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Top related persons:
Frank Sileo - 2 preferreds - 2 Bonds - 2 Jared Woodard - 2 Woodard - 2 Sileo - 1 Robert Hum - 1 It's - 1
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BlackRock Los Angeles Wells Fargo Albemarle preferreds preferreds .
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Securities ETF - 4 UBS - 3 UBS Financial Services - 2 Poor's - 2 Trust Preferred Securities - 2 Federal Reserve - 2 Treasury - 2 Global - 2

Search resuls for: "Income Securities ETF"


7 mentions found


☆ These income-generating assets are paying yields of more than 5%
  + stars: | 2024-10-10 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +3 min
Preferred securities combine attributes of bonds and stocks. Yields for these instruments can top 5%, and this income may be tax advantaged for investors. Retail investors and preferreds The preferred securities sold to retail investors come at a fixed par value of $25. The iShares Preferred and Income Securities ETF (PFF) has an expense ratio of 0.46% and a 2024 total return, including reinvested dividends, of more than 11%. There is also the First Trust Preferred Securities and Income ETF (FPE) , which has an expense ratio of 0.84% and a total return of 12% in 2024.
Persons: Frank Sileo, Sileo Organizations: UBS Financial Services, UBS, BBB, Poor's, Investors, Securities ETF, Trust Preferred Securities
☆ Low volatility ETFs have outperformed the market in this summer swoon. Here's what to know
  + stars: | 2024-08-13 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +6 min
To start, the major funds that are marketed as "low volatility" or "minimum volatility" have been living up to the label. JPMorgan Asset Management has been a leader in this area, with Equity Premium Income ETF (JEPI) and Nasdaq Equity Premium Income ETF (JEPQ) now holding more than $48 billion in combined assets, according to FactSet. Another area is preferred stock funds. The biggest preferred stock ETF, the iShares Preferred & Income Securities ETF (PFF) , has gained 0.5% in the third quarter, though it has dipped 1.4% over the past month. "And those call features of a growing part of the preferred market has also helped in terms of the rate volatility and the impact."
Persons: Robert Hum, It's, it's, Hum, Yang Tang, John Burrello, Gary Kessler, Dodd Frank, Kessler Organizations: Trust, JPMorgan Asset Management, Nasdaq Equity, Nasdaq, Income Securities ETF, Goldman Sachs Asset Management, Preferred, Hybrid Securities, Federal Reserve Locations: BlackRock
☆ This asset can provide investors hefty yields at a favorable tax rate. Here’s what you should know
  + stars: | 2024-06-27 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Preferred stocks can offer investors plenty of attractive income – and do so at a favorable tax rate – but they should proceed with caution before adding them to their portfolio. Preferred stocks are hybrid assets, combining attributes of bonds and equities, and their issuers include banks and utilities . He said these securities make up no more than 15% of his clients' fixed income allocation. Preferred investors would be paid before the stockholders, but they are well behind the bondholders in terms of priority. There is also the iShares Preferred and Income Securities ETF (PFF) , which has a 30-day SEC yield of 6.33%.
Persons: preferreds, Ken Waltzer, Frank Sileo, Collin Martin, Tapping, Wells Organizations: Wealth, UBS Financial Services, Americas, UBS, Poor's, Schwab Center, Financial Research, Trust Preferred Securities, SEC, Holdings, Barclays, Securities ETF, Citigroup, NextEra Locations: Los Angeles, Wells Fargo, Albemarle
☆ Preferred securities are yielding nearly 7%. After a turbulent first half, here's why it may be time to jump in
  + stars: | 2023-07-06 | by ( Michelle Fox | ) www.cnbc.com   time to read: +5 min
After a rocky first half of the year, it may be a good time to buy preferred securities. The ICE BofA Fixed Rate Preferred Securities index, which tracks the performance of fixed-rate preferred securities, has a yield-to-worst of 6.7%. While many preferreds have fixed rates, some have floating rates or fixed-to-floating rates that switch from fixed to floating after a certain period of time. In 2022, the ICE BofA Fixed Rate Preferred Securities index lost 19%. Its top-rated funds include Global X US Preferred ETF and iShares Preferred & Income Securities ETF.
Persons: Leslie Falconio, Michael Youngworth, Youngworth, Falconio, Bonds, JR Humphreys, Humphreys, Humphrey, America's Youngworth, CNBC's Michael Bloom Organizations: Treasury, Federal Reserve, UBS, BofA Securities, Securities, Brock Investment Advisors, ICE, JPMorgan, American Equity Investment, Western Alliance, Bank, America's, preferreds . Bank of America, Global, US, iShares, Income Securities Locations: preferreds, preferreds .
☆ Bank of America warns that the time-tested 60/40 portfolio strategy is on its deathbed — but you can still profit by making these 11 investments
  + stars: | 2023-06-21 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
The 60/40 portfolio doesn't work anymore, according to Bank of America. If the 60/40 portfolio was on life support last year, this year its demise is now "confirmed," Woodard wrote. Bonds require 40% of the assets in a 60/40 portfolio but have delivered only 25% of the returns since 1920, he noted. Weak bond returns will lead to "another lost decade" for the 60/40 portfolio, in Woodard's words. For income, Bank of America's researchers unveiled a strategy called "dynamic prudent yield" that promises to beat bond indexes while carrying less risk.
Persons: Bonds, Jared Woodard, Woodard, Woodward, Schwab Organizations: Bank of America, Bank of, RSP, Vanguard, Energy, P Metals, Mining, Uranium, Research, Government Bond ETF, First Trust, Income, Muni Bond ETF, Muni, Blackstone Senior Loan, of America, Bond, SPDR Bloomberg Convertible Securities ETF, US, iShares, Securities ETF, VanEck Preferred Securities, Financials, Bloomberg, Treasury Bond ETF, Treasury
☆ These high-yield ETFs are a smart way to invest in preferred stocks, Bank of America says
  + stars: | 2023-06-06 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Preferred stocks are a type of security that is above common stock in a company's capital structure and often pay higher dividend yields. Preferred ETFs offer the most attractive yield relative to bond ETFs in our coverage," the note said. Bank of America gave buy-equivalent ratings to three funds in this category: the iShares Preferred and Income Securities ETF (PFF) , the Global X U.S. Preferred ETF (PFFD) and the VanEck Preferred ex-Financials ETF (PFXF) . "During the 2008/9 great financial crisis (GFC), high exposure to financials weighed heavily on preferred stock returns, as it has done today.
Persons: Jared Woodard, PFFD, VanEck's PFXF, Van Eck, financials, preferreds, Woodard, — CNBC's Michael Bloom Organizations: Bank of America, Securities ETF, Global, U.S . Preferred, Financials
☆ Boost your portfolio income with this hybrid asset. Just be aware of the recession risk
  + stars: | 2023-02-16 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
For yield-hungry investors, preferred stocks offer a way to boost portfolio income. Preferred stocks are a hybrid asset. They have yields, which move inversely to the value of the preferred stock – the same way bonds do. "However, with bond yields rising, the place for preferred stock in a portfolio should be used sparingly." For those who want to stretch for yield and take on a little more risk, preferred stocks are another attractive possibility.
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