Morningstar CEO Kunal Kapoor recommends a straightforward ETF portfolio for long-term investors: 65% in Vanguard S&P 500 ETF for US stock exposure, 20% in iShares Core MSCI Total International Stock ETF for global diversification, 10% in Vanguard Total Bond Market ETF for bond safety, and 5% in iShares Bitcoin Trust ETF to include cryptocurrency. This mix offers broad diversification across sectors and geographies, balancing growth and risk. Investors should rebalance annually to maintain target allocations, which can be automated in tax-advantaged accounts. This simple strategy helps avoid analysis paralysis and supports steady portfolio growth over time.
Global X S&P 500 Covered Call ETF (XYLD) offers monthly income by selling at-the-money calls on the S&P 500, but this strategy limits upside gains. Over the past five years, XYLD returned 45.15%, well below the S&P 500's 73.34% price gain, reflecting...
The Federal Reserve has reduced its forward guidance, leading markets to rely more on historical inflation data, which increases volatility and uncertainty. Recent stock gains are supported by a favorable June Consumer Price Index (CPI), but energy-d...
The State Street SPDR Portfolio S&P 500 ETF (SPYM) has been selected as the default investment for the new Trump Accounts program, which provides eligible newborns with a $1,000 Treasury contribution invested in this fund. SPYM tracks the S&P 500 ind...
The Invesco S&P 500 Equal Weight ETF (RSP) offers diversification away from mega-cap stocks but comes with higher fees, cash holdings, and frequent rebalancing that reduce returns. Over 5 and 10 years, RSP significantly underperformed cheaper cap-wei...
In the first half of 2026, equity markets reached near all-time highs despite multiple valuation indicators showing historic overvaluation, with the S&P 500 estimated to be 116% to 207% overvalued. Margin debt surged to a record $1.42 trillion, raisi...
