DIRS.INFO The most relevant business & tech news

☆ These funds aim to multiply the market's dividend yield. How they stack up to competitors
▼ + stars: | 2024-09-24 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

The funds target distributions equal to six times the dividend payouts on the Nasdaq-100 Index and four times the S & P 500 dividend, respectively. The idea behind the Pacer funds is that the funds will capture more of that upside during market rallies, according to Sean O'Hara, president at Pacer ETF Distributors. The QDPL's website currently shows a distribution yield of 5.79%, or more than four-times the roughly 1.3% dividend yield on the S & P 500, according to YCharts.com. The dividend futures could also see bigger gains if more companies in the index decide to start paying dividends. To be sure, the dividend futures contracts could also decrease in value during times of economic stress.

Persons: Sean O'Hara, O'Hara, QDPL, Dow, Apple Organizations: Nasdaq, —, ETF Distributors, Schwab, Equity, Dow Jones, CME Group, Pacer, SEC, Microsoft

☆ This volatility-resistant area of the stock market is ripe for outperformance after two decades of decline, according to Bank of America
▼ + stars: | 2024-09-11 | by ( Christine Ji | ) www.businessinsider.com time to read: +6 min

According to Bank of America, one area of the market is set to benefit from increased market volatility: quality stocks, or stocks with strong business models and financial fundamentals. And the cherry on top is that quality stocks — which typically become expensive during downturns — are still cheap despite their recent rally, coming out of a two-decade rut. As seen in the graph below, the high-quality factor serves as a hedge against elevated market volatility. Bank of AmericaQuality is still cheapLuckily for investors, this safe-haven area of the stock market is trading at an attractive valuation. Bank of AmericaWhile quality stocks have recently re-rated to a slight premium, they're still reasonably priced, according to Bank of America.

Persons: —, Subramanian, Financials, Schwab Organizations: Service, Bank of America, Business, PMI, Investors, of, Companies, Equity Locations: of America's

☆ Time to dump CDs? 6 experts share 6 investing moves to make as the Fed prepares to cut rates in September.
▼ + stars: | 2024-07-31 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

Certain areas of the stock market that benefit from lower rates could see a boost. AdvertisementInstead, plug some money into longer-duration bonds to lock in higher returns while they're still around, Milan said. In addition to tying down solid returns, longer-duration bonds could also appreciate when rates fall, he said. AdvertisementLook at rate-sensitive areas of the stock marketCertain areas of the stock market should also benefit from Fed rate cuts. But investors should keep their eye on the labor market the more the Fed cuts rates, Young Thomas said.

Persons: —, Daniel Milan, they're, Ed Mahaffy, Mahaffy, Robert Phipps, Bernstein, Liz Young Thomas, Shmuel Shayowitz, Kristy Kim, Young Thomas Organizations: Service, Federal Reserve, Business, Cornerstone Financial Services, Treasury, ClientFirst Wealth Management, Corporate, Per Stirling Capital Management, Bloomberg, Bond, Index, Fed, Vanguard, ®, Schwab, Fidelity Locations: Michigan, Milan, TreasuryDirect, TomoCredit

☆ These companies offer attractive — and secure — dividends, Bank of America found
▼ + stars: | 2024-07-25 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

"We advise investors to seek out companies with above-market and secure (not stretched) dividend yields," Bank of America's team said. "It has guarded against owning distressed companies that migrate into Quintile 1 (the highest dividend yield group) if prices fall ahead of potential dividend cuts," the team wrote. The stock is only up nearly 2% in 2024, but it has a dividend yield of 3.1%. SO YTD mountain Southern Company in 2024 Specialty glass maker and artificial intelligence play Corning was also in Bank of America's screen. It has a dividend yield of 2.6%.

Persons: Savita Subramanian, Russell, Kalei Akamine, Coterra, Akamine, Shahriar Pourreza, Corning Organizations: Bank of America, Schwab U.S, Federal Reserve, Bank of America's, Energy, Utilities, Southern Co, Bank of, Southern Company Locations: Wyndham Row, U.S, Southern, Bank

☆ Morningstar calls this ETF the ‘gold standard’ for dividend funds. Here’s why
▼ + stars: | 2024-06-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

When it comes to dividend funds, the Schwab U.S. Dividend Equity ETF is “the gold standard,” according to Morningstar. The exchange-traded fund seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. Therefore, it is not like its peers that track a broad market index, Jackson pointed out. It also looks at return on equity, dividend yield and the dividend growth rate over the past five years. After the stocks are selected, the index market cap weighs them, with a maximum position around 4%.

Persons: Morningstar, Ryan Jackson, ”, Russell, Jackson, Schwab, D.J, Tierney, Morningstar's Jackson Organizations: Schwab, SEC, Morningstar, Dow Jones U.S, Schwab Asset Management

☆ Pocket more of your return and save on taxes with these tips, says Bank of America
▼ + stars: | 2024-03-13 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

"Fixed income returns, by contrast, come almost entirely from coupon payments, which can be taxable at the highest rates." You may also want to think about where you're holding these fixed income assets. The fourth step to save on taxes: Consider whether a buyback ETF or a dividend ETF is right for you. Woodard recently highlighted the iShares Core Dividend ETF (DIVB) and the Invesco BuyBack Achievers ETF (PKW) as buyback plays. He also noted that true income investors may want to go with dividend funds, including Schwab US Dividend Equity ETF (SCHD) and Vanguard High Dividend Yield ETF (VYM) .

Persons: It's, Jared Woodard, Woodard, buybacks, they're, DIVB, PKW, SCHD, VYM, Morningstar Organizations: Bank of America, Taxpayers, Schwab, Equity, Vanguard, & ' $

☆ These are the top equity income ETFs of the first half
▼ + stars: | 2023-06-27 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The JPMorgan Equity Premium Income ETF (JEPI) attracted a surge of cash last year with its outperformance and yield above 10%, showing that funds that combined equity exposure with income-generating options strategies could find a foothold with investors. QYLG YTD mountain The QYLG ETF has been one of the top equity income ETFs so far this year. JEPI's sister fund, JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) , is also a top performer with a return of more than 22% year to date. Another income-focused fund that is having a big year is the YieldMax TSLA Option Income Strategy ETF (TSLY) , which writes calls on the popular electric vehicle stock. Several ETF issuers are now launching similar products to JPMorgan's popular income fund, giving investors more options to find yield without leaving the equity market.

Persons: JEPI's, Bryn Talkington, JEPI, Sara Levin, Levin Organizations: JPMorgan Equity, Nasdaq, JPMorgan Nasdaq Equity, Global, Schwab U.S, WallachBeth

☆ ETF strategies for long-term outperformance
▼ + stars: | 2023-03-29 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +2 min

As fears of recession and bank failures fuel investor anxiety, one strategist says the best prospect for outperformance this year is staying long-term invested with a steadfast asset allocation plan. Tierney, director and senior investment portfolio strategist at Schwab Asset Management, told Bob Pisani on CNBC's "ETF Edge" on Monday. Tierney explained that of the 29 Schwab ETFs, 22 of them are seeing new inflows. "Staying long term invested with a good asset allocation plan generally gives the best prospects for long term outperformance. Nate Geraci, president of The ETF Store, echoed Tierney's sentiment on avoiding getting caught up in near-term market turmoil.

☆ ETF trends reflect a wild first quarter for the stock market
▼ + stars: | 2023-03-27 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

It's the end of a wild first quarter for stock and bond investors, and ETF flows are reflecting that turmoil. The good news: Despite big market swings , equity and bond ETFs still saw overall inflows in the first quarter. ETF flows year to date: $70 billion inflows Consisting of: Equity: $24 billion inflows Fixed Income: $43 billion inflows Other (currency, etc. ): $3 billion inflows Source: ETF Store While that is still inflow, it is far less than has been typical in recent years. Much of that uncertainty can be seen in a notable pickup in money going into money market funds, traditionally a safe haven asset.

☆ These are the most popular ETFs among investors heading into March
▼ + stars: | 2023-02-28 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

February's reversal for stocks and renewed climb higher in benchmark interest rates resulted in more cautious investors, as shown by some of the month's most popular ETFs. The list of the most popular equity ETFs for the past month, measured by net inflows, shows a defensive tilt and suggests investors 'appetite for income funds remains strong. The next two funds on the list are from JPMorgan, including one red hot income fund. Other popular income funds include the Schwab US Dividend Equity ETF (SCHD) and the Pacer US Cash Cows 100 ETF (COWZ) . Outside of equity funds, the hunt for yield showed up in demand for short-term bond ETFs .

☆ Here's what's next for income ETFs after yields surged last year
▼ + stars: | 2023-02-16 | by ( Jesse Pound | ) www.cnbc.com time to read: +4 min

International income One area where investors may look next for income is the international market, which has outperformed the U.S. in the opening weeks of 2023. Both Amplify and Schwab offer international versions of their yield funds — Amplify International Enhanced Dividend Income ETF (IDVO) and Schwab International Dividend Equity ETF (SCHY). Fixed income funds Another area that could pay off for investors is fixed income. "This is a once in many, many year opportunity to de-risk, rebalance, get back into fixed income," said Stephen Laipply, US Head of iShares Fixed Income ETFs. The fixed income ETF market is much smaller than the equity ETF market, and 2023 could see a continued growth in new categories.

☆ 2023 will be another record year for dividend payouts. Here's why that matters
▼ + stars: | 2023-01-11 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

The Vanguard High Dividend Yield Index (VYM) , for example, with more than $50 billion in assets, saw shares outstanding increase 20%. Dividend ETFs are typically divided into two groups: high dividend and dividend growers. ETFs that specialize in high dividends include iShares Select Dividend ETF (DVY) and Vanguard High Dividend Yield ETF (VYM), and these are typically paying yields in the 3% range. Dividend growers include ProShares S & P 500 Dividend Aristocrats ETF (NOBL) , Vanguard Dividend Appreciation (VIG) and Schwab U.S. Dividend Equity ETF (SCHD) . There are 58 of those in the S & P 500, including Caterpillar, Air Products, Franklin Resources, Aflac, and Procter & Gamble.

☆ ETFs tied to emerging markets, Tesla and inverse strategies are bucking a slowdown in trading volume
▼ + stars: | 2022-12-08 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

Others are blaming the World Cup, and indeed many trading desks seem obsessed with watching every game. But beneath the lower volumes has been some strong activity in many exchange-traded funds, as well as inflows. China is still rallying on the reopening headlines, so emerging market ETFs like KraneShares China Internet (KWEB) have seen inflows. The TSLA Bear 1x ETF (TSLS), which gives you the daily inverse performance of Tesla, has seen big inflows since launching in August. Since October, volumes have exploded as Tesla has moved down on the Twitter deal — it's up 40% since early October.

☆ Expanding equity income strategies in a rising rate environment
▼ + stars: | 2022-11-23 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +3 min

The Amplify Enhanced Dividend Income ETF (DIVO ) ranks in the top 5% of all ETFs in terms of inflows in 2022. As dividend ETFs continue to outperform the S&P 500 this year, Todd Rosenbluth of VettaFi said that advisers are consistently seeking alternatives to traditional fixed income — including dividend income strategies and covered call strategies. VettaFi recently surveyed advisers to canvas their views on dividend strategies and discovered a possible shift in how they approach the funds. "Instead of looking at it from an income component that they've historically done throughout 2022 in the rising rate environment, they're now looking for more growth from these strategies," Rosenbluth explained. As a result, VettaFi expects dividend growth products to garner more attention, like the WisdomTree US Quality Dividend Growth ETF (DGRW ) and Vanguard Dividend Appreciation Index ETF (VIG ).

Search resuls for: "SCHD"

14 mentions found