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S&P 500 Snapshot: 50-Day MA Becomes a Pivot Point Amid February Volatility
Etftrends· 2026-02-27 23:51
Core Viewpoint - The S&P 500 index has shown volatility in February, slipping below its 50-day moving average and ending the week with a loss of -0.4%, now 1.43% off its all-time high from January 27, 2026 [1] Group 1: S&P 500 Performance - The S&P 500 experienced its seventh cross of the 50-day moving average in February [1] - The index closed at a loss of -0.4% for the week, indicating a downward trend [1] - Historical context shows that the S&P 500 reached an all-time high of 1565.15 on October 9, 2007, before experiencing a significant drop of approximately 57% during the Global Financial Crisis [1] Group 2: Volatility Insights - The S&P 500 has been below the 50-day moving average since February 27, while remaining above the 200-day moving average since May 12 [1] - The index experienced its largest intraday price volatility of 10.77% on April 9, 2025, since December 24, 2018 [1] - The average percent change from intraday low to high over the past 20 days is 1.22%, indicating ongoing volatility [1] Group 3: Index Comparisons - The S&P 500 is up 0.49% year to date, while the S&P Equal Weight Index has outperformed with a gain of 6.78% year to date [1] - The S&P 500 is a market cap-weighted index, while the S&P Equal Weight Index gives equal weight to each constituent [1]
IHE: U.S. Pharmaceuticals ETF With Excellent GARP Features
Seeking Alpha· 2026-02-27 21:18
Core Insights - The iShares U.S. Pharmaceuticals ETF (IHE) is currently trading at a forward earnings multiple of 15.69x and is projected to see an earnings per share growth of 19.07% over the next twelve months according to analysts [1] Group 1: ETF Overview - The iShares U.S. Pharmaceuticals ETF (IHE) focuses on the pharmaceutical sector within the U.S. equity market [1] - The ETF is analyzed using a proprietary ranking system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] Group 2: Analyst Background - The Sunday Investor, who covers U.S. Equity ETFs, has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The Sunday Investor has completed all educational requirements for the Chartered Investment Manager designation [1]
How a top wealth manager is telling rich clients to navigate AI chaos
Markets Insider· 2026-02-26 15:42
Peter Mallouk, the billionaire CEO of wealth management firm Creative Planning, says AI isn't like any past technology cycle — it's far more transformational, and that calls for investors to take action in their portfolios. Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent. "I think it's more than the internet, where the internet made everybody more efficient, or Microsoft with all t ...
If You’re 5 Years From Retirement, These 3 Dividend ETFs Should Be Your Entire Strategy
Yahoo Finance· 2026-02-26 14:37
Quick Read Schwab Dividend ETF (SCHD) surged 13.6% year-to-date on rotation from growth to its 100 value stocks. Vanguard International Dividend ETF (VYMI) gained 39% over the past year as the dollar fell. iShares Treasury ETF (TLT) surged from $90 to above $120 during the Great Recession as a recession hedge. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. We're looking at a surge of retirees in the 2020s due to the Baby Boom's peak in the 1960s, turni ...
Retirees Are Quickly Moving Into These Dividend Funds
Yahoo Finance· 2026-02-26 14:35
Quick Read The Schwab U.S. Dividend Equity ETF (SCHD) only deducts 0.06% in operating expenses and yields 3.51%. The iShares Select Dividend ETF (DVY) incurs moderately higher expenses but features an attractive 3.42% historic annual yield and blue-chip stock exposure. The First Trust Morningstar Dividend Leaders Index Fund (FDL) gained 63% during the past five years and sports a hefty 3.74% annual distribution rate. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them he ...
IYY: Diversification Does Not Boost Risk-Adjusted Returns, A Hold
Seeking Alpha· 2026-02-26 05:10
Group 1 - The iShares Dow Jones U.S. ETF (IYY) is considered a more diversified investment vehicle compared to the iShares Core S&P 500 ETF (IVV) [1] Group 2 - Vasily Zyryanov focuses on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations, particularly in the energy sector [2] - The analysis includes various industries such as mining, chemicals, and luxury goods, emphasizing the importance of Free Cash Flow and Return on Capital for deeper insights [2] - Zyryanov acknowledges that some growth stocks may deserve their premium valuations, highlighting the need for thorough analysis to determine the accuracy of market opinions [2]
The Conservative ETF That Beats Bonds but Costs You Almost Nothing to Own
247Wallst· 2026-02-25 17:53
interest rate movements.…]## Is Vanguard's Bond Fund ETF Still Worth Owning After A Horrible 2025? | BNDX[Michael Williams | Jan 1, 2025 at 8:20 AM EST When every other asset class is posting double-digit gains, a bond fund delivering 3% feels like dead weight. That's the…]## Wealthy Retirees Have A Special Loophole With A High Yield Municipal Bond ETF[Michael Williams | Jan 12, 2026 at 1:41 PM EST When retirees face higher tax brackets from pension income, Social Security, and portfolio withdrawals, every ...
International Stocks Are Winning Again and This $8.7 Billion ETF Proves It
Yahoo Finance· 2026-02-25 17:28
Quick Read iShares ACWI ex US (ACWX) returned 35.8% over the past year versus 13.0% for the S&P 500. ACWX gained 10.4% year-to-date in 2026 while the US market remained flat. Vanguard FTSE All-World ex-US tracks nearly identically to ACWX across all timeframes. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. For years, US-heavy portfolios were the path of least resistance. But the performance gap is narrowing, and investors who assumed international exp ...
Asian Stocks Just Beat the S&P 500 by 56 Points and Few Investors Noticed
247Wallst· 2026-02-25 17:14
Most U.S. investors building international exposure default to broad developed-market funds, but the iShares Asia 50 ETF ( NYSEARCA:AIA ) takes a more concentrated bet: 50 blue-chip stocks across five Asian markets, with a notable tilt toward technology at valuations well below U.S. ...
Bond Investors Embrace Maturity Risk in 2026
Investing· 2026-02-25 12:46
The risk appetite in the bond market has picked up this year as investors grow more comfortable with the economic outlook and the path of interest rates. A set of bond ETFs through yesterday's close (Feb. 24) highlights a clear trend so far in 2026: favoring government securities with longer maturities has been a winning strategy. Longdated Treasuries continue to lead by a comfortable margin year to date. The Vanguard LongTerm Corporate Bond ETF (NASDAQ:VCLT) is up 3.5% so far this year. In second place is ...