second index he holds that is tied in ranking is the Vanguard Information Technology Index Fund ETF (VGT). Finally, his third-largest holding is the Vanguard Growth Index Fund ETF (VUG).

Persons: Austin Hankwitz, TikTok, Hankwitz, Roth, I've Organizations: Vanguard, Companies, Vanguard Information Technology Index Fund, Apple, Microsoft, Nvidia, Broadcom, Index Locations: Nashville , Tennessee, VGT

☆ ETF strategies to broaden beyond the mega-cap tech rally
▼ + stars: | 2023-07-25 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +1 min

Investors looking to diversify beyond the tech sector runup this year can consider a handful of alternative ETFs to reduce ballooning concentration risk, said one ETF strategist. "The consternation over the mega-cap tech names driving the market — I understand it," Todd Sohn, Strategas ETF and technical strategist, told CNBC's Bob Pisani on "ETF Edge" on Monday. "It's a very under-the-radar fund," Sohn said. "[When] you think of Vanguard, you think VOO [and] VTI , their fixed-income products. For tactical investors looking to diversify into a more balanced fund, Sohn recommended the RSP, which tracks the equally weighted performance of all S&P 500 stocks.

Persons: Todd Sohn, CNBC's Bob Pisani, " Sohn, Russell, Uber, Sohn Organizations: RSP, Blackstone, Marvell Technology, Vanguard

☆ These ETFs can help scratch the 'FOMO' itch without adding too much risk
▼ + stars: | 2023-07-12 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The Invesco QQQ Trust (QQQ) , which has even heavier exposure to Big Tech names, has brought in $5.8 billion of its own. "It's not really the overconcentration in the big names that worries me. It's actually the concentration in the big names compared to their earnings contribution," said Oktay Kavrak, director of communications and strategy at Leverage Shares. Whether you're passive or active, you probably have enough exposure to Nvidia and Apple and Microsoft," said Todd Sohn, ETF strategist at Strategas. There's a whiff of it, a scent of it," Sohn said, pointing out that money market funds attracted more cash than equity funds last week.

Persons: Matthew Bartolini, Bartolini, It's, Oktay Kavrak, Todd Sohn, . Sohn, Kavrak, Sohn, Cathie Wood's Organizations: Vanguard, Big Tech, SPDR, Street Global Advisors, Microsoft, Nvidia, Nasdaq, RSP, Apple, Trust, Technology, Index, Fund, The Vanguard FTSE Locations: SPDR Americas, Europe

☆ Investors are betting on stocks to keep rising in the second half with these ETFs
▼ + stars: | 2023-06-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Many investors appear comfortable betting on stocks to continue rising after a surprising strong first half, according to fund flow data. Investors even plowed $1.9 billion into the Invesco QQQ Trust ETF (QQQ) , which is up almost 40% so far this year. The flows are notable because investors have been somewhat reluctant to put more money in stocks this year despite the rally. Aggregate Bond ETF (AGG) and the Vanguard Total Bond Market ETF (BND) also saw inflows this week, so some investors are still hedging their bets on stocks. With investors starting to chase the recent rally, all major regions except Europe saw inflows.

Persons: Magesh Kumar Chandrasekaran, — CNBC's Michael Bloom Organizations: Trust, Aggregate Bond, Vanguard, Bond Market, Barclays Locations: Europe

☆ How to Invest in the S&P 500
▼ + stars: | 2023-02-12 | by ( ) www.wsj.com time to read: +9 min

The S&P 500 index, short for Standard & Poor’s 500 index, is one of the most widely traded and talked about stock indexes in the world. The Largest S&P 500 Index Funds Ticker Symbols Expense Ratio Fund Size Vanguard S&P 500 Index Fund VOO, VFFSX, VFIAX 0.010%-0.040% $792 billion SPDR S&P 500 ETF Trust SPY 0.095% $380 billion Fidelity 500 Index Fund FXAIX 0.015% $374 billion iShares Core S&P 500 ETF IVV 0.030% $307 billion Vanguard Institutional Index Fund VINIX, VIIIX 0.020%-0.035% $238 billion Morningstar DirectS&P 500 mutual funds vs. S&P 500 ETFsAnother thing to consider is whether you want to buy a traditional mutual fund or an exchange-traded fund, which trades like a stock. Equal weight, value or ESG S&P 500 fundsMoreover, if you’re concerned about the heavy weighting of certain sectors in the S&P index you can invest instead in an equal weight S&P 500 index fund or add those shares to your portfolio. Alternatively, you can buy an S&P 500 value fund, which represents stocks that are considered undervalued or an S&P 500 growth fund, which represents the fastest-growing companies in the S&P 500. Another variation on the S&P 500 index theme incorporates ESG (environmental, social and governance) values while maintaining similar overall industry group weights as the S&P 500.

☆ Investor Stephen Weiss makes a tactical trade on improving inflation data
▼ + stars: | 2023-01-09 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

Stephen Weiss bought shares of Microsoft , which could be a tactical trade for investors after sentiment around growth stocks improved on some better inflation data. Part of my portfolio's long term, but I'm also, you know, I can trade," Weiss said Monday on CNBC's "Halftime Report." So that's why I bought Microsoft. Despite the steep drop, Microsoft outperformed other mega-cap tech stocks investors found more risky, such as Amazon, which plunged more than 49%, and Alphabet, which dropped about 39%. SoFi's Liz Young said she agreed with Microsoft as a trade for short-term investors, though she warned investors against suddenly turning bullish on mega-cap tech stocks.

☆ A 30-year-old self-made millionaire shares 4 investing principles to follow in 2023
▼ + stars: | 2023-01-05 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +5 min

He shares four investing principles that anyone can follow in 2023 to build wealth. He earned enough from his salary plus commissions to start investing in real estate in his early 20s. While real estate may always be his bread and butter, he also invests in the stock market. The self-made millionaire shared four investing principles that anyone can follow in 2023 to build wealth. This principle can also be applied to real estate investing.

☆ Tax-trimming strategies tailored for the ETF investor
▼ + stars: | 2022-12-07 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

For ETF investors bearing the brunt of a down market in 2022, tax-loss harvesting might offer a silver-lining opportunity to redeem some of this year's setbacks. The strategy allows investors to sell securities at a loss in order to offset those losses against capital gains taxes on other securities. Tierney, senior portfolio strategist at Schwab Asset Management Solutions, told Bob Pisani on CNBC's "ETF Edge" on Monday. "You have this opportunity before the end of the year to sell that fund, realize the loss, [and] stay invested by buying an aggregate bond ETF," he said. Tierney said he is also perceiving levels of increased interest in the strategy among ETF investors, pointing to telltale signs among advisors and clients at Schwab.

☆ Telenet in talks with French telco Orange on network access deal
▼ + stars: | 2022-11-03 | by ( ) www.reuters.com time to read: +1 min

PARIS, Nov 3 (Reuters) - Liberty Global's Telenet (TNET.BR) on Thursday said it was in talks with France's No. 1 telecoms company Orange (ORAN.PA) over a potential network access to Walloon cable operator VOO, which Orange plans to acquire. The companies have reached a memorandum of understanding which will structure further negotiations, Telenet said in a statement. The planned purchase - currently under European Union anti-trust review, a source has said - would give Orange control over the cable network in Belgium's French speaking Walloon region and part of the Brussels area. The announced acquisition of 75% in VOO dealt a blow to Orange Belgium's local rival Telenet, which had not been selected to enter into talks.

☆ It's a tale of 2 cities: An ex-Wall Street trader-turned personal finance influencer explains how this economic downturn can be turned into an opportunity to build wealth.
▼ + stars: | 2022-10-28 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

I bonds or real estate trusts are investments that can diversify your portfolio, said Vivian Tu. It takes place against the backdrop of the French Revolution between the two cities of Paris and London. On the other hand, many often view an economic downturn as an opportunity to build wealth. Another option is real estate trusts. "Right now, we are in a time where investors have so much freedom because they don't have to buy full shares," Tu said.

Subversive Capital filed a Form N-1A on Sept. 15 to establish two ETFs that will follow exactly how Democrat and Republican members of Congress are trading. Subversive Capital is working with Unusual Whales — a retail trading tool for individual stocks, options and crypto — to provide data for the ETFs. Recently, the subject of congressional members trading stocks has raised questions regarding the potential for insider trading and conflicts of interest, leading to the introduction of legislation that would restrict those in Congress from being able to buy and sell individual stocks. Here's what you need to know about the political implications of Congressional stock trading and the new ETFs that are being created to track it. It's also unclear what will happen to the two new ETFs if the congressional stock trading ban does eventually pass.

☆ 'Super savers' share 7 strategies they use to save more than half of their income
▼ + stars: | 2022-06-21 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +10 min

'Super savers' who save more than 50% of their income track their spending and set specific goals. They also focus on increasing their income so they have more money to save. Insider rounded up seven savings tactics from "super savers," or people who are setting aside more than 50% of their income, to help you keep more of what you make. Focus on cutting the other 2 major expenses: food and transportationSuper savers will often focus on cutting "the big three expenses": housing, food, and transportation. If you're trying to save money on transportation, use public transit to get around if it's available in your area.

☆ An ex-Wall Street trader-turned financial literacy coach shares the 3 investing strategies that helped her become a millionaire at 27 — and breaks down the 5-step method she used to achieve financial
▼ + stars: | 2022-02-26 | by ( Vicky Ge Huang | ) www.businessinsider.com time to read: +7 min

Vivian Tu, an ex-Wall Street trader, now works in tech and teaches financial literacy on TikTok. She shares her 5-step method and 3 investing strategies to achieve financial independence. Unable to break the lease without paying an $8,000 penalty, Tu watched her entire savings vanish from her bank account. "It made me realize that if people who work in finance don't understand personal finance, and if people who don't work in finance don't understand personal finance, who understands this stuff," she said. "I" is for investing, which refers to both investing in assets in a brokerage account and investing in hobbies and education.

☆ 'The investments just grew so much': A single mom quit her job after reaching financial freedom in 4 years with a $900,000 portfolio. She shares 3 steps every woman should take to reach earlier retire
▼ + stars: | 2022-01-12 | by ( Laila Maidan | ) www.businessinsider.com time to read: +7 min

She started her career in 2002 but had contributed only about 10% of her salary to her retirement accounts — and not every year. Before 2017, she had $125,000 saved in her retirement accounts, she said. Everything changed that year when she decided to start maxing out her tax-deferred accounts. Her process didn't involve any strategic maneuvers in the stock market like swing or options trading. The second key step is you need to max out your tax-deferred accounts, such as a 401(k), 403(b), and 457(b), she said.

☆ What are ETFs and should you invest in them?
▼ + stars: | 2021-09-18 | by ( Elizabeth Gravier | Jason Stauffer | ) www.cnbc.com time to read: +3 min

ETFs typically mimic a market index like the S&P 500. Should you invest in ETFs? Since ETFs offer built-in diversification and don't require large amounts of capital in order to invest in a range of stocks, they are a good way to get started. Some of the best $0 commission trading platforms include the below: TD AmeritradeAlly InvestE*TRADEVanguardCharles SchwabFidelity Though ETFs tracking the S&P 500 are some of the most popular, be aware that very few ETFs track the S&P 500 as a whole, rather just components of the index. Bottom lineYou don't have to be so hands-on in order to invest with ETFs, and investing in them is an easy way to get started in the market.

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