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Berkshire Hathaway Inc. - Ordinary Shares - Class B

Tesla

iShares Core S&P 500 ETF

IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee.

iShares 7-10 Year Treasury Bond ETF

Invesco S&P 500 Equal Weight ETF

iShares 1-3 Year Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond ETF

Vanguard S&P 500 ETF

The S&P 500 snapped its five week win streak, finishing down 0.51% from a week ago, despite Friday's rally. The index is currently up 11.27% year to date and has recorded a new all-time high 24 times this year.

S&P 500 Snapshot: 5-Week Win Streak Snapped

ProShares S&P 500 Dividend Aristocrats ETF

Invesco QQQ

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

Dividends don't matter in the accumulation stage or in retirement; total return and risk level are what determine portfolio success, in my view. Many self-directed investors focus too much on dividends instead of making more money and creating a larger portfolio. Dividend metrics and strategies, such as dividend growth stocks and dividend-focused ETFs, have recently underperformed the market.

The Dividends Don't Matter

Investing $300/month at a 12% annual rate of return produces $3.5M in 40Y. Historically, the S&P 500 returned around 12%/year. However, the assumption of a 12% annual rate of return for the S&P 500 may not hold over the next 20-40 years due to geopolitical factors as deglobalization unfolds. Tactical investing, such as liquidating stock holdings before a recession, may be a viable alternative to long-term passive investing, especially for those nearing retirement.

IVV: Long-Term Passive Investing May Not Be The Way To Go

The S&P 500 see-sawed this week, ending with only minor gains (+0.03%) from a week ago. The index is currently up 11.85% year to date and has recorded a new all-time high 24 times this year.

S&P 500 Snapshot: See-Saw Week Ends with Minor Gains

Invesco S&P 500 Top 50 ETF

The renewed hopes of rate cuts make Wall Street analysts even more bullish on the S&P 500 Index.

ETFs to Bet on Analysts' Bullish Forecast for S&P 500

Direxion Daily S&P 500 Bull 3x Shares

ProShares Ultra S&P 500

ProShares UltraPro S&P500

Investors need to spend more time studying market behavior and less on superficial versions of past performance analysis. Here, I provide a breakdown of the S&P 500, featuring portions of my process, rather than picks, which I'll focus on in future articles.

S&P 500 And VOO: Here's The Bullish Case

Since FELC debuted as an active, transparent ETF in November 2023, it has already delivered fairly encouraging performance, beating a few S&P 500-tracking ETFs. My analysis shows that FELC is a leaner, growthier (with nuances), slightly cheaper version of the S&P 500-tracking IVV. FELC has exposure to non-S&P 500 companies. It is definitely worth watching, but I am hesitating to assign a Buy rating to it right now, owing to its too short track record as an active ETF.

FELC: Slightly Cheaper Than IVV, Outperforming For Now, Worth Watching

The S&P 500 posted its fourth consecutive weekly gain after notching a new all-time high this week. The index is currently up 11.82% year to date and has recorded a new all-time high 23 times this year.

S&P 500 Snapshot: Fourth Consecutive Weekly Gain

The US stock market has surged to new heights, with the S&P 500 index reaching a record high of 5,325 points and the DJIA index touching 40,000 points. Investors are experiencing euphoria, spurred by the unexpectedly low US inflation figures released earlier.

S&P 500 Index Hits Record High Amidst Lower Inflation

Fidelity Blue Chip Growth ETF

Roundhill Magnificent Seven ETF

Vanguard Mega Cap Value ETF

Expectations of interest rate cuts have made investors the "most bullish" since November 2021. We have highlighted five ETFs that could be compelling ways to tap this view.

ETFs to Tap as Investors Turn Most Bullish Since November 2021

iShares Core U.S. Aggregate Bond ETF

Goldman Sachs TreasuryAccess 0-1 Year ETF

iShares Russell 2000 ETF

iShares U.S. Real Estate ETF

Janus Henderson AAA CLO ETF

iShares TIPS Bond ETF

After seeing their third-largest weekly outflow on record, money markets have recorded three straight weeks of inflows. Mixed-assets funds was the only group to suffer outflows. Spot bitcoin ETFs saw an inflow a week after seeing their first outflow since the products launched.

U.S. Weekly FundFlows Insight Report: Fixed Income ETFs Record Largest Inflow In Over Five Years, Adding $9.4 Billion

The S&P 500 posted its third straight weekly gain for the first time since early February. The index is currently up 10.12% year to date and now sits 0.60% below its record close from March 28, 2024.

S&P 500 Snapshot: Third Straight Weekly Gain

First Trust Capital Strength ETF

VanEck Vectors Semiconductor ETF

Industrial Select Sector SPDR Fund

Despite concerns about inflation and the likelihood of interest rates remaining high for long, U.S. stocks have shown resilience in recent weeks on earnings strength.

Time to Tap Wall Street ETFs on Earnings Strength?

Alps Smith Core Plus Bond ETF

T Rowe Price Blue Chip Growth ETF

After a record-setting first quarter of $65 billion of net inflows for actively managed ETFs, many of the largest such funds brought in fresh money in April. Advisor and end investor demand for security selection combined with the benefits of the ETF structure remains strong.

Active ETFs Gain Share But Education Remains Key

The S&P 500 finished in the green this week thanks to a late week rally. The index is currently up 8.12% year to date and now sits 2.41% below its record close from March 28, 2024.

S&P 500 Snapshot: Late Week Rally Leads to Weekly Gains

While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.

What's Driving S&P 500 ETFs in 2024?

Invesco Senior Loan ETF

iShares Russell Mid-Cap Growth ETF

iShares Russell Mid-Cap Value ETF

SPDR Bloomberg High Yield Bond ETF

Last week, the fund market saw an astonishing $143.5 billion in outflows - the largest weekly outflow since the week ending September 16, 2009.

U.S. Weekly FundFlows Insight Report: Fund Market Sees First Weekly Inflow In Three, Adding $5.5 Billion

iShares Core S&P Total U.S. Stock Market ETF

Schwab U.S. Broad Market ETF

Vanguard Total Stock Market ETF

ETFs are well-diversified, low-maintenance investments. Broad-market funds are one of the safest types of ETF.

What Are the Safest ETFs to Buy Right Now? And How Much Can You Earn From Them?

The stock market, as measured by the S&P 500 Index SPX, continued to sell off through the end of last week. By that point, some relatively deep oversold conditions were in place, and the market rallied this week in an attempt to work them off.

Troubling S&P 500 chart suggests that stock investors have a rough road ahead

The S&P 500 fell for a third straight week, posting its biggest weekly loss since March 2023 (-3.05%). The index is currently up 4.73% year to date and now sits 5.46% below its record close from March 28, 2024.

S&P 500 Snapshot: Worst Week Since March 2023

ARK 21Shares Bitcoin ETF

Grayscale Bitcoin Trust

iShares iBoxx $ Investment Grade Corporate Bond ETF

Direxion Daily Semiconductor Bull 3x Shares

During LSEG Lipper's fund-flows week that ended April 17, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the fourth week in five, removing an astonishing $143.5 billion.

U.S. Weekly FundFlows Insight Report: Money Markets Report Weekly Outflow Of $118.5 Billion, Third Largest On Record

Fidelity Total Bond ETF

Energy Select Sector SPDR Fund

During LSEG Lipper's fund flows week that ended April 10, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing a net $29.7 billion.

U.S. Weekly FundFlows Insight Report: Short/Intermediate Investment-Grade ETFs Set Record Weekly Inflows, Attracting $3.5 Billion

The US CPI report and ECB policy meeting highlight divergent paths for the Fed and ECB, driving further dollar strength. Widening spreads between central banks and interest rates could send the euro lower and impact other currency pairs.

A Stronger Dollar May Drive The S&P 500 Much Lower

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500.

The Total Return Roller Coaster

The S&P 500 stumbled for a second straight week, posting its biggest weekly loss of the year (-1.55%). The index is currently up 8.02% year to date and now sits 2.49% below its record close from March 28, 2024.

News for iShares Core S&P 500 ETF ETF (IVV)