iShares 0-3 Month Treasury Bond ETF

SGOV tracks a market-value weighted index of US Treasurys maturing in less than or equal to three months.

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

Vanguard Total International Bond ETF

Eaton Vance Floating-Rate ETF

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iShares Core Total USD Bond Market ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

SPDR S&P Regional Banking ETF

GraniteShares 2x Long NVDA Daily ETF

American Century U.S. Quality Growth ETF

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond ETF

Vanguard S&P 500 ETF

The U.S. ETF industry is about to hit a tremendous milestone. Year to date through November 11, $897 billion has flowed into exchange traded funds, according to FactSet data.

A Record Year for ETF Inflows Imminent

SPDR Bloomberg 1-3 Month T-Bill ETF

Invesco Senior Loan ETF

Neos Enhanced Income Cash Alternative Etf

Invesco Ultra Short Duration ETF

JPMorgan Ultra-Short Income ETF

Texas Capital Government Money Market ETF

PGIM AAA CLO ETF

PGIM Ultra Short Bond ETF

PGIM Ultra Short Municipal Bond ETF

 SPDR Blackstone Senior Loan ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

Investors have been married to their money market funds for the better part of the last two years. But a recent poll from VettaFi's Q4 Fixed Income Symposium in October showed more market participants may finally be willing to break out of their comfort zones and redeploy those funds into riskier assets.

More Money Market Substitutes Taking Shape

iShares Edge MSCI Min Vol Global ETF

Vaneck CLO ETF

iShares 7-10 Year Treasury Bond ETF

Janus Henderson AAA CLO ETF

Janus Detroit Street Trust-Janus Henderson B-BBB CLO ETF

JPMorgan Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

US Treasury 3 Month Bill Etf

iShares Edge MSCI Min Vol USA ETF

This article covers a five-ETF portfolio built to replace and beat out a traditional 60/40. This portfolio could be built by a DIY investor with ease. It would be simple to monitor and rebalance. The goal is to create a >4% yield while providing as much or more safety than a traditional 60/40.

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Innovator Equity Defined Protection ETF - 2 Yr to October 2026

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BlackRock Ultra Short-Term Bond ETF

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Innovator Equity Defined Protection ETF - 1 Yr October

Annuities offer guaranteed protection and income, but ETFs can mimic these benefits with more liquidity and fewer fees, though no investment is risk-free. Innovator's ETFs provide 100% downside protection for equity index exposure, limiting potential upside but ensuring no losses, ideal for risk-averse investors. The portfolio combines 60% defined equity exposure and 40% short-term fixed income to minimize risk and maintain stability, outperforming traditional 60/40 portfolios in downturns.

Meet A Retirement Portfolio That Works Like An Annuity

iShares 0-3 Month Treasury Bond ETF offers a low-risk, short-term investment with a 0.07% expense ratio and a 4.43% return since December 2023. Despite lower nominal yields, short-term government bonds remain attractive due to minimal credit risk and an expected 4.6% annualized return. The Fed's easing of QT and potential rate cuts could stimulate inflation, making short-term bonds preferable over longer-term options like the 10-year Treasury.

SGOV: Short End Still Looks Attractive As Fed Cuts

The Federal Reserve's recent rate cuts will likely reduce future returns for the SGOV ETF, with yields expected to decline to around 3% over the next 12-18 months. Downside risks exist for SGOV if the economy weakens, as the Fed may cut rates faster than currently projected to prevent labor market deterioration. However, alternatives to SGOV, such as equities and long-term treasuries, are not appealing due to high valuations and the U.S. government's fiscal deficits and national debt.

SGOV: Offers Future Optionality

American Homes 4 Rent

Alexandria Real Estate Equities

Artesian Resources

Cullen/Frost Bankers

EastGroup Properties

Global Medical REIT

Rexford Industrial Realty

Sila Realty Trust Inc

Vanguard Real Estate ETF

Industrial Select Sector SPDR Fund

The ongoing debate on whether the economy will face a recession or achieve a soft landing continues, with mixed opinions from experts. Despite my longstanding recession prediction, the economic expansion has been extended due to delayed deployment of pandemic-era savings. Tariffs have not benefited American manufacturing, leading to higher input costs, disrupted supply chains, and a slump in manufacturing jobs and output.

7 Dividend Stocks I'm Buying As The Recession Debate Rages

Chevron

EOG Resources

Invesco QQQ

The stock market appears richly valued, with REITs and utilities outperforming tech stocks since the June CPI report, reflecting a defensive, yield-oriented investor shift. I plan to allocate dividends to the iShares 0-3 Month Treasury ETF for stability and also buy 8 dividend stocks, including a brand-new position. My dividend growth projection guesstimate involves analyzing management's earnings growth expectations, payout ratios, historical dividend growth, and potential obstacles.

8 Dividend Stocks I'm Buying In October (Including A New Holding)

Trinity Capital

Essential Utilities

Both major US presidential candidates are promoting fiscal irresponsibility and avoiding necessary reforms to entitlement programs, which are the primary drivers of future government spending growth. Domestic net national saving is consistently negative, making the US highly reliant on foreign inflows to sustain fiscal policies, reminiscent of the Great Financial Crisis. Howard Marks emphasizes that politicians' promises often clash with economic realities, highlighting issues like inflation, rent control, and the refusal to reform Social Security.

A Hiker's Guide To Investing In Today's Market

The Fed's new easing cycle is steepening the yield curve. 2s10s have dis-inverted. 3M yields could follow. The rare situation which made iShares® 0-3 Month Treasury Bond ETF so attractive is likely coming to an end.

SGOV: A Rare Gem Losing Its Shine

AbbVie

Amgen

Blackrock Inc

Bristol-Myers

Boston Properties

Cisco Systems

Douglas Emmett

Home Depot

iShares Core High Dividend ETF

Highwoods Properties

Coca-Cola

Lockheed Martin

Medical Properties Trust

PepsiCo

Schwab US Dividend Equity ETF

SL Green Realty

Texas Instruments

Vornado Realty Trust

Verizon

As a dividend growth investor focused on income, I recommend raising cash and selling lower-quality stocks due to potential recession risks. Historical data shows that rate cuts often precede recessions, making it prudent to increase cash positions and reduce exposure to vulnerable stocks. Despite some reasonable buying opportunities, I prefer holding cash in ETFs like SGOV for liquidity and safety during uncertain economic times.

Raise Cash And Sell Trash

Alerian MLP ETF

Ares Capital

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

VanEck Vectors BDC Income ETF

Enbridge

Enterprise Products Partners

Energy Transfer LP Unit

SPDR Gold Trust

JPMorgan Chase & Co

Mid-America Apartment Communities

NextEra Energy

Realty Income Corp

SPDR Portfolio S&P 500 High Dividend ETF

AT&T

W. P. Carey

Utilities Select Sector SPDR Fund

The Federal Reserve's 50-basis-point rate cut seems like a big tailwind for dividend stocks. However, the rate cut also brings several warnings to the dividend stock space. We discuss what these are and how we are positioning our portfolio to navigate rate cuts.

An Important Warning For Dividend Investors After The Fed's Big Rate Cut

The Federal Reserve's unexpected 50 bps rate cut signals aggressive monetary easing, aiming for a soft landing encouraged by benign inflation data. SGOV, the iShares 0-3 Month Treasury Bond ETF, will see its yield decrease in line with Fed rate cuts due to its low duration. SGOV remains a robust cash-parking vehicle with low volatility and no credit risk, but its yield will decline, prompting a 'Hold' rating.

SGOV: What Is Next After The 50 Bps Fed Cut (Rating Downgrade)

ARK 21Shares Bitcoin ETF

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Capital Group Dividend Value ETF

Blackrock US Equity Factor Rotation ETF

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Fidelity Wise Origin Bitcoin Fund

SPDR Portfolio S&P 500 ETF

Vanguard Total Stock Market ETF

Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out.

Active, Crypto & Core ETFs, Oh My

Comcast

Canadian Natural Resources

Inflation drivers from 2021-2023 have run their course, leading to a return to the low inflation that characterized the economy prior to the pandemic. Energy stocks hedge well against REITs; I'm adding select high-quality oil & gas producers to my buy list. Comcast offers quality at a reasonable price with strong free cash flow, a low payout ratio, and prudent dividend growth.

5 Dividend Stocks And 1 ETF I'm Buying As The Energy Sector Slumps

JPMorgan BetaBuilders Europe ETF

Xtrackers MSCI Europe Hedged Equity ETF

Xtrackers MSCI Eurozone Hedged Equity ETF

WisdomTree Europe SmallCap Dividend Fund

Vanguard Extended Duration Treasury ETF

BlackRock Enhanced Government Fund

WisdomTree Europe Quality Dividend Growth Fund

ProShares MSCI Europe Dividend Growers ETF

Direxion Daily FTSE Europe Bull 3X Shares

WisdomTree Europe Hedged SmallCap Equity Fund

iShares MSCI Eurozone ETF

First Trust STOXX European Select Dividend Index Fund

First Trust Europe AlphaDEX Fund

First Trust Eurozone AlphaDEX ETF

SPDR EURO STOXX 50 ETF

iShares U.S. Fixed Income Balanced Risk Factor ETF

Franklin FTSE Europe ETF

Franklin FTSE Eurozone ETF

First Trust IPOX Europe Equity Opportunities ETF

Goldman Sachs TreasuryAccess 0-1 Year ETF

iShares U.S. Treasury Bond ETF

iShares 25+ Year Treasury STRIPS Bond ETF

Goldman Sachs ActiveBeta Europe Equity ETF

WisdomTree Europe Hedged Equity Fund

iShares Currency Hedged MSCI Eurozone ETF

iShares 3-7 Year Treasury Bond ETF

iShares Core MSCI Europe ETF

iShares MSCI Europe Small-Cap ETF

iShares Europe ETF

First Trust Long Duration Opportunities ETF

ALPS O'Shares Europe Quality Dividend ETF Shares

ProShares UltraShort 7-10 Year Treasury

Pacer Trendpilot European Index ETF

First Trust RiverFront Dynamic Europe ETF

Schwab Short-Term US Treasury ETF

Schwab Long-Term US Treasury ETF

Schwab Intermediate-Term US Treasury ETF

iShares Short Treasury Bond ETF

iShares 1-3 Year Treasury Bond ETF

SPDR Portfolio Europe ETF

SPDR Portfolio Long Term Treasury ETF

SPDR Portfolio Short Term Treasury ETF

Proshares Short 20+ Year Treasury

ProShares UltraShort 20+ Year Treasury

ProShares Short 7-10 Year Treasury

iShares 10-20 Year Treasury Bond ETF

Direxion Daily 20+ Year Treasury Bull 3X Shares

Direxion Daily 20+ Year Treasury Bear 3X Shares

ProShares UltraPro Short 20+ Year Treasury

Direxion Daily 7-10 Year Treasury Bull 3x Shares

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ProShares Ultra 20+ Year Treasury

ProShares Ultra 7-10 Year Treasury

US Treasury 2 Year Note ETF

Vanguard Intermediate-Term Treasury ETF

Vanguard FTSE Europe ETF

Vanguard Long-Term Treasury ETF

Vanguard Short-Term Treasury ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

The ECB cut rates by 25bp as widely anticipated, but a slightly hawkish tilt bear flattened the EUR curve, which in our view remains priced aggressively. In the US, as the markets head towards the Fed's first rate cut, the probability of a larger cut rose slightly on Thursday.

Rates Spark: ECB Presser Bear-Flattened The Curve

US manufacturing is in a recession, exacerbated by tariffs and global supply chain disruptions, with consumer spending and global demand also weakening. The labor market is softening, with job openings and hiring slowing, but layoffs remain stable, indicating potential recession risks. The inverted yield curve's un-inversion signals an impending recession, though the 10-year minus 3-month spread hasn't yet un-inverted.

3 Stocks & 1 ETF I'm Buying As Defensive Stocks Soar

Goldman Sachs Physical Gold ETF

Cal-Maine Foods

Franklin Responsibly Sourced Gold ETF

I provide weekly economic insights and a buy list to help investors make informed decisions, emphasizing the importance of understanding economic cycles and political impacts. I analyze political proposals like Trump's tariffs and Harris's price controls, highlighting their potential negative economic effects and advocating for unbiased, clear-eyed economic views. Ray Dalio questions the funding for increased government spending, stressing the need for broad-based productivity and prosperity through education and equal opportunities.

My Top Investment In September As Rate Cuts And The Election Come Into Focus

News for iShares 0-3 Month Treasury Bond ETF ETF (SGOV)