iShares 20+ Year Treasury Bond ETF

TLT tracks a market-weighted index of debt issued by the US Treasury with remaining maturities of 20 years or more.

iShares iBoxx $ Investment Grade Corporate Bond ETF

SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF follows America's biggest and best companies. The iShares 20+ Year Treasury Bond ETF generates income from U.S. government debt.

3 Income ETFs to Buy With $723 and Hold Forever

iShares 7-10 Year Treasury Bond ETF

iShares Core S&P 500 ETF

Invesco S&P 500 Equal Weight ETF

iShares 1-3 Year Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

Vanguard S&P 500 ETF

The S&P 500 posted its biggest weekly gain of the year, finishing up 2.29% from last Friday. The index is currently up 10.36% year to date and has set a new record closing high 20 times so far this year.

S&P 500 Snapshot: Biggest Weekly Gain of 2024

Over the weekend Geoff Bysshe wrote an Market Outlook wherein he highlighted some “Long-Term Interest Rate Tipping Points.

Ahead of Federal Reserve Meeting, Investors Eye Long Bonds (TLT)

The S&P 500 fell 0.7% on Friday, which led to a weekly loss of 0.1%. The index has declined for two straight weeks for the first time since October.

S&P 500 Snapshot: Second Straight Weekly Loss

Blackrock US Equity Factor Rotation ETF

iShares Bitcoin Trust

Financial Select Sector SPDR Fund

The hotter-than-expected inflation data took away some sheen from the stock market yesterday, resulted in enough liquidity in the ETF space. We have highlighted five ETFs that exchanged more than 50 million shares in hand.

5 ETF Volume Leaders of Yesterday

The yield on the 10-year note ended March 8, 2024 at 4.09%, the 2-year note ended at 4.48%, and the 30-year at 4.26%. Here is a table showing the yields' highs and lows and the FFR since 2007.

Treasury Yields Snapshot: March 8, 2024

The S&P 500 fell 0.7% on Friday following the release of February's jobs report. Friday's loss saw the index finishing down 0.3% for the week.

S&P 500 Snapshot: Index Slips Following Friday's Jobs Report

Grayscale Bitcoin Trust

iShares Core MSCI EAFE ETF

iShares Russell 2000 ETF

iShares Edge MSCI Min Vol USA ETF

During LSEG Lipper's fund flows week that ended March 6, investors were overall net purchasers of fund assets for the third week in four, adding a net $27.3 billion. All 10 spot bitcoin ETFs reported net inflows of $1.9 billion, marking the seventh straight weekly inflow since these launched. Conventional taxable-fixed income funds realized a weekly inflow of $500 million - marking their tenth consecutive weekly inflow.

U.S. Weekly Fund Flows Insight Report: Taxable Fixed Income Funds Attract $12.4 Billion, Marking The 11th Straight Weekly Inflow

The high return, low risk, and low correlation to equities of TLT make it a compelling addition to a portfolio that is overweight stocks. Given my previous forecast, the alpha of TLT should be positive regardless of beta. An overweight of bonds relative to stocks should reduce portfolio risk without sacrificing return.

TLT: High Estimated Alpha From Low Correlation To Stocks

Automatic Data Processing

Bristol-Myers

BlackRock Science & Technology

Crown Castle International

Calamos Convertible Opportunities And Income Fund

Deere & Company

Enbridge

SPDR Gold Trust

abrdn Healthcare Investors 

Mastercard

Main Street Capital

MPLX

Microsoft

Realty Income Corp

PIMCO Dynamic Income Fund

PepsiCo

Invesco QQQ

Cohen & Steers Reit And Preferred Income Fund Inc

Liberty All Star Equity Fund

Cohen & Steers Infrastructure Fund Inc

Reaves Utility Income Fund

Visa

Verizon

The Near Perfect Portfolio Strategy provides SWAN-like attributes and aims to meet income and growth goals while minimizing volatility and drawdowns. The strategy consists of three buckets: Dividend Growth Investing, High Income (CEF investing), and Hedging (Rotational bucket). Backtesting results over 17 years show that the strategy has the potential to outperform the S&P 500, with lower drawdowns and volatility.

How To Invest In A SWAN Portfolio: The Near Perfect Portfolio Strategy

The S&P 500 finished the week up 1.0%, notching another new record close. The index is currently up 8.31% year to date and has set a new record closing high 15 times so far this year.

S&P 500 Snapshot: Another Record Close to End the Week

Key inflation contributors started to re-bounce on a 6-month and 3-month annualized basis and remain key risks for being long TLTs; it is better to prefer JPST. Fed officials provided and probably will continue to use hawkish rhetoric, thanks to worrisome surprises in all inflation expectations for January.

TLT: Rebound In Inflation Remains A Threat, Model Says Yields Are Cheap

SPDR Bloomberg 1-3 Month T-Bill ETF

Cisco Systems

SPDR Dow Jones Industrial Average ETF

Invesco Russell 1000 Equal Weight ETF

Entergy

Gilead Sciences

International Paper

ARK Israel Innovative Technology ETF

Rob Isbitts discusses his ROAR Score, which measures reward opportunity and risk in the market.

Don't Rely On Past Performance

The S&P 500 rallied during the back half of this week to reach a new all-time record close. The index is currently up 7.29% year to date and has set a new record closing high 13 times so far this year.

S&P 500 Snapshot: Late Week Rally Leads to Another Record Close

The yield on the 10-year note ended February 23, 2024 at 4.26%, the 2-year note ended at 4.67%, and the 30-year at 4.37%. Here is a table showing the yields' highs and lows and the FFR since 2007.

Treasury Yields Snapshot: February 23, 2024

The S&P 500 slid on Friday, snapping the index's five week win streak. The index is currently up 5.54% year to date.

S&P 500 Snapshot: Index Snaps Five-Week Win Streak

ProShares UltraShort 20+ Year Treasury

US Treasury 2 Year Note ETF

Danielle DiMartino Booth discusses why Jay Powell wants to keep rates high. Should we trust CPI and other economic data coming out?

Should We Trust Economic Data? With Danielle DiMartino Booth

Vanguard Total Bond Market ETF

Consumer Discretionary Select Sector SPDR Fund

Overall, ETFs pulled in $3.8 billion in capital last week, taking year-to-date inflows to $35.5 billion.

5 ETFs Most Loved by Investors Last Week

Vanguard Extended Duration Treasury ETF

BlackRock Enhanced Government Fund

iShares U.S. Fixed Income Balanced Risk Factor ETF

Goldman Sachs TreasuryAccess 0-1 Year ETF

iShares U.S. Treasury Bond ETF

iShares 25+ Year Treasury STRIPS Bond ETF

Invesco Ultra Short Duration ETF

iShares 3-7 Year Treasury Bond ETF

First Trust Long Duration Opportunities ETF

ProShares UltraShort 7-10 Year Treasury

Schwab Short-Term US Treasury ETF

Schwab Long-Term US Treasury ETF

Schwab Intermediate-Term US Treasury ETF

iShares Short Treasury Bond ETF

SPDR Portfolio Long Term Treasury ETF

SPDR Portfolio Short Term Treasury ETF

Proshares Short 20+ Year Treasury

ProShares Short 7-10 Year Treasury

iShares 10-20 Year Treasury Bond ETF

Direxion Daily 20+ Year Treasury Bull 3X Shares

It generally takes a few years for changes in Federal Reserve rates to fully impact bond fund dividends. Bond funds are still benefitting from prior rate hikes. Perhaps by enough to cancel out any future rate cuts. By my estimations, and under current Fed guidance, most bond funds would only start to see declining dividends in 2025, at the earliest.

Estimating The Impact Of Lower Rates On Bond Fund Dividends

The S&P 500 reached another record high on Friday as the index closed above 5000 for the first time in history. The index is currently up 5.98% year to date and has set a new record closing high ten times so far this year.

S&P 500 Snapshot: Index Closes Above 5000 for First Time Ever

The yield on the 10-year note ended February 9, 2024 at 4.17%, the 2-year note ended at 4.48%, and the 30-year at 4.37%. Here is a table showing the yields' highs and lows and the FFR since 2007.

Treasury Yields Snapshot: February 9, 2024

iShares 20+ Year Treasury ETF may continue to decline as long-term rates rise and the US economy remains resilient.

The TLT May Be Heading Much Lower Amid A Higher Neutral Rate

iShares Core U.S. Aggregate Bond ETF

JPMorgan Global Select Equity ETF

JPMorgan Municipal ETF

iShares National Muni Bond ETF

Despite Federal Reserve officials putting the kibosh on interest rate cuts in March, U.S. indices hit new record highs during the Lipper fund flows week. The Dow and the S&P 500 posted their ninth and seventh record close of 2024 on Friday, February 2, after stronger-than-expected Q4 tech earnings.

U.S. Weekly Fund Flows Insight Report: Equity ETFs, Conventional Funds Suffer Net Redemptions For The Fund Flows Week

I wrote about the The iShares 20+ Year Treasury Bond ETF (TLT) last week and warned about an upcoming fiscal cliff as the US public debt surges.

TLT ETF and the upcoming $54 trillion black swan event

AdvisorShares Pure US Cannabis ETF

Sprott Junior Uranium Miners ETF

Watching for ETFs with the most inflows is a good way to track market sentiment and join a trend before the media and wider retail ecosystem follow suit. Tracking ETF inflows is a way to track smart money.

News for iShares 20+ Year Treasury Bond ETF ETF (TLT)