De iShares Core U.S. Aggregate Bond ETF is een exchange traded fund dat ernaar streeft de beleggingsresultaten te volgen van de Bloomberg US Aggregate Bond Index, een index die is samengesteld uit de totale Amerikaanse investment-grade obligatiemarkt.
Het fonds wordt beheerd door Blackrock, een belangrijke... Meer weergeven
The markets continue to be volatile and in my opinion high volatility may stay with us for some time.
First half of 2022, for most of the investors, will be a period to forget. S&P 500 ($SPX500, $SPY) ended 1H22 20.6% lower, the worst first half of the year since 1970. The MSCI All Country World Index... Meer weergeven Vertalen
The yield on the US 10-year treasuries closed at 3.929% yesterday. Generally markets continue to revise upwards its expectations of peak funds rate. For example, Goldman Sachs Research economists now expect rate hikes of 75 basis points in November (up from 50 basis points previously), 50 basis points... Meer weergeven Vertalen
Performance of Assets in My Portfolio,2022.8
* The U.S. stock index ( $SPX500 ) extended its July rally in early August, but then retreated at the end of the month. It fell 4% overall in August.
*The overall return of defensive stocks in my portfolio was on average similar to... Meer weergeven Vertalen
Another month in 2022 in red. At the time of writing, August is at -2,2% compared to the previous month of +4,23%.
For reference, $VTI is around -17% compared to the start of the year. We are still significantly beating the benchmark in spite of being in the negative.
Some of the key... Meer weergeven Vertalen
𝙃𝙤𝙬 𝙗𝙤𝙣𝙙 𝙀𝙏𝙁𝙨 𝙬𝙤𝙧𝙠
First, consider an individual bond. If you buy a 10 year bond and look at its market value after 1 year, that is highly variable. If you look instead at your total return after 10 years when it matures, you will find that it is exactly equal to what you were promised... Meer weergeven Vertalen