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Berkshire Hathaway Inc. - Ordinary Shares - Class B

Northrop Grumman

Waste Connections

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iShares Edge MSCI Min Vol USA ETF

USMV tracks an index of US-listed firms selected and weighted to create a low-volatility portfolio subject to various constraints.

iShares Edge MSCI Min Vol Global ETF

SPDR Bloomberg 1-3 Month T-Bill 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

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iShares 0-3 Month Treasury Bond ETF

US Treasury 3 Month Bill Etf

iShares 20+ Year Treasury Bond 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.

5 ETFs To Retire With In 2025

If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the iShares MSCI USA Min Vol Factor ETF (USMV), a passively managed exchange traded fund launched on 10/18/2011.

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

iShares 1-3 Year Treasury Bond ETF

The broader stock markets are really starting to heat up heading into the election.

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iShares Core Dividend Growth ETF

iShares U.S. Home Construction ETF

iShares Russell 1000 Value ETF

JPMorgan U.S. Quality Factor ETF

iShares MSCI USA Quality Factor ETF

Schwab U.S. Large-Cap Value ETF

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Vanguard Dividend Appreciation ETF

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Vanguard Value ETF

Financial Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Telecom ETF

We have highlighted some investing strategies that could be extremely beneficial for investors heading into the fourth quarter.

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The iShares MSCI USA Min Vol Factor ETF (USMV) offers exposure to U.S. equities with lower volatility, focusing on defensive sectors like consumer staples, healthcare, and utilities. USMV's portfolio is diversified, with its largest holding, IBM, accounting for just 1.8% of the fund, and it avoids high-volatility sectors like real estate. The ETF's valuation is slightly higher than its low-volatility peers but lower than the broader market, driven by its underweight in high-valuation mega caps.

USMV: Low-Volatility Stands Out, Performance Not So Much

SPDR S&P 500 ETF Trust

For a brief moment, volatility picked up in early August and again in early September. We saw some appetite reappear for low volatility ETFs, which have gotten no love in 2024.

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Invesco S&P 500 High Dividend Low Volatility ETF

Invesco S&P MidCap Low Volatility ETF

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Wall Street falters at the start of September, raising the appeal for low-volatility products.

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ALPS Barron's 400 ETF

Cambria Core Equity ETF

iShares S&P 500 Value ETF

Wall Street falters at the start of September. The weak trend is likely to continue, given that September is one of the market's historically worst months.

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Invesco S&P 500 Equal Weight ETF

The current tech-driven market rally faltered and safe sectors and equal-weight indexes gained precedence.

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Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.

Low Volatility ETFs Shining Halfway Through Q3

For investors seeking momentum, iShares MSCI USA Min Vol Factor ETF USMV) is probably on the radar. The fund just hit a 52-week high and is up 25.2% from its 52-week low price of $70.38/share.

Low Volatility ETF (USMV) Hits New 52-Week High

Fidelity Low Volatility Factor ETF

Low volatility ETFs can be used to potentially safeguard gains and protect against market turbulence. Wall Street's popular measure of expected volatility in the stock market recorded its largest-ever intraday jump on Monday.

Can Low Volatility ETFs Safeguard Gains?

iShares MSCI USA Min Vol Factor ETF implements a low-volatility strategy based on sophisticated mathematical tools. The USMV portfolio looks superior to the Russell 1000 index regarding value and quality, but inferior in growth. USMV has lagged the benchmark in total return since inception and is marginally better in risk-adjusted performance.

USMV: A Sophisticated, But Not Better Low-Vol ETF

Vanguard Mega Cap Value ETF

Global X U.S. Infrastructure Development ETF

Vanguard Health Care ETF

Consumer Staples Select Sector SPDR Fund

Investors might consider several investment strategies to navigate the May-October period more effectively that could lead to a winning portfolio.

Should You Sell in May and Go Away? 5 ETF Strategies to Follow

iShares MSCI USA Min Vol Factor ETF is a low-volatility ETF designed to provide investors with less risk exposure in U.S. equities. The fund's top holdings include Broadcom, Merck & Co., Waste Management, IBM, and Waste Connections. USMV offers diversification across various sectors, with the Information Technology sector holding the largest weightage at 24.59%.

USMV: The Right Time But Be Careful With Tech Exposure

The combination of factors like fading rate cut optimism and escalating tensions in the Middle East has prompted investors to re-access their portfolios, leading to higher demand for lower-risk securities.

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Grayscale Bitcoin Trust

iShares Bitcoin Trust

iShares Core MSCI EAFE ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

iShares iBoxx $ Investment Grade Corporate Bond 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

Invesco S&P 500 Low Volatility ETF focuses on the least volatile stocks, while iShares MSCI USA Min Vol Factor ETF constructs an optimized portfolio.

SPLV And USMV Have Different Views On Volatility, So Which Is Better?

The Federal Reserve kept interest rates steady and signaled that it is in no rush to cut rates anytime soon. Uncertainty about the timing of rate cuts has prompted investors to re-assess their portfolios, leading to higher demand for lower-risk securities.

4 ETF Zones to Invest in as Fed Signals No Rate Cuts in March

iShares MSCI USA Min Vol Factor ETF implements a low-volatility strategy using an optimized covariance matrix. The portfolio looks slightly better than the Russell 1000 index regarding value and quality, but inferior in growth.

USMV: A Unique Low-Volatility Strategy

Blackrock US Equity Factor Rotation ETF

The BlackRock U.S. Equity Factor Rotation ETF (DYNF) is approaching its fourth birthday. The active ETF outperformed the S&P 500 over the past one- and three-year periods.

Meet the Newly Popular Active BlackRock ETF

Janus Henderson Mortgage-Backed Securities ETF

During Lipper's fund flows week that ended November 29, 2023, investors were overall net purchasers of fund assets for the sixth week in a row, adding a net $63.6 billion. Exchange-traded equity funds recorded $2.5 billion in weekly net inflows, the ninth straight week when ETFs attracted new capital. Exchange-traded taxable fixed income funds observed a $610 million weekly inflow - the macro group's eighth straight weekly inflow.

U.S. Weekly FundFlows Insight Report: Multi-Cap Equity Funds Suffer Largest Weekly Outflow Since 2018

The iShares MSCI USA Min Vol Factor ETF seeks to track an index of U.S. equities with lower volatility characteristics than the broad market. USMV has a low management fee and has delivered very strong historical risk adjusted performance. USMV's investment approach appears to focus on overweighting more defensive sectors as well as overweighting more defensive stocks within each sector.

USMV: A Solid ETF For Volatility Reduction

SPDR MSCI USA StrategicFactors ETF

SPDR S&P Dividend ETF

Morgan Stanley strategist Wilson believes that this is just a bear market rally rather than a start of a prolonged uptrend, as quoted on CNBC.

Is This a Bear Market Rally? ETF Strategies to Win

iShares MSCI EAFE Growth ETF

iShares MBS ETF

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iShares Short-Term National Muni Bond ETF

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iShares TIPS Bond ETF

U.S. Weekly Fund Flows Insight Report: Investors Embrace Money Market Funds During The Fund Flows Week, But Test The Waters Of Equity, Bond, And Commodity ETFs

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