Beginner Caizi series of stable ETFs, add it to your watch list! Applicable to falling markets [U.S. stock analysis]
First of all, let’s talk about it again. Today’s article is not to tell you to buy these ETFs immediately, because entry into the stock market is all about timing, so this article is more about asking everyone to understand these ETFs first and see if they are suitable. Suit yourself, and then seize the next opportunity to enter. Of course, if you are a fixed-term investor, it doesn't matter, just stick to your plan. The so-called fixed investment means investing a fixed amount at a fixed time. The simplest example is monthly stock repayment, using 5,000 yuan to buy Apple every month.
Second, these ETFs are not suitable for short-term speculation because the fluctuations are very thin and the fluctuations are not large, which means that they are more suitable for long-term investment. Unless the U.S. national destiny fails, their prices will most likely rise higher and higher in the future. High, so in my eyes these ETFs are investments that make me sleep well. Third, although their potential returns are not as high as those of growth stocks, they have experienced decades of testing and have stronger long-term stability than other funds or stocks. In the long run, these ETFs have outperformed in the long run. Fund managers above 90%, so doubling the income in the short term may not be as realistic as long-term stable income. After all, we cannot make a profit on every investment. The risk of stocks that can easily earn several times may be losing everything. , Return and risk are always directly proportional, so risk management and the stability of the investment portfolio are very important. Now that everyone has a basic understanding of the style of today’s piece, let’s get to the point!
The first ETF to introduce is VIG, a blue-chip dividend appreciation ETF
Although VIG's average annual return is similar to that of the S&P 500 Index, there is a big difference between its holdings and the S&P 500 Index. That is, VIG is only 17. % is a technology stock, and the net returns are all traditional share. The S&P 500 Index ETF VOO has 25. % is a technology stock, so the focus ratio of VOO and VIG positions is obviously different. The focus ratio of VIG is financial services, medical care, defensive consumption, consumer discretionary and industrial, so if you want to If there are some traditional stocks in my portfolio that are after the epidemic and are in the interest rate hike cycle, the sectors included in VIG basically fit this theme.
Next, let’s talk about the top ten stocks held by VIG. The first is Microsoft, the second is JP Morgan, the third is Johnson & Johnson (a medical giant stock), and United Health is another medical giant stock. VISA is a stock I like very much. It is a payment tool used by people in both bad and good economic times. HOME DEPOT is the world's largest construction and home furnishing retail company. P&G is one of the world's largest daily consumer goods companies. It accounts for a total of 31.56%, with a total of more than 200 Only stocks, so I see that VIG is a bit faster than the more traditional version of VOO.
Obviously, investing in VIG is not about getting rich overnight or rising several times in a short period of time. The expectation of investing in VIG is more about a stable 10% to 15% for one year, which is more suitable for long-term investors with large funds and low risk tolerance. , after all, if there are enough funds, 10% will make a lot of money in a year, so the larger the fund size, the more conservative the combination should be in theory. VIG's annual management fee is 0.06%, which is very low. The assets under management are 73.5 billion, which is considered a relatively large ETF.
To sum up, if you want an ETF that is slightly lower than the technology stocks in the S&P 500 index, VIG is a good choice. It is an ETF that can ride through bulls and bears. Having said that, I will continue to introduce different ETFs in the next article. If you have not opened a securities account, you are welcome to follow the link below to open an IB account. It has low transaction fees and an advanced trading platform. You can buy stocks, futures, foreign exchange, bonds and funds. If you want to know more about premium financing, stable If the annual return rate is 10%, you are welcome to click on my link below and you can also get $100 supermarket cash coupons
Finally, put on a helmet first, whether to borrow it or not, it is better to borrow it first if you still have it! These are my personal opinions and not investment advice. Investment involves risks! Everyone should think independently!
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It’s up to you whether to borrow or not, it’s better to borrow first when you get something back! These are my personal opinions and not investment advice. Investment involves risks! Everyone should think independently!
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